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 12, 2024
Q1 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.87K+ 45.16% |
$315K - $364K
|
6K
$1.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Epiq Partners, LLC
|
BUY
|
- |
1.86K+ 12.15% |
$315K - $363K
|
17.2K
$4.22M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.86K+ 15.31% |
$314K - $363K
|
14K
$3.44M
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
1.85K+ 3.47% |
$312K - $361K
|
55.1K
$13.5M
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
1.85K+ 0.67% |
$312K - $360K
|
279K
$68.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.84K+ 0.82% |
$311K - $360K
|
225K
$55.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
1.83K+ 32.19% |
$310K - $358K
|
7.52K
$1.85M
|
|
|
Apr 18, 2024
Q1 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
1.83K+ 54.51% |
$310K - $358K
|
5.19K
$1.28M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.83KNew |
$309K - $357K
|
1.83K
$449K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
1.82K+ 2.5% |
$308K - $355K
|
74.6K
$18.3M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.81K+ 3.51% |
$306K - $354K
|
53.5K
$13.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
1.81K+ 6.04% |
$306K - $354K
|
31.8K
$7.81M
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
BUY
|
- |
1.81K+ 80.74% |
$305K - $353K
|
4.05K
$993K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.81K+ 5.38% |
$305K - $352K
|
35.4K
$8.68M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.8K+ 1.71% |
$305K - $352K
|
107K
$26.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
1.8K+ 5.21% |
$305K - $352K
|
36.4K
$8.94M
|
|
|
May 03, 2024
Q1 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1.8K+ 4.14% |
$304K - $351K
|
45.3K
$11.1M
|
|
|
May 03, 2024
Q1 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.8K+ 9.27% |
$304K - $351K
|
21.2K
$5.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.79K+ 0.35% |
$303K - $350K
|
518K
$127M
|
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.79K+ 2.01% |
$303K - $349K
|
90.8K
$22.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
BUY
|
- |
1.79K+ 8.6% |
$302K - $348K
|
22.5K
$5.53M
|
|
|
May 13, 2024
Q1 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.78K+ 3.23% |
$301K - $347K
|
56.9K
$14M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.77K+ 2.86% |
$298K - $345K
|
63.5K
$15.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.76K+ 6.69% |
$298K - $344K
|
28.1K
$6.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
1.76K+ 8.1% |
$297K - $344K
|
23.5K
$5.77M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.74K+ 1.39% |
$294K - $339K
|
127K
$31.1M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.74K+ 0.91% |
$294K - $339K
|
193K
$47.4M
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
1.74K+ 56.4% |
$294K - $339K
|
4.82K
$1.18M
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
BUY
|
- |
1.72K+ 4.07% |
$290K - $335K
|
44K
$10.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.7K+ 2.78% |
$288K - $332K
|
62.9K
$15.5M
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
1.7K+ 8.38% |
$287K - $332K
|
22K
$5.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
1.7K+ 4.8% |
$287K - $332K
|
37.1K
$9.11M
|
|
|
May 03, 2024
Q1 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
1.69K+ 17.2% |
$286K - $330K
|
11.5K
$2.83M
|
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
BUY
|
- |
1.69K+ 8.79% |
$286K - $330K
|
20.9K
$5.14M
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
BUY
|
- |
1.69K+ 1.78% |
$285K - $329K
|
96.3K
$23.6M
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.69K+ 0.82% |
$285K - $329K
|
207K
$50.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.68K+ 1.64% |
$284K - $328K
|
104K
$25.6M
|
|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
1.68KNew |
$284K - $328K
|
1.68K
$413K
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.68K+ 6.24% |
$284K - $328K
|
28.6K
$7.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.68K+ 6.62% |
$283K - $327K
|
27K
$6.62M
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.67KNew |
$282K - $325K
|
1.67K
$409K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.66K+ 24.81% |
$281K - $325K
|
8.37K
$2.06M
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.66K+ 5.27% |
$281K - $324K
|
33.2K
$8.14M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.66K+ 0.82% |
$280K - $323K
|
203K
$50M
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.65K+ 2.28% |
$279K - $322K
|
74.1K
$18.2M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.65K+ 5.96% |
$279K - $322K
|
29.3K
$7.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.65K+ 3.96% |
$278K - $321K
|
43.3K
$10.6M
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.64K+ 25.6% |
$276K - $319K
|
8.02K
$1.97M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
1.63K+ 5.96% |
$275K - $318K
|
29K
$7.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.62K+ 3.2% |
$274K - $316K
|
52.3K
$12.8M
|