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 |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2025
Q1 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-888- 0.34% |
$150K - $173K
|
259K
$63.6M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-889- 1.02% |
$150K - $174K
|
85.9K
$21.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-891- 4.41% |
$151K - $174K
|
19.3K
$4.74M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-894- 2.81% |
$151K - $174K
|
31K
$7.6M
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-894- 0.24% |
$151K - $174K
|
374K
$91.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-895- 0.93% |
$151K - $175K
|
94.9K
$23.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-895- 1.67% |
$151K - $175K
|
52.8K
$13M
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-896- 17.28% |
$151K - $175K
|
4.29K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-896- 1.41% |
$151K - $175K
|
62.6K
$15.4M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-897- 0.38% |
$152K - $175K
|
234K
$57.6M
|
|
|
May 01, 2024
Q1 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-900- 8.04% |
$152K - $176K
|
10.3K
$2.53M
|
|
|
May 09, 2024
Q1 2024
|
Searle & Co.
|
SELL
|
- |
-900- 0.73% |
$152K - $176K
|
122K
$30M
|
|
|
May 15, 2024
Q1 2024
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-900- 23.68% |
$152K - $176K
|
2.9K
$712K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-901- 0.67% |
$152K - $176K
|
134K
$32.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-901- 6.07% |
$152K - $176K
|
13.9K
$3.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-902- 0.28% |
$152K - $176K
|
324K
$79.6M
|
|
|
May 13, 2024
Q1 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-904- 7.05% |
$153K - $176K
|
11.9K
$2.93M
|
|
|
Apr 18, 2024
Q1 2024
|
Dash Acquisitions Inc.
|
SELL
|
- |
-908- 2.71% |
$153K - $177K
|
32.6K
$8.01M
|
|
|
May 08, 2024
Q1 2024
|
Old West Investment Management, LLC
Los Angeles, CA |
SELL
|
- |
-909- 5.84% |
$154K - $177K
|
14.7K
$3.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-910- 1.89% |
$154K - $178K
|
47.1K
$11.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-921- 2.92% |
$156K - $180K
|
30.6K
$7.52M
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-922- 2.61% |
$156K - $180K
|
34.4K
$8.44M
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-923- 3.57% |
$156K - $180K
|
24.9K
$6.12M
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-924- 3.01% |
$156K - $180K
|
29.8K
$7.31M
|
|
|
May 15, 2024
Q1 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-925- 1.76% |
$156K - $181K
|
51.7K
$12.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-926- 1.55% |
$156K - $181K
|
58.9K
$14.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-927- 0.21% |
$157K - $181K
|
438K
$107M
|
|
|
May 06, 2024
Q1 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-931- 29.24% |
$157K - $182K
|
2.25K
$553K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-933- 2.09% |
$158K - $182K
|
43.6K
$10.7M
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-933- 1.7% |
$158K - $182K
|
53.8K
$13.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-936- 9.88% |
$158K - $183K
|
8.54K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-939- 12.63% |
$159K - $183K
|
6.49K
$1.59M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-939- 2.18% |
$159K - $183K
|
42.1K
$10.3M
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-940- 1.45% |
$159K - $183K
|
63.8K
$15.7M
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-940- 2.28% |
$159K - $183K
|
40.2K
$9.88M
|
|
|
May 14, 2024
Q1 2024
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-946- 11.58% |
$160K - $185K
|
7.22K
$1.77M
|
|
|
Apr 17, 2024
Q1 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-950- 5.3% |
$161K - $185K
|
17K
$4.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-950- 7.35% |
$161K - $185K
|
12K
$2.94M
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-951- 2.69% |
$161K - $186K
|
34.3K
$8.43M
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-953- 8.68% |
$161K - $186K
|
10K
$2.46M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-954- 0.9% |
$161K - $186K
|
105K
$25.9M
|
|
|
May 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-955- 3.04% |
$161K - $186K
|
30.5K
$7.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-956- 8.49% |
$162K - $187K
|
10.3K
$2.53M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-958- 5.45% |
$162K - $187K
|
16.6K
$4.08M
|
|
|
May 14, 2024
Q1 2024
|
Eisler Capital (Us) LLC
New York, NY |
SELL
|
- |
-959- 6.15% |
$162K - $187K
|
14.6K
$3.59M
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-959- 0.57% |
$162K - $187K
|
167K
$41M
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-962- 1.71% |
$163K - $188K
|
55.4K
$13.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-963- 1.6% |
$163K - $188K
|
59.3K
$14.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-963- 4.79% |
$163K - $188K
|
19.1K
$4.7M
|
|
|
May 09, 2024
Q1 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-964- 0.88% |
$163K - $188K
|
108K
$26.6M
|