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 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.51K- 5.5% |
$256K - $295K
|
26K
$6.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-1.53K- 30.57% |
$258K - $298K
|
3.47K
$852K
|
|
|
May 14, 2024
Q1 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-1.53K- 3.46% |
$259K - $299K
|
42.7K
$10.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.53K- 2.17% |
$259K - $299K
|
69.1K
$17M
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.54K- 48.12% |
$259K - $300K
|
1.66K
$406K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.54K- 1.01% |
$260K - $300K
|
150K
$36.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 6.65% |
$260K - $301K
|
21.6K
$5.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.55K- 10.56% |
$261K - $302K
|
13.1K
$3.21M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.55K- 1.68% |
$262K - $302K
|
90.8K
$22.3M
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-1.55K- 13.01% |
$263K - $303K
|
10.4K
$2.55M
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-1.56K- 9.09% |
$263K - $304K
|
15.6K
$3.82M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-1.56K- 1.58% |
$263K - $304K
|
96.8K
$23.8M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.56K- 1.22% |
$263K - $304K
|
127K
$31.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.56K- 2.64% |
$264K - $304K
|
57.6K
$14.1M
|
|
|
May 02, 2024
Q1 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-1.56K- 2.34% |
$264K - $304K
|
65.1K
$16M
|
|
|
Apr 24, 2024
Q1 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-1.56K- 40.94% |
$264K - $305K
|
2.26K
$554K
|
|
|
May 08, 2024
Q1 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-1.57K- 3.15% |
$264K - $305K
|
48.2K
$11.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.57K- 1.44% |
$265K - $306K
|
107K
$26.3M
|
|
|
May 15, 2024
Q1 2024
|
Carroll Investors, Inc
|
SELL
|
- |
-1.57K- 1.8% |
$266K - $307K
|
86K
$21.1M
|
|
|
May 14, 2024
Q1 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-1.57K- 37.29% |
$266K - $307K
|
2.65K
$649K
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1.57K- 5.41% |
$266K - $307K
|
27.5K
$6.75M
|
|
|
May 02, 2024
Q1 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-1.57K- 1.16% |
$266K - $307K
|
135K
$33M
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1.57K- 6.17% |
$266K - $307K
|
23.9K
$5.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-1.58K- 2.37% |
$267K - $308K
|
65.1K
$16M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.58K- 2.74% |
$267K - $308K
|
56.1K
$13.8M
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.58K- 1.95% |
$267K - $308K
|
79.6K
$19.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.59K- 1.73% |
$269K - $311K
|
90.3K
$22.2M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-1.59K- 8.12% |
$269K - $311K
|
18K
$4.43M
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-1.6K- 8.66% |
$270K - $311K
|
16.8K
$4.13M
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.6K- 6.05% |
$270K - $312K
|
24.8K
$6.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1.6K- 0.53% |
$271K - $313K
|
303K
$74.4M
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.61K- 1.15% |
$271K - $313K
|
138K
$33.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.61K- 20.81% |
$271K - $313K
|
6.11K
$1.5M
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-1.61K- 7.83% |
$272K - $314K
|
18.9K
$4.64M
|
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-1.61K- 18.13% |
$272K - $314K
|
7.26K
$1.78M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-1.61K- 9.27% |
$272K - $314K
|
15.7K
$3.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-1.61K- 7.24% |
$272K - $314K
|
20.6K
$5.07M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.61K- 0.64% |
$272K - $314K
|
250K
$61.5M
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.62K- 4.14% |
$273K - $316K
|
37.5K
$9.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
SELL
|
- |
-1.62K- 2.47% |
$274K - $316K
|
64K
$15.7M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1.63K- 13.06% |
$275K - $317K
|
10.8K
$2.66M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1.63K- 1.55% |
$275K - $318K
|
103K
$25.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.63K- 11.22% |
$275K - $318K
|
12.9K
$3.16M
|
|
|
May 13, 2024
Q1 2024
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-1.63K- 1.71% |
$276K - $319K
|
93.7K
$23M
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-1.64K- 3.78% |
$276K - $319K
|
41.7K
$10.2M
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-1.64K- 8.66% |
$277K - $320K
|
17.3K
$4.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.64K- 4.37% |
$278K - $321K
|
35.9K
$8.82M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.64K- 11.56% |
$278K - $321K
|
12.6K
$3.09M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-1.65K- 0.99% |
$278K - $321K
|
165K
$40.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-1.66K- 9.09% |
$280K - $324K
|
16.6K
$4.07M
|