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 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-331- 4.31% |
$55.9K - $64.6K
|
7.36K
$1.81M
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-331- 2.84% |
$55.9K - $64.6K
|
11.3K
$2.78M
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-332- 1.66% |
$56.1K - $64.8K
|
19.7K
$4.83M
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-332- 0.58% |
$56.1K - $64.8K
|
57.1K
$14M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-333- 0.3% |
$56.3K - $65K
|
110K
$26.9M
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-336- 0.75% |
$56.8K - $65.6K
|
44.3K
$10.9M
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-339- 0.16% |
$57.3K - $66.2K
|
205K
$50.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-340- 2.16% |
$57.5K - $66.4K
|
15.4K
$3.78M
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-340- 1.17% |
$57.5K - $66.4K
|
28.6K
$7.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-340- 2.72% |
$57.5K - $66.4K
|
12.2K
$2.98M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-341- 1.76% |
$57.6K - $66.6K
|
19K
$4.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-342- 0.59% |
$57.8K - $66.8K
|
58K
$14.2M
|
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-342- 0.65% |
$57.8K - $66.8K
|
52.6K
$12.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-343- 0.97% |
$58K - $66.9K
|
35.1K
$8.61M
|
|
|
May 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-343- 4.2% |
$58K - $66.9K
|
7.82K
$1.92M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-346- 0.6% |
$58.5K - $67.5K
|
57.4K
$14.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-348- 0.77% |
$58.8K - $67.9K
|
44.6K
$11M
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
SELL
|
- |
-349- 3.56% |
$59K - $68.1K
|
9.47K
$2.32M
|
|
|
May 15, 2024
Q1 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-350- 7.99% |
$59.2K - $68.3K
|
4.03K
$990K
|
|
|
Apr 29, 2024
Q1 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-351- 0.12% |
$59.3K - $68.5K
|
281K
$68.9M
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-352- 9.62% |
$59.5K - $68.7K
|
3.31K
$812K
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-352- 6.12% |
$59.5K - $68.7K
|
5.4K
$1.33M
|
|
|
Apr 10, 2024
Q1 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-355- 3.39% |
$60K - $69.3K
|
10.1K
$2.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-356- 3.58% |
$60.2K - $69.5K
|
9.59K
$2.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-356- 4.66% |
$60.2K - $69.5K
|
7.29K
$1.79M
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-357- 2.08% |
$60.3K - $69.7K
|
16.8K
$4.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
SELL
|
- |
-357- 0.79% |
$60.3K - $69.7K
|
44.9K
$11M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-358- 0.76% |
$60.5K - $69.9K
|
46.5K
$11.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-362- 5.23% |
$61.2K - $70.7K
|
6.57K
$1.61M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-362- 2.59% |
$61.2K - $70.7K
|
13.6K
$3.35M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-364- 0.33% |
$61.5K - $71K
|
110K
$27M
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-366- 0.82% |
$61.9K - $71.4K
|
44.2K
$10.8M
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-367- 2.04% |
$62K - $71.6K
|
17.6K
$4.32M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-367- 0.6% |
$62K - $71.6K
|
60.6K
$14.9M
|
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
SELL
|
- |
-368- 4.4% |
$62.2K - $71.8K
|
8K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-368- 1.86% |
$62.2K - $71.8K
|
19.4K
$4.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-369- 1.02% |
$62.4K - $72K
|
35.6K
$8.75M
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-373- 12.83% |
$63K - $72.8K
|
2.54K
$622K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-375- 12.24% |
$63.4K - $73.2K
|
2.69K
$660K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-378- 1.59% |
$63.9K - $73.8K
|
23.4K
$5.75M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-379- 0.78% |
$64.1K - $74K
|
48.1K
$11.8M
|
|
|
May 06, 2024
Q1 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-379- 2.37% |
$64.1K - $74K
|
15.6K
$3.84M
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-380- 2.64% |
$64.2K - $74.2K
|
14K
$3.44M
|
|
|
May 10, 2024
Q1 2024
|
Capital Management Corp
|
SELL
|
- |
-380- 8.35% |
$64.2K - $74.2K
|
4.17K
$1.02M
|
|
|
Apr 11, 2024
Q1 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-386- 0.55% |
$65.2K - $75.3K
|
69.3K
$17M
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-386- 0.68% |
$65.2K - $75.3K
|
56.3K
$13.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-387- 3.81% |
$65.4K - $75.5K
|
9.77K
$2.4M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-388- 0.99% |
$65.6K - $75.7K
|
38.8K
$9.53M
|
|
|
May 13, 2024
Q1 2024
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-389- 9.75% |
$65.7K - $75.9K
|
3.6K
$884K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-389- 0.45% |
$65.7K - $75.9K
|
86.5K
$21.2M
|