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 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
229+ 0.22% |
$38.7K - $44.7K
|
104K
$24.4M
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
229+ 1.54% |
$38.7K - $44.7K
|
15.1K
$3.54M
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
227+ 2.26% |
$38.4K - $44.3K
|
10.3K
$2.41M
|
|
|
Apr 29, 2024
Q1 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
223+ 3.82% |
$37.7K - $43.5K
|
6.06K
$1.42M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
223+ 0.74% |
$37.7K - $43.5K
|
30.4K
$7.15M
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
222+ 2.41% |
$37.5K - $43.3K
|
9.43K
$2.22M
|
|
|
Jun 14, 2024
Q1 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
222+ 5.37% |
$37.5K - $43.3K
|
4.35K
$1.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
220+ 0.53% |
$37.2K - $42.9K
|
41.7K
$9.8M
|
|
|
May 09, 2024
Q1 2024
|
Alpha Omega Group, Inc.
|
BUY
|
- |
220+ 16.19% |
$37.2K - $42.9K
|
1.58K
$371K
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
220+ 0.55% |
$37.2K - $42.9K
|
40K
$9.39M
|
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
219+ 1.05% |
$37K - $42.7K
|
21.1K
$4.95M
|
|
|
Apr 12, 2024
Q1 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
218+ 1.31% |
$36.8K - $42.5K
|
16.9K
$3.96M
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
218+ 3.19% |
$36.8K - $42.5K
|
7.05K
$1.66M
|
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
215+ 1.93% |
$36.3K - $42K
|
11.4K
$2.67M
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
213+ 0.2% |
$36K - $41.6K
|
104K
$24.5M
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
212+ 0.53% |
$35.8K - $41.4K
|
40.2K
$9.44M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
212+ 0.26% |
$35.8K - $41.4K
|
82.2K
$19.3M
|
|
|
May 13, 2024
Q1 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
210+ 1.9% |
$35.5K - $41K
|
11.2K
$2.64M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
210+ 0.24% |
$35.5K - $41K
|
86.1K
$20.2M
|
|
|
May 14, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
210+ 0.15% |
$35.5K - $41K
|
143K
$33.7M
|
|
|
Nov 13, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
210+ 0.15% |
$35.5K - $41K
|
143K
$33.7M
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
209+ 12.51% |
$35.3K - $40.8K
|
1.88K
$442K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
208+ 0.13% |
$35.2K - $40.6K
|
163K
$38.2M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
208+ 0.34% |
$35.2K - $40.6K
|
61.1K
$14.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
207+ 1.24% |
$35K - $40.4K
|
16.9K
$3.97M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
206+ 1.91% |
$34.8K - $40.2K
|
11K
$2.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
205+ 0.63% |
$34.6K - $40K
|
33K
$7.75M
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
205+ 1.41% |
$34.6K - $40K
|
14.8K
$3.47M
|
|
|
May 03, 2024
Q1 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
205+ 0.31% |
$34.6K - $40K
|
67.4K
$15.8M
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
205+ 0.33% |
$34.6K - $40K
|
63.2K
$14.8M
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
203+ 1.4% |
$34.3K - $39.6K
|
14.7K
$3.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
202New |
$34.1K - $39.4K
|
202
$47.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
201+ 1.61% |
$34K - $39.2K
|
12.7K
$2.98M
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
200+ 2.02% |
$33.8K - $39K
|
10.1K
$2.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
200+ 0.81% |
$33.8K - $39K
|
25K
$5.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
200+ 3.33% |
$33.8K - $39K
|
6.21K
$1.46M
|
|
|
May 06, 2024
Q1 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
200+ 1.1% |
$33.8K - $39K
|
18.3K
$4.31M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
200+ 1.57% |
$33.8K - $39K
|
12.9K
$3.03M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
199+ 0.12% |
$33.6K - $38.8K
|
172K
$40.4M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
197+ 1.04% |
$33.3K - $38.5K
|
19.2K
$4.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
196+ 0.28% |
$33.1K - $38.3K
|
70.1K
$16.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
196+ 0.49% |
$33.1K - $38.3K
|
40.3K
$9.46M
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
195+ 0.36% |
$33K - $38.1K
|
54.8K
$12.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
192+ 3.9% |
$32.4K - $37.5K
|
5.12K
$1.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
192+ 1.08% |
$32.4K - $37.5K
|
18K
$4.22M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
191+ 2.5% |
$32.3K - $37.3K
|
7.84K
$1.84M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
191+ 0.8% |
$32.3K - $37.3K
|
24K
$5.64M
|
|
|
May 15, 2024
Q1 2024
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
191+ 0.13% |
$32.3K - $37.3K
|
148K
$34.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
188+ 3.23% |
$31.8K - $36.7K
|
6.01K
$1.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
186+ 0.96% |
$31.4K - $36.3K
|
19.6K
$4.59M
|