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 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.31K+ 10.1% |
$391K - $451K
|
25.2K
$5.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
2.3K+ 13.07% |
$389K - $449K
|
19.9K
$4.57M
|
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
2.3K+ 78.71% |
$389K - $449K
|
5.22K
$1.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
2.29K+ 3.58% |
$386K - $446K
|
66.2K
$15.2M
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
2.29K+ 0.52% |
$386K - $446K
|
446K
$102M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.28K+ 1.9% |
$386K - $446K
|
122K
$28.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.27K+ 5.88% |
$384K - $444K
|
41K
$9.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.27K+ 3.03% |
$384K - $444K
|
77.4K
$17.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.26K+ 7.58% |
$382K - $441K
|
32K
$7.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
2.26K+ 7.36% |
$381K - $441K
|
32.9K
$7.57M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.26K+ 9.61% |
$381K - $441K
|
25.7K
$5.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.25K+ 1.83% |
$380K - $438K
|
125K
$28.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.24K+ 9.15% |
$379K - $438K
|
26.8K
$6.15M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.24K+ 1.5% |
$379K - $438K
|
151K
$34.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
2.24KNew |
$379K - $437K
|
2.24K
$515K
|
|
|
May 06, 2024
Q1 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
2.24K+ 18.03% |
$378K - $436K
|
14.6K
$3.36M
|
|
|
May 14, 2024
Q1 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
2.23KNew |
$377K - $435K
|
2.23K
$513K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
BUY
|
- |
2.21K+ 3.21% |
$374K - $432K
|
71.2K
$16.4M
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2.21K+ 3.47% |
$373K - $431K
|
65.9K
$15.1M
|
|
|
May 01, 2024
Q1 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
2.21KNew |
$373K - $431K
|
2.21K
$507K
|
|
|
May 15, 2024
Q1 2024
|
Bellevue Group Ag
Kuesnacht, V8 |
BUY
|
- |
2.2KNew |
$372K - $429K
|
2.2K
$506K
|
|
|
Apr 22, 2024
Q1 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
2.19K+ 5.92% |
$371K - $428K
|
39.2K
$9.02M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.19K+ 1.51% |
$371K - $428K
|
148K
$33.9M
|
|
|
May 06, 2024
Q1 2024
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
2.19KNew |
$370K - $427K
|
2.19K
$503K
|
|
|
Apr 22, 2024
Q1 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
2.18K+ 2.07% |
$369K - $426K
|
107K
$24.7M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.18K+ 3.95% |
$368K - $425K
|
57.3K
$13.2M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
BUY
|
- |
2.18K+ 1.47% |
$368K - $425K
|
150K
$34.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
2.17K+ 3.59% |
$367K - $424K
|
62.6K
$14.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
2.17K+ 2.68% |
$366K - $423K
|
83K
$19.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2.17KNew |
$366K - $423K
|
2.17K
$498K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.16K+ 1.74% |
$365K - $421K
|
126K
$29M
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
2.16K+ 19.64% |
$365K - $421K
|
13.2K
$3.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.14K+ 1.83% |
$362K - $418K
|
119K
$27.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
2.14K+ 29.24% |
$361K - $417K
|
9.45K
$2.17M
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.14K+ 7.67% |
$361K - $417K
|
30K
$6.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
2.13K+ 12.37% |
$360K - $416K
|
19.4K
$4.45M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.13K+ 2.87% |
$360K - $415K
|
76.2K
$17.5M
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
2.12K+ 3.83% |
$357K - $413K
|
57.3K
$13.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
2.11K+ 8.33% |
$357K - $412K
|
27.5K
$6.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
2.11K+ 1.94% |
$357K - $412K
|
111K
$25.5M
|
|
|
May 15, 2024
Q1 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
2.1K+ 2.95% |
$355K - $409K
|
73.3K
$16.8M
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
2.09K+ 5.0% |
$353K - $408K
|
43.9K
$10.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.09K+ 7.67% |
$353K - $408K
|
29.3K
$6.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
2.08K+ 15.29% |
$352K - $407K
|
15.7K
$3.61M
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.08K+ 47.73% |
$352K - $406K
|
6.44K
$1.48M
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
2.08K+ 12.83% |
$351K - $405K
|
18.3K
$4.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.07K+ 26.9% |
$349K - $403K
|
9.75K
$2.24M
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
2.06K+ 8.94% |
$348K - $401K
|
25.1K
$5.76M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2.05K+ 12.78% |
$347K - $400K
|
18.1K
$4.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
2.05K+ 27.66% |
$346K - $400K
|
9.45K
$2.17M
|