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 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17.1K+ 18.25% |
$2.89M - $3.34M
|
111K
$25.5M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
17.1KNew |
$2.89M - $3.34M
|
17.1K
$3.93M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
17K+ 10.09% |
$2.88M - $3.33M
|
186K
$42.7M
|
|
|
May 14, 2024
Q1 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
17KNew |
$2.87M - $3.32M
|
17K
$3.91M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.9K+ 1.86% |
$2.86M - $3.3M
|
925K
$213M
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
16.8K+ 7.4% |
$2.84M - $3.28M
|
244K
$56M
|
|
|
May 14, 2024
Q1 2024
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
16.7KNew |
$2.83M - $3.27M
|
16.7K
$3.85M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
16.7K+ 7.37% |
$2.82M - $3.26M
|
243K
$56M
|
|
|
May 07, 2024
Q1 2024
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
16.7K+ 3.11% |
$2.82M - $3.26M
|
554K
$127M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
16.7K+ 33.42% |
$2.82M - $3.26M
|
66.6K
$15.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
16.7K+ 23.12% |
$2.82M - $3.25M
|
88.8K
$20.4M
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
16.6KNew |
$2.81M - $3.25M
|
16.6K
$3.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
16.6K+ 26.21% |
$2.8M - $3.24M
|
79.9K
$18.4M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
16.5K+ 1.61% |
$2.8M - $3.23M
|
1.04M
$240M
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
16.5KNew |
$2.8M - $3.23M
|
16.5K
$3.8M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.5K+ 1.98% |
$2.79M - $3.22M
|
850K
$195M
|
|
|
May 15, 2024
Q1 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
16.3K+ 49.19% |
$2.76M - $3.19M
|
49.6K
$11.4M
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
16.3K+ 14.58% |
$2.75M - $3.18M
|
128K
$29.4M
|
|
|
May 13, 2024
Q1 2024
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
16.2K+ 100.62% |
$2.74M - $3.16M
|
32.3K
$7.42M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
16.2K+ 3.45% |
$2.73M - $3.16M
|
484K
$111M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
16.2K+ 1.81% |
$2.73M - $3.15M
|
910K
$209M
|
|
|
May 07, 2024
Q1 2024
|
Once Capital Management, LLC
|
BUY
|
- |
16K+ 25.22% |
$2.7M - $3.12M
|
79.5K
$18.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
15.9K+ 515.28% |
$2.7M - $3.11M
|
19K
$4.38M
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
15.9K+ 146.92% |
$2.68M - $3.1M
|
26.7K
$6.13M
|
|
|
May 14, 2024
Q1 2024
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
15.9K+ 9.53% |
$2.68M - $3.09M
|
182K
$41.9M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
15.9K+ 4.15% |
$2.68M - $3.09M
|
398K
$91.5M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
15.8K+ 138.4% |
$2.67M - $3.08M
|
27.2K
$6.26M
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
15.7K+ 147.22% |
$2.65M - $3.06M
|
26.3K
$6.05M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
15.5KNew |
$2.62M - $3.03M
|
15.5K
$3.57M
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
15.4K+ 12.91% |
$2.6M - $3.01M
|
135K
$31M
|
|
|
Apr 24, 2024
Q1 2024
|
Elite Wealth Management, Inc.
|
BUY
|
- |
15.4K+ 7.22% |
$2.6M - $3M
|
229K
$52.5M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
15.3K+ 36.33% |
$2.59M - $3M
|
57.6K
$13.2M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
15.3K+ 4.71% |
$2.59M - $2.99M
|
341K
$78.4M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
15.3K+ 1.77% |
$2.59M - $2.99M
|
882K
$203M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
15.3K+ 3.91% |
$2.58M - $2.98M
|
407K
$93.5M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
15.2K+ 6.0% |
$2.56M - $2.96M
|
268K
$61.6M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
15.2K+ 40.29% |
$2.56M - $2.96M
|
52.8K
$12.1M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
15.2K+ 5.17% |
$2.56M - $2.96M
|
308K
$70.9M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
15.1K+ 57.33% |
$2.56M - $2.95M
|
41.5K
$9.54M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
15.1K+ 165.66% |
$2.55M - $2.95M
|
24.2K
$5.57M
|
|
|
Apr 17, 2024
Q1 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
15.1K+ 88.18% |
$2.55M - $2.95M
|
32.2K
$7.41M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
15.1K+ 12.39% |
$2.55M - $2.95M
|
137K
$31.5M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
14.9K+ 4.78% |
$2.51M - $2.9M
|
326K
$74.9M
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
14.9KNew |
$2.51M - $2.9M
|
14.9K
$3.41M
|
|
|
May 15, 2024
Q1 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
14.8KNew |
$2.5M - $2.89M
|
14.8K
$3.4M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
14.6K+ 35.5% |
$2.47M - $2.85M
|
55.7K
$12.8M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
14.6K+ 6.41% |
$2.46M - $2.85M
|
242K
$55.7M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
14.6K+ 2.5% |
$2.46M - $2.84M
|
596K
$137M
|
|
|
Apr 22, 2024
Q1 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
14.5K+ 514.58% |
$2.45M - $2.83M
|
17.3K
$3.98M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
14.5K+ 1.34% |
$2.45M - $2.82M
|
1.09M
$251M
|