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
|
Derbend Asset Management
|
BUY
|
- |
3.59K+ 7.95% |
$607K - $701K
|
48.7K
$11.2M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
3.59K+ 8.88% |
$607K - $701K
|
44K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.59K+ 73.16% |
$606K - $700K
|
8.49K
$1.95M
|
|
|
Apr 19, 2024
Q1 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
3.58K+ 8.14% |
$605K - $699K
|
47.6K
$10.9M
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
3.58K+ 10.92% |
$604K - $698K
|
36.3K
$8.35M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.54K+ 61.19% |
$599K - $692K
|
9.34K
$2.15M
|
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
3.54KNew |
$598K - $691K
|
3.54K
$814K
|
|
|
Apr 18, 2024
Q1 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
3.54K+ 10.72% |
$598K - $691K
|
36.5K
$8.4M
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
3.53K+ 1.4% |
$596K - $689K
|
256K
$58.8M
|
|
|
May 14, 2024
Q1 2024
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
3.49KNew |
$590K - $682K
|
3.49K
$803K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
3.48K+ 34.9% |
$589K - $680K
|
13.5K
$3.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
3.47K+ 5.77% |
$587K - $678K
|
63.7K
$14.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
3.46KNew |
$585K - $676K
|
3.46K
$796K
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
3.46K+ 3.06% |
$584K - $675K
|
116K
$26.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.46K+ 1.54% |
$584K - $674K
|
228K
$52.3M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3.45K+ 35.3% |
$583K - $673K
|
13.2K
$3.04M
|
|
|
May 15, 2024
Q1 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
3.45KNew |
$583K - $673K
|
3.45K
$793K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3.44K+ 16.98% |
$582K - $672K
|
23.7K
$5.45M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.44K+ 1.45% |
$582K - $672K
|
241K
$55.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.44K+ 2.42% |
$581K - $671K
|
146K
$33.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
3.43KNew |
$580K - $669K
|
3.43K
$788K
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
3.42K+ 154.75% |
$578K - $668K
|
5.64K
$1.3M
|
|
|
Apr 02, 2024
Q1 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
3.42K+ 12.89% |
$578K - $667K
|
29.9K
$6.88M
|
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
3.41KNew |
$576K - $666K
|
3.41K
$784K
|
|
|
May 15, 2024
Q1 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
3.4KNew |
$574K - $663K
|
3.4K
$781K
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.39KNew |
$573K - $662K
|
3.39K
$780K
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
3.39K+ 5.65% |
$573K - $662K
|
63.4K
$14.6M
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3.39K+ 5.31% |
$572K - $661K
|
67.2K
$15.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
3.38K+ 8.9% |
$572K - $660K
|
41.4K
$9.52M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
3.38K+ 23.52% |
$572K - $660K
|
17.8K
$4.08M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.38K+ 2.27% |
$571K - $660K
|
153K
$35.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
3.37K+ 4.01% |
$570K - $658K
|
87.5K
$20.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
3.37K+ 4.42% |
$570K - $658K
|
79.7K
$18.3M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.36K+ 0.91% |
$569K - $657K
|
373K
$85.7M
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
3.36K+ 3.71% |
$568K - $656K
|
94K
$21.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
3.35K+ 9.33% |
$566K - $654K
|
39.3K
$9.02M
|
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
BUY
|
- |
3.32K+ 2.48% |
$561K - $648K
|
137K
$31.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.3K+ 4.27% |
$558K - $645K
|
80.7K
$18.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3.29K+ 13.59% |
$556K - $642K
|
27.5K
$6.32M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.28K+ 1.89% |
$553K - $639K
|
176K
$40.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.27K+ 3.29% |
$552K - $637K
|
103K
$23.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
3.26K+ 0.08% |
$550K - $635K
|
4.1M
$942M
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
3.24K+ 27.22% |
$548K - $633K
|
15.2K
$3.49M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.23K+ 0.13% |
$545K - $629K
|
2.55M
$585M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
3.2K+ 4.9% |
$541K - $625K
|
68.6K
$15.8M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.2K+ 45.15% |
$540K - $624K
|
10.3K
$2.36M
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
BUY
|
- |
3.19KNew |
$540K - $623K
|
3.19K
$734K
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
3.18K+ 11.12% |
$537K - $620K
|
31.8K
$7.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
3.16K+ 14.65% |
$534K - $616K
|
24.7K
$5.68M
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
3.13K+ 3.29% |
$529K - $611K
|
98.3K
$22.6M
|