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 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-60- 0.27% |
$10.1K - $11.7K
|
22.3K
$5.49M
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-61- 0.52% |
$10.3K - $11.9K
|
11.8K
$2.89M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-62- 0.22% |
$10.5K - $12.1K
|
28.7K
$7.04M
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-63- 0.23% |
$10.6K - $12.3K
|
26.9K
$6.61M
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-63- 0.25% |
$10.6K - $12.3K
|
24.8K
$6.08M
|
|
|
May 10, 2024
Q1 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-65- 0.03% |
$11K - $12.7K
|
213K
$52.2M
|
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-65- 0.24% |
$11K - $12.7K
|
26.5K
$6.51M
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-66- 0.12% |
$11.2K - $12.9K
|
56.9K
$14M
|
|
|
May 01, 2024
Q1 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-66- 0.58% |
$11.2K - $12.9K
|
11.4K
$2.79M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-66- 0.85% |
$11.2K - $12.9K
|
7.7K
$1.89M
|
|
|
May 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-66- 1.06% |
$11.2K - $12.9K
|
6.15K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-66- 0.17% |
$11.2K - $12.9K
|
38.5K
$9.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-67- 0.3% |
$11.3K - $13.1K
|
22.5K
$5.51M
|
|
|
Apr 26, 2024
Q1 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-67- 0.31% |
$11.3K - $13.1K
|
21.3K
$5.22M
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-67- 0.63% |
$11.3K - $13.1K
|
10.6K
$2.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-68- 0.11% |
$11.5K - $13.3K
|
59.7K
$14.7M
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-69- 0.6% |
$11.7K - $13.5K
|
11.5K
$2.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-70- 0.62% |
$11.8K - $13.7K
|
11.3K
$2.78M
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-70- 0.27% |
$11.8K - $13.7K
|
25.8K
$6.33M
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-70- 0.43% |
$11.8K - $13.7K
|
16.1K
$3.96M
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-70- 0.36% |
$11.8K - $13.7K
|
19.5K
$4.78M
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-71- 0.14% |
$12K - $13.9K
|
50.1K
$12.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-71- 1.33% |
$12K - $13.9K
|
5.25K
$1.29M
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-71- 0.32% |
$12K - $13.9K
|
22.5K
$5.51M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-72- 0.07% |
$12.2K - $14.1K
|
96.4K
$23.7M
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-73- 0.27% |
$12.3K - $14.2K
|
26.9K
$6.62M
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-74- 0.56% |
$12.5K - $14.4K
|
13.1K
$3.21M
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-74- 1.28% |
$12.5K - $14.4K
|
5.69K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-74- 0.27% |
$12.5K - $14.4K
|
27.6K
$6.78M
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-74- 0.51% |
$12.5K - $14.4K
|
14.4K
$3.54M
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-75- 0.43% |
$12.7K - $14.6K
|
17.5K
$4.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-77- 0.75% |
$13K - $15K
|
10.2K
$2.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-77- 1.27% |
$13K - $15K
|
5.98K
$1.47M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-78- 0.3% |
$13.2K - $15.2K
|
26K
$6.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-78- 0.14% |
$13.2K - $15.2K
|
53.9K
$13.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-78- 0.3% |
$13.2K - $15.2K
|
25.7K
$6.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-79- 0.92% |
$13.4K - $15.4K
|
8.54K
$2.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-80- 4.31% |
$13.5K - $15.6K
|
1.78K
$436K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-80- 0.05% |
$13.5K - $15.6K
|
171K
$41.9M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-80- 0.21% |
$13.5K - $15.6K
|
37.4K
$9.2M
|
|
|
May 15, 2024
Q1 2024
|
Mango Five Family, Inc.
Reno, NV |
SELL
|
- |
-80- 26.94% |
$13.5K - $15.6K
|
217
$53.3K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-81- 1.04% |
$13.7K - $15.8K
|
7.71K
$1.89M
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-82- 0.12% |
$13.9K - $16K
|
66.7K
$16.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-82- 0.43% |
$13.9K - $16K
|
18.9K
$4.64M
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-82- 1.12% |
$13.9K - $16K
|
7.23K
$1.78M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-82- 0.12% |
$13.9K - $16K
|
69.3K
$17M
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-83- 0.68% |
$14K - $16.2K
|
12.1K
$2.97M
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
SELL
|
- |
-84- 0.23% |
$14.2K - $16.4K
|
37.2K
$9.13M
|
|
|
May 01, 2024
Q1 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-84- 0.66% |
$14.2K - $16.4K
|
12.6K
$3.1M
|
|
|
May 15, 2024
Q1 2024
|
Channing Global Advisors, LLC
|
SELL
|
- |
-84- 0.56% |
$14.2K - $16.4K
|
14.9K
$3.65M
|