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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.02K+ 3.14% |
$172K - $199K
|
33.4K
$7.69M
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.02K+ 5.97% |
$172K - $198K
|
18K
$4.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
1.01K+ 10.79% |
$171K - $198K
|
10.4K
$2.39M
|
|
|
May 10, 2024
Q1 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
1.01K+ 1.67% |
$171K - $198K
|
61.5K
$14.1M
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
1.01K+ 12.48% |
$171K - $198K
|
9.12K
$2.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.01K+ 14.49% |
$170K - $196K
|
7.95K
$1.83M
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
1K+ 3.93% |
$170K - $196K
|
26.6K
$6.11M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
1K+ 14.99% |
$169K - $195K
|
7.67K
$1.76M
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1KNew |
$169K - $195K
|
1K
$230K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
995+ 2.5% |
$168K - $194K
|
40.8K
$9.38M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
991+ 3.82% |
$167K - $193K
|
26.9K
$6.19M
|
|
|
May 08, 2024
Q1 2024
|
Foundry Partners, LLC
|
BUY
|
- |
990+ 30.89% |
$167K - $193K
|
4.2K
$964K
|
|
|
May 14, 2024
Q1 2024
|
Mint Tower Capital Management B.V.
|
BUY
|
- |
985New |
$166K - $192K
|
985
$226K
|
|
|
May 10, 2024
Q1 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
984+ 6.55% |
$166K - $192K
|
16K
$3.68M
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
984+ 1.89% |
$166K - $192K
|
53K
$12.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
983+ 2.27% |
$166K - $192K
|
44.2K
$10.2M
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
980+ 2.91% |
$166K - $191K
|
34.7K
$7.98M
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
975+ 6.53% |
$165K - $190K
|
15.9K
$3.66M
|
|
|
May 14, 2024
Q1 2024
|
Yost Capital Management, LP
Fort Worth, TX |
BUY
|
- |
970+ 6.98% |
$164K - $189K
|
14.9K
$3.42M
|
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
970+ 2.06% |
$164K - $189K
|
48K
$11M
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
968+ 1.39% |
$164K - $189K
|
70.4K
$16.2M
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
967+ 3.27% |
$163K - $189K
|
30.6K
$7.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
965+ 34.72% |
$163K - $188K
|
3.74K
$861K
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
960+ 24.1% |
$162K - $187K
|
4.94K
$1.14M
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
956+ 1.67% |
$162K - $187K
|
58.3K
$13.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
953+ 0.9% |
$161K - $186K
|
106K
$24.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
951+ 2.1% |
$161K - $186K
|
46.3K
$10.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
951+ 1.1% |
$161K - $186K
|
87.6K
$20.1M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
951+ 0.2% |
$161K - $186K
|
477K
$110M
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
949+ 9.16% |
$160K - $185K
|
11.3K
$2.6M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
949+ 1.31% |
$160K - $185K
|
73.5K
$16.9M
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
947+ 1.8% |
$160K - $185K
|
53.5K
$12.3M
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
945+ 2.72% |
$160K - $184K
|
35.7K
$8.22M
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
939+ 1.33% |
$159K - $183K
|
71.3K
$16.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
936+ 1.74% |
$158K - $183K
|
54.6K
$12.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
936+ 1.53% |
$158K - $183K
|
61.9K
$14.2M
|
|
|
May 10, 2024
Q1 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
933+ 22.7% |
$158K - $182K
|
5.04K
$1.16M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
929+ 0.73% |
$157K - $181K
|
129K
$29.6M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
924+ 0.71% |
$156K - $180K
|
131K
$30.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
921+ 2.55% |
$156K - $180K
|
37.1K
$8.53M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
917+ 17.34% |
$155K - $179K
|
6.21K
$1.43M
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
BUY
|
- |
916+ 2.11% |
$155K - $179K
|
44.3K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
913+ 5.61% |
$154K - $178K
|
17.2K
$3.95M
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
910+ 11.78% |
$154K - $178K
|
8.64K
$1.99M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
907+ 4.78% |
$153K - $177K
|
19.9K
$4.57M
|
|
|
May 10, 2024
Q1 2024
|
Unison Asset Management LLC
|
BUY
|
- |
903+ 3.24% |
$153K - $176K
|
28.8K
$6.62M
|
|
|
Apr 11, 2024
Q1 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
901+ 0.61% |
$152K - $176K
|
150K
$34.4M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
897+ 0.82% |
$152K - $175K
|
111K
$25.4M
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
893+ 3.64% |
$151K - $174K
|
25.4K
$5.85M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
892+ 0.6% |
$151K - $174K
|
150K
$34.5M
|