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
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-18.3K- 68.31% |
$3.1M - $3.58M
|
8.51K
$2.09M
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-18.4K- 5.85% |
$3.11M - $3.59M
|
296K
$72.7M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-18.7K- 0.75% |
$3.15M - $3.64M
|
2.49M
$610M
|
|
|
Apr 30, 2024
Q1 2024
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-18.8K- 5.0% |
$3.18M - $3.67M
|
357K
$87.8M
|
|
|
May 14, 2024
Q1 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-19K- 30.11% |
$3.22M - $3.71M
|
44.2K
$10.8M
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-19.1K- 5.73% |
$3.23M - $3.73M
|
315K
$77.3M
|
|
|
May 14, 2024
Q1 2024
|
Pine Ridge Advisers LLC
New York, NY |
SELL
|
- |
-19.2K- 35.21% |
$3.24M - $3.74M
|
35.2K
$8.65M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-19.2K- 10.38% |
$3.25M - $3.75M
|
166K
$40.7M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-19.2K- 19.57% |
$3.25M - $3.75M
|
79K
$19.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-19.2K- 91.77% |
$3.25M - $3.75M
|
1.73K
$424K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-19.2K- 2.31% |
$3.25M - $3.76M
|
813K
$200M
|
|
|
Apr 23, 2024
Q1 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-19.6K- 25.41% |
$3.32M - $3.83M
|
57.6K
$14.2M
|
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-19.6K- 4.06% |
$3.32M - $3.83M
|
464K
$114M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-19.7K- 24.98% |
$3.34M - $3.85M
|
59.3K
$14.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-19.8K- 1.38% |
$3.35M - $3.86M
|
1.41M
$347M
|
|
|
May 15, 2024
Q1 2024
|
Alight Capital Management LP
New York, NY |
SELL
|
- |
-20K- 40.0% |
$3.38M - $3.9M
|
30K
$7.37M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-20K- 7.22% |
$3.38M - $3.91M
|
257K
$63.2M
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-20K- 2.86% |
$3.39M - $3.91M
|
680K
$167M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-20.1K- 4.41% |
$3.4M - $3.92M
|
436K
$107M
|
|
|
Feb 05, 2025
Q1 2024
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
SELL
|
- |
-20.1KClosed |
$3.4M - $3.93M
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-20.2K- 12.54% |
$3.41M - $3.94M
|
141K
$34.6M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-20.2K- 83.66% |
$3.41M - $3.94M
|
3.95K
$969K
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-20.3K- 3.44% |
$3.43M - $3.96M
|
570K
$140M
|
|
|
May 14, 2024
Q1 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-20.4K- 87.01% |
$3.46M - $3.99M
|
3.05K
$749K
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-20.6K- 10.22% |
$3.48M - $4.02M
|
181K
$44.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-20.7K- 3.15% |
$3.5M - $4.04M
|
636K
$156M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-20.7K- 19.37% |
$3.5M - $4.04M
|
86.2K
$21.2M
|
|
|
May 09, 2024
Q1 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-21K- 22.54% |
$3.54M - $4.09M
|
72.1K
$17.7M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-21.1K- 11.25% |
$3.56M - $4.11M
|
166K
$40.8M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-21.3K- 9.26% |
$3.6M - $4.15M
|
209K
$51.2M
|
|
|
Apr 16, 2024
Q1 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-21.3K- 23.42% |
$3.6M - $4.15M
|
69.6K
$17.1M
|
|
|
May 15, 2024
Q1 2024
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
SELL
|
- |
-21.4K- 85.6% |
$3.62M - $4.18M
|
3.6K
$884K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-21.5K- 8.0% |
$3.63M - $4.19M
|
247K
$60.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-21.6K- 7.93% |
$3.66M - $4.22M
|
251K
$61.7M
|
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-21.6K- 17.52% |
$3.66M - $4.23M
|
102K
$25M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21.7K- 0.18% |
$3.67M - $4.24M
|
12M
$2.95B
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-21.7K- 3.74% |
$3.67M - $4.24M
|
559K
$137M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-21.8K- 12.48% |
$3.68M - $4.25M
|
153K
$37.5M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-21.8K- 6.04% |
$3.69M - $4.26M
|
340K
$83.4M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-21.9K- 4.95% |
$3.7M - $4.27M
|
420K
$103M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-21.9K- 1.36% |
$3.7M - $4.28M
|
1.58M
$389M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-22K- 2.97% |
$3.72M - $4.3M
|
719K
$177M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-22.1K- 22.16% |
$3.73M - $4.31M
|
77.6K
$19.1M
|
|
|
May 15, 2024
Q1 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-22.2K- 41.09% |
$3.75M - $4.33M
|
31.8K
$7.81M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-22.2K- 4.65% |
$3.76M - $4.34M
|
456K
$112M
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-22.2K- 11.46% |
$3.76M - $4.34M
|
172K
$42.2M
|
|
|
May 07, 2024
Q1 2024
|
Comgest Global Investors S.A.S.
|
SELL
|
- |
-22.2K- 6.25% |
$3.76M - $4.34M
|
334K
$81.9M
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-22.5K- 19.28% |
$3.8M - $4.39M
|
94.1K
$23.1M
|
|
|
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
$8.42M
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-22.7K- 1.66% |
$3.83M - $4.42M
|
1.34M
$330M
|