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 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
924+ 0.71% |
$156K - $180K
|
131K
$32.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
921+ 2.55% |
$156K - $180K
|
37.1K
$9.08M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
917+ 17.34% |
$155K - $179K
|
6.21K
$1.52M
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
BUY
|
- |
916+ 2.11% |
$155K - $179K
|
44.3K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
913+ 5.61% |
$154K - $178K
|
17.2K
$4.21M
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
910+ 11.78% |
$154K - $178K
|
8.64K
$2.11M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
907+ 4.78% |
$153K - $177K
|
19.9K
$4.86M
|
|
|
May 10, 2024
Q1 2024
|
Unison Asset Management LLC
|
BUY
|
- |
903+ 3.24% |
$153K - $176K
|
28.8K
$7.05M
|
|
|
Apr 11, 2024
Q1 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
901+ 0.61% |
$152K - $176K
|
150K
$36.6M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
897+ 0.82% |
$152K - $175K
|
111K
$27.1M
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
893+ 3.64% |
$151K - $174K
|
25.4K
$6.22M
|
|
|
Feb 13, 2025
Q1 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
893+ 17.85% |
$151K - $174K
|
5.9K
$1.44M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
892+ 0.6% |
$151K - $174K
|
150K
$36.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
891+ 1.13% |
$151K - $174K
|
79.7K
$19.5M
|
|
|
May 08, 2024
Q1 2024
|
William Allan, LLC
|
BUY
|
- |
891+ 1.99% |
$151K - $174K
|
45.6K
$11.2M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
891+ 1.13% |
$151K - $174K
|
79.7K
$19.5M
|
|
|
May 01, 2024
Q1 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
889+ 1.47% |
$150K - $174K
|
61.2K
$15M
|
|
|
May 07, 2024
Q1 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
888+ 5.72% |
$150K - $173K
|
16.4K
$4.02M
|
|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
888+ 7.45% |
$150K - $173K
|
12.8K
$3.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
884+ 9.63% |
$149K - $173K
|
10.1K
$2.46M
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
882+ 0.39% |
$149K - $172K
|
227K
$55.6M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
877+ 0.86% |
$148K - $171K
|
103K
$25.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
875+ 2.7% |
$148K - $171K
|
33.3K
$8.15M
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
871+ 3.88% |
$147K - $170K
|
23.3K
$5.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
865+ 3.97% |
$146K - $169K
|
22.7K
$5.54M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
865+ 5.43% |
$146K - $169K
|
16.8K
$4.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
863+ 2.0% |
$146K - $168K
|
43.9K
$10.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
863+ 1.29% |
$146K - $168K
|
68K
$16.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
862+ 2.04% |
$146K - $168K
|
43K
$10.5M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
861+ 1.35% |
$146K - $168K
|
64.5K
$15.8M
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
859+ 4.06% |
$145K - $168K
|
22K
$5.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
857+ 9.43% |
$145K - $167K
|
9.94K
$2.43M
|
|
|
May 15, 2024
Q1 2024
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
857+ 2.5% |
$145K - $167K
|
35.1K
$8.59M
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
857+ 1.24% |
$145K - $167K
|
69.9K
$17.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
855+ 1.21% |
$144K - $167K
|
71.4K
$17.5M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
851+ 18.36% |
$144K - $166K
|
5.49K
$1.34M
|
|
|
Dec 03, 2024
Q1 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
849+ 14.4% |
$143K - $166K
|
6.75K
$1.65M
|
|
|
May 03, 2024
Q1 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
848+ 1.5% |
$143K - $166K
|
57.4K
$14M
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
844+ 2.86% |
$143K - $165K
|
30.4K
$7.43M
|
|
|
Apr 17, 2024
Q1 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
842+ 2.88% |
$142K - $164K
|
30.1K
$7.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
841+ 11.13% |
$142K - $164K
|
8.4K
$2.05M
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
840+ 4.19% |
$142K - $164K
|
20.9K
$5.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
837+ 1.67% |
$141K - $163K
|
51K
$12.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
837+ 1.0% |
$141K - $163K
|
84.9K
$20.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
837+ 2.23% |
$141K - $163K
|
38.4K
$9.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
835+ 4.64% |
$141K - $163K
|
18.8K
$4.61M
|
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
BUY
|
- |
830+ 1.51% |
$140K - $162K
|
55.6K
$13.6M
|
|
|
May 09, 2024
Q1 2024
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
830+ 1.32% |
$140K - $162K
|
63.7K
$15.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Chico Wealth Ria
|
BUY
|
- |
826+ 15.48% |
$140K - $161K
|
6.16K
$1.51M
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
826+ 2.98% |
$140K - $161K
|
28.6K
$6.99M
|