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
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-40.7K- 16.36% |
$6.88M - $7.94M
|
208K
$51.1M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-41.1K- 4.33% |
$6.94M - $8.02M
|
907K
$223M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-41.1K- 2.41% |
$6.94M - $8.02M
|
1.66M
$408M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-41.1K- 2.48% |
$6.95M - $8.02M
|
1.62M
$397M
|
|
|
May 02, 2024
Q1 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-41.3K- 75.16% |
$6.98M - $8.06M
|
13.6K
$3.35M
|
|
|
May 15, 2024
Q1 2024
|
Vontobel Asset Management Inc
New York, NY |
SELL
|
- |
-41.6K- 25.6% |
$7.03M - $8.12M
|
121K
$29.7M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-41.8K- 8.03% |
$7.07M - $8.16M
|
479K
$118M
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-42K- 87.24% |
$7.1M - $8.2M
|
6.14K
$1.51M
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-42.5K- 66.85% |
$7.19M - $8.3M
|
21.1K
$5.18M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-42.6K- 67.36% |
$7.2M - $8.32M
|
20.7K
$5.07M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-42.9K- 17.87% |
$7.26M - $8.38M
|
197K
$48.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-43K- 10.68% |
$7.26M - $8.39M
|
360K
$88.3M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-43.3K- 3.69% |
$7.32M - $8.45M
|
1.13M
$277M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-43.8K- 15.62% |
$7.4M - $8.55M
|
237K
$58.1M
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-43.8K- 5.22% |
$7.41M - $8.56M
|
795K
$195M
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-44K- 44.59% |
$7.44M - $8.6M
|
54.7K
$13.4M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-44.9K- 22.51% |
$7.59M - $8.77M
|
155K
$38M
|
|
|
May 10, 2024
Q1 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-45.3K- 61.8% |
$7.65M - $8.83M
|
28K
$6.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-45.4K- 3.72% |
$7.67M - $8.85M
|
1.18M
$289M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-46K- 36.19% |
$7.77M - $8.97M
|
81.1K
$19.9M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-46.2K- 68.46% |
$7.82M - $9.03M
|
21.3K
$5.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-46.5K- 84.19% |
$7.85M - $9.07M
|
8.72K
$2.14M
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-46.6K- 0.63% |
$7.88M - $9.1M
|
7.4M
$1.82B
|
|
|
May 15, 2024
Q1 2024
|
Nzs Capital, LLC
Denver, CO |
SELL
|
- |
-46.8K- 20.04% |
$7.91M - $9.13M
|
187K
$45.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-46.9K- 57.86% |
$7.93M - $9.16M
|
34.2K
$8.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-47.1K- 4.78% |
$7.96M - $9.2M
|
938K
$230M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-47.1K- 11.36% |
$7.96M - $9.2M
|
368K
$90.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-47.4K- 10.35% |
$8.01M - $9.25M
|
411K
$101M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-48K- 71.79% |
$8.11M - $9.36M
|
18.8K
$4.63M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-48.1K- 3.44% |
$8.13M - $9.39M
|
1.35M
$331M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-48.7K- 3.57% |
$8.23M - $9.51M
|
1.31M
$323M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-49.7K- 27.98% |
$8.4M - $9.71M
|
128K
$31.4M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-49.9K- 2.48% |
$8.43M - $9.73M
|
1.96M
$481M
|
|
|
May 15, 2024
Q1 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-50K- 6.25% |
$8.45M - $9.76M
|
750K
$184M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-50.4K- 2.57% |
$8.52M - $9.84M
|
1.91M
$469M
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-50.6K- 13.8% |
$8.56M - $9.88M
|
316K
$77.7M
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-51.1K- 0.07% |
$8.64M - $9.98M
|
75M
$18.4B
|
|
|
May 15, 2024
Q1 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-51.2K- 36.54% |
$8.66M - $10M
|
89K
$21.8M
|
|
|
May 02, 2024
Q1 2024
|
Suncoast Equity Management
|
SELL
|
- |
-51.4K- 17.23% |
$8.68M - $10M
|
247K
$60.6M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-51.6K- 1.62% |
$8.72M - $10.1M
|
3.13M
$769M
|
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-51.7K- 18.15% |
$8.73M - $10.1M
|
233K
$57.2M
|
|
|
May 14, 2024
Q1 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-51.8K- 90.45% |
$8.75M - $10.1M
|
5.47K
$1.34M
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-52.6K- 92.84% |
$8.89M - $10.3M
|
4.06K
$997K
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-52.8K- 62.28% |
$8.93M - $10.3M
|
32K
$7.86M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-52.8K- 7.83% |
$8.93M - $10.3M
|
622K
$153M
|
|
|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-53K- 17.26% |
$8.95M - $10.3M
|
254K
$62.3M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-53K- 77.01% |
$8.95M - $10.3M
|
15.8K
$3.88M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-53.9K- 23.57% |
$9.11M - $10.5M
|
175K
$42.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-54.3K- 5.04% |
$9.18M - $10.6M
|
1.02M
$251M
|
|
|
May 08, 2024
Q1 2024
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-54.6K- 96.2% |
$9.23M - $10.7M
|
2.16K
$530K
|