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 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
54+ 0.57% |
$9.13K - $10.5K
|
9.47K
$2.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
53+ 2.84% |
$8.96K - $10.3K
|
1.92K
$452K
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
52+ 0.62% |
$8.79K - $10.1K
|
8.41K
$1.98M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
52+ 0.03% |
$8.79K - $10.1K
|
187K
$44M
|
|
|
Apr 26, 2024
Q1 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
51+ 0.13% |
$8.62K - $9.95K
|
39.1K
$9.19M
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
51+ 0.14% |
$8.62K - $9.95K
|
37.3K
$8.75M
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
BUY
|
- |
50+ 1.47% |
$8.45K - $9.76K
|
3.45K
$810K
|
|
|
Apr 11, 2024
Q1 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
50+ 1.83% |
$8.45K - $9.76K
|
2.79K
$655K
|
|
|
May 09, 2024
Q1 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
50+ 0.06% |
$8.45K - $9.76K
|
78.9K
$18.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
49+ 0.61% |
$8.28K - $9.56K
|
8.04K
$1.89M
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
49+ 0.88% |
$8.28K - $9.56K
|
5.65K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
Tamar Securities, LLC
|
BUY
|
- |
48+ 0.04% |
$8.11K - $9.37K
|
114K
$26.8M
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
48+ 0.18% |
$8.11K - $9.37K
|
27.4K
$6.43M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
47+ 0.02% |
$7.94K - $9.17K
|
194K
$45.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
46+ 0.39% |
$7.77K - $8.98K
|
11.8K
$2.78M
|
|
|
May 09, 2024
Q1 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
45+ 3.35% |
$7.61K - $8.78K
|
1.39K
$326K
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
44+ 1.46% |
$7.44K - $8.59K
|
3.06K
$718K
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
43+ 1.76% |
$7.27K - $8.39K
|
2.49K
$584K
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
42+ 0.21% |
$7.1K - $8.2K
|
20.2K
$4.74M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
42+ 0.08% |
$7.1K - $8.2K
|
49.7K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
42+ 0.1% |
$7.1K - $8.2K
|
40.4K
$9.5M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
41+ 0.09% |
$6.93K - $8K
|
46.5K
$10.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
40+ 0.15% |
$6.76K - $7.81K
|
26.8K
$6.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
40+ 0.72% |
$6.76K - $7.81K
|
5.56K
$1.31M
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
40+ 0.13% |
$6.76K - $7.81K
|
30.2K
$7.1M
|
|
|
May 13, 2024
Q1 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
37+ 0.36% |
$6.25K - $7.22K
|
10.3K
$2.42M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
36+ 1.24% |
$6.08K - $7.03K
|
2.95K
$692K
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
36+ 0.2% |
$6.08K - $7.03K
|
18.4K
$4.31M
|
|
|
Apr 03, 2024
Q1 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
34+ 0.55% |
$5.75K - $6.64K
|
6.22K
$1.46M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
34+ 0.98% |
$5.75K - $6.64K
|
3.49K
$819K
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
34+ 2.16% |
$5.75K - $6.64K
|
1.61K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
34+ 0.29% |
$5.75K - $6.64K
|
11.6K
$2.72M
|
|
|
May 03, 2024
Q1 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
33+ 2.19% |
$5.58K - $6.44K
|
1.54K
$361K
|
|
|
May 09, 2024
Q1 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
31+ 0.68% |
$5.24K - $6.05K
|
4.58K
$1.08M
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
30+ 0.19% |
$5.07K - $5.86K
|
15.8K
$3.71M
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
30+ 0.26% |
$5.07K - $5.86K
|
11.6K
$2.72M
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
28+ 0.13% |
$4.73K - $5.47K
|
20.8K
$4.88M
|
|
|
Apr 17, 2024
Q1 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
28+ 0.74% |
$4.73K - $5.47K
|
3.81K
$896K
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
BUY
|
- |
28+ 0.2% |
$4.73K - $5.47K
|
14.1K
$3.32M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
28+ 0.4% |
$4.73K - $5.47K
|
7.02K
$1.65M
|
|
|
Apr 24, 2024
Q1 2024
|
Albert D Mason Inc
|
BUY
|
- |
27+ 0.38% |
$4.56K - $5.27K
|
7.09K
$1.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
27+ 0.19% |
$4.56K - $5.27K
|
14.2K
$3.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
26+ 0.13% |
$4.39K - $5.07K
|
20.5K
$4.81M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
25+ 0.38% |
$4.23K - $4.88K
|
6.53K
$1.53M
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
25+ 7.02% |
$4.23K - $4.88K
|
381
$89.5K
|
|
|
May 03, 2024
Q1 2024
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
25+ 0.05% |
$4.23K - $4.88K
|
46.1K
$10.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
24+ 0.42% |
$4.06K - $4.68K
|
5.73K
$1.35M
|
|
|
Apr 17, 2024
Q1 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
24+ 0.3% |
$4.06K - $4.68K
|
7.91K
$1.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Cairn Investment Group, Inc.
|
BUY
|
- |
23+ 0.04% |
$3.89K - $4.49K
|
63.9K
$15M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
22+ 0.11% |
$3.72K - $4.29K
|
19.3K
$4.53M
|