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 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
22.4KNew |
$3.78M - $4.36M
|
22.4K
$5.49M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
22.3K+ 2.94% |
$3.77M - $4.35M
|
780K
$192M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
22.3K+ 39.27% |
$3.76M - $4.34M
|
78.9K
$19.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
22.2K+ 7.22% |
$3.75M - $4.33M
|
329K
$80.9M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
21.7K+ 11.92% |
$3.66M - $4.23M
|
203K
$49.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
21.4K+ 18.2% |
$3.62M - $4.18M
|
139K
$34.2M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
21.4K+ 17.41% |
$3.61M - $4.17M
|
144K
$35.4M
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
21.4K+ 72.05% |
$3.61M - $4.17M
|
51K
$12.5M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
21.1K+ 12.51% |
$3.56M - $4.11M
|
190K
$46.6M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
21K+ 33.25% |
$3.55M - $4.1M
|
84.2K
$20.7M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
20.9K+ 39.58% |
$3.53M - $4.08M
|
73.7K
$18.1M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
20.9K+ 69.43% |
$3.53M - $4.08M
|
51K
$12.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
20.8K+ 106.68% |
$3.51M - $4.06M
|
40.3K
$9.88M
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
20.8K+ 17.27% |
$3.51M - $4.05M
|
141K
$34.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
20.6K+ 5.63% |
$3.48M - $4.02M
|
386K
$94.9M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
20.5K+ 2.23% |
$3.46M - $4M
|
940K
$231M
|
|
|
May 09, 2024
Q1 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
20.4K+ 15.71% |
$3.45M - $3.99M
|
151K
$37M
|
|
|
Apr 24, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
20.3K+ 44.98% |
$3.42M - $3.95M
|
65.3K
$16M
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
20.1K+ 3.71% |
$3.4M - $3.93M
|
563K
$138M
|
|
|
May 09, 2024
Q1 2024
|
Trivest Advisors LTD
Hong Kong, K3 |
BUY
|
- |
20KNew |
$3.38M - $3.9M
|
20K
$4.91M
|
|
|
May 14, 2024
Q1 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
19.9KNew |
$3.37M - $3.89M
|
19.9K
$4.9M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
19.9K+ 504.16% |
$3.36M - $3.88M
|
23.8K
$5.85M
|
|
|
May 16, 2024
Q1 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
19.7KNew |
$3.33M - $3.85M
|
19.7K
$4.84M
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
19.6K+ 2.4% |
$3.31M - $3.82M
|
837K
$205M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
19.5KNew |
$3.29M - $3.8M
|
19.5K
$4.78M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
19.5K+ 1203.34% |
$3.29M - $3.8M
|
21.1K
$5.18M
|
|
|
May 15, 2024
Q1 2024
|
Infusive Asset Management Inc.
New York, NY |
BUY
|
- |
19.5KNew |
$3.29M - $3.8M
|
19.5K
$4.78M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
19.2K+ 557.07% |
$3.24M - $3.74M
|
22.6K
$5.56M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
19.1K+ 39.17% |
$3.22M - $3.72M
|
67.8K
$16.6M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
19K+ 3.59% |
$3.21M - $3.71M
|
548K
$134M
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
19KNew |
$3.2M - $3.7M
|
19K
$4.65M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
18.9K+ 1097.22% |
$3.2M - $3.7M
|
20.7K
$5.07M
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
18.7K+ 63.32% |
$3.16M - $3.65M
|
48.3K
$11.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
18.6K+ 15.51% |
$3.15M - $3.64M
|
139K
$34.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
18.5K+ 200.02% |
$3.13M - $3.62M
|
27.8K
$6.83M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
18.5K+ 1.53% |
$3.13M - $3.62M
|
1.23M
$301M
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
18.5K+ 50.93% |
$3.13M - $3.61M
|
54.8K
$13.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
18.4K+ 25.38% |
$3.12M - $3.6M
|
91.1K
$22.4M
|
|
|
May 01, 2024
Q1 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
18.4K+ 4.49% |
$3.11M - $3.6M
|
429K
$105M
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
18.3K+ 0.58% |
$3.1M - $3.58M
|
3.19M
$784M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
18.2K+ 43.43% |
$3.08M - $3.56M
|
60.2K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
18.1K+ 106.49% |
$3.05M - $3.53M
|
35.1K
$8.61M
|
|
|
May 15, 2024
Q1 2024
|
Clearline Capital LP
New York, NY |
BUY
|
- |
18.1KNew |
$3.05M - $3.53M
|
18.1K
$4.44M
|
|
|
May 06, 2024
Q1 2024
|
Deuterium Capital Management, LLC
|
BUY
|
- |
18K+ 66.67% |
$3.04M - $3.51M
|
45K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Vpr Management LLC
Houston, TX |
BUY
|
- |
18KNew |
$3.04M - $3.51M
|
18K
$4.42M
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
18K+ 44.34% |
$3.04M - $3.51M
|
58.5K
$14.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
17.9K+ 9.35% |
$3.02M - $3.49M
|
209K
$51.3M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
17.8K+ 8.59% |
$3.01M - $3.47M
|
225K
$55.2M
|
|
|
May 15, 2024
Q1 2024
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
17.7K+ 17.36% |
$2.99M - $3.45M
|
120K
$29.4M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17.7K+ 0.19% |
$2.98M - $3.45M
|
9.36M
$2.3B
|