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 25, 2024
Q1 2024
|
Brown Financial Advisory
|
BUY
|
- |
77+ 6.22% |
$13K - $15K
|
1.31K
$263K
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
76+ 0.34% |
$12.8K - $14.8K
|
22.7K
$4.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
76+ 0.05% |
$12.8K - $14.8K
|
140K
$28.1M
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
76+ 0.44% |
$12.8K - $14.8K
|
17.3K
$3.46M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
76+ 3.41% |
$12.8K - $14.8K
|
2.3K
$461K
|
|
|
Apr 26, 2024
Q1 2024
|
Barton Investment Management
|
BUY
|
- |
75+ 0.23% |
$12.7K - $14.6K
|
33K
$6.62M
|
|
|
May 19, 2025
Q1 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
75+ 1.07% |
$12.7K - $14.6K
|
7.09K
$1.42M
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
74+ 0.13% |
$12.5K - $14.4K
|
55.1K
$11M
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
73+ 1.58% |
$12.3K - $14.2K
|
4.68K
$937K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
70+ 0.24% |
$11.8K - $13.7K
|
29.4K
$5.88M
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
69+ 0.54% |
$11.7K - $13.5K
|
12.9K
$2.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
68+ 0.16% |
$11.5K - $13.3K
|
41.7K
$8.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
68+ 1.57% |
$11.5K - $13.3K
|
4.4K
$882K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
68+ 0.37% |
$11.5K - $13.3K
|
18.6K
$3.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
66+ 1.4% |
$11.2K - $12.9K
|
4.78K
$957K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
66+ 0.31% |
$11.2K - $12.9K
|
21.1K
$4.22M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
66+ 0.32% |
$11.2K - $12.9K
|
20.7K
$4.14M
|
|
|
May 13, 2024
Q1 2024
|
Somerville Kurt F
|
BUY
|
- |
63+ 0.04% |
$10.6K - $12.3K
|
146K
$29.2M
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
62+ 0.31% |
$10.5K - $12.1K
|
20K
$4.01M
|
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
62+ 0.37% |
$10.5K - $12.1K
|
16.7K
$3.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Greylin Investment Mangement Inc
|
BUY
|
- |
61+ 0.37% |
$10.3K - $11.9K
|
16.7K
$3.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
60+ 0.57% |
$10.1K - $11.7K
|
10.6K
$2.13M
|
|
|
May 07, 2024
Q1 2024
|
Tlw Wealth Management, LLC
|
BUY
|
- |
60+ 0.11% |
$10.1K - $11.7K
|
56.5K
$11.3M
|
|
|
May 07, 2024
Q1 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
60+ 0.04% |
$10.1K - $11.7K
|
146K
$29.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
59+ 0.35% |
$9.97K - $11.5K
|
17.2K
$3.44M
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
59+ 0.09% |
$9.97K - $11.5K
|
64.4K
$12.9M
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
59+ 0.32% |
$9.97K - $11.5K
|
18.4K
$3.69M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
57+ 0.08% |
$9.63K - $11.1K
|
74.5K
$14.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
56+ 4.64% |
$9.46K - $10.9K
|
1.26K
$253K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
56+ 0.5% |
$9.46K - $10.9K
|
11.3K
$2.26M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
56+ 0.02% |
$9.46K - $10.9K
|
225K
$45.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
55+ 1.84% |
$9.3K - $10.7K
|
3.05K
$611K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
55+ 0.29% |
$9.3K - $10.7K
|
18.7K
$3.75M
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
BUY
|
- |
55+ 0.31% |
$9.3K - $10.7K
|
17.6K
$3.52M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
55+ 23.01% |
$9.3K - $10.7K
|
294
$58.9K
|
|
|
May 15, 2024
Q1 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
55+ 0.53% |
$9.3K - $10.7K
|
10.4K
$2.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
54+ 0.57% |
$9.13K - $10.5K
|
9.47K
$1.9M
|
|
|
Feb 13, 2025
Q1 2024
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
54+ 0.24% |
$9.13K - $10.5K
|
22.1K
$4.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
53+ 2.84% |
$8.96K - $10.3K
|
1.92K
$385K
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
52+ 0.62% |
$8.79K - $10.1K
|
8.41K
$1.68M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
52+ 0.03% |
$8.79K - $10.1K
|
187K
$37.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
51+ 0.13% |
$8.62K - $9.95K
|
39.1K
$7.84M
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
51+ 0.14% |
$8.62K - $9.95K
|
37.3K
$7.46M
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
BUY
|
- |
50+ 1.47% |
$8.45K - $9.76K
|
3.45K
$691K
|
|
|
Apr 11, 2024
Q1 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
50+ 1.83% |
$8.45K - $9.76K
|
2.79K
$558K
|
|
|
May 09, 2024
Q1 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
50+ 0.06% |
$8.45K - $9.76K
|
78.9K
$15.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
49+ 0.61% |
$8.28K - $9.56K
|
8.04K
$1.61M
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
49+ 0.88% |
$8.28K - $9.56K
|
5.65K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Tamar Securities, LLC
|
BUY
|
- |
48+ 0.04% |
$8.11K - $9.37K
|
114K
$22.8M
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
48+ 0.18% |
$8.11K - $9.37K
|
27.4K
$5.48M
|