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 09, 2024
Q1 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-29.5K- 9.01% |
$4.99M - $5.76M
|
298K
$73.2M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-30.2K- 50.1% |
$5.11M - $5.9M
|
30.1K
$7.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-30.6K- 1.43% |
$5.17M - $5.97M
|
2.11M
$518M
|
|
|
May 16, 2024
Q1 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-30.6K- 44.17% |
$5.18M - $5.98M
|
38.7K
$9.51M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-30.8K- 4.36% |
$5.2M - $6.01M
|
675K
$166M
|
|
|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
SELL
|
- |
-30.8K- 56.48% |
$5.21M - $6.02M
|
23.8K
$5.83M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-31K- 57.62% |
$5.24M - $6.05M
|
22.8K
$5.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Progressive Investment Management Corp
|
SELL
|
- |
-31.1K- 15.81% |
$5.25M - $6.06M
|
165K
$40.6M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-31.2K- 4.76% |
$5.27M - $6.09M
|
625K
$153M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-31.4K- 16.09% |
$5.31M - $6.14M
|
164K
$40.3M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-32.4K- 43.13% |
$5.48M - $6.33M
|
42.8K
$10.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-32.5K- 4.27% |
$5.49M - $6.34M
|
729K
$179M
|
|
|
May 14, 2024
Q1 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-32.5K- 2.34% |
$5.49M - $6.34M
|
1.36M
$333M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-32.6K- 19.84% |
$5.52M - $6.37M
|
132K
$32.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-32.8K- 71.71% |
$5.53M - $6.39M
|
12.9K
$3.17M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-32.8K- 68.09% |
$5.54M - $6.39M
|
15.3K
$3.77M
|
|
|
May 13, 2024
Q1 2024
|
Freemont Management S.A.
|
SELL
|
- |
-33K- 23.62% |
$5.58M - $6.44M
|
107K
$26.2M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-33.5K- 5.1% |
$5.66M - $6.54M
|
623K
$153M
|
|
|
May 08, 2024
Q1 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-33.6K- 34.98% |
$5.69M - $6.57M
|
62.6K
$15.4M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-33.7K- 8.28% |
$5.7M - $6.58M
|
374K
$91.8M
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
SELL
|
- |
-34.3K- 6.15% |
$5.79M - $6.69M
|
523K
$128M
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-34.4K- 3.64% |
$5.81M - $6.71M
|
911K
$224M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-34.6K- 45.47% |
$5.85M - $6.76M
|
41.5K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-34.7K- 40.19% |
$5.86M - $6.77M
|
51.6K
$12.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-34.8K- 10.45% |
$5.88M - $6.79M
|
298K
$73.2M
|
|
|
May 13, 2024
Q1 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-35K- 1.82% |
$5.92M - $6.83M
|
1.89M
$464M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-35.4K- 4.78% |
$5.98M - $6.91M
|
705K
$173M
|
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-35.9K- 9.0% |
$6.08M - $7.02M
|
364K
$89.3M
|
|
|
May 09, 2024
Q1 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-36.3K- 92.8% |
$6.13M - $7.08M
|
2.82K
$691K
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
SELL
|
- |
-36.3K- 22.61% |
$6.13M - $7.08M
|
124K
$30.5M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-36.4K- 5.47% |
$6.16M - $7.11M
|
630K
$155M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-36.5K- 3.04% |
$6.17M - $7.13M
|
1.17M
$286M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-36.9K- 11.51% |
$6.23M - $7.2M
|
284K
$69.6M
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-36.9K- 4.23% |
$6.23M - $7.2M
|
836K
$205M
|
|
|
Apr 15, 2024
Q1 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-37.1K- 49.83% |
$6.27M - $7.24M
|
37.3K
$9.17M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-37.3K- 4.76% |
$6.3M - $7.27M
|
746K
$183M
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-37.3K- 51.12% |
$6.31M - $7.29M
|
35.7K
$8.77M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-37.5K- 36.98% |
$6.33M - $7.31M
|
63.8K
$15.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-37.6K- 6.05% |
$6.36M - $7.34M
|
584K
$143M
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-37.8K- 2.1% |
$6.38M - $7.37M
|
1.76M
$433M
|
|
|
May 15, 2024
Q1 2024
|
Novo Holdings
Hellerup, G7 |
SELL
|
- |
-38.5K- 17.38% |
$6.51M - $7.51M
|
183K
$44.9M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-38.5K- 8.82% |
$6.51M - $7.52M
|
398K
$97.7M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-39.4K- 10.38% |
$6.66M - $7.7M
|
340K
$83.6M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-39.6K- 15.69% |
$6.69M - $7.72M
|
213K
$52.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-40K- 50.71% |
$6.75M - $7.8M
|
38.8K
$9.54M
|
|
|
May 13, 2024
Q1 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-40.1K- 4.87% |
$6.77M - $7.82M
|
782K
$192M
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-40.2K- 17.08% |
$6.8M - $7.85M
|
195K
$47.9M
|
|
|
May 10, 2024
Q1 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-40.3K- 7.95% |
$6.8M - $7.86M
|
466K
$114M
|
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-40.4K- 22.88% |
$6.83M - $7.89M
|
136K
$33.5M
|
|
|
May 15, 2024
Q1 2024
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-40.5K- 64.74% |
$6.84M - $7.9M
|
22.1K
$5.42M
|