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
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.56K+ 7.95% |
$264K - $305K
|
21.2K
$4.87M
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.56K+ 3.16% |
$264K - $305K
|
50.9K
$11.7M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.56K+ 3.24% |
$264K - $305K
|
49.7K
$11.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
1.56K+ 7.21% |
$264K - $304K
|
23.2K
$5.33M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.56K+ 0.8% |
$263K - $304K
|
196K
$45M
|
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.55K+ 3.25% |
$262K - $303K
|
49.3K
$11.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
1.53K+ 0.99% |
$258K - $298K
|
156K
$35.8M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.52K+ 1.71% |
$258K - $297K
|
90.6K
$20.8M
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
1.52K+ 5.46% |
$257K - $297K
|
29.4K
$6.76M
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.52K+ 3.9% |
$257K - $297K
|
40.6K
$9.32M
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.51K+ 2.09% |
$256K - $295K
|
73.7K
$16.9M
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.51K+ 2.01% |
$256K - $295K
|
76.9K
$17.7M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.51K+ 2.98% |
$256K - $295K
|
52.2K
$12M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.51K+ 6.3% |
$255K - $295K
|
25.5K
$5.86M
|
|
|
May 01, 2024
Q1 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
1.51K+ 0.77% |
$255K - $295K
|
199K
$45.6M
|
|
|
May 13, 2024
Q1 2024
|
Goldstream Capital Management LTD
|
BUY
|
- |
1.5K+ 1.88% |
$254K - $293K
|
81.3K
$18.7M
|
|
|
May 15, 2024
Q1 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
1.5KNew |
$254K - $293K
|
1.5K
$345K
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.5K+ 2.41% |
$253K - $292K
|
63.5K
$14.6M
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.49K+ 18.9% |
$252K - $291K
|
9.39K
$2.16M
|
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
1.49K+ 3.61% |
$252K - $291K
|
42.8K
$9.84M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.48K+ 2.13% |
$250K - $289K
|
70.9K
$16.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.48K+ 2.32% |
$250K - $289K
|
65.2K
$15M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.47K+ 417.61% |
$248K - $287K
|
1.82K
$419K
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.47K+ 15.88% |
$248K - $287K
|
10.7K
$2.46M
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.46K+ 2.76% |
$247K - $285K
|
54.4K
$12.5M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.46K+ 0.83% |
$246K - $284K
|
178K
$40.9M
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1.46K+ 19.1% |
$246K - $284K
|
9.07K
$2.09M
|
|
|
Apr 10, 2024
Q1 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
1.45K+ 15.23% |
$245K - $283K
|
11K
$2.53M
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.45K+ 59.17% |
$245K - $283K
|
3.9K
$895K
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.44K+ 3.78% |
$244K - $282K
|
39.7K
$9.12M
|
|
|
May 15, 2024
Q1 2024
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
1.44K+ 30.53% |
$244K - $282K
|
6.17K
$1.42M
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
1.44K+ 2.96% |
$243K - $281K
|
50K
$11.5M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.44K+ 3.13% |
$243K - $281K
|
47.3K
$10.9M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.44K+ 1.62% |
$243K - $280K
|
89.9K
$20.7M
|
|
|
Apr 03, 2024
Q1 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
1.44K+ 0.82% |
$243K - $280K
|
176K
$40.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
BUY
|
- |
1.43K+ 0.52% |
$241K - $279K
|
278K
$63.8M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.43K+ 0.86% |
$241K - $278K
|
168K
$38.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.42K+ 558.43% |
$241K - $278K
|
1.68K
$386K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.42K+ 337.29% |
$240K - $277K
|
1.84K
$423K
|
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1.42K+ 12.43% |
$240K - $277K
|
12.8K
$2.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.42K+ 5.69% |
$240K - $277K
|
26.4K
$6.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.42K+ 14.99% |
$239K - $276K
|
10.9K
$2.5M
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.41K+ 7.42% |
$239K - $276K
|
20.5K
$4.7M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.41K+ 0.38% |
$238K - $275K
|
371K
$85.2M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.41K+ 3.14% |
$238K - $275K
|
46.4K
$10.7M
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.41K+ 5.21% |
$238K - $274K
|
28.4K
$6.52M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
1.4K+ 28.52% |
$237K - $273K
|
6.31K
$1.45M
|
|
|
May 03, 2024
Q1 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
1.37K+ 9.19% |
$231K - $267K
|
16.2K
$3.73M
|
|
|
May 13, 2024
Q1 2024
|
Rwwm, Inc.
Rocklin, CA |
BUY
|
- |
1.37K+ 12.87% |
$231K - $267K
|
12K
$2.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.37K+ 1.13% |
$231K - $267K
|
122K
$28.1M
|