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 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-29- 0.18% |
$4.9K - $5.66K
|
16.4K
$4.02M
|
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-30- 0.15% |
$5.07K - $5.86K
|
19.8K
$4.86M
|
|
|
Apr 12, 2024
Q1 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-30- -0.0% |
$5.07K - $5.86K
|
678K
$166M
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-30- 0.05% |
$5.07K - $5.86K
|
62.1K
$15.2M
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-30- 0.74% |
$5.07K - $5.86K
|
4.04K
$993K
|
|
|
Apr 25, 2024
Q1 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-31- 0.05% |
$5.24K - $6.05K
|
67K
$16.4M
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-31- 1.25% |
$5.24K - $6.05K
|
2.46K
$603K
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-31- 0.93% |
$5.24K - $6.05K
|
3.31K
$812K
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-32- 1.29% |
$5.41K - $6.25K
|
2.45K
$600K
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-32- 1.11% |
$5.41K - $6.25K
|
2.85K
$700K
|
|
|
Apr 26, 2024
Q1 2024
|
Baskin Financial Services Inc.
|
SELL
|
- |
-32- 0.01% |
$5.41K - $6.25K
|
384K
$94.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-32- 1.6% |
$5.41K - $6.25K
|
1.97K
$483K
|
|
|
May 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-34- 0.11% |
$5.75K - $6.64K
|
29.8K
$7.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-35- 1.6% |
$5.92K - $6.83K
|
2.16K
$529K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-36- 0.34% |
$6.08K - $7.03K
|
10.4K
$2.56M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-36- 0.18% |
$6.08K - $7.03K
|
19.5K
$4.79M
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-37- 0.15% |
$6.25K - $7.22K
|
23.9K
$5.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-38- 0.34% |
$6.42K - $7.42K
|
11K
$2.71M
|
|
|
May 07, 2024
Q1 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-38- 0.06% |
$6.42K - $7.42K
|
65.9K
$16.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-39- 0.73% |
$6.59K - $7.61K
|
5.33K
$1.31M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-39- 0.03% |
$6.59K - $7.61K
|
154K
$37.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-39- 0.1% |
$6.59K - $7.61K
|
39.9K
$9.79M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-39- 0.17% |
$6.59K - $7.61K
|
22.7K
$5.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-40- 0.57% |
$6.76K - $7.81K
|
6.96K
$1.71M
|
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-41- 1.01% |
$6.93K - $8K
|
4K
$983K
|
|
|
May 07, 2024
Q1 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-41- 0.57% |
$6.93K - $8K
|
7.2K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-45- 0.21% |
$7.61K - $8.78K
|
21.5K
$5.27M
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-46- 0.35% |
$7.77K - $8.98K
|
13K
$3.18M
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-47- 0.03% |
$7.94K - $9.17K
|
141K
$34.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Fortune 45 LLC
|
SELL
|
- |
-48- 0.35% |
$8.11K - $9.37K
|
13.8K
$3.38M
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-49- 0.48% |
$8.28K - $9.56K
|
10.2K
$2.52M
|
|
|
Apr 29, 2024
Q1 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-49- 0.42% |
$8.28K - $9.56K
|
11.5K
$2.82M
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-49- 0.38% |
$8.28K - $9.56K
|
12.7K
$3.12M
|
|
|
Apr 01, 2024
Q1 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-50- 0.01% |
$8.45K - $9.76K
|
558K
$137M
|
|
|
May 08, 2024
Q1 2024
|
Prospect Hill Management, LLC
|
SELL
|
- |
-50- 0.01% |
$8.45K - $9.76K
|
514K
$126M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-51- 0.43% |
$8.62K - $9.95K
|
11.7K
$2.87M
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-52- 0.3% |
$8.79K - $10.1K
|
17.3K
$4.25M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-53- 0.15% |
$8.96K - $10.3K
|
35.4K
$8.69M
|
|
|
May 15, 2024
Q1 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-53- 0.12% |
$8.96K - $10.3K
|
44.7K
$11M
|
|
|
Apr 18, 2024
Q1 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-54- 0.21% |
$9.13K - $10.5K
|
25.8K
$6.33M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-54- 0.13% |
$9.13K - $10.5K
|
40.6K
$9.98M
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-55- 0.8% |
$9.3K - $10.7K
|
6.79K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-55- 0.15% |
$9.3K - $10.7K
|
37.8K
$9.27M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-56- 2.03% |
$9.46K - $10.9K
|
2.7K
$663K
|
|
|
May 02, 2024
Q1 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-57- 0.03% |
$9.63K - $11.1K
|
198K
$48.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-58- 0.93% |
$9.8K - $11.3K
|
6.16K
$1.51M
|
|
|
Apr 16, 2024
Q1 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-59- 1.01% |
$9.97K - $11.5K
|
5.79K
$1.42M
|
|
|
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-59- 2.18% |
$9.97K - $11.5K
|
2.65K
$650K
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
SELL
|
- |
-60- 0.39% |
$10.1K - $11.7K
|
15.2K
$3.72M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-60- 0.26% |
$10.1K - $11.7K
|
23.2K
$5.69M
|