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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-271- 9.45% |
$45.8K - $52.9K
|
2.6K
$638K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-273- 0.92% |
$46.1K - $53.3K
|
29.5K
$7.25M
|
|
|
May 07, 2024
Q1 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-273- 4.0% |
$46.1K - $53.3K
|
6.55K
$1.61M
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-273- 0.81% |
$46.1K - $53.3K
|
33.5K
$8.22M
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-273- 1.65% |
$46.1K - $53.3K
|
16.3K
$4.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-274- 1.0% |
$46.3K - $53.5K
|
27.2K
$6.68M
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
SELL
|
- |
-278- 1.86% |
$47K - $54.3K
|
14.7K
$3.61M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-279- 1.87% |
$47.2K - $54.5K
|
14.7K
$3.6M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-280- 1.81% |
$47.3K - $54.7K
|
15.2K
$3.73M
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-281- 0.91% |
$47.5K - $54.8K
|
30.6K
$7.52M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-281- 0.04% |
$47.5K - $54.8K
|
740K
$182M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-284- 0.26% |
$48K - $55.4K
|
107K
$26.4M
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-287- 1.28% |
$48.5K - $56K
|
22.1K
$5.42M
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-287- 1.2% |
$48.5K - $56K
|
23.7K
$5.82M
|
|
|
Apr 01, 2024
Q1 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-289- 1.36% |
$48.8K - $56.4K
|
21K
$5.15M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-292- 0.27% |
$49.3K - $57K
|
106K
$26M
|
|
|
Apr 22, 2024
Q1 2024
|
Cortland Associates Inc
|
SELL
|
- |
-293- 1.04% |
$49.5K - $57.2K
|
27.8K
$6.82M
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-298- 8.79% |
$50.4K - $58.2K
|
3.09K
$760K
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
SELL
|
- |
-298- 9.78% |
$50.4K - $58.2K
|
2.75K
$675K
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-300- 2.75% |
$50.7K - $58.6K
|
10.6K
$2.61M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-300- 1.91% |
$50.7K - $58.6K
|
15.4K
$3.77M
|
|
|
May 08, 2024
Q1 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-300- 0.07% |
$50.7K - $58.6K
|
401K
$98.4M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-300- 3.43% |
$50.7K - $58.6K
|
8.46K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-300- 2.35% |
$50.7K - $58.6K
|
12.5K
$3.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Ht Partners LLC
|
SELL
|
- |
-301- 2.74% |
$50.9K - $58.7K
|
10.7K
$2.62M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-301- 1.01% |
$50.9K - $58.7K
|
29.6K
$7.26M
|
|
|
Apr 10, 2024
Q1 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-302- 1.8% |
$51K - $58.9K
|
16.5K
$4.05M
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-305- 0.48% |
$51.5K - $59.5K
|
63.7K
$15.6M
|
|
|
May 14, 2024
Q1 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-305- 1.6% |
$51.5K - $59.5K
|
18.7K
$4.59M
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-307- 1.08% |
$51.9K - $59.9K
|
28.2K
$6.91M
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
SELL
|
- |
-308- 2.06% |
$52.1K - $60.1K
|
14.6K
$3.6M
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-311- 4.76% |
$52.6K - $60.7K
|
6.23K
$1.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-313- 1.65% |
$52.9K - $61.1K
|
18.6K
$4.57M
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-317- 1.66% |
$53.6K - $61.9K
|
18.7K
$4.6M
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-317- 2.11% |
$53.6K - $61.9K
|
14.7K
$3.61M
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-318- 18.64% |
$53.7K - $62.1K
|
1.39K
$341K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-318- 1.54% |
$53.7K - $62.1K
|
20.4K
$5M
|
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
SELL
|
- |
-320- 0.6% |
$54.1K - $62.5K
|
53.1K
$13M
|
|
|
Apr 19, 2024
Q1 2024
|
Fruth Investment Management
|
SELL
|
- |
-320- 0.92% |
$54.1K - $62.5K
|
34.6K
$8.49M
|
|
|
May 13, 2024
Q1 2024
|
Dempze Nancy E
|
SELL
|
- |
-320- 1.05% |
$54.1K - $62.5K
|
30.2K
$7.41M
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-321- 0.97% |
$54.2K - $62.7K
|
32.8K
$8.05M
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-321- 6.9% |
$54.2K - $62.7K
|
4.33K
$1.06M
|
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-324- 2.18% |
$54.8K - $63.2K
|
14.5K
$3.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-326- 0.6% |
$55.1K - $63.6K
|
53.7K
$13.2M
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-327- 0.35% |
$55.3K - $63.8K
|
93.5K
$23M
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-328- 1.43% |
$55.4K - $64K
|
22.6K
$5.55M
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-328- 0.3% |
$55.4K - $64K
|
110K
$27.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-330- 0.16% |
$55.8K - $64.4K
|
201K
$49.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-330- 2.25% |
$55.8K - $64.4K
|
14.4K
$3.53M
|
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-330- 4.01% |
$55.8K - $64.4K
|
7.89K
$1.94M
|