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 24, 2024
Q1 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-780- 1.89% |
$132K - $152K
|
40.5K
$9.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-785- 13.68% |
$133K - $153K
|
4.96K
$1.22M
|
|
|
May 06, 2024
Q1 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-786- 35.29% |
$133K - $153K
|
1.44K
$354K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-788- 5.77% |
$133K - $154K
|
12.9K
$3.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-790- 18.73% |
$134K - $154K
|
3.43K
$841K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-791- 1.47% |
$134K - $154K
|
52.9K
$13M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-793- 0.71% |
$134K - $155K
|
110K
$27.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-795- 3.35% |
$134K - $155K
|
22.9K
$5.63M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-798- 3.55% |
$135K - $156K
|
21.7K
$5.32M
|
|
|
May 09, 2024
Q1 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-798- 0.82% |
$135K - $156K
|
96.5K
$23.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Harbor Island Capital LLC
|
SELL
|
- |
-800- 0.81% |
$135K - $156K
|
97.9K
$24M
|
|
|
Apr 18, 2024
Q1 2024
|
Compton Financial Group, LLC
|
SELL
|
- |
-800- 13.92% |
$135K - $156K
|
4.95K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-801- 0.48% |
$135K - $156K
|
166K
$40.9M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-805- 2.17% |
$136K - $157K
|
36.4K
$8.93M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-805- 3.63% |
$136K - $157K
|
21.3K
$5.24M
|
|
|
May 07, 2024
Q1 2024
|
Lipe & Dalton
|
SELL
|
- |
-806- 0.99% |
$136K - $157K
|
81K
$19.9M
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-806- 2.72% |
$136K - $157K
|
28.9K
$7.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-807- 3.73% |
$136K - $158K
|
20.8K
$5.12M
|
|
|
Apr 26, 2024
Q1 2024
|
Trevian Wealth Management LLC
|
SELL
|
- |
-809- 8.71% |
$137K - $158K
|
8.48K
$2.08M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-810- 0.56% |
$137K - $158K
|
145K
$35.5M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-810- 1.3% |
$137K - $158K
|
61.7K
$15.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Sara Bay Financial
|
SELL
|
- |
-811- 3.77% |
$137K - $158K
|
20.7K
$5.09M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-811- 5.83% |
$137K - $158K
|
13.1K
$3.22M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-812- 0.35% |
$137K - $158K
|
229K
$56.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-814- 2.69% |
$138K - $159K
|
29.4K
$7.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-815- 8.84% |
$138K - $159K
|
8.4K
$2.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-819- 2.77% |
$138K - $160K
|
28.8K
$7.07M
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-822- 6.19% |
$139K - $160K
|
12.5K
$3.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-825- 9.23% |
$139K - $161K
|
8.12K
$1.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-825- 3.01% |
$139K - $161K
|
26.6K
$6.54M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-825- 0.29% |
$139K - $161K
|
283K
$69.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-827- 15.29% |
$140K - $161K
|
4.58K
$1.12M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-829- 23.16% |
$140K - $162K
|
2.75K
$676K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-836- 14.72% |
$141K - $163K
|
4.85K
$1.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-838- 17.41% |
$142K - $164K
|
3.98K
$976K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-838- 4.61% |
$142K - $164K
|
17.4K
$4.26M
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-839- 0.38% |
$142K - $164K
|
221K
$54.2M
|
|
|
May 15, 2024
Q1 2024
|
Portland Hill Asset Management LTD
London, X0 |
SELL
|
- |
-858- 4.54% |
$145K - $167K
|
18K
$4.43M
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-858- 0.51% |
$145K - $167K
|
168K
$41.2M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-859- 1.01% |
$145K - $168K
|
83.9K
$20.6M
|
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-860- 1.13% |
$145K - $168K
|
75.4K
$18.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-864- 0.2% |
$146K - $169K
|
425K
$104M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-869- 2.38% |
$147K - $170K
|
35.6K
$8.75M
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-876- 3.37% |
$148K - $171K
|
25.1K
$6.17M
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-877- 1.27% |
$148K - $171K
|
68.4K
$16.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-878- 0.87% |
$148K - $171K
|
99.7K
$24.5M
|
|
|
May 13, 2024
Q1 2024
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-881- 1.4% |
$149K - $172K
|
62K
$15.2M
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-885- 4.08% |
$150K - $173K
|
20.8K
$5.1M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-886- 14.23% |
$150K - $173K
|
5.34K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-886- 7.36% |
$150K - $173K
|
11.1K
$2.74M
|