Purchases and Sales Made in Q1 2024 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q1 2024. The information is specifically focused on institutions that hold shares of Apple Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Brooktree Capital Management
|
SELL
|
- |
-8.46K- 32.44% |
$1.43M - $1.65M
|
17.6K
$4.31M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.47K- 0.62% |
$1.43M - $1.65M
|
1.36M
$332M
|
|
|
Apr 26, 2024
Q1 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-8.47K- 8.81% |
$1.43M - $1.65M
|
87.6K
$21.4M
|
|
|
May 13, 2024
Q1 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-8.48K- 3.47% |
$1.43M - $1.65M
|
236K
$57.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-8.53K- 4.2% |
$1.44M - $1.67M
|
195K
$47.7M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-8.63K- 16.43% |
$1.46M - $1.68M
|
43.9K
$10.7M
|
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-8.64K- 24.23% |
$1.46M - $1.69M
|
27K
$6.61M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-8.65K- 5.68% |
$1.46M - $1.69M
|
144K
$35.1M
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-8.66K- 2.6% |
$1.46M - $1.69M
|
325K
$79.4M
|
|
|
Oct 15, 2024
Q1 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-8.66K- 10.93% |
$1.46M - $1.69M
|
70.6K
$17.3M
|
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-8.67K- 13.7% |
$1.47M - $1.69M
|
54.6K
$13.4M
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-8.71K- 78.91% |
$1.47M - $1.7M
|
2.33K
$569K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-8.72K- 9.31% |
$1.47M - $1.7M
|
84.9K
$20.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-8.72K- 4.49% |
$1.47M - $1.7M
|
186K
$45.4M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-8.72K- 0.4% |
$1.47M - $1.7M
|
2.2M
$537M
|
|
|
May 14, 2024
Q1 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-8.73K- 7.91% |
$1.48M - $1.7M
|
102K
$24.9M
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-8.76K- 13.08% |
$1.48M - $1.71M
|
58.3K
$14.3M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-8.77K- 20.13% |
$1.48M - $1.71M
|
34.8K
$8.51M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-8.78K- 1.88% |
$1.48M - $1.71M
|
459K
$112M
|
|
|
May 15, 2024
Q1 2024
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-8.8K- 6.35% |
$1.49M - $1.72M
|
130K
$31.7M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-8.8K- 10.86% |
$1.49M - $1.72M
|
72.3K
$17.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-8.83K- 6.19% |
$1.49M - $1.72M
|
134K
$32.7M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-8.84K- 5.76% |
$1.49M - $1.73M
|
145K
$35.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Marest Capital, LLC
Tarzana, CA |
SELL
|
- |
-8.84K- 25.7% |
$1.49M - $1.73M
|
25.6K
$6.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Alta Capital Management LLC
|
SELL
|
- |
-8.85K- 1.81% |
$1.5M - $1.73M
|
481K
$118M
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-8.87K- 73.64% |
$1.5M - $1.73M
|
3.18K
$777K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.88K- 4.87% |
$1.5M - $1.73M
|
173K
$42.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-8.96K- 8.12% |
$1.51M - $1.75M
|
101K
$24.8M
|
|
|
May 14, 2024
Q1 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-8.96K- 59.69% |
$1.51M - $1.75M
|
6.05K
$1.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-8.98K- 4.95% |
$1.52M - $1.75M
|
172K
$42.2M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-9.03K- 2.95% |
$1.53M - $1.76M
|
297K
$72.6M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-9.08K- 6.62% |
$1.53M - $1.77M
|
128K
$31.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-9.1K- 88.44% |
$1.54M - $1.78M
|
1.19K
$291K
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-9.11K- 9.72% |
$1.54M - $1.78M
|
84.7K
$20.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-9.14K- 22.51% |
$1.54M - $1.78M
|
31.4K
$7.69M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-9.15K- 5.16% |
$1.55M - $1.78M
|
168K
$41.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-9.15K- 5.3% |
$1.55M - $1.79M
|
164K
$40M
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-9.17K- 59.04% |
$1.55M - $1.79M
|
6.36K
$1.56M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-9.17K- 3.2% |
$1.55M - $1.79M
|
278K
$68M
|
|
|
Apr 19, 2024
Q1 2024
|
Covea Finance
|
SELL
|
- |
-9.18K- 2.21% |
$1.55M - $1.79M
|
406K
$99.2M
|
|
|
May 07, 2024
Q1 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-9.18K- 24.23% |
$1.55M - $1.79M
|
28.7K
$7.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-9.2K- 3.68% |
$1.55M - $1.8M
|
241K
$59M
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-9.23K- 5.63% |
$1.56M - $1.8M
|
155K
$37.8M
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-9.26K- 3.54% |
$1.56M - $1.81M
|
253K
$61.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-9.29K- 8.81% |
$1.57M - $1.81M
|
96.1K
$23.5M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-9.31K- 9.13% |
$1.57M - $1.82M
|
92.6K
$22.7M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-9.33K- 5.7% |
$1.58M - $1.82M
|
154K
$37.7M
|
|
|
May 15, 2024
Q1 2024
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
SELL
|
- |
-9.37K- 2.57% |
$1.58M - $1.83M
|
355K
$86.8M
|
|
|
May 08, 2024
Q1 2024
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-9.4K- 5.14% |
$1.59M - $1.84M
|
174K
$42.5M
|
|
|
May 07, 2024
Q1 2024
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-9.41K- 70.81% |
$1.59M - $1.84M
|
3.88K
$948K
|