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 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
22+ 0.22% |
$3.72K - $4.29K
|
10.2K
$2.39M
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
22+ 1.69% |
$3.72K - $4.29K
|
1.32K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
22+ 0.19% |
$3.72K - $4.29K
|
11.9K
$2.79M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
22+ 0.13% |
$3.72K - $4.29K
|
16.5K
$3.88M
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
BUY
|
- |
21+ 0.04% |
$3.55K - $4.1K
|
52.2K
$12.3M
|
|
|
May 08, 2024
Q1 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
21+ 0.07% |
$3.55K - $4.1K
|
31.1K
$7.31M
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
21+ 0.14% |
$3.55K - $4.1K
|
15.5K
$3.64M
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
20+ 0.0% |
$3.38K - $3.9K
|
566K
$133M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
19+ 0.26% |
$3.21K - $3.71K
|
7.38K
$1.73M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
18+ 0.24% |
$3.04K - $3.51K
|
7.58K
$1.78M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
17+ 0.15% |
$2.87K - $3.32K
|
11.3K
$2.66M
|
|
|
Apr 08, 2024
Q1 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
15+ 0.07% |
$2.54K - $2.93K
|
20K
$4.71M
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
15+ 0.17% |
$2.54K - $2.93K
|
8.97K
$2.11M
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
15+ 0.18% |
$2.54K - $2.93K
|
8.36K
$1.96M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
14+ 0.03% |
$2.37K - $2.73K
|
50.5K
$11.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
13+ 0.05% |
$2.2K - $2.54K
|
27.5K
$6.45M
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
13+ 0.13% |
$2.2K - $2.54K
|
9.85K
$2.31M
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
13+ 0.08% |
$2.2K - $2.54K
|
15.9K
$3.72M
|
|
|
May 13, 2024
Q1 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
13+ 0.16% |
$2.2K - $2.54K
|
7.99K
$1.88M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
12+ 0.09% |
$2.03K - $2.34K
|
13.3K
$3.13M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
12+ 0.02% |
$2.03K - $2.34K
|
64.5K
$15.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.1% |
$2.03K - $2.34K
|
11.7K
$2.75M
|
|
|
Apr 24, 2024
Q1 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
12+ 0.28% |
$2.03K - $2.34K
|
4.33K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
12+ 0.65% |
$2.03K - $2.34K
|
1.87K
$439K
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
11+ 0.28% |
$1.86K - $2.15K
|
3.96K
$930K
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
BUY
|
- |
11+ 0.21% |
$1.86K - $2.15K
|
5.13K
$1.21M
|
|
|
Apr 02, 2024
Q1 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
10+ 0.47% |
$1.69K - $1.95K
|
2.13K
$500K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
10+ 0.01% |
$1.69K - $1.95K
|
78.4K
$18.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
10+ 0.08% |
$1.69K - $1.95K
|
13.2K
$3.1M
|
|
|
May 01, 2024
Q1 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
10+ 0.02% |
$1.69K - $1.95K
|
52K
$12.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
9+ 0.01% |
$1.52K - $1.76K
|
99.3K
$23.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
9+ 0.03% |
$1.52K - $1.76K
|
34.2K
$8.04M
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
9+ 0.06% |
$1.52K - $1.76K
|
15.5K
$3.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
8+ 7.14% |
$1.35K - $1.56K
|
120
$28.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8+ 0.06% |
$1.35K - $1.56K
|
13.7K
$3.21M
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
8+ 0.11% |
$1.35K - $1.56K
|
7.41K
$1.74M
|
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
7+ 0.01% |
$1.18K - $1.37K
|
56.5K
$13.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Claris Advisors, LLC
|
BUY
|
- |
7+ 0.08% |
$1.18K - $1.37K
|
8.25K
$1.94M
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
BUY
|
- |
7+ 0.02% |
$1.18K - $1.37K
|
29.6K
$6.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
6+ 0.06% |
$1.01K - $1.17K
|
10K
$2.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
6+ 0.01% |
$1.01K - $1.17K
|
60.8K
$14.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
6+ 0.04% |
$1.01K - $1.17K
|
16.9K
$3.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
6+ 0.07% |
$1.01K - $1.17K
|
8.91K
$2.09M
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
6+ 0.03% |
$1.01K - $1.17K
|
22.5K
$5.29M
|
|
|
May 07, 2024
Q1 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
6+ 0.04% |
$1.01K - $1.17K
|
14.3K
$3.35M
|
|
|
May 10, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
6+ 0.22% |
$1.01K - $1.17K
|
2.76K
$647K
|
|
|
May 15, 2024
Q1 2024
|
Mark Asset Management LP
New York, NY |
BUY
|
- |
6+ 0.0% |
$1.01K - $1.17K
|
122K
$28.7M
|
|
|
May 15, 2024
Q1 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
6+ 0.32% |
$1.01K - $1.17K
|
1.86K
$437K
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
6+ 0.22% |
$1.01K - $1.17K
|
2.76K
$647K
|
|
|
Apr 24, 2024
Q1 2024
|
Harvey Investment CO LLC
|
BUY
|
- |
5+ 0.04% |
$845 - $976
|
13.8K
$3.24M
|