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
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
183+ 6.14% |
$30.9K - $35.7K
|
3.16K
$743K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
182+ 1.07% |
$30.8K - $35.5K
|
17.2K
$4.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
181+ 1.63% |
$30.6K - $35.3K
|
11.3K
$2.66M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
181+ 0.93% |
$30.6K - $35.3K
|
19.7K
$4.62M
|
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
181+ 0.89% |
$30.6K - $35.3K
|
20.5K
$4.81M
|
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
181+ 7.02% |
$30.6K - $35.3K
|
2.76K
$649K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
179+ 0.14% |
$30.3K - $34.9K
|
131K
$30.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
178+ 4.75% |
$30.1K - $34.7K
|
3.92K
$922K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
177+ 0.9% |
$29.9K - $34.5K
|
19.7K
$4.64M
|
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
172+ 6.41% |
$29.1K - $33.6K
|
2.86K
$671K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
171+ 6.3% |
$28.9K - $33.4K
|
2.89K
$678K
|
|
|
Apr 29, 2024
Q1 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
170+ 3.86% |
$28.7K - $33.2K
|
4.57K
$1.07M
|
|
|
May 08, 2024
Q1 2024
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
169+ 0.23% |
$28.6K - $33K
|
72.7K
$17.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
BUY
|
- |
168+ 0.69% |
$28.4K - $32.8K
|
24.4K
$5.73M
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
168+ 0.64% |
$28.4K - $32.8K
|
26.4K
$6.21M
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
167+ 0.14% |
$28.2K - $32.6K
|
122K
$28.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
166+ 0.13% |
$28.1K - $32.4K
|
124K
$29.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
BUY
|
- |
164+ 14.87% |
$27.7K - $32K
|
1.27K
$298K
|
|
|
May 15, 2024
Q1 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
162+ 1.18% |
$27.4K - $31.6K
|
13.9K
$3.27M
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
161+ 1.34% |
$27.2K - $31.4K
|
12.2K
$2.86M
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
160+ 0.21% |
$27K - $31.2K
|
75K
$17.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
152+ 0.57% |
$25.7K - $29.7K
|
27K
$6.34M
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
152+ 0.84% |
$25.7K - $29.7K
|
18.2K
$4.28M
|
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
152+ 0.59% |
$25.7K - $29.7K
|
25.8K
$6.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
151+ 0.76% |
$25.5K - $29.5K
|
20K
$4.71M
|
|
|
Apr 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
150+ 0.36% |
$25.4K - $29.3K
|
41.5K
$9.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
150+ 0.34% |
$25.4K - $29.3K
|
44.1K
$10.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
141+ 0.05% |
$23.8K - $27.5K
|
283K
$66.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
141+ 2.34% |
$23.8K - $27.5K
|
6.15K
$1.45M
|
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
141+ 7.84% |
$23.8K - $27.5K
|
1.94K
$456K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
140+ 0.37% |
$23.7K - $27.3K
|
37.6K
$8.84M
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
140+ 0.51% |
$23.7K - $27.3K
|
27.4K
$6.44M
|
|
|
May 06, 2024
Q1 2024
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
140+ 4.96% |
$23.7K - $27.3K
|
2.96K
$695K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
138+ 0.15% |
$23.3K - $26.9K
|
92K
$21.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
136+ 0.9% |
$23K - $26.5K
|
15.2K
$3.57M
|
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
136+ 0.21% |
$23K - $26.5K
|
63.5K
$14.9M
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
136+ 2.52% |
$23K - $26.5K
|
5.53K
$1.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
135+ 0.67% |
$22.8K - $26.3K
|
20.4K
$4.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
135+ 0.21% |
$22.8K - $26.3K
|
65K
$15.3M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
135+ 0.08% |
$22.8K - $26.3K
|
178K
$41.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
134+ 0.84% |
$22.6K - $26.2K
|
16.1K
$3.79M
|
|
|
May 09, 2024
Q1 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
134+ 0.17% |
$22.6K - $26.2K
|
78.9K
$18.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
132+ 2.24% |
$22.3K - $25.8K
|
6.04K
$1.42M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
131+ 0.24% |
$22.1K - $25.6K
|
55.1K
$12.9M
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
131+ 0.11% |
$22.1K - $25.6K
|
116K
$27.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
130+ 0.32% |
$22K - $25.4K
|
41K
$9.64M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
128+ 0.13% |
$21.6K - $25K
|
101K
$23.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
128+ 0.36% |
$21.6K - $25K
|
35.4K
$8.32M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
128+ 1.18% |
$21.6K - $25K
|
11K
$2.58M
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
126+ 0.5% |
$21.3K - $24.6K
|
25.3K
$5.94M
|