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 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.36K- 3.43% |
$231K - $266K
|
38.4K
$9.44M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-1.37K- 1.44% |
$231K - $266K
|
93.6K
$23M
|
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-1.37K- 0.14% |
$231K - $267K
|
968K
$238M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.37K- 0.98% |
$232K - $267K
|
138K
$33.9M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.37K- 0.14% |
$232K - $267K
|
949K
$233M
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-1.37K- 1.37% |
$232K - $268K
|
98.4K
$24.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.37K- 3.92% |
$232K - $268K
|
33.7K
$8.27M
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-1.38K- 71.35% |
$233K - $269K
|
553
$136K
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-1.38K- 0.63% |
$233K - $269K
|
217K
$53.2M
|
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-1.39K- 4.52% |
$234K - $271K
|
29.3K
$7.19M
|
|
|
May 01, 2024
Q1 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-1.39K- 27.3% |
$235K - $271K
|
3.7K
$909K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.39K- 2.02% |
$235K - $271K
|
67.3K
$16.5M
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-1.4K- 1.0% |
$237K - $273K
|
139K
$34.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.4K- 7.63% |
$237K - $273K
|
17K
$4.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Page Arthur B
|
SELL
|
- |
-1.4K- 5.3% |
$237K - $274K
|
25.1K
$6.16M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.41K- 0.41% |
$237K - $274K
|
337K
$82.8M
|
|
|
May 02, 2024
Q1 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-1.41K- 1.55% |
$237K - $274K
|
89K
$21.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.41K- 0.93% |
$238K - $275K
|
150K
$36.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.41K- 1.62% |
$239K - $276K
|
85.6K
$21M
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-1.41K- 1.34% |
$239K - $276K
|
104K
$25.6M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.42K- 1.43% |
$239K - $276K
|
97.3K
$23.9M
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-1.42K- 3.64% |
$241K - $278K
|
37.7K
$9.26M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.43K- 6.98% |
$241K - $279K
|
19K
$4.68M
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-1.43K- 2.49% |
$241K - $279K
|
55.9K
$13.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Check Capital Management Inc
|
SELL
|
- |
-1.43K- 4.23% |
$242K - $279K
|
32.4K
$7.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.44K- 2.39% |
$243K - $280K
|
58.7K
$14.4M
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.44K- 8.35% |
$243K - $280K
|
15.8K
$3.87M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.44K- 0.88% |
$243K - $281K
|
162K
$39.8M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.44K- 16.87% |
$243K - $281K
|
7.09K
$1.74M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.44K- 0.4% |
$243K - $281K
|
363K
$89.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.45K- 5.11% |
$244K - $282K
|
26.8K
$6.58M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-1.45K- 9.06% |
$244K - $282K
|
14.5K
$3.56M
|
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.45K- 1.1% |
$245K - $283K
|
130K
$31.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1.45K- 4.39% |
$245K - $283K
|
31.6K
$7.75M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-1.45K- 2.33% |
$245K - $283K
|
60.7K
$14.9M
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.45K- 1.15% |
$245K - $283K
|
124K
$30.5M
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-1.45K- 1.94% |
$246K - $284K
|
73.3K
$18M
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-1.46K- 1.57% |
$246K - $284K
|
91.4K
$22.4M
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.46K- 2.62% |
$247K - $285K
|
54.2K
$13.3M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.46K- 2.62% |
$247K - $285K
|
54.3K
$13.3M
|
|
|
May 13, 2024
Q1 2024
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-1.46K- 0.67% |
$247K - $286K
|
217K
$53.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1.46K- 6.97% |
$247K - $286K
|
19.5K
$4.8M
|
|
|
May 15, 2024
Q1 2024
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-1.47K- 2.93% |
$249K - $287K
|
48.7K
$12M
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.47K- 0.93% |
$249K - $288K
|
157K
$38.6M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.47K- 1.96% |
$249K - $288K
|
73.7K
$18.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.48K- 3.24% |
$250K - $289K
|
44.2K
$10.9M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.49K- 1.01% |
$251K - $290K
|
146K
$35.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Strid Group, LLC
|
SELL
|
- |
-1.5K- 14.15% |
$254K - $293K
|
9.1K
$2.23M
|
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-1.5K- 21.07% |
$254K - $293K
|
5.62K
$1.38M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-1.5K- 0.24% |
$254K - $293K
|
619K
$152M
|