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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-638- 1.02% |
$108K - $125K
|
62K
$15.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-639- 2.44% |
$108K - $125K
|
25.6K
$6.27M
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-639- 1.13% |
$108K - $125K
|
56K
$13.8M
|
|
|
May 01, 2024
Q1 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-640- 2.88% |
$108K - $125K
|
21.6K
$5.29M
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-648- 1.73% |
$110K - $126K
|
36.9K
$9.05M
|
|
|
May 03, 2024
Q1 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-650- 3.27% |
$110K - $127K
|
19.2K
$4.72M
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-650- 1.28% |
$110K - $127K
|
50.2K
$12.3M
|
|
|
May 08, 2024
Q1 2024
|
Gouws Capital LLC
|
SELL
|
- |
-650- 5.61% |
$110K - $127K
|
10.9K
$2.69M
|
|
|
May 14, 2024
Q1 2024
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-650- 9.25% |
$110K - $127K
|
6.38K
$1.57M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-654- 0.68% |
$111K - $128K
|
96.1K
$23.6M
|
|
|
Apr 12, 2024
Q1 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-655- 4.53% |
$111K - $128K
|
13.8K
$3.39M
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-657- 14.05% |
$111K - $128K
|
4.02K
$987K
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-657- 1.34% |
$111K - $128K
|
48.2K
$11.8M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-657- 3.39% |
$111K - $128K
|
18.7K
$4.6M
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-658- 0.46% |
$111K - $128K
|
143K
$35.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-659- 1.66% |
$111K - $129K
|
39.1K
$9.59M
|
|
|
Aug 12, 2024
Q1 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-659- 0.65% |
$111K - $129K
|
101K
$24.9M
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-660- 4.71% |
$112K - $129K
|
13.4K
$3.28M
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-664- 2.3% |
$112K - $130K
|
28.2K
$6.93M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-666- 0.9% |
$113K - $130K
|
73K
$17.9M
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-666- 2.47% |
$113K - $130K
|
26.3K
$6.46M
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-667- 12.07% |
$113K - $130K
|
4.86K
$1.19M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-669- 0.53% |
$113K - $131K
|
125K
$30.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-673- 12.2% |
$114K - $131K
|
4.84K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-673- 1.12% |
$114K - $131K
|
59.2K
$14.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-674- 5.84% |
$114K - $132K
|
10.9K
$2.67M
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-675- 1.57% |
$114K - $132K
|
42.2K
$10.4M
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-675- 0.42% |
$114K - $132K
|
161K
$39.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-676- 1.46% |
$114K - $132K
|
45.5K
$11.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-677- 3.92% |
$114K - $132K
|
16.6K
$4.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Sitrin Capital Management LLC
|
SELL
|
- |
-677- 1.73% |
$114K - $132K
|
38.5K
$9.45M
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
SELL
|
- |
-677- 0.64% |
$114K - $132K
|
106K
$26M
|
|
|
May 10, 2024
Q1 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-677- 1.72% |
$114K - $132K
|
38.7K
$9.51M
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-682- 0.59% |
$115K - $133K
|
116K
$28.4M
|
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-682- 2.79% |
$115K - $133K
|
23.8K
$5.83M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-687- 1.7% |
$116K - $134K
|
39.7K
$9.75M
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-688- 2.78% |
$116K - $134K
|
24.1K
$5.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Asset Management Advisors, LLC
|
SELL
|
- |
-690- 1.5% |
$117K - $135K
|
45.3K
$11.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-692- 1.76% |
$117K - $135K
|
38.5K
$9.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-693- 1.25% |
$117K - $135K
|
54.6K
$13.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-695- 2.16% |
$117K - $136K
|
31.4K
$7.72M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-695- 6.08% |
$117K - $136K
|
10.7K
$2.64M
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-695- 6.36% |
$117K - $136K
|
10.2K
$2.51M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-698- 3.22% |
$118K - $136K
|
21K
$5.16M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-698- 2.61% |
$118K - $136K
|
26K
$6.39M
|
|
|
May 15, 2024
Q1 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-698- 0.66% |
$118K - $136K
|
105K
$25.7M
|
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-701- 7.47% |
$118K - $137K
|
8.68K
$2.13M
|
|
|
May 08, 2024
Q1 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-702- 8.55% |
$119K - $137K
|
7.51K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-705- 0.3% |
$119K - $138K
|
238K
$58.5M
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-707- 3.49% |
$119K - $138K
|
19.6K
$4.8M
|