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 19, 2024
Q1 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-965- 0.76% |
$163K - $188K
|
125K
$30.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-965- 5.8% |
$163K - $188K
|
15.7K
$3.85M
|
|
|
Apr 09, 2024
Q1 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-966- 3.22% |
$163K - $189K
|
29K
$7.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-967- 0.54% |
$163K - $189K
|
179K
$44M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-970- 0.42% |
$164K - $189K
|
227K
$55.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-973- 19.1% |
$164K - $190K
|
4.12K
$1.01M
|
|
|
May 03, 2024
Q1 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-973- 3.6% |
$164K - $190K
|
26.1K
$6.4M
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-974- 3.22% |
$165K - $190K
|
29.2K
$7.18M
|
|
|
May 14, 2024
Q1 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-974- 2.57% |
$165K - $190K
|
36.9K
$9.07M
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-978- 2.43% |
$165K - $191K
|
39.3K
$9.66M
|
|
|
Apr 22, 2024
Q1 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-988- 0.99% |
$167K - $193K
|
98.7K
$24.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-992- 4.55% |
$168K - $194K
|
20.8K
$5.11M
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-998- 1.22% |
$169K - $195K
|
80.5K
$19.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-1K- 2.5% |
$169K - $195K
|
39K
$9.57M
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 24.0% |
$169K - $195K
|
3.17K
$777K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1K- 7.81% |
$169K - $196K
|
11.8K
$2.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.01K- 2.14% |
$170K - $197K
|
46.1K
$11.3M
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.01K- 2.37% |
$170K - $197K
|
41.4K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.01K- 1.0% |
$170K - $197K
|
100K
$24.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.01K- 7.31% |
$171K - $197K
|
12.8K
$3.14M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.01K- 7.37% |
$171K - $197K
|
12.7K
$3.11M
|
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-1.01K- 4.51% |
$171K - $197K
|
21.4K
$5.25M
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.01K- 10.0% |
$171K - $198K
|
9.11K
$2.24M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.01K- 1.57% |
$171K - $198K
|
63.3K
$15.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.02K- 1.48% |
$172K - $198K
|
67.5K
$16.6M
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1.02K- 1.1% |
$172K - $198K
|
91.4K
$22.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1.03K- 2.33% |
$173K - $200K
|
43K
$10.6M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.03K- 1.31% |
$174K - $201K
|
77.3K
$19M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.03K- 1.66% |
$174K - $201K
|
61.1K
$15M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.03K- 4.09% |
$174K - $201K
|
24.1K
$5.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.03K- 1.51% |
$174K - $201K
|
67K
$16.4M
|
|
|
May 01, 2024
Q1 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-1.03K- 0.72% |
$174K - $201K
|
143K
$35M
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.03K- 4.35% |
$174K - $201K
|
22.7K
$5.57M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.03K- 8.83% |
$174K - $201K
|
10.7K
$2.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.04K- 2.15% |
$175K - $202K
|
47.1K
$11.6M
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-1.04K- 1.5% |
$175K - $202K
|
68.1K
$16.7M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.04K- 5.1% |
$176K - $203K
|
19.4K
$4.76M
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
SELL
|
- |
-1.04K- 0.22% |
$176K - $203K
|
482K
$118M
|
|
|
Apr 29, 2024
Q1 2024
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-1.04K- 2.32% |
$176K - $203K
|
43.9K
$10.8M
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.04K- 2.53% |
$176K - $203K
|
40.1K
$9.84M
|
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-1.04K- 34.79% |
$176K - $204K
|
1.96K
$480K
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.05K- 2.03% |
$177K - $205K
|
50.8K
$12.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-1.05K- 1.66% |
$177K - $205K
|
62.4K
$15.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.05K- 2.13% |
$178K - $206K
|
48.4K
$11.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-1.06K- 1.55% |
$179K - $207K
|
67.3K
$16.5M
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.06K- 0.38% |
$180K - $208K
|
277K
$68M
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-1.07K- 1.63% |
$180K - $208K
|
64.2K
$15.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.07K- 18.36% |
$181K - $209K
|
4.76K
$1.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-1.07K- 4.47% |
$181K - $209K
|
22.9K
$5.62M
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.07K- 3.31% |
$181K - $209K
|
31.3K
$7.69M
|