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 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-567- 0.29% |
$95.8K - $111K
|
196K
$48.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-569- 2.44% |
$96.2K - $111K
|
22.7K
$5.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-570- 4.85% |
$96.3K - $111K
|
11.2K
$2.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Weybosset Research & Management LLC
|
SELL
|
- |
-570- 12.51% |
$96.3K - $111K
|
3.99K
$979K
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-572- 8.58% |
$96.7K - $112K
|
6.1K
$1.5M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-574- 0.62% |
$97K - $112K
|
92.4K
$22.7M
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-574- 3.27% |
$97K - $112K
|
17K
$4.17M
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-577- 0.36% |
$97.5K - $113K
|
158K
$38.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-578- 1.66% |
$97.7K - $113K
|
34.2K
$8.41M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-579- 0.4% |
$97.9K - $113K
|
143K
$35.2M
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-581- 1.83% |
$98.2K - $113K
|
31.2K
$7.66M
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-581- 1.81% |
$98.2K - $113K
|
31.6K
$7.76M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-585- 3.93% |
$98.9K - $114K
|
14.3K
$3.51M
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-585- 1.84% |
$98.9K - $114K
|
31.2K
$7.67M
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-585- 11.79% |
$98.9K - $114K
|
4.38K
$1.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-586- 2.25% |
$99K - $114K
|
25.5K
$6.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-587- 0.97% |
$99.2K - $115K
|
60.2K
$14.8M
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-587- 2.42% |
$99.2K - $115K
|
23.6K
$5.81M
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-590- 3.07% |
$99.7K - $115K
|
18.6K
$4.57M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-594- 0.63% |
$100K - $116K
|
94K
$23.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-600- 10.51% |
$101K - $117K
|
5.11K
$1.25M
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-600- 8.58% |
$101K - $117K
|
6.39K
$1.57M
|
|
|
May 10, 2024
Q1 2024
|
Ar Asset Management Inc
|
SELL
|
- |
-600- 0.22% |
$101K - $117K
|
267K
$65.6M
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-604- 8.8% |
$102K - $118K
|
6.26K
$1.54M
|
|
|
May 08, 2024
Q1 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-604- 4.54% |
$102K - $118K
|
12.7K
$3.12M
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-604- 3.63% |
$102K - $118K
|
16K
$3.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-605- 11.37% |
$102K - $118K
|
4.72K
$1.16M
|
|
|
Apr 11, 2024
Q1 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-607- 1.6% |
$103K - $118K
|
37.2K
$9.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-608- 1.99% |
$103K - $119K
|
30K
$7.36M
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-609- 0.2% |
$103K - $119K
|
301K
$74M
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-610- 4.21% |
$103K - $119K
|
13.9K
$3.41M
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-610- 1.53% |
$103K - $119K
|
39.3K
$9.66M
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-610- 3.96% |
$103K - $119K
|
14.8K
$3.63M
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-611- 3.15% |
$103K - $119K
|
18.8K
$4.62M
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-615- 1.43% |
$104K - $120K
|
42.5K
$10.4M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-616- 2.09% |
$104K - $120K
|
28.9K
$7.09M
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-618- 1.63% |
$104K - $121K
|
37.4K
$9.18M
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
SELL
|
- |
-619- 1.84% |
$105K - $121K
|
33.1K
$8.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-620- 7.95% |
$105K - $121K
|
7.17K
$1.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-625- 2.5% |
$106K - $122K
|
24.4K
$5.99M
|
|
|
May 02, 2024
Q1 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-625- 5.57% |
$106K - $122K
|
10.6K
$2.6M
|
|
|
May 10, 2024
Q1 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-625- 28.7% |
$106K - $122K
|
1.55K
$381K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-627- 3.62% |
$106K - $122K
|
16.7K
$4.1M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-628- 0.92% |
$106K - $123K
|
67.7K
$16.6M
|
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-628- 5.2% |
$106K - $123K
|
11.4K
$2.81M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-629- 7.75% |
$106K - $123K
|
7.49K
$1.84M
|
|
|
Dec 12, 2024
Q1 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-630- 0.89% |
$106K - $123K
|
69.8K
$17.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-631- 1.35% |
$107K - $123K
|
46.3K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-631- 22.98% |
$107K - $123K
|
2.12K
$519K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-638- 4.31% |
$108K - $125K
|
14.1K
$3.47M
|