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 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.83K+ 3.94% |
$478K - $552K
|
74.7K
$18.3M
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.83K+ 2.66% |
$478K - $552K
|
109K
$26.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.81K+ 27.02% |
$475K - $549K
|
13.2K
$3.25M
|
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
2.81KNew |
$475K - $549K
|
2.81K
$691K
|
|
|
May 03, 2024
Q1 2024
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
2.81KNew |
$475K - $549K
|
2.81K
$691K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.8K+ 0.96% |
$473K - $546K
|
295K
$72.4M
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.8K+ 234.96% |
$473K - $546K
|
3.99K
$979K
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.79K+ 43.43% |
$472K - $545K
|
9.22K
$2.26M
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
2.77K+ 13.93% |
$468K - $541K
|
22.7K
$5.57M
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
2.76K+ 78.21% |
$467K - $539K
|
6.3K
$1.55M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
2.76K+ 3.67% |
$467K - $539K
|
78K
$19.2M
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
BUY
|
- |
2.75K+ 3.97% |
$465K - $537K
|
72.1K
$17.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.75K+ 2.08% |
$465K - $537K
|
135K
$33.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
2.75K+ 15.5% |
$465K - $537K
|
20.5K
$5.03M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.75K+ 7.9% |
$464K - $536K
|
37.5K
$9.21M
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.74K+ 12.02% |
$462K - $534K
|
25.5K
$6.26M
|
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
2.73K+ 25.64% |
$462K - $533K
|
13.4K
$3.29M
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.73K+ 11.86% |
$462K - $533K
|
25.8K
$6.33M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.71K+ 6.27% |
$458K - $529K
|
45.9K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
2.68K+ 6.23% |
$453K - $524K
|
45.7K
$11.2M
|
|
|
Apr 24, 2024
Q1 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
2.68KNew |
$453K - $523K
|
2.68K
$658K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
2.67K+ 0.92% |
$451K - $521K
|
292K
$71.6M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
2.66K+ 3.2% |
$450K - $520K
|
85.7K
$21.1M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
2.65K+ 22.22% |
$448K - $518K
|
14.6K
$3.58M
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.62K+ 3.57% |
$443K - $512K
|
76K
$18.7M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.61K+ 7.27% |
$441K - $510K
|
38.6K
$9.47M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2.59K+ 133.87% |
$438K - $505K
|
4.52K
$1.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
BUY
|
- |
2.58K+ 42.1% |
$437K - $504K
|
8.72K
$2.14M
|
|
|
Jan 27, 2025
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.56K+ 3.97% |
$433K - $500K
|
67.1K
$16.5M
|
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
2.56K+ 2.95% |
$433K - $500K
|
89.2K
$21.9M
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
2.54KNew |
$429K - $496K
|
2.54K
$624K
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.53K+ 14.21% |
$427K - $493K
|
20.3K
$4.99M
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
BUY
|
- |
2.53K+ 23.38% |
$427K - $493K
|
13.3K
$3.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
BUY
|
- |
2.52K+ 70.94% |
$427K - $493K
|
6.08K
$1.49M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.52K+ 4.61% |
$426K - $492K
|
57.2K
$14.1M
|
|
|
May 01, 2024
Q1 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
2.52K+ 17.93% |
$426K - $492K
|
16.6K
$4.07M
|
|
|
May 08, 2024
Q1 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
2.51K+ 3.58% |
$424K - $490K
|
72.5K
$17.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
BUY
|
- |
2.5K+ 2.05% |
$422K - $488K
|
124K
$30.6M
|
|
|
May 13, 2024
Q1 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.48K+ 101.43% |
$419K - $484K
|
4.92K
$1.21M
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
2.46KNew |
$416K - $481K
|
2.46K
$605K
|
|
|
May 15, 2024
Q1 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2.45KNew |
$414K - $478K
|
2.45K
$602K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2.45K+ 4.81% |
$413K - $477K
|
53.3K
$13.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2.43K+ 7.17% |
$411K - $474K
|
36.3K
$8.92M
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
2.42K+ 9.95% |
$408K - $471K
|
26.7K
$6.56M
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
2.41K+ 3.19% |
$408K - $471K
|
78K
$19.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.4K+ 20.51% |
$405K - $468K
|
14.1K
$3.46M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.4K+ 7.78% |
$405K - $468K
|
33.2K
$8.16M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
2.4K+ 12.21% |
$405K - $468K
|
22K
$5.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
2.39K+ 3.19% |
$404K - $466K
|
77.3K
$19M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.39K+ 2.12% |
$404K - $466K
|
115K
$28.3M
|