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 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-21.5K- 8.0% |
$3.63M - $4.19M
|
247K
$52.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-21.6K- 7.93% |
$3.66M - $4.22M
|
251K
$53.4M
|
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-21.6K- 17.52% |
$3.66M - $4.23M
|
102K
$21.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21.7K- 0.18% |
$3.67M - $4.24M
|
12M
$2.55B
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-21.7K- 3.74% |
$3.67M - $4.24M
|
559K
$119M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-21.8K- 12.48% |
$3.68M - $4.25M
|
153K
$32.4M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-21.8K- 6.04% |
$3.69M - $4.26M
|
340K
$72.1M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-21.9K- 4.95% |
$3.7M - $4.27M
|
420K
$89.2M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-21.9K- 1.36% |
$3.7M - $4.28M
|
1.58M
$337M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-22K- 2.97% |
$3.72M - $4.3M
|
719K
$153M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-22.1K- 22.16% |
$3.73M - $4.31M
|
77.6K
$16.5M
|
|
|
May 15, 2024
Q1 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-22.2K- 41.09% |
$3.75M - $4.33M
|
31.8K
$6.76M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-22.2K- 4.65% |
$3.76M - $4.34M
|
456K
$96.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-22.2K- 11.46% |
$3.76M - $4.34M
|
172K
$36.5M
|
|
|
May 07, 2024
Q1 2024
|
Comgest Global Investors S.A.S.
|
SELL
|
- |
-22.2K- 6.25% |
$3.76M - $4.34M
|
334K
$70.9M
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-22.5K- 19.28% |
$3.8M - $4.39M
|
94.1K
$20M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-22.5K- 39.64% |
$3.8M - $4.39M
|
34.3K
$7.29M
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-22.7K- 1.66% |
$3.83M - $4.42M
|
1.34M
$285M
|
|
|
May 15, 2024
Q1 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-22.8K- 21.78% |
$3.85M - $4.44M
|
81.8K
$17.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-22.8K- 19.5% |
$3.86M - $4.45M
|
94.2K
$20M
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-22.9K- 25.01% |
$3.88M - $4.48M
|
68.8K
$14.6M
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-23K- 76.13% |
$3.88M - $4.48M
|
7.2K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-23.3K- 14.91% |
$3.94M - $4.55M
|
133K
$28.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-23.4K- 9.67% |
$3.95M - $4.56M
|
218K
$46.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-23.5K- 0.38% |
$3.97M - $4.59M
|
6.15M
$1.31B
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-24.3K- 3.17% |
$4.11M - $4.74M
|
742K
$158M
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-24.3K- 11.53% |
$4.11M - $4.74M
|
187K
$39.6M
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
SELL
|
- |
-24.4K- 22.42% |
$4.12M - $4.75M
|
84.3K
$17.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-24.4K- 28.16% |
$4.12M - $4.76M
|
62.2K
$13.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-24.4K- 14.11% |
$4.12M - $4.76M
|
149K
$31.6M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-24.5K- 0.72% |
$4.14M - $4.79M
|
3.38M
$719M
|
|
|
Apr 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-24.5K- 31.68% |
$4.15M - $4.79M
|
52.9K
$11.2M
|
|
|
May 13, 2024
Q1 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-24.8K- 74.14% |
$4.18M - $4.83M
|
8.64K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-24.8K- 12.92% |
$4.19M - $4.84M
|
167K
$35.5M
|
|
|
May 15, 2024
Q1 2024
|
Noked Israel LTD
Ramat Hasharon, L3 |
SELL
|
- |
-25K- 31.17% |
$4.23M - $4.88M
|
55.2K
$11.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-25.1K- 27.8% |
$4.25M - $4.9M
|
65.3K
$13.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Solitude Financial Services
|
SELL
|
- |
-25.1K- 64.62% |
$4.25M - $4.9M
|
13.8K
$2.92M
|
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-25.2K- 88.11% |
$4.25M - $4.91M
|
3.4K
$722K
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-25.3K- 29.26% |
$4.28M - $4.95M
|
61.3K
$13M
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-25.5K- 4.69% |
$4.31M - $4.98M
|
518K
$110M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-25.6K- 7.28% |
$4.33M - $5M
|
326K
$69.3M
|
|
|
May 01, 2024
Q1 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-25.8K- 12.59% |
$4.36M - $5.04M
|
179K
$38.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-25.9K- 8.0% |
$4.38M - $5.06M
|
298K
$63.3M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-25.9K- 4.17% |
$4.38M - $5.06M
|
596K
$127M
|
|
|
May 08, 2024
Q1 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-26.5K- 12.68% |
$4.47M - $5.17M
|
182K
$38.7M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-26.6K- 13.99% |
$4.5M - $5.19M
|
164K
$34.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-26.7K- 6.18% |
$4.52M - $5.21M
|
406K
$86.2M
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-26.8K- 1.05% |
$4.54M - $5.24M
|
2.53M
$538M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-27K- 3.85% |
$4.56M - $5.27M
|
675K
$143M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-27.2K- 7.81% |
$4.6M - $5.31M
|
321K
$68.3M
|