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 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
14.5K+ 1.34% |
$2.45M - $2.82M
|
1.09M
$257M
|
|
|
May 14, 2024
Q1 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
14.4KNew |
$2.43M - $2.81M
|
14.4K
$3.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
14.3K+ 7.74% |
$2.41M - $2.79M
|
199K
$46.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
14.1K+ 11.97% |
$2.38M - $2.75M
|
132K
$31M
|
|
|
May 15, 2024
Q1 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
14KNew |
$2.37M - $2.74M
|
14K
$3.29M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14K+ 2.92% |
$2.37M - $2.73M
|
493K
$116M
|
|
|
Apr 30, 2024
Q1 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
13.9K+ 5.11% |
$2.34M - $2.71M
|
285K
$67.1M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
13.9K+ 1.81% |
$2.34M - $2.71M
|
779K
$183M
|
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
13.9K+ 276.22% |
$2.34M - $2.71M
|
18.9K
$4.44M
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
13.8K+ 183.41% |
$2.34M - $2.7M
|
21.4K
$5.02M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
13.7K+ 6.6% |
$2.32M - $2.67M
|
221K
$52M
|
|
|
May 14, 2024
Q1 2024
|
Close Asset Management LTD
|
BUY
|
- |
13.7K+ 6.6% |
$2.31M - $2.67M
|
221K
$52M
|
|
|
May 08, 2024
Q1 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
13.7KNew |
$2.31M - $2.67M
|
13.7K
$3.21M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.6K+ 2.44% |
$2.29M - $2.65M
|
569K
$134M
|
|
|
May 14, 2024
Q1 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
13.6K+ 8.63% |
$2.29M - $2.65M
|
171K
$40.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Ami Asset Management Corp
|
BUY
|
- |
13.6K+ 2.44% |
$2.29M - $2.65M
|
570K
$134M
|
|
|
May 13, 2024
Q1 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
13.6K+ 220.96% |
$2.29M - $2.65M
|
19.7K
$4.63M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
13.5K+ 27.3% |
$2.29M - $2.64M
|
63.2K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
13.5K+ 40.23% |
$2.28M - $2.63M
|
46.9K
$11M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
13.4K+ 9.34% |
$2.27M - $2.62M
|
157K
$36.9M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
13.3K+ 19.06% |
$2.25M - $2.6M
|
83.1K
$19.5M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.1K+ 0.66% |
$2.22M - $2.56M
|
2.01M
$472M
|
|
|
May 02, 2024
Q1 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
13.1K+ 12.4% |
$2.22M - $2.56M
|
119K
$28M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13.1K+ 4.67% |
$2.22M - $2.56M
|
294K
$69.1M
|
|
|
May 07, 2024
Q1 2024
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
12.9KNew |
$2.19M - $2.52M
|
12.9K
$3.04M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
12.9K+ 3.34% |
$2.18M - $2.52M
|
400K
$94M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
12.9K+ 13.49% |
$2.17M - $2.51M
|
108K
$25.4M
|
|
|
May 15, 2024
Q1 2024
|
Kemnay Advisory Services Inc.
New York, NY |
BUY
|
- |
12.8K+ 23.29% |
$2.17M - $2.5M
|
67.8K
$15.9M
|
|
|
May 13, 2024
Q1 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
12.8KNew |
$2.16M - $2.49M
|
12.8K
$3M
|
|
|
Apr 11, 2024
Q1 2024
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
12.8K+ 9.23% |
$2.16M - $2.49M
|
151K
$35.5M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.8K+ 8.61% |
$2.15M - $2.49M
|
161K
$37.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
12.7KNew |
$2.15M - $2.48M
|
12.7K
$2.99M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
12.7K+ 135.5% |
$2.15M - $2.48M
|
22.1K
$5.2M
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
12.7K+ 70.94% |
$2.14M - $2.47M
|
30.5K
$7.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
12.7K+ 11.78% |
$2.14M - $2.47M
|
120K
$28.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
12.6K+ 4.06% |
$2.13M - $2.46M
|
324K
$76.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
12.6K+ 66.57% |
$2.12M - $2.45M
|
31.4K
$7.39M
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
12.5KNew |
$2.11M - $2.44M
|
12.5K
$2.93M
|
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
12.4KNew |
$2.1M - $2.43M
|
12.4K
$2.92M
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
12.4K+ 32.78% |
$2.1M - $2.42M
|
50.3K
$11.8M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
12.4K+ 58.98% |
$2.09M - $2.42M
|
33.4K
$7.84M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.3K+ 6.92% |
$2.08M - $2.41M
|
190K
$44.7M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
12.3K+ 33.27% |
$2.08M - $2.4M
|
49.3K
$11.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
12.3K+ 6.02% |
$2.08M - $2.4M
|
217K
$50.9M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
12.3K+ 15.24% |
$2.08M - $2.4M
|
92.9K
$21.8M
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
12.2K+ 8.61% |
$2.06M - $2.38M
|
154K
$36.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
12.2K+ 11.24% |
$2.06M - $2.37M
|
120K
$28.3M
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
12.1K+ 17.95% |
$2.04M - $2.36M
|
79.5K
$18.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Fcf Advisors LLC
|
BUY
|
- |
12.1K+ 8.63% |
$2.04M - $2.36M
|
152K
$35.7M
|
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
BUY
|
- |
12.1K+ 105.46% |
$2.04M - $2.36M
|
23.5K
$5.53M
|