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 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
5.02K+ 19.68% |
$848K - $980K
|
30.5K
$7.02M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.02K+ 1.07% |
$848K - $979K
|
473K
$109M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
5K+ 6.45% |
$846K - $976K
|
82.6K
$19M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
4.98K+ 2.59% |
$842K - $972K
|
197K
$45.3M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.95K+ 3.02% |
$837K - $966K
|
169K
$38.9M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.95K+ 6.86% |
$836K - $966K
|
77K
$17.7M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.9K+ 2.67% |
$829K - $957K
|
188K
$43.3M
|
|
|
May 06, 2024
Q1 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
4.9K+ 5.79% |
$827K - $956K
|
89.4K
$20.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
4.89K+ 8.42% |
$827K - $955K
|
63K
$14.5M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4.88K+ 18.84% |
$825K - $952K
|
30.8K
$7.08M
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
4.85K+ 11.94% |
$819K - $946K
|
45.4K
$10.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
4.82K+ 47.06% |
$814K - $940K
|
15.1K
$3.46M
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.8K+ 1.68% |
$811K - $936K
|
291K
$66.8M
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
4.8K+ 2.48% |
$811K - $936K
|
198K
$45.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
4.79K+ 35.8% |
$810K - $935K
|
18.2K
$4.18M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
4.79K+ 3.86% |
$810K - $935K
|
129K
$29.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
4.78K+ 18.11% |
$808K - $933K
|
31.2K
$7.17M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.76K+ 0.91% |
$805K - $929K
|
528K
$121M
|
|
|
May 14, 2024
Q1 2024
|
Dantai Capital LTD
Hong Kong, K3 |
BUY
|
- |
4.76K+ 16.01% |
$804K - $929K
|
34.5K
$7.93M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.75K+ 10.14% |
$802K - $927K
|
51.6K
$11.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.69K+ 17.83% |
$792K - $915K
|
31K
$7.12M
|
|
|
May 15, 2024
Q1 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
4.69K+ 26.34% |
$792K - $915K
|
22.5K
$5.17M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.68K+ 2.71% |
$790K - $913K
|
177K
$40.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Cardinal Capital Management
|
BUY
|
- |
4.67K+ 6.02% |
$788K - $911K
|
82.2K
$18.9M
|
|
|
Jul 12, 2024
Q1 2024
|
Cardinal Capital Management
|
BUY
|
- |
4.67K+ 6.02% |
$788K - $911K
|
82.2K
$18.9M
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.65K+ 191.17% |
$786K - $908K
|
7.09K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
4.65K+ 3.91% |
$786K - $908K
|
124K
$28.4M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.65K+ 14.98% |
$786K - $908K
|
35.7K
$8.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.63K+ 5.83% |
$782K - $903K
|
84K
$19.3M
|
|
|
Jun 07, 2024
Q1 2024
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
4.6K+ 0.85% |
$777K - $898K
|
545K
$125M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.49K+ 1.96% |
$759K - $877K
|
234K
$53.7M
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
4.48K+ 6.31% |
$756K - $873K
|
75.3K
$17.3M
|
|
|
May 01, 2024
Q1 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
4.46K+ 21.55% |
$754K - $871K
|
25.2K
$5.78M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4.45K+ 1.7% |
$752K - $869K
|
266K
$61.2M
|
|
|
May 01, 2024
Q1 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
4.43K+ 37.74% |
$748K - $864K
|
16.2K
$3.72M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
4.42K+ 0.06% |
$746K - $862K
|
7.45M
$1.71B
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4.41K+ 9.36% |
$746K - $861K
|
51.6K
$11.9M
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
4.41K+ 0.89% |
$745K - $861K
|
497K
$114M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
4.41K+ 2.52% |
$745K - $860K
|
179K
$41.2M
|
|
|
May 15, 2024
Q1 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
4.4K+ 4400.0% |
$744K - $859K
|
4.5K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4.39K+ 51.84% |
$741K - $856K
|
12.8K
$2.95M
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
4.38K+ 3.57% |
$740K - $855K
|
127K
$29.2M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.36K+ 3.23% |
$737K - $851K
|
139K
$32M
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
4.34K+ 5.71% |
$734K - $847K
|
80.4K
$18.5M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
4.34K+ 4.18% |
$733K - $847K
|
108K
$24.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.33K+ 11.72% |
$732K - $845K
|
41.3K
$9.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.33K+ 4.88% |
$732K - $845K
|
93.1K
$21.4M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.33K+ 0.74% |
$732K - $845K
|
589K
$135M
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
4.32K+ 7.48% |
$730K - $843K
|
62.1K
$14.3M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.3K+ 23.93% |
$726K - $839K
|
22.3K
$5.11M
|