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
|
Shelton Wealth Management, LLC
|
BUY
|
- |
262+ 3.55% |
$44.3K - $51.1K
|
7.65K
$1.61M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
259+ 0.37% |
$43.8K - $50.6K
|
69.7K
$14.6M
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
259+ 0.73% |
$43.8K - $50.6K
|
35.8K
$7.53M
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
251+ 0.74% |
$42.4K - $49K
|
34K
$7.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
249+ 11.59% |
$42.1K - $48.6K
|
2.4K
$504K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
247+ 0.22% |
$41.7K - $48.2K
|
112K
$23.6M
|
|
|
May 14, 2024
Q1 2024
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
246+ 4.07% |
$41.6K - $48K
|
6.29K
$1.32M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
245+ 0.99% |
$41.4K - $47.8K
|
24.9K
$5.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Independent Family Office, LLC
|
BUY
|
- |
244+ 3.88% |
$41.2K - $47.6K
|
6.53K
$1.37M
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
244+ 2.99% |
$41.2K - $47.6K
|
8.4K
$1.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
242+ 0.29% |
$40.9K - $47.2K
|
83.5K
$17.5M
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
242+ 20.08% |
$40.9K - $47.2K
|
1.45K
$304K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
241+ 0.64% |
$40.7K - $47K
|
37.8K
$7.94M
|
|
|
May 06, 2024
Q1 2024
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
241+ 0.09% |
$40.7K - $47K
|
265K
$55.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
240+ 2.97% |
$40.6K - $46.8K
|
8.33K
$1.75M
|
|
|
May 10, 2024
Q1 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
239+ 5.32% |
$40.4K - $46.6K
|
4.73K
$994K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
238+ 0.95% |
$40.2K - $46.5K
|
25.3K
$5.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
238+ 0.18% |
$40.2K - $46.5K
|
134K
$28.2M
|
|
|
May 02, 2024
Q1 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
238+ 0.56% |
$40.2K - $46.5K
|
42.4K
$8.91M
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
237+ 0.5% |
$40.1K - $46.3K
|
47.8K
$10M
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
234+ 1.23% |
$39.5K - $45.7K
|
19.3K
$4.05M
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
232+ 3.09% |
$39.2K - $45.3K
|
7.74K
$1.63M
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
230+ 0.35% |
$38.9K - $44.9K
|
66.3K
$13.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
229+ 0.55% |
$38.7K - $44.7K
|
42.2K
$8.87M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
229+ 0.22% |
$38.7K - $44.7K
|
104K
$21.8M
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
229+ 1.54% |
$38.7K - $44.7K
|
15.1K
$3.16M
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
227+ 2.26% |
$38.4K - $44.3K
|
10.3K
$2.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
223+ 3.82% |
$37.7K - $43.5K
|
6.06K
$1.27M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
223+ 0.74% |
$37.7K - $43.5K
|
30.4K
$6.39M
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
222+ 2.41% |
$37.5K - $43.3K
|
9.43K
$1.98M
|
|
|
Jun 14, 2024
Q1 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
222+ 5.37% |
$37.5K - $43.3K
|
4.35K
$915K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
220+ 0.53% |
$37.2K - $42.9K
|
41.7K
$8.76M
|
|
|
May 09, 2024
Q1 2024
|
Alpha Omega Group, Inc.
|
BUY
|
- |
220+ 16.19% |
$37.2K - $42.9K
|
1.58K
$332K
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
220+ 0.55% |
$37.2K - $42.9K
|
40K
$8.4M
|
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
219+ 1.05% |
$37K - $42.7K
|
21.1K
$4.43M
|
|
|
Apr 12, 2024
Q1 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
218+ 1.31% |
$36.8K - $42.5K
|
16.9K
$3.55M
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
218+ 3.19% |
$36.8K - $42.5K
|
7.05K
$1.48M
|
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
215+ 1.93% |
$36.3K - $42K
|
11.4K
$2.39M
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
213+ 0.2% |
$36K - $41.6K
|
104K
$22M
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
212+ 0.53% |
$35.8K - $41.4K
|
40.2K
$8.44M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
212+ 0.26% |
$35.8K - $41.4K
|
82.2K
$17.3M
|
|
|
May 13, 2024
Q1 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
210+ 1.9% |
$35.5K - $41K
|
11.2K
$2.36M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
210+ 0.24% |
$35.5K - $41K
|
86.1K
$18.1M
|
|
|
May 14, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
210+ 0.15% |
$35.5K - $41K
|
143K
$30.1M
|
|
|
Nov 13, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
210+ 0.15% |
$35.5K - $41K
|
143K
$30.1M
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
209+ 12.51% |
$35.3K - $40.8K
|
1.88K
$395K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
208+ 0.13% |
$35.2K - $40.6K
|
163K
$34.2M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
208+ 0.34% |
$35.2K - $40.6K
|
61.1K
$12.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
207+ 1.24% |
$35K - $40.4K
|
16.9K
$3.55M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
206+ 1.91% |
$34.8K - $40.2K
|
11K
$2.31M
|