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 16, 2024
Q1 2024
|
Reliant Investment Management, LLC
|
SELL
|
- |
-117- 0.26% |
$19.8K - $22.8K
|
44.5K
$10.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-117- 0.39% |
$19.8K - $22.8K
|
29.6K
$7.26M
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-119- 0.29% |
$20.1K - $23.2K
|
41.5K
$10.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-120- 0.35% |
$20.3K - $23.4K
|
34.5K
$8.48M
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-120- 3.27% |
$20.3K - $23.4K
|
3.55K
$872K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-121- 0.05% |
$20.4K - $23.6K
|
240K
$59M
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-121- 3.15% |
$20.4K - $23.6K
|
3.72K
$912K
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-122- 0.83% |
$20.6K - $23.8K
|
14.5K
$3.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-122- 1.37% |
$20.6K - $23.8K
|
8.78K
$2.16M
|
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-123- 1.37% |
$20.8K - $24K
|
8.84K
$2.17M
|
|
|
May 13, 2024
Q1 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-123- 0.34% |
$20.8K - $24K
|
36.3K
$8.92M
|
|
|
Apr 11, 2024
Q1 2024
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
SELL
|
- |
-124- 3.42% |
$21K - $24.2K
|
3.5K
$859K
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-124- 0.11% |
$21K - $24.2K
|
111K
$27.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-125- 58.69% |
$21.1K - $24.4K
|
88
$21.6K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-125- 2.54% |
$21.1K - $24.4K
|
4.8K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-125- 0.2% |
$21.1K - $24.4K
|
61.3K
$15.1M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-125- 1.12% |
$21.1K - $24.4K
|
11.1K
$2.72M
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-125- 0.95% |
$21.1K - $24.4K
|
13K
$3.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-128- 6.4% |
$21.6K - $25K
|
1.87K
$459K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-129- 1.8% |
$21.8K - $25.2K
|
7.03K
$1.73M
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
SELL
|
- |
-129- 0.63% |
$21.8K - $25.2K
|
20.2K
$4.96M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-130- 0.53% |
$22K - $25.4K
|
24.3K
$5.97M
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-132- 0.37% |
$22.3K - $25.8K
|
35.3K
$8.66M
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-133- 0.16% |
$22.5K - $26K
|
81.5K
$20M
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-133- 0.36% |
$22.5K - $26K
|
37K
$9.09M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-133- 1.03% |
$22.5K - $26K
|
12.7K
$3.13M
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
SELL
|
- |
-134- 0.3% |
$22.6K - $26.2K
|
43.9K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-135- 0.23% |
$22.8K - $26.3K
|
58.3K
$14.3M
|
|
|
May 03, 2024
Q1 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-137- 2.3% |
$23.2K - $26.7K
|
5.81K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-137- 0.92% |
$23.2K - $26.7K
|
14.8K
$3.63M
|
|
|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-138- 1.79% |
$23.3K - $26.9K
|
7.58K
$1.86M
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-138- 0.33% |
$23.3K - $26.9K
|
41.8K
$10.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Sinecera Capital, LLC
|
SELL
|
- |
-140- 1.4% |
$23.7K - $27.3K
|
9.84K
$2.42M
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-140- 1.26% |
$23.7K - $27.3K
|
11K
$2.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-140- 5.0% |
$23.7K - $27.3K
|
2.66K
$653K
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-140- 1.1% |
$23.7K - $27.3K
|
12.6K
$3.09M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-141- 0.5% |
$23.8K - $27.5K
|
28.3K
$6.96M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-141- 0.15% |
$23.8K - $27.5K
|
96K
$23.6M
|
|
|
May 14, 2024
Q1 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-141- 1.46% |
$23.8K - $27.5K
|
9.5K
$2.33M
|
|
|
May 13, 2024
Q1 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-142- 0.15% |
$24K - $27.7K
|
97.2K
$23.9M
|
|
|
May 14, 2024
Q1 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-143- 4.15% |
$24.2K - $27.9K
|
3.31K
$812K
|
|
|
May 15, 2024
Q1 2024
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-143- 0.08% |
$24.2K - $27.9K
|
170K
$41.6M
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-144- 0.34% |
$24.3K - $28.1K
|
42.4K
$10.4M
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-145- 3.12% |
$24.5K - $28.3K
|
4.5K
$1.11M
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-146- 0.79% |
$24.7K - $28.5K
|
18.3K
$4.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-147- 0.99% |
$24.8K - $28.7K
|
14.7K
$3.62M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-148- 3.19% |
$25K - $28.9K
|
4.5K
$1.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-149- 10.42% |
$25.2K - $29.1K
|
1.28K
$315K
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-149- 3.65% |
$25.2K - $29.1K
|
3.93K
$965K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-150- 0.6% |
$25.4K - $29.3K
|
25K
$6.13M
|