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 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.37K+ 1.04% |
$231K - $267K
|
133K
$30.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.36K+ 4.48% |
$230K - $266K
|
31.8K
$7.31M
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.36K+ 0.93% |
$230K - $266K
|
148K
$34.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.36K+ 0.62% |
$230K - $265K
|
221K
$50.8M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.35K+ 5.84% |
$228K - $263K
|
24.5K
$5.63M
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1.35K+ 2.02% |
$228K - $263K
|
68K
$15.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
1.35K+ 0.46% |
$227K - $263K
|
293K
$67.4M
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1.34K+ 3.85% |
$227K - $262K
|
36.2K
$8.33M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.32K+ 1.08% |
$224K - $258K
|
124K
$28.5M
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.31K+ 3.82% |
$221K - $255K
|
35.6K
$8.17M
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
1.31K+ 4.81% |
$221K - $255K
|
28.5K
$6.55M
|
|
|
May 03, 2024
Q1 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
1.3K+ 0.11% |
$220K - $254K
|
1.23M
$282M
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
BUY
|
- |
1.3K+ 3.93% |
$220K - $254K
|
34.4K
$7.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
1.3KNew |
$219K - $253K
|
1.3K
$298K
|
|
|
Apr 26, 2024
Q1 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
1.29KNew |
$217K - $251K
|
1.29K
$295K
|
|
|
May 13, 2024
Q1 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
1.29K+ 73.81% |
$217K - $251K
|
3.03K
$696K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.28K+ 2.02% |
$217K - $250K
|
64.9K
$14.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.28K+ 2.03% |
$216K - $249K
|
64.3K
$14.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.28K+ 4.0% |
$216K - $249K
|
33.2K
$7.63M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.28K+ 0.49% |
$215K - $249K
|
264K
$60.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.27K+ 12.82% |
$215K - $248K
|
11.2K
$2.57M
|
|
|
May 03, 2024
Q1 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
1.27K+ 0.53% |
$214K - $247K
|
240K
$55.1M
|
|
|
May 13, 2024
Q1 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
1.26KNew |
$212K - $245K
|
1.26K
$289K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.25K+ 0.71% |
$212K - $245K
|
178K
$40.9M
|
|
|
May 08, 2024
Q1 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.25K+ 7.07% |
$211K - $244K
|
18.9K
$4.35M
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.25K+ 9.6% |
$211K - $244K
|
14.3K
$3.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
1.25K+ 74.73% |
$211K - $244K
|
2.92K
$671K
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.25K+ 7.01% |
$211K - $243K
|
19K
$4.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
1.24K+ 2.48% |
$210K - $243K
|
51.3K
$11.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
1.24K+ 2.57% |
$210K - $242K
|
49.5K
$11.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.24K+ 9.12% |
$210K - $242K
|
14.8K
$3.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.24K+ 2.9% |
$209K - $242K
|
43.9K
$10.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.23K+ 23.47% |
$208K - $241K
|
6.49K
$1.49M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.23K+ 0.51% |
$208K - $240K
|
242K
$55.7M
|
|
|
May 02, 2024
Q1 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
1.22KNew |
$207K - $239K
|
1.22K
$281K
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.22K+ 4.99% |
$207K - $239K
|
25.7K
$5.9M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.22K+ 4.29% |
$207K - $239K
|
29.7K
$6.82M
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.22K+ 5.78% |
$206K - $238K
|
22.3K
$5.13M
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.22K+ 4.84% |
$206K - $238K
|
26.3K
$6.06M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.22K+ 2.71% |
$205K - $237K
|
46.1K
$10.6M
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
1.21KNew |
$205K - $237K
|
1.21K
$279K
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
1.21K+ 4.62% |
$204K - $236K
|
27.3K
$6.29M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.21K+ 4.64% |
$204K - $236K
|
27.2K
$6.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.2K+ 6.24% |
$202K - $233K
|
20.4K
$4.68M
|
|
|
May 14, 2024
Q1 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
1.19K+ 4.58% |
$201K - $232K
|
27.1K
$6.23M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.19K+ 2.06% |
$201K - $232K
|
58.9K
$13.5M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.19K+ 5.14% |
$200K - $231K
|
24.3K
$5.58M
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.19K+ 4.68% |
$200K - $231K
|
26.5K
$6.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
1.18K+ 1.6% |
$200K - $231K
|
75.3K
$17.3M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.18K+ 2.18% |
$200K - $231K
|
55.3K
$12.7M
|