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 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-496- 0.8% |
$83.8K - $96.8K
|
61.3K
$15.1M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-497- 2.64% |
$84K - $97K
|
18.3K
$4.51M
|
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-500- 1.75% |
$84.5K - $97.6K
|
28K
$6.88M
|
|
|
Apr 19, 2024
Q1 2024
|
Menlo Advisors LLC
|
SELL
|
- |
-500- 0.91% |
$84.5K - $97.6K
|
54.4K
$13.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Mount Vernon Associates Inc
|
SELL
|
- |
-500- 0.77% |
$84.5K - $97.6K
|
64.3K
$15.8M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-500- 0.87% |
$84.5K - $97.6K
|
57.3K
$14.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-503- 0.9% |
$85K - $98.2K
|
55.4K
$13.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-509- 0.97% |
$86K - $99.3K
|
52K
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-510- 0.65% |
$86.2K - $99.5K
|
77.5K
$19M
|
|
|
Apr 23, 2024
Q1 2024
|
F
|
SELL
|
- |
-512- 0.73% |
$86.5K - $99.9K
|
69.2K
$17M
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-512- 1.3% |
$86.5K - $99.9K
|
38.8K
$9.52M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-513- 1.25% |
$86.7K - $100K
|
40.5K
$9.94M
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-513- 1.16% |
$86.7K - $100K
|
43.9K
$10.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-514- 3.03% |
$86.9K - $100K
|
16.5K
$4.04M
|
|
|
May 02, 2024
Q1 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-514- 6.47% |
$86.9K - $100K
|
7.44K
$1.83M
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-514- 0.38% |
$86.9K - $100K
|
135K
$33.2M
|
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
SELL
|
- |
-514- 15.81% |
$86.9K - $100K
|
2.74K
$672K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-515- 1.3% |
$87K - $101K
|
39K
$9.59M
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-516- 0.85% |
$87.2K - $101K
|
60.1K
$14.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-517- 2.01% |
$87.4K - $101K
|
25.2K
$6.18M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-517- 0.25% |
$87.4K - $101K
|
206K
$50.6M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-518- 0.69% |
$87.5K - $101K
|
74.3K
$18.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-520- 2.82% |
$87.9K - $101K
|
17.9K
$4.39M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-524- 1.88% |
$88.6K - $102K
|
27.3K
$6.71M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-525- 0.77% |
$88.7K - $102K
|
67.2K
$16.5M
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-528- 2.45% |
$89.2K - $103K
|
21K
$5.15M
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-530- 1.43% |
$89.6K - $103K
|
36.7K
$9M
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-530- 3.37% |
$89.6K - $103K
|
15.2K
$3.73M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-531- 3.79% |
$89.7K - $104K
|
13.5K
$3.31M
|
|
|
Apr 10, 2024
Q1 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-532- 26.73% |
$89.9K - $104K
|
1.46K
$358K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-534- 1.71% |
$90.2K - $104K
|
30.8K
$7.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-535- 0.84% |
$90.4K - $104K
|
63.1K
$15.5M
|
|
|
May 06, 2024
Q1 2024
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-535- 23.03% |
$90.4K - $104K
|
1.79K
$439K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-541- 8.24% |
$91.4K - $106K
|
6.03K
$1.48M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-544- 3.35% |
$91.9K - $106K
|
15.7K
$3.85M
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-546- 0.79% |
$92.3K - $107K
|
68.2K
$16.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-548- 2.94% |
$92.6K - $107K
|
18.1K
$4.44M
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-550- 2.92% |
$93K - $107K
|
18.3K
$4.49M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-552- 7.18% |
$93.3K - $108K
|
7.14K
$1.75M
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-553- 5.31% |
$93.5K - $108K
|
9.86K
$2.42M
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-553- 6.74% |
$93.5K - $108K
|
7.66K
$1.88M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-554- 0.27% |
$93.6K - $108K
|
206K
$50.6M
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-556- 5.67% |
$94K - $109K
|
9.26K
$2.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-558- 5.08% |
$94.3K - $109K
|
10.4K
$2.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-559- 11.06% |
$94.5K - $109K
|
4.5K
$1.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-564- 1.56% |
$95.3K - $110K
|
35.6K
$8.74M
|
|
|
Apr 19, 2024
Q1 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-564- 12.12% |
$95.3K - $110K
|
4.09K
$1M
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-565- 0.66% |
$95.5K - $110K
|
85.3K
$21M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-566- 3.22% |
$95.7K - $110K
|
17K
$4.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-567- 0.38% |
$95.8K - $111K
|
150K
$36.9M
|