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 |
|---|---|---|---|---|---|---|---|
|
Dec 03, 2024
Q1 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
849+ 14.4% |
$143K - $166K
|
6.75K
$1.35M
|
|
|
May 03, 2024
Q1 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
848+ 1.5% |
$143K - $166K
|
57.4K
$11.5M
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
844+ 2.86% |
$143K - $165K
|
30.4K
$6.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
842+ 2.88% |
$142K - $164K
|
30.1K
$6.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
841+ 11.13% |
$142K - $164K
|
8.4K
$1.68M
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
840+ 4.19% |
$142K - $164K
|
20.9K
$4.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
837+ 1.67% |
$141K - $163K
|
51K
$10.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
837+ 1.0% |
$141K - $163K
|
84.9K
$17M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
837+ 2.23% |
$141K - $163K
|
38.4K
$7.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
835+ 4.64% |
$141K - $163K
|
18.8K
$3.77M
|
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
BUY
|
- |
830+ 1.51% |
$140K - $162K
|
55.6K
$11.1M
|
|
|
May 09, 2024
Q1 2024
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
830+ 1.32% |
$140K - $162K
|
63.7K
$12.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Chico Wealth Ria
|
BUY
|
- |
826+ 15.48% |
$140K - $161K
|
6.16K
$1.23M
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
826+ 2.98% |
$140K - $161K
|
28.6K
$5.72M
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
825+ 1.61% |
$139K - $161K
|
51.9K
$10.4M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
825+ 10.33% |
$139K - $161K
|
8.81K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
821+ 0.77% |
$139K - $160K
|
108K
$21.6M
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
819+ 1.67% |
$138K - $160K
|
49.9K
$10M
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
818+ 3.23% |
$138K - $160K
|
26.1K
$5.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
817+ 9.95% |
$138K - $159K
|
9.02K
$1.81M
|
|
|
May 01, 2024
Q1 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
817New |
$138K - $159K
|
817
$164K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
816+ 3.25% |
$138K - $159K
|
26K
$5.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
815+ 1.76% |
$138K - $159K
|
47.1K
$9.44M
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
810+ 3.92% |
$137K - $158K
|
21.5K
$4.3M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
809+ 1.97% |
$137K - $158K
|
41.9K
$8.39M
|
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
809+ 5.62% |
$137K - $158K
|
15.2K
$3.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
802+ 3.58% |
$136K - $157K
|
23.2K
$4.64M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
801+ 0.1% |
$135K - $156K
|
806K
$162M
|
|
|
Apr 29, 2024
Q1 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
799+ 2.79% |
$135K - $156K
|
29.4K
$5.89M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
796+ 7.81% |
$135K - $155K
|
11K
$2.2M
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
794+ 3.22% |
$134K - $155K
|
25.4K
$5.09M
|
|
|
May 10, 2024
Q1 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
789+ 0.5% |
$133K - $154K
|
157K
$31.5M
|
|
|
May 08, 2024
Q1 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
787+ 29.91% |
$133K - $154K
|
3.42K
$685K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
786+ 5.87% |
$133K - $153K
|
14.2K
$2.84M
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
784+ 6.58% |
$132K - $153K
|
12.7K
$2.55M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
781+ 0.85% |
$132K - $152K
|
92.2K
$18.5M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
776+ 2.0% |
$131K - $151K
|
39.6K
$7.93M
|
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
775+ 5.47% |
$131K - $151K
|
14.9K
$2.99M
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
774+ 0.63% |
$131K - $151K
|
124K
$24.9M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
773+ 1.19% |
$131K - $151K
|
65.5K
$13.1M
|
|
|
May 02, 2024
Q1 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
772+ 1.17% |
$130K - $151K
|
67K
$13.4M
|
|
|
May 02, 2024
Q1 2024
|
Hendley & CO Inc
|
BUY
|
- |
761+ 0.86% |
$129K - $149K
|
89.6K
$18M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
758+ 2.58% |
$128K - $148K
|
30.2K
$6.04M
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
755+ 3.12% |
$128K - $147K
|
25K
$5M
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
755+ 2.57% |
$128K - $147K
|
30.1K
$6.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
753+ 2.25% |
$127K - $147K
|
34.3K
$6.87M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
744+ 0.17% |
$126K - $145K
|
426K
$85.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
741+ 0.74% |
$125K - $145K
|
101K
$20.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
739+ 1.95% |
$125K - $144K
|
38.6K
$7.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
737+ 0.79% |
$125K - $144K
|
93.7K
$18.8M
|