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 14, 2024
Q1 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
113+ 1.37% |
$19.1K - $22.1K
|
8.36K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
111+ 0.59% |
$18.8K - $21.7K
|
18.8K
$3.77M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
111+ 1.27% |
$18.8K - $21.7K
|
8.87K
$1.78M
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
109+ 0.22% |
$18.4K - $21.3K
|
50.2K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
X Square Capital, LLC
|
BUY
|
- |
109+ 0.92% |
$18.4K - $21.3K
|
11.9K
$2.39M
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
108+ 0.1% |
$18.3K - $21.1K
|
110K
$22M
|
|
|
Apr 22, 2024
Q1 2024
|
Coerente Capital Management
|
BUY
|
- |
108+ 4.44% |
$18.3K - $21.1K
|
2.54K
$509K
|
|
|
May 14, 2024
Q1 2024
|
Granger Management LLC
|
BUY
|
- |
106+ 0.43% |
$17.9K - $20.7K
|
24.6K
$4.92M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
104+ 1.1% |
$17.6K - $20.3K
|
9.58K
$1.92M
|
|
|
May 14, 2024
Q1 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
104+ 5.26% |
$17.6K - $20.3K
|
2.08K
$417K
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
103+ 0.66% |
$17.4K - $20.1K
|
15.7K
$3.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
102+ 1.73% |
$17.2K - $19.9K
|
6.01K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
102+ 1.43% |
$17.2K - $19.9K
|
7.23K
$1.45M
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
100+ 0.54% |
$16.9K - $19.5K
|
18.5K
$3.71M
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
100+ 1.34% |
$16.9K - $19.5K
|
7.59K
$1.52M
|
|
|
Apr 29, 2024
Q1 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
100+ 4.06% |
$16.9K - $19.5K
|
2.57K
$514K
|
|
|
May 06, 2024
Q1 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
100New |
$16.9K - $19.5K
|
100
$20K
|
|
|
May 13, 2024
Q1 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
100+ 0.13% |
$16.9K - $19.5K
|
76.1K
$15.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
98+ 0.58% |
$16.6K - $19.1K
|
16.9K
$3.38M
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
98+ 0.37% |
$16.6K - $19.1K
|
26.8K
$5.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
97+ 2.27% |
$16.4K - $18.9K
|
4.37K
$875K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
97+ 0.06% |
$16.4K - $18.9K
|
157K
$31.5M
|
|
|
May 14, 2024
Q1 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
95+ 3.07% |
$16.1K - $18.5K
|
3.19K
$638K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
93+ 2.82% |
$15.7K - $18.2K
|
3.4K
$680K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
92+ 7.9% |
$15.5K - $18K
|
1.26K
$252K
|
|
|
May 13, 2024
Q1 2024
|
Georgetown University
Washington, DC |
BUY
|
- |
91+ 0.13% |
$15.4K - $17.8K
|
70.6K
$14.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Kirr Marbach & CO LLC
|
BUY
|
- |
90+ 6.28% |
$15.2K - $17.6K
|
1.52K
$305K
|
|
|
Apr 29, 2024
Q1 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
90+ 0.85% |
$15.2K - $17.6K
|
10.7K
$2.13M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
90+ 4.35% |
$15.2K - $17.6K
|
2.16K
$432K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
89+ 3.4% |
$15K - $17.4K
|
2.71K
$542K
|
|
|
May 15, 2024
Q1 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
89+ 1.11% |
$15K - $17.4K
|
8.14K
$1.63M
|
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
87+ 0.24% |
$14.7K - $17K
|
36.8K
$7.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
87+ 0.38% |
$14.7K - $17K
|
22.9K
$4.59M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
87+ 2.88% |
$14.7K - $17K
|
3.11K
$623K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
86+ 0.1% |
$14.5K - $16.8K
|
90.5K
$18.1M
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
86+ 1.27% |
$14.5K - $16.8K
|
6.87K
$1.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
82+ 0.23% |
$13.9K - $16K
|
36.2K
$7.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
82+ 2.31% |
$13.9K - $16K
|
3.63K
$728K
|
|
|
May 13, 2024
Q1 2024
|
Merlin Capital LLC
|
BUY
|
- |
82+ 1.96% |
$13.9K - $16K
|
4.26K
$853K
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
81+ 3.75% |
$13.7K - $15.8K
|
2.24K
$449K
|
|
|
May 10, 2024
Q1 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
80+ 0.54% |
$13.5K - $15.6K
|
15K
$3M
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
80+ 1.48% |
$13.5K - $15.6K
|
5.5K
$1.1M
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
80+ 0.73% |
$13.5K - $15.6K
|
11K
$2.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
79+ 1.57% |
$13.4K - $15.4K
|
5.1K
$1.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
79+ 1.48% |
$13.4K - $15.4K
|
5.43K
$1.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
79+ 6.93% |
$13.4K - $15.4K
|
1.22K
$244K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
78+ 0.49% |
$13.2K - $15.2K
|
15.9K
$3.18M
|
|
|
Apr 11, 2024
Q1 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
78+ 2.84% |
$13.2K - $15.2K
|
2.83K
$566K
|
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
78+ 0.41% |
$13.2K - $15.2K
|
18.9K
$3.79M
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
78+ 0.62% |
$13.2K - $15.2K
|
12.7K
$2.54M
|