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 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
4.34K+ 5.71% |
$734K - $847K
|
80.4K
$19.7M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
4.34K+ 4.18% |
$733K - $847K
|
108K
$26.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.33K+ 11.72% |
$732K - $845K
|
41.3K
$10.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.33K+ 4.88% |
$732K - $845K
|
93.1K
$22.8M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.33K+ 0.74% |
$732K - $845K
|
589K
$144M
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
4.32K+ 7.48% |
$730K - $843K
|
62.1K
$15.2M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.3K+ 23.93% |
$726K - $839K
|
22.3K
$5.44M
|
|
|
May 13, 2024
Q1 2024
|
Thornburg Investment Management Inc
|
BUY
|
- |
4.29K+ 91.21% |
$726K - $838K
|
9K
$2.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
4.29K+ 20.43% |
$725K - $837K
|
25.3K
$6.18M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.27K+ 4.77% |
$722K - $834K
|
93.8K
$23M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
4.27K+ 3.42% |
$722K - $834K
|
129K
$31.6M
|
|
|
Feb 05, 2025
Q1 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
4.27K+ 22.41% |
$721K - $833K
|
23.3K
$5.7M
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.26K+ 1.25% |
$720K - $831K
|
344K
$84.2M
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
4.25K+ 6.02% |
$718K - $829K
|
74.8K
$18.3M
|
|
|
May 10, 2024
Q1 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
4.19K+ 12.23% |
$708K - $817K
|
38.4K
$9.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
4.18K+ 7.24% |
$707K - $816K
|
61.9K
$15.1M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
4.18K+ 13.69% |
$706K - $816K
|
34.7K
$8.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.17K+ 7.51% |
$705K - $814K
|
59.7K
$14.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
4.15K+ 21.45% |
$702K - $811K
|
23.5K
$5.75M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
4.15K+ 14.91% |
$701K - $810K
|
32K
$7.82M
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
4.07K+ 17.99% |
$688K - $795K
|
26.7K
$6.53M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.07K+ 3.97% |
$687K - $793K
|
106K
$26M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.06K+ 37.18% |
$687K - $793K
|
15K
$3.67M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.05K+ 0.59% |
$685K - $791K
|
694K
$170M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
4.03K+ 5.42% |
$680K - $786K
|
78.3K
$19.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.02K+ 31.35% |
$679K - $784K
|
16.8K
$4.12M
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
4KNew |
$676K - $781K
|
4K
$978K
|
|
|
May 02, 2024
Q1 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
3.98K+ 26.07% |
$673K - $777K
|
19.3K
$4.71M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.97K+ 1.93% |
$670K - $774K
|
209K
$51.2M
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
3.97K+ 5.61% |
$670K - $774K
|
74.7K
$18.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.96K+ 5.99% |
$669K - $773K
|
70.1K
$17.1M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.92K+ 146.54% |
$662K - $765K
|
6.6K
$1.61M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.9K+ 2.22% |
$660K - $762K
|
180K
$44M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.9K+ 18.48% |
$659K - $761K
|
25K
$6.11M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
3.9K+ 4.22% |
$659K - $761K
|
96.2K
$23.5M
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
3.89K+ 10.65% |
$658K - $759K
|
40.4K
$9.89M
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
3.89K+ 3.09% |
$657K - $758K
|
130K
$31.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Deltec Asset Management LLC
|
BUY
|
- |
3.88K+ 18.34% |
$655K - $756K
|
25K
$6.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
3.86K+ 31.46% |
$652K - $753K
|
16.1K
$3.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
3.86K+ 0.61% |
$652K - $753K
|
631K
$154M
|
|
|
May 13, 2024
Q1 2024
|
Puzo Michael J
|
BUY
|
- |
3.86K+ 4.47% |
$652K - $753K
|
90.2K
$22.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
3.86K+ 7.74% |
$651K - $752K
|
53.7K
$13.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.83K+ 7.56% |
$646K - $747K
|
54.4K
$13.3M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.76K+ 19.5% |
$636K - $734K
|
23.1K
$5.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
3.76K+ 53.08% |
$635K - $733K
|
10.8K
$2.65M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
3.74K+ 0.21% |
$632K - $730K
|
1.79M
$437M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
3.74K+ 1.88% |
$631K - $729K
|
203K
$49.5M
|
|
|
May 14, 2024
Q1 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
3.72K+ 24.99% |
$629K - $727K
|
18.6K
$4.56M
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
3.67K+ 9.51% |
$621K - $717K
|
42.3K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3.67K+ 20.17% |
$620K - $716K
|
21.9K
$5.35M
|