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 29, 2024
Q1 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
799+ 2.79% |
$135K - $156K
|
29.4K
$6.91M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
796+ 7.81% |
$135K - $155K
|
11K
$2.58M
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
794+ 3.22% |
$134K - $155K
|
25.4K
$5.97M
|
|
|
May 10, 2024
Q1 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
789+ 0.5% |
$133K - $154K
|
157K
$36.9M
|
|
|
May 08, 2024
Q1 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
787+ 29.91% |
$133K - $154K
|
3.42K
$803K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
786+ 5.87% |
$133K - $153K
|
14.2K
$3.33M
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
784+ 6.58% |
$132K - $153K
|
12.7K
$2.99M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
781+ 0.85% |
$132K - $152K
|
92.2K
$21.6M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
776+ 2.0% |
$131K - $151K
|
39.6K
$9.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
775+ 5.47% |
$131K - $151K
|
14.9K
$3.51M
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
774+ 0.63% |
$131K - $151K
|
124K
$29.2M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
773+ 1.19% |
$131K - $151K
|
65.5K
$15.4M
|
|
|
May 02, 2024
Q1 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
772+ 1.17% |
$130K - $151K
|
67K
$15.7M
|
|
|
May 02, 2024
Q1 2024
|
Hendley & CO Inc
|
BUY
|
- |
761+ 0.86% |
$129K - $149K
|
89.6K
$21.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
758+ 2.58% |
$128K - $148K
|
30.2K
$7.09M
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
755+ 3.12% |
$128K - $147K
|
25K
$5.86M
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
755+ 2.57% |
$128K - $147K
|
30.1K
$7.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
753+ 2.25% |
$127K - $147K
|
34.3K
$8.05M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
744+ 0.17% |
$126K - $145K
|
426K
$100M
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
741+ 0.74% |
$125K - $145K
|
101K
$23.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
739+ 1.95% |
$125K - $144K
|
38.6K
$9.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
737+ 0.79% |
$125K - $144K
|
93.7K
$22M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
733+ 2.45% |
$124K - $143K
|
30.6K
$7.2M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
728+ 1.08% |
$123K - $142K
|
68.3K
$16M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
723+ 111.4% |
$122K - $141K
|
1.37K
$322K
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
721+ 4.11% |
$122K - $141K
|
18.3K
$4.29M
|
|
|
May 03, 2024
Q1 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
720+ 0.41% |
$122K - $141K
|
176K
$41.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
718+ 20.47% |
$121K - $140K
|
4.23K
$993K
|
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
BUY
|
- |
718+ 32.36% |
$121K - $140K
|
2.94K
$690K
|
|
|
May 10, 2024
Q1 2024
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
718+ 0.2% |
$121K - $140K
|
352K
$82.7M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
717+ 1.02% |
$121K - $140K
|
70.7K
$16.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
713+ 1.89% |
$120K - $139K
|
38.5K
$9.03M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
711+ 2.92% |
$120K - $139K
|
25K
$5.88M
|
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
710+ 4.24% |
$120K - $139K
|
17.5K
$4.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
708+ 2.53% |
$120K - $138K
|
28.7K
$6.75M
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
BUY
|
- |
705+ 8.65% |
$119K - $138K
|
8.85K
$2.08M
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
704+ 2.27% |
$119K - $137K
|
31.7K
$7.46M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
703+ 28.26% |
$119K - $137K
|
3.19K
$750K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
700+ 2.08% |
$118K - $137K
|
34.3K
$8.07M
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
699+ 1.85% |
$118K - $136K
|
38.4K
$9.03M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
697+ 0.7% |
$118K - $136K
|
99.9K
$23.5M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
696+ 0.52% |
$118K - $136K
|
134K
$31.6M
|
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
693+ 12.72% |
$117K - $135K
|
6.14K
$1.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
690+ 0.81% |
$117K - $135K
|
86K
$20.2M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
689+ 0.77% |
$116K - $134K
|
90.2K
$21.2M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
687+ 1.85% |
$116K - $134K
|
37.9K
$8.9M
|
|
|
May 01, 2024
Q1 2024
|
Shariaportfolio, Inc.
Lake Mary, FL |
BUY
|
- |
681+ 15.91% |
$115K - $133K
|
4.96K
$1.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
679+ 0.59% |
$115K - $133K
|
117K
$27.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
676+ 0.95% |
$114K - $132K
|
71.6K
$16.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
676+ 0.61% |
$114K - $132K
|
112K
$26.4M
|