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
|
Reik & Co., LLC
|
SELL
|
- |
-390- 2.12% |
$65.9K - $76.1K
|
18K
$4.42M
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-392- 0.59% |
$66.2K - $76.5K
|
65.7K
$16.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-392- 1.09% |
$66.2K - $76.5K
|
35.7K
$8.77M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-394- 2.72% |
$66.6K - $76.9K
|
14.1K
$3.46M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-394- 0.37% |
$66.6K - $76.9K
|
107K
$26.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-395- 0.55% |
$66.8K - $77.1K
|
71.5K
$17.5M
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-397- 1.77% |
$67.1K - $77.5K
|
22K
$5.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-398- 0.72% |
$67.3K - $77.7K
|
54.9K
$13.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-398- 7.89% |
$67.3K - $77.7K
|
4.65K
$1.14M
|
|
|
May 01, 2024
Q1 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-398- 0.88% |
$67.3K - $77.7K
|
44.8K
$11M
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-398- 0.75% |
$67.3K - $77.7K
|
52.6K
$12.9M
|
|
|
May 13, 2024
Q1 2024
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-399- 0.52% |
$67.4K - $77.9K
|
76.6K
$18.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-400- 2.85% |
$67.6K - $78.1K
|
13.7K
$3.35M
|
|
|
May 15, 2024
Q1 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-400- 11.1% |
$67.6K - $78.1K
|
3.2K
$786K
|
|
|
May 06, 2024
Q1 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-401- 14.49% |
$67.8K - $78.3K
|
2.37K
$581K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-402- 1.11% |
$67.9K - $78.5K
|
35.9K
$8.81M
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-402- 5.12% |
$67.9K - $78.5K
|
7.45K
$1.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-402- 0.35% |
$67.9K - $78.5K
|
113K
$27.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-403- 11.41% |
$68.1K - $78.7K
|
3.13K
$769K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-403- 2.07% |
$68.1K - $78.7K
|
19.1K
$4.68M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-407- 10.67% |
$68.8K - $79.4K
|
3.41K
$837K
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-408- 2.59% |
$69K - $79.6K
|
15.4K
$3.77M
|
|
|
Apr 17, 2024
Q1 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-410- 1.26% |
$69.3K - $80K
|
32.2K
$7.91M
|
|
|
Apr 22, 2024
Q1 2024
|
Paradiem, LLC
|
SELL
|
- |
-410- 1.16% |
$69.3K - $80K
|
35K
$8.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-410- 0.3% |
$69.3K - $80K
|
137K
$33.8M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-411- 0.87% |
$69.5K - $80.2K
|
46.9K
$11.5M
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-411- 4.75% |
$69.5K - $80.2K
|
8.25K
$2.02M
|
|
|
May 01, 2024
Q1 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-412- 1.37% |
$69.6K - $80.4K
|
29.7K
$7.3M
|
|
|
May 15, 2024
Q1 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-412- 1.85% |
$69.6K - $80.4K
|
21.9K
$5.38M
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-415- 1.39% |
$70.1K - $81K
|
29.4K
$7.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-416- 4.49% |
$70.3K - $81.2K
|
8.84K
$2.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-418- 8.23% |
$70.6K - $81.6K
|
4.66K
$1.14M
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-420- 0.37% |
$71K - $82K
|
113K
$27.7M
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-422- 1.98% |
$71.3K - $82.4K
|
20.9K
$5.14M
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-424- 7.55% |
$71.7K - $82.8K
|
5.2K
$1.28M
|
|
|
Apr 10, 2024
Q1 2024
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-426- 8.91% |
$72K - $83.1K
|
4.36K
$1.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-426- 1.14% |
$72K - $83.1K
|
37.1K
$9.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-426- 0.12% |
$72K - $83.1K
|
347K
$85.2M
|
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-426- 4.09% |
$72K - $83.1K
|
9.99K
$2.45M
|
|
|
Apr 12, 2024
Q1 2024
|
Divergent Planning, LLC
|
SELL
|
- |
-427- 4.2% |
$72.2K - $83.3K
|
9.75K
$2.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-427- 2.15% |
$72.2K - $83.3K
|
19.5K
$4.78M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-432- 3.34% |
$73K - $84.3K
|
12.5K
$3.07M
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-432- 4.4% |
$73K - $84.3K
|
9.39K
$2.31M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-433- 6.67% |
$73.2K - $84.5K
|
6.06K
$1.49M
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-434- 1.64% |
$73.3K - $84.7K
|
26.1K
$6.41M
|
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-435- 10.31% |
$73.5K - $84.9K
|
3.78K
$929K
|
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-436- 3.37% |
$73.7K - $85.1K
|
12.5K
$3.07M
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-437- 6.15% |
$73.9K - $85.3K
|
6.67K
$1.64M
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-438- 1.63% |
$74K - $85.5K
|
26.5K
$6.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
SELL
|
- |
-438- 0.98% |
$74K - $85.5K
|
44.3K
$10.9M
|