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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
10K+ 22.36% |
$1.69M - $1.95M
|
54.8K
$12.6M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
10KNew |
$1.69M - $1.95M
|
10K
$2.3M
|
|
|
May 13, 2024
Q1 2024
|
Artal Group S.A.
Luxembourg, N4 |
BUY
|
- |
10KNew |
$1.69M - $1.95M
|
10K
$2.3M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
9.86KNew |
$1.67M - $1.93M
|
9.86K
$2.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
9.78K+ 34.74% |
$1.65M - $1.91M
|
37.9K
$8.72M
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
9.76KNew |
$1.65M - $1.9M
|
9.76K
$2.24M
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
9.66K+ 26.11% |
$1.63M - $1.88M
|
46.6K
$10.7M
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
9.65K+ 3.15% |
$1.63M - $1.88M
|
316K
$72.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
9.52K+ 100.0% |
$1.61M - $1.86M
|
19K
$4.38M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
9.37K+ 2.65% |
$1.58M - $1.83M
|
364K
$83.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
9.37K+ 14.84% |
$1.58M - $1.83M
|
72.5K
$16.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
9.37K+ 36.99% |
$1.58M - $1.83M
|
34.7K
$7.98M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
9.36K+ 14.18% |
$1.58M - $1.83M
|
75.4K
$17.3M
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
9.34KNew |
$1.58M - $1.82M
|
9.34K
$2.15M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
9.32K+ 1.25% |
$1.58M - $1.82M
|
757K
$174M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
9.3K+ 14.36% |
$1.57M - $1.81M
|
74K
$17M
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
9.25KNew |
$1.56M - $1.8M
|
9.25K
$2.13M
|
|
|
Apr 09, 2024
Q1 2024
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
9.23K+ 10.0% |
$1.56M - $1.8M
|
102K
$23.3M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
9.21K+ 0.95% |
$1.56M - $1.8M
|
975K
$224M
|
|
|
May 13, 2024
Q1 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
9.13K+ 12.96% |
$1.54M - $1.78M
|
79.6K
$18.3M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
9.13K+ 9.44% |
$1.54M - $1.78M
|
106K
$24.3M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
9.11KNew |
$1.54M - $1.78M
|
9.11K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Wafra Inc.
New York, NY |
BUY
|
- |
9.11K+ 1.89% |
$1.54M - $1.78M
|
490K
$113M
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
9.08KNew |
$1.53M - $1.77M
|
9.08K
$2.09M
|
|
|
May 08, 2024
Q1 2024
|
Bck Capital Management LP
Stamford, CT |
BUY
|
- |
9.06KNew |
$1.53M - $1.77M
|
9.06K
$2.08M
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
9.02K+ 36.49% |
$1.52M - $1.76M
|
33.7K
$7.76M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
9.02K+ 3.86% |
$1.52M - $1.76M
|
243K
$55.7M
|
|
|
May 15, 2024
Q1 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
8.99K+ 15.68% |
$1.52M - $1.75M
|
66.3K
$15.2M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
8.98K+ 4.65% |
$1.52M - $1.75M
|
202K
$46.5M
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
8.95K+ 25.21% |
$1.51M - $1.75M
|
44.5K
$10.2M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
8.93K+ 7319.67% |
$1.51M - $1.74M
|
9.05K
$2.08M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
8.91K+ 12.08% |
$1.5M - $1.74M
|
82.6K
$19M
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
8.88K+ 25.67% |
$1.5M - $1.73M
|
43.5K
$9.99M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
8.87KNew |
$1.5M - $1.73M
|
8.87K
$2.04M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
8.83K+ 22.42% |
$1.49M - $1.72M
|
48.2K
$11.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
BUY
|
- |
8.75K+ 1.71% |
$1.48M - $1.71M
|
520K
$120M
|
|
|
May 02, 2024
Q1 2024
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
8.73K+ 5.42% |
$1.48M - $1.7M
|
170K
$39M
|
|
|
May 14, 2024
Q1 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
8.68KNew |
$1.47M - $1.69M
|
8.68K
$2M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.68K+ 0.91% |
$1.47M - $1.69M
|
967K
$222M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
8.6K+ 159.58% |
$1.45M - $1.68M
|
14K
$3.22M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
8.6K+ 8.74% |
$1.45M - $1.68M
|
107K
$24.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
8.6K+ 11.87% |
$1.45M - $1.68M
|
81K
$18.6M
|
|
|
May 15, 2024
Q1 2024
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
8.5KNew |
$1.44M - $1.66M
|
8.5K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
8.48K+ 1.04% |
$1.43M - $1.65M
|
826K
$190M
|
|
|
May 03, 2024
Q1 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
8.45K+ 17.63% |
$1.43M - $1.65M
|
56.4K
$13M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
8.44K+ 12.97% |
$1.43M - $1.65M
|
73.5K
$16.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
8.43K+ 29.12% |
$1.42M - $1.64M
|
37.4K
$8.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
8.38K+ 11.58% |
$1.42M - $1.63M
|
80.7K
$18.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
8.34K+ 11.84% |
$1.41M - $1.63M
|
78.7K
$18.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
8.28K+ 1.53% |
$1.4M - $1.62M
|
551K
$127M
|