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 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
670+ 5.62% |
$113K - $131K
|
12.6K
$2.89M
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
670+ 2.62% |
$113K - $131K
|
26.3K
$6.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
666+ 7.45% |
$113K - $130K
|
9.6K
$2.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
664+ 2.66% |
$112K - $130K
|
25.6K
$5.89M
|
|
|
Aug 13, 2024
Q1 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
664+ 25.25% |
$112K - $130K
|
3.29K
$757K
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
662+ 56.1% |
$112K - $129K
|
1.84K
$423K
|
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
662+ 10.75% |
$112K - $129K
|
6.82K
$1.57M
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
660+ 6.3% |
$112K - $129K
|
11.1K
$2.56M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
649+ 2.31% |
$110K - $127K
|
28.8K
$6.61M
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
644+ 1.09% |
$109K - $126K
|
59.6K
$13.7M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
642+ 0.74% |
$108K - $125K
|
87.1K
$20M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
638+ 4.07% |
$108K - $125K
|
16.3K
$3.75M
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
638+ 23.84% |
$108K - $125K
|
3.31K
$762K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
630+ 1.36% |
$106K - $123K
|
46.8K
$10.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
626+ 1.43% |
$106K - $122K
|
44.5K
$10.2M
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
625+ 1.46% |
$106K - $122K
|
43.4K
$9.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
624+ 0.66% |
$105K - $122K
|
94.6K
$21.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
618+ 2.07% |
$104K - $121K
|
30.4K
$6.99M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
618+ 0.53% |
$104K - $121K
|
117K
$26.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
618+ 9.7% |
$104K - $121K
|
6.99K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
618+ 0.48% |
$104K - $121K
|
128K
$29.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
616+ 0.49% |
$104K - $120K
|
126K
$29M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
612+ 1.18% |
$103K - $119K
|
52.5K
$12.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
607+ 56.52% |
$103K - $118K
|
1.68K
$386K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
607+ 0.51% |
$103K - $118K
|
121K
$27.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
605+ 5.19% |
$102K - $118K
|
12.3K
$2.82M
|
|
|
Apr 16, 2024
Q1 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
602+ 8.83% |
$102K - $117K
|
7.42K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
600+ 0.97% |
$101K - $117K
|
62.3K
$14.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
596+ 5.2% |
$101K - $116K
|
12.1K
$2.77M
|
|
|
Apr 25, 2024
Q1 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
591+ 0.8% |
$99.9K - $115K
|
74.4K
$17.1M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
589+ 1.61% |
$99.5K - $115K
|
37.1K
$8.53M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
588+ 3.33% |
$99.4K - $115K
|
18.3K
$4.2M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
582+ 0.32% |
$98.4K - $114K
|
183K
$42M
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
582+ 1.32% |
$98.4K - $114K
|
44.7K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
581+ 7.64% |
$98.2K - $113K
|
8.19K
$1.88M
|
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
578+ 4.6% |
$97.7K - $113K
|
13.1K
$3.02M
|
|
|
May 03, 2024
Q1 2024
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
577+ 3.7% |
$97.5K - $113K
|
16.2K
$3.72M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
576+ 0.82% |
$97.3K - $112K
|
71.1K
$16.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
575+ 4.53% |
$97.2K - $112K
|
13.3K
$3.05M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
575+ 1.41% |
$97.2K - $112K
|
41.4K
$9.51M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
574+ 0.15% |
$97K - $112K
|
372K
$85.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
573+ 6.5% |
$96.8K - $112K
|
9.39K
$2.16M
|
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
573+ 2.49% |
$96.8K - $112K
|
23.5K
$5.41M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
571+ 0.17% |
$96.5K - $111K
|
344K
$79.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
570+ 3.05% |
$96.3K - $111K
|
19.3K
$4.43M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
569+ 3.1% |
$96.2K - $111K
|
18.9K
$4.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
563+ 1.31% |
$95.1K - $110K
|
43.7K
$10M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
561+ 0.15% |
$94.8K - $109K
|
369K
$84.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
560+ 10.35% |
$94.6K - $109K
|
5.97K
$1.37M
|
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
560+ 5.34% |
$94.6K - $109K
|
11K
$2.54M
|