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 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
6.87KNew |
$1.16M - $1.34M
|
6.87K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
6.85K+ 13.31% |
$1.16M - $1.34M
|
58.3K
$13.4M
|
|
|
May 13, 2024
Q1 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
6.83K+ 2475.36% |
$1.15M - $1.33M
|
7.11K
$1.63M
|
|
|
Apr 25, 2024
Q1 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
6.81K+ 72.35% |
$1.15M - $1.33M
|
16.2K
$3.73M
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
6.8K+ 16.62% |
$1.15M - $1.33M
|
47.7K
$11M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.8K+ 2.42% |
$1.15M - $1.33M
|
288K
$66.1M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
6.76K+ 3.9% |
$1.14M - $1.32M
|
180K
$41.4M
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
6.71K+ 8.78% |
$1.13M - $1.31M
|
83.2K
$19.1M
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
6.7K+ 26.18% |
$1.13M - $1.31M
|
32.3K
$7.42M
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
6.66K+ 264.13% |
$1.12M - $1.3M
|
9.18K
$2.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.62K+ 4.89% |
$1.12M - $1.29M
|
142K
$32.6M
|
|
|
May 15, 2024
Q1 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
6.6KNew |
$1.12M - $1.29M
|
6.6K
$1.52M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.57K+ 1.07% |
$1.11M - $1.28M
|
618K
$142M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
6.55K+ 9.46% |
$1.11M - $1.28M
|
75.9K
$17.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
6.54K+ 6.6% |
$1.11M - $1.28M
|
106K
$24.3M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
6.51K+ 36.25% |
$1.1M - $1.27M
|
24.5K
$5.63M
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
6.45K+ 3.59% |
$1.09M - $1.26M
|
186K
$42.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
6.44K+ 8.38% |
$1.09M - $1.26M
|
83.3K
$19.1M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
6.44K+ 0.71% |
$1.09M - $1.26M
|
918K
$211M
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
6.44K+ 36.35% |
$1.09M - $1.26M
|
24.2K
$5.55M
|
|
|
May 14, 2024
Q1 2024
|
Horiko Capital Management LLC
New York, NY |
BUY
|
- |
6.43K+ 5.23% |
$1.09M - $1.25M
|
129K
$29.7M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.33K+ 1.53% |
$1.07M - $1.23M
|
419K
$96.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
6.29K+ 21.75% |
$1.06M - $1.23M
|
35.2K
$8.09M
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
6.28K+ 0.96% |
$1.06M - $1.23M
|
657K
$151M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6.25K+ 6.69% |
$1.06M - $1.22M
|
99.8K
$22.9M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6.25K+ 1.73% |
$1.06M - $1.22M
|
368K
$84.5M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
6.25K+ 7.54% |
$1.06M - $1.22M
|
89.1K
$20.5M
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
6.24K+ 7.7% |
$1.05M - $1.22M
|
87.3K
$20.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.22K+ 0.59% |
$1.05M - $1.21M
|
1.06M
$243M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
6.2K+ 82.0% |
$1.05M - $1.21M
|
13.8K
$3.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
6.19K+ 23.08% |
$1.05M - $1.21M
|
33K
$7.59M
|
|
|
Apr 25, 2024
Q1 2024
|
Regis Management CO LLC
|
BUY
|
- |
6.14K+ 29.55% |
$1.04M - $1.2M
|
26.9K
$6.18M
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
6.13K+ 51.02% |
$1.04M - $1.2M
|
18.1K
$4.17M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
6.13K+ 19.04% |
$1.04M - $1.2M
|
38.3K
$8.81M
|
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
6.12K+ 45.09% |
$1.03M - $1.2M
|
19.7K
$4.53M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6.12K+ 6.16% |
$1.03M - $1.19M
|
105K
$24.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
6.11K+ 0.6% |
$1.03M - $1.19M
|
1.02M
$234M
|
|
|
Apr 23, 2024
Q1 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
6.11KNew |
$1.03M - $1.19M
|
6.11K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
6.07KNew |
$1.03M - $1.19M
|
6.07K
$1.4M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
6.07KNew |
$1.03M - $1.19M
|
6.07K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
6.05K+ 15.48% |
$1.02M - $1.18M
|
45.1K
$10.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
6.05K+ 5.28% |
$1.02M - $1.18M
|
121K
$27.7M
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
6.03K+ 12.42% |
$1.02M - $1.18M
|
54.6K
$12.6M
|
|
|
May 15, 2024
Q1 2024
|
683 Capital Management, LLC
New York, NY |
BUY
|
- |
6KNew |
$1.01M - $1.17M
|
6K
$1.38M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.98K+ 4.16% |
$1.01M - $1.17M
|
150K
$34.4M
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
5.94K+ 14.76% |
$1M - $1.16M
|
46.2K
$10.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
5.93K+ 6.05% |
$1M - $1.16M
|
104K
$23.9M
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
5.9K+ 1.66% |
$997K - $1.15M
|
361K
$83M
|
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
5.9K+ 10.11% |
$996K - $1.15M
|
64.2K
$14.8M
|
|
|
Aug 07, 2024
Q1 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
5.88K+ 24.44% |
$993K - $1.15M
|
29.9K
$6.88M
|