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 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-11- 0.12% |
$1.86K - $2.15K
|
9.19K
$2.26M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-11- 0.15% |
$1.86K - $2.15K
|
7.35K
$1.8M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-11- 0.08% |
$1.86K - $2.15K
|
14.5K
$3.55M
|
|
|
May 15, 2024
Q1 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-11- 0.12% |
$1.86K - $2.15K
|
9.06K
$2.23M
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-12- 0.14% |
$2.03K - $2.34K
|
8.35K
$2.05M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-13- 0.05% |
$2.2K - $2.54K
|
25.5K
$6.26M
|
|
|
Nov 01, 2024
Q1 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-13- 0.07% |
$2.2K - $2.54K
|
18.9K
$4.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-14- 0.07% |
$2.37K - $2.73K
|
19.3K
$4.74M
|
|
|
Apr 25, 2024
Q1 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-15- 0.06% |
$2.54K - $2.93K
|
26.2K
$6.44M
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-15- 0.06% |
$2.54K - $2.93K
|
25K
$6.14M
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-15- 0.05% |
$2.54K - $2.93K
|
28.5K
$7.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Terril Brothers, Inc.
|
SELL
|
- |
-18- 0.01% |
$3.04K - $3.51K
|
152K
$37.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-18- 0.12% |
$3.04K - $3.51K
|
15.2K
$3.74M
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-18- 0.12% |
$3.04K - $3.51K
|
15.5K
$3.79M
|
|
|
May 03, 2024
Q1 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-18- 0.69% |
$3.04K - $3.51K
|
2.58K
$633K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-18- 0.31% |
$3.04K - $3.51K
|
5.82K
$1.43M
|
|
|
Apr 15, 2024
Q1 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-19- 0.39% |
$3.21K - $3.71K
|
4.9K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-19- 0.35% |
$3.21K - $3.71K
|
5.36K
$1.32M
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-19- 0.2% |
$3.21K - $3.71K
|
9.35K
$2.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-20- 0.06% |
$3.38K - $3.9K
|
35.9K
$8.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-20- 0.02% |
$3.38K - $3.9K
|
102K
$25M
|
|
|
Apr 30, 2024
Q1 2024
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-20- 0.04% |
$3.38K - $3.9K
|
53.8K
$13.2M
|
|
|
May 02, 2024
Q1 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-20- 5.71% |
$3.38K - $3.9K
|
330
$81K
|
|
|
May 08, 2024
Q1 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-20- 0.09% |
$3.38K - $3.9K
|
23.2K
$5.69M
|
|
|
May 16, 2024
Q1 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-20- 0.15% |
$3.38K - $3.9K
|
13.4K
$3.29M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-21- 0.01% |
$3.55K - $4.1K
|
213K
$52.3M
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-21- 0.06% |
$3.55K - $4.1K
|
36.1K
$8.86M
|
|
|
Apr 22, 2024
Q1 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-22- 0.78% |
$3.72K - $4.29K
|
2.81K
$691K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-22- 0.01% |
$3.72K - $4.29K
|
163K
$40M
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-22- 0.46% |
$3.72K - $4.29K
|
4.79K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-22- 0.17% |
$3.72K - $4.29K
|
13.1K
$3.21M
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
SELL
|
- |
-23- 0.16% |
$3.89K - $4.49K
|
14.5K
$3.57M
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-23- 0.57% |
$3.89K - $4.49K
|
4.03K
$989K
|
|
|
Apr 29, 2024
Q1 2024
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-24- 0.44% |
$4.06K - $4.68K
|
5.48K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Ninepoint Partners LP
|
SELL
|
- |
-24- 0.43% |
$4.06K - $4.68K
|
5.53K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-24- 0.1% |
$4.06K - $4.68K
|
23.9K
$5.88M
|
|
|
May 15, 2024
Q1 2024
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-24- 0.17% |
$4.06K - $4.68K
|
14.2K
$3.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-25- 0.02% |
$4.23K - $4.88K
|
100K
$24.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Kercheville Advisors, LLC
|
SELL
|
- |
-25- 0.03% |
$4.23K - $4.88K
|
72.2K
$17.7M
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-25- 0.02% |
$4.23K - $4.88K
|
121K
$29.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-27- 0.21% |
$4.56K - $5.27K
|
13.1K
$3.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-27- 0.71% |
$4.56K - $5.27K
|
3.79K
$930K
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-27- 0.09% |
$4.56K - $5.27K
|
29K
$7.12M
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-27- 0.63% |
$4.56K - $5.27K
|
4.28K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-27- 0.08% |
$4.56K - $5.27K
|
34.6K
$8.49M
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-27- 0.38% |
$4.56K - $5.27K
|
7.02K
$1.72M
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-27- 0.38% |
$4.56K - $5.27K
|
7.02K
$1.72M
|
|
|
Apr 22, 2024
Q1 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-28- 0.08% |
$4.73K - $5.47K
|
35.6K
$8.75M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
SELL
|
- |
-28- 0.28% |
$4.73K - $5.47K
|
9.92K
$2.43M
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-28- 0.17% |
$4.73K - $5.47K
|
16.3K
$4.01M
|