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 14, 2024
Q1 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-8.96K- 59.69% |
$1.51M - $1.75M
|
6.05K
$1.29M
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-8.98K- 4.95% |
$1.52M - $1.75M
|
172K
$36.6M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-9.03K- 2.95% |
$1.53M - $1.76M
|
297K
$63.1M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-9.08K- 6.62% |
$1.53M - $1.77M
|
128K
$27.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-9.1K- 88.44% |
$1.54M - $1.78M
|
1.19K
$253K
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-9.11K- 9.72% |
$1.54M - $1.78M
|
84.7K
$18M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-9.14K- 22.51% |
$1.54M - $1.78M
|
31.4K
$6.68M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-9.15K- 5.16% |
$1.55M - $1.78M
|
168K
$35.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-9.15K- 5.3% |
$1.55M - $1.79M
|
164K
$34.7M
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-9.17K- 59.04% |
$1.55M - $1.79M
|
6.36K
$1.35M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-9.17K- 3.2% |
$1.55M - $1.79M
|
278K
$59M
|
|
|
Apr 19, 2024
Q1 2024
|
Covea Finance
|
SELL
|
- |
-9.18K- 2.21% |
$1.55M - $1.79M
|
406K
$86.2M
|
|
|
May 07, 2024
Q1 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-9.18K- 24.23% |
$1.55M - $1.79M
|
28.7K
$6.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-9.2K- 3.68% |
$1.55M - $1.8M
|
241K
$51.2M
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-9.23K- 5.63% |
$1.56M - $1.8M
|
155K
$32.9M
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-9.26K- 3.54% |
$1.56M - $1.81M
|
253K
$53.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-9.29K- 8.81% |
$1.57M - $1.81M
|
96.1K
$20.4M
|
|
|
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
$19.7M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-9.33K- 5.7% |
$1.58M - $1.82M
|
154K
$32.8M
|
|
|
May 15, 2024
Q1 2024
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
SELL
|
- |
-9.37K- 2.57% |
$1.58M - $1.83M
|
355K
$75.4M
|
|
|
May 08, 2024
Q1 2024
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-9.4K- 5.14% |
$1.59M - $1.84M
|
174K
$36.9M
|
|
|
May 07, 2024
Q1 2024
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-9.41K- 70.81% |
$1.59M - $1.84M
|
3.88K
$824K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-9.45K- 2.57% |
$1.6M - $1.84M
|
358K
$76.1M
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-9.48K- 9.48% |
$1.6M - $1.85M
|
90.5K
$19.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-9.5K- 19.53% |
$1.6M - $1.85M
|
39.1K
$8.31M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-9.5K- 2.81% |
$1.61M - $1.85M
|
328K
$69.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-9.52K- 10.33% |
$1.61M - $1.86M
|
82.6K
$17.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-9.52K- 50.0% |
$1.61M - $1.86M
|
9.52K
$2.02M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-9.55K- 1.6% |
$1.61M - $1.86M
|
588K
$125M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-9.57K- 2.79% |
$1.62M - $1.87M
|
334K
$71M
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-9.61K- 35.96% |
$1.62M - $1.88M
|
17.1K
$3.64M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-9.62K- 6.67% |
$1.63M - $1.88M
|
134K
$28.6M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-9.64K- 1.62% |
$1.63M - $1.88M
|
585K
$124M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-9.64K- 2.0% |
$1.63M - $1.88M
|
473K
$101M
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-9.65K- 1.85% |
$1.63M - $1.88M
|
511K
$109M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-9.68K- 7.95% |
$1.64M - $1.89M
|
112K
$23.8M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-9.69K- 13.05% |
$1.64M - $1.89M
|
64.5K
$13.7M
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-9.7K- 41.44% |
$1.64M - $1.89M
|
13.7K
$2.91M
|
|
|
May 14, 2024
Q1 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-9.7K- 3.98% |
$1.64M - $1.89M
|
234K
$49.8M
|
|
|
May 14, 2024
Q1 2024
|
Garda Capital Partners LP
Wayzata, MN |
SELL
|
- |
-9.83K- 21.14% |
$1.66M - $1.92M
|
36.7K
$7.79M
|
|
|
May 15, 2024
Q1 2024
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-9.86K- 1.7% |
$1.67M - $1.92M
|
569K
$121M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-9.88K- 11.91% |
$1.67M - $1.93M
|
73.1K
$15.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Bender Robert & Associates
|
SELL
|
- |
-9.9K- 2.26% |
$1.67M - $1.93M
|
428K
$91M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-9.91K- 1.0% |
$1.67M - $1.93M
|
978K
$208M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-9.99K- 20.12% |
$1.69M - $1.95M
|
39.7K
$8.43M
|
|
|
May 01, 2024
Q1 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-10K- 1.53% |
$1.7M - $1.96M
|
644K
$137M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-10.1K- 8.13% |
$1.7M - $1.97M
|
114K
$24.2M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-10.1K- 3.31% |
$1.7M - $1.97M
|
295K
$62.7M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-10.1K- 44.98% |
$1.71M - $1.97M
|
12.3K
$2.62M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-10.1K- 14.5% |
$1.71M - $1.98M
|
59.8K
$12.7M
|