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 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
8.43K+ 29.12% |
$1.42M - $1.64M
|
37.4K
$9.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
8.38K+ 11.58% |
$1.42M - $1.63M
|
80.7K
$19.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
8.34K+ 11.84% |
$1.41M - $1.63M
|
78.7K
$19.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
8.28K+ 1.53% |
$1.4M - $1.62M
|
551K
$135M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.25K+ 5.73% |
$1.39M - $1.61M
|
152K
$37.2M
|
|
|
May 02, 2024
Q1 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
8.24KNew |
$1.39M - $1.61M
|
8.24K
$2.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
8.16K+ 23.62% |
$1.38M - $1.59M
|
42.7K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
8.16K+ 3.88% |
$1.38M - $1.59M
|
218K
$53.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
8.15K+ 0.8% |
$1.38M - $1.59M
|
1.03M
$251M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
8.14K+ 78.69% |
$1.38M - $1.59M
|
18.5K
$4.52M
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
8.14K+ 2.59% |
$1.37M - $1.59M
|
322K
$78.7M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
8.13K+ 30.22% |
$1.37M - $1.59M
|
35K
$8.57M
|
|
|
Feb 13, 2025
Q1 2024
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
8.12K+ 25.22% |
$1.37M - $1.58M
|
40.3K
$9.86M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
8.1K+ 1.84% |
$1.37M - $1.58M
|
448K
$110M
|
|
|
Apr 23, 2024
Q1 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
8.04KNew |
$1.36M - $1.57M
|
8.04K
$1.97M
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
8.03K+ 52.69% |
$1.36M - $1.57M
|
23.3K
$5.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
8K+ 3.09% |
$1.35M - $1.56M
|
267K
$65.4M
|
|
|
May 15, 2024
Q1 2024
|
Collaborative Holdings Management LP
New York, NY |
BUY
|
- |
8KNew |
$1.35M - $1.56M
|
8K
$1.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
8K+ 12.02% |
$1.35M - $1.56M
|
74.5K
$18.2M
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
7.97K+ 20.66% |
$1.35M - $1.56M
|
46.5K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
7.92K+ 4.11% |
$1.34M - $1.55M
|
201K
$49M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
7.86K+ 3.9% |
$1.33M - $1.53M
|
209K
$51.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
7.86K+ 11.29% |
$1.33M - $1.53M
|
77.5K
$18.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7.84K+ 16.4% |
$1.33M - $1.53M
|
55.7K
$13.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
7.81K+ 11.63% |
$1.32M - $1.52M
|
74.9K
$18.3M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
7.75K+ 2.59% |
$1.31M - $1.51M
|
307K
$75.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7.71K+ 9.99% |
$1.3M - $1.5M
|
84.9K
$20.8M
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
7.69K+ 20.05% |
$1.3M - $1.5M
|
46.1K
$11.3M
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.67K+ 1.37% |
$1.3M - $1.5M
|
568K
$139M
|
|
|
May 08, 2024
Q1 2024
|
Unigestion Holding Sa
|
BUY
|
- |
7.6K+ 17.39% |
$1.28M - $1.48M
|
51.3K
$12.5M
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
7.59K+ 33.5% |
$1.28M - $1.48M
|
30.2K
$7.4M
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
7.57K+ 5.01% |
$1.28M - $1.48M
|
159K
$38.8M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
7.54K+ 3.55% |
$1.27M - $1.47M
|
220K
$53.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
7.47K+ 1.55% |
$1.26M - $1.46M
|
489K
$120M
|
|
|
May 15, 2024
Q1 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
7.46K+ 50.67% |
$1.26M - $1.46M
|
22.2K
$5.43M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
7.45KNew |
$1.26M - $1.45M
|
7.45K
$1.82M
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
7.42K+ 462.86% |
$1.25M - $1.45M
|
9.02K
$2.21M
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
7.4K+ 29.32% |
$1.25M - $1.44M
|
32.6K
$7.98M
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
7.39KNew |
$1.25M - $1.44M
|
7.39K
$1.81M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.35K+ 2.68% |
$1.24M - $1.43M
|
282K
$68.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
7.34K+ 5.06% |
$1.24M - $1.43M
|
152K
$37.3M
|
|
|
May 16, 2024
Q1 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
7.31K+ 120.74% |
$1.23M - $1.43M
|
13.4K
$3.27M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
7.27K+ 2.94% |
$1.23M - $1.42M
|
255K
$62.3M
|
|
|
May 15, 2024
Q1 2024
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
7.27KNew |
$1.23M - $1.42M
|
7.27K
$1.78M
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
7.25K+ 125.58% |
$1.23M - $1.42M
|
13K
$3.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
7.23K+ 7.74% |
$1.22M - $1.41M
|
101K
$24.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Nat West Group PLC
|
BUY
|
- |
7.18K+ 8.77% |
$1.21M - $1.4M
|
89.1K
$21.8M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7.16K+ 46.15% |
$1.21M - $1.4M
|
22.7K
$5.54M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
7.14K+ 121.87% |
$1.21M - $1.39M
|
13K
$3.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
7.12K+ 1.91% |
$1.2M - $1.39M
|
381K
$93.1M
|