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 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
733+ 2.45% |
$124K - $143K
|
30.6K
$6.14M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
728+ 1.08% |
$123K - $142K
|
68.3K
$13.7M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
723+ 111.4% |
$122K - $141K
|
1.37K
$275K
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
721+ 4.11% |
$122K - $141K
|
18.3K
$3.66M
|
|
|
May 03, 2024
Q1 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
720+ 0.41% |
$122K - $141K
|
176K
$35.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
718+ 20.47% |
$121K - $140K
|
4.23K
$846K
|
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
BUY
|
- |
718+ 32.36% |
$121K - $140K
|
2.94K
$588K
|
|
|
May 10, 2024
Q1 2024
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
718+ 0.2% |
$121K - $140K
|
352K
$70.5M
|
|
|
Jun 10, 2025
Q1 2024
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
718+ 0.2% |
$121K - $140K
|
352K
$70.5M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
717+ 1.02% |
$121K - $140K
|
70.7K
$14.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
713+ 1.89% |
$120K - $139K
|
38.5K
$7.7M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
711+ 2.92% |
$120K - $139K
|
25K
$5.01M
|
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
710+ 4.24% |
$120K - $139K
|
17.5K
$3.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
708+ 2.53% |
$120K - $138K
|
28.7K
$5.75M
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
BUY
|
- |
705+ 8.65% |
$119K - $138K
|
8.85K
$1.77M
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
704+ 2.27% |
$119K - $137K
|
31.7K
$6.36M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
703+ 28.26% |
$119K - $137K
|
3.19K
$639K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
700+ 2.08% |
$118K - $137K
|
34.3K
$6.88M
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
699+ 1.85% |
$118K - $136K
|
38.4K
$7.7M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
697+ 0.7% |
$118K - $136K
|
99.9K
$20M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
696+ 0.52% |
$118K - $136K
|
134K
$26.9M
|
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
693+ 12.72% |
$117K - $135K
|
6.14K
$1.23M
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
690+ 0.81% |
$117K - $135K
|
86K
$17.2M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
689+ 0.77% |
$116K - $134K
|
90.2K
$18.1M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
687+ 1.85% |
$116K - $134K
|
37.9K
$7.59M
|
|
|
Mar 25, 2025
Q1 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
683+ 10.99% |
$115K - $133K
|
6.9K
$1.38M
|
|
|
May 01, 2024
Q1 2024
|
Shariaportfolio, Inc.
Lake Mary, FL |
BUY
|
- |
681+ 15.91% |
$115K - $133K
|
4.96K
$994K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
679+ 0.59% |
$115K - $133K
|
117K
$23.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
676+ 0.95% |
$114K - $132K
|
71.6K
$14.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
676+ 0.61% |
$114K - $132K
|
112K
$22.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
675+ 7.49% |
$114K - $132K
|
9.69K
$1.94M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
670+ 5.62% |
$113K - $131K
|
12.6K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
670+ 2.62% |
$113K - $131K
|
26.3K
$5.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
666+ 7.45% |
$113K - $130K
|
9.6K
$1.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
664+ 2.66% |
$112K - $130K
|
25.6K
$5.13M
|
|
|
Aug 13, 2024
Q1 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
664+ 25.25% |
$112K - $130K
|
3.29K
$660K
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
662+ 56.1% |
$112K - $129K
|
1.84K
$369K
|
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
662+ 10.75% |
$112K - $129K
|
6.82K
$1.37M
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
660+ 6.3% |
$112K - $129K
|
11.1K
$2.23M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
649+ 2.31% |
$110K - $127K
|
28.8K
$5.76M
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
644+ 1.09% |
$109K - $126K
|
59.6K
$11.9M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
642+ 0.74% |
$108K - $125K
|
87.1K
$17.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
638+ 4.07% |
$108K - $125K
|
16.3K
$3.27M
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
638+ 23.84% |
$108K - $125K
|
3.31K
$664K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
630+ 1.36% |
$106K - $123K
|
46.8K
$9.38M
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
626+ 1.43% |
$106K - $122K
|
44.5K
$8.91M
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
625+ 1.46% |
$106K - $122K
|
43.4K
$8.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
624+ 0.66% |
$105K - $122K
|
94.6K
$19M
|
|
|
Apr 22, 2024
Q1 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
618+ 2.07% |
$104K - $121K
|
30.4K
$6.09M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
618+ 0.53% |
$104K - $121K
|
117K
$23.4M
|