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 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-54.7K- 52.59% |
$9.24M - $10.7M
|
49.3K
$12.1M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-55.3K- 2.97% |
$9.34M - $10.8M
|
1.81M
$444M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-55.5K- 3.21% |
$9.38M - $10.8M
|
1.67M
$411M
|
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-56K- 26.71% |
$9.47M - $10.9M
|
154K
$37.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-56.8K- 5.93% |
$9.6M - $11.1M
|
902K
$221M
|
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-56.8K- 26.27% |
$9.61M - $11.1M
|
160K
$39.2M
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-56.9K- 2.28% |
$9.62M - $11.1M
|
2.43M
$598M
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-57.4K- 4.42% |
$9.71M - $11.2M
|
1.24M
$305M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-57.6K- 1.41% |
$9.74M - $11.2M
|
4.04M
$992M
|
|
|
May 23, 2024
Q1 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-58.1K- 15.37% |
$9.81M - $11.3M
|
320K
$78.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-58.3K- 52.82% |
$9.85M - $11.4M
|
52.1K
$12.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-59.6K- 43.18% |
$10.1M - $11.6M
|
78.4K
$19.3M
|
|
|
May 02, 2024
Q1 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-60.2K- 13.58% |
$10.2M - $11.7M
|
383K
$94M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-60.7K- 71.68% |
$10.3M - $11.8M
|
24K
$5.89M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-61.2K- 14.58% |
$10.3M - $11.9M
|
358K
$88M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-61.2K- 3.4% |
$10.3M - $12M
|
1.74M
$427M
|
|
|
May 07, 2024
Q1 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-61.2K- 12.03% |
$10.4M - $12M
|
448K
$110M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-61.7K- 6.59% |
$10.4M - $12M
|
875K
$215M
|
|
|
May 09, 2024
Q1 2024
|
Torray LLC
|
SELL
|
- |
-61.7K- 91.62% |
$10.4M - $12M
|
5.64K
$1.39M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-62.8K- 4.2% |
$10.6M - $12.3M
|
1.43M
$352M
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
SELL
|
- |
-63.9K- 1.42% |
$10.8M - $12.5M
|
4.44M
$1.09B
|
|
|
May 16, 2024
Q1 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-64K- 7.7% |
$10.8M - $12.5M
|
768K
$189M
|
|
|
Apr 12, 2024
Q1 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-67K- 3.37% |
$11.3M - $13.1M
|
1.92M
$472M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-67.3K- 20.1% |
$11.4M - $13.1M
|
268K
$65.7M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-67.4K- 5.76% |
$11.4M - $13.2M
|
1.1M
$271M
|
|
|
May 09, 2024
Q1 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-69.5K- 95.86% |
$11.7M - $13.6M
|
3K
$737K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-69.8K- 15.73% |
$11.8M - $13.6M
|
374K
$91.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-71K- 7.66% |
$12M - $13.8M
|
855K
$210M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-71.4K- 4.88% |
$12.1M - $13.9M
|
1.39M
$341M
|
|
|
May 10, 2024
Q1 2024
|
Gifford Fong Associates
Lafayette, CA |
SELL
|
- |
-72.5K- 47.18% |
$12.3M - $14.2M
|
81.2K
$19.9M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-73.1K- 3.26% |
$12.4M - $14.3M
|
2.17M
$533M
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-73.7K- 3.35% |
$12.5M - $14.4M
|
2.13M
$522M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-74K- 3.87% |
$12.5M - $14.4M
|
1.84M
$452M
|
|
|
May 10, 2024
Q1 2024
|
United American Securities Inc. (D
New York, NY |
SELL
|
- |
-74.3K- 43.51% |
$12.6M - $14.5M
|
96.4K
$23.7M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-76.3K- 1.62% |
$12.9M - $14.9M
|
4.63M
$1.14B
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-76.5K- 17.16% |
$12.9M - $14.9M
|
369K
$90.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-78.5K- 33.64% |
$13.3M - $15.3M
|
155K
$38M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-79K- 17.26% |
$13.3M - $15.4M
|
379K
$93M
|
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-79.2K- 75.65% |
$13.4M - $15.5M
|
25.5K
$6.26M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-79.6K- 1.85% |
$13.4M - $15.5M
|
4.23M
$1.04B
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-81.3K- 20.51% |
$13.7M - $15.9M
|
315K
$77.4M
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-83.1K- 61.15% |
$14M - $16.2M
|
52.8K
$13M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-83.8K- 4.04% |
$14.2M - $16.4M
|
1.99M
$489M
|
|
|
May 09, 2024
Q1 2024
|
Parnassus Investments, LLC
|
SELL
|
- |
-85.6K- 1.04% |
$14.5M - $16.7M
|
8.17M
$2.01B
|
|
|
May 14, 2024
Q1 2024
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
SELL
|
- |
-85.8K- 0.33% |
$14.5M - $16.7M
|
25.7M
$6.31B
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-86.3K- 89.99% |
$14.6M - $16.8M
|
9.6K
$2.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Rja Asset Management LLC
Stamford, CT |
SELL
|
- |
-86.3K- 5.49% |
$14.6M - $16.8M
|
1.49M
$365M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-87.3K- 43.69% |
$14.8M - $17M
|
113K
$27.6M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-87.6K- 3.85% |
$14.8M - $17.1M
|
2.19M
$537M
|
|
|
Apr 15, 2024
Q1 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-88.5K- 63.15% |
$15M - $17.3M
|
51.7K
$12.7M
|