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 |
|---|---|---|---|---|---|---|---|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-15.3K- 8.26% |
$2.59M - $2.99M
|
170K
$38.9M
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-15.3K- 63.22% |
$2.59M - $2.99M
|
8.92K
$2.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-15.3K- 0.97% |
$2.59M - $2.99M
|
1.56M
$357M
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-15.3K- 5.97% |
$2.59M - $2.99M
|
242K
$55.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-15.4K- 16.17% |
$2.6M - $3.01M
|
79.8K
$18.3M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-15.5K- 9.01% |
$2.61M - $3.02M
|
156K
$35.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-15.5K- 55.74% |
$2.62M - $3.02M
|
12.3K
$2.81M
|
|
|
May 13, 2024
Q1 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-15.5K- 5.21% |
$2.62M - $3.02M
|
282K
$64.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-15.5K- 3.49% |
$2.62M - $3.03M
|
429K
$98.3M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-15.6K- 1.79% |
$2.63M - $3.04M
|
855K
$196M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-15.6K- 11.2% |
$2.63M - $3.04M
|
124K
$28.3M
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-15.6K- 9.39% |
$2.64M - $3.05M
|
151K
$34.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-15.7K- 2.14% |
$2.65M - $3.06M
|
715K
$164M
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-15.7K- 2.4% |
$2.65M - $3.06M
|
638K
$146M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-15.7K- 7.03% |
$2.66M - $3.07M
|
208K
$47.6M
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-15.8K- 2.27% |
$2.67M - $3.08M
|
680K
$156M
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-15.9K- 30.86% |
$2.69M - $3.1M
|
35.6K
$8.15M
|
|
|
Apr 17, 2024
Q1 2024
|
Saratoga Research & Investment Management
|
SELL
|
- |
-15.9K- 4.14% |
$2.69M - $3.1M
|
368K
$84.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Dupont Capital Management Corp
|
SELL
|
- |
-15.9K- 6.03% |
$2.69M - $3.11M
|
248K
$56.8M
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-15.9K- 31.55% |
$2.69M - $3.11M
|
34.6K
$7.92M
|
|
|
Apr 23, 2024
Q1 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-16K- 1.43% |
$2.7M - $3.12M
|
1.11M
$253M
|
|
|
May 07, 2024
Q1 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-16.1K- 3.18% |
$2.71M - $3.13M
|
489K
$112M
|
|
|
Apr 22, 2024
Q1 2024
|
Shikiar Asset Management Inc
|
SELL
|
- |
-16.1K- 5.19% |
$2.72M - $3.14M
|
294K
$67.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-16.1K- 5.54% |
$2.72M - $3.14M
|
274K
$62.8M
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-16.1K- 7.09% |
$2.73M - $3.15M
|
212K
$48.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-16.2K- 3.39% |
$2.74M - $3.17M
|
462K
$106M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Investment Management
|
SELL
|
- |
-16.4K- 13.89% |
$2.76M - $3.19M
|
101K
$23.2M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-16.4K- 3.39% |
$2.77M - $3.19M
|
467K
$107M
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-16.4K- 57.17% |
$2.78M - $3.21M
|
12.3K
$2.82M
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-16.5K- 7.57% |
$2.78M - $3.21M
|
201K
$46M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-16.5K- 0.75% |
$2.78M - $3.21M
|
2.16M
$496M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-16.5K- 13.47% |
$2.8M - $3.23M
|
106K
$24.3M
|
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-16.7K- 13.7% |
$2.83M - $3.27M
|
105K
$24.2M
|
|
|
May 22, 2024
Q1 2024
|
Beck Bode, LLC
|
SELL
|
- |
-16.8K- 63.92% |
$2.84M - $3.27M
|
9.47K
$2.17M
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-16.9K- 2.88% |
$2.85M - $3.29M
|
568K
$130M
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-16.9K- 6.33% |
$2.85M - $3.29M
|
250K
$57.2M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-17K- 4.19% |
$2.87M - $3.31M
|
388K
$88.9M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-17K- 12.48% |
$2.87M - $3.31M
|
119K
$27.3M
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-17K- 20.73% |
$2.88M - $3.33M
|
65.2K
$14.9M
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-17.2K- 2.96% |
$2.9M - $3.35M
|
563K
$129M
|
|
|
May 10, 2024
Q1 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-17.2K- 13.73% |
$2.91M - $3.36M
|
108K
$24.8M
|
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-17.3K- 2.09% |
$2.92M - $3.38M
|
810K
$185M
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-17.3K- 29.58% |
$2.93M - $3.38M
|
41.2K
$9.44M
|
|
|
May 15, 2024
Q1 2024
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-17.3K- 39.83% |
$2.93M - $3.38M
|
26.2K
$5.99M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-17.3K- 3.44% |
$2.93M - $3.38M
|
486K
$111M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-17.4K- 2.86% |
$2.94M - $3.39M
|
591K
$135M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-17.5K- 14.57% |
$2.96M - $3.42M
|
103K
$23.5M
|
|
|
May 15, 2024
Q1 2024
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-17.6K- 4.23% |
$2.97M - $3.43M
|
398K
$91.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-17.6K- 40.0% |
$2.98M - $3.44M
|
26.4K
$6.06M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-17.7K- 5.25% |
$2.99M - $3.45M
|
319K
$73.1M
|