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
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
5+ 0.15% |
$845 - $976
|
3.39K
$796K
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
5+ 0.01% |
$845 - $976
|
47.8K
$11.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
4+ 0.04% |
$676 - $781
|
11.4K
$2.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
4+ 0.16% |
$676 - $781
|
2.49K
$586K
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
4+ 0.01% |
$676 - $781
|
30.2K
$7.1M
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
4+ 0.01% |
$676 - $781
|
30.2K
$7.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$507 - $586
|
27.9K
$6.56M
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
3+ 0.02% |
$507 - $586
|
15.3K
$3.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3+ 0.0% |
$507 - $586
|
76.3K
$17.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3+ 0.05% |
$507 - $586
|
5.62K
$1.32M
|
|
|
May 03, 2024
Q1 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
3+ 0.0% |
$507 - $586
|
61K
$14.3M
|
|
|
May 08, 2024
Q1 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
3+ 0.14% |
$507 - $586
|
2.17K
$509K
|
|
|
May 10, 2024
Q1 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
3+ 0.1% |
$507 - $586
|
2.88K
$676K
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3+ 0.16% |
$507 - $586
|
1.86K
$436K
|
|
|
Apr 15, 2024
Q1 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
2+ 0.01% |
$338 - $390
|
31.5K
$7.39M
|
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
BUY
|
- |
2+ 0.02% |
$338 - $390
|
11K
$2.59M
|
|
|
May 10, 2024
Q1 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
2+ 0.11% |
$338 - $390
|
1.83K
$430K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 0.01% |
$338 - $390
|
24.3K
$5.7M
|
|
|
May 14, 2024
Q1 2024
|
Heron Bay Capital Management
|
BUY
|
- |
2+ 0.0% |
$338 - $390
|
86.8K
$20.4M
|
|
|
May 14, 2024
Q1 2024
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
2New |
$338 - $390
|
2
$470
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
2+ 0.03% |
$338 - $390
|
6.38K
$1.5M
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$169 - $195
|
3.52K
$826K
|
|
|
Apr 10, 2024
Q1 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
1+ 0.07% |
$169 - $195
|
1.46K
$342K
|
|
|
Apr 10, 2024
Q1 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1+ 0.02% |
$169 - $195
|
4.87K
$1.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1+ 0.03% |
$169 - $195
|
3.48K
$818K
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$169 - $195
|
14.9K
$3.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
1+ 0.0% |
$169 - $195
|
34.2K
$8.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
1+ 0.03% |
$169 - $195
|
3.31K
$778K
|
|
|
Apr 23, 2024
Q1 2024
|
Asset Planning Services Inc
|
BUY
|
- |
1+ 0.07% |
$169 - $195
|
1.41K
$331K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1+ 0.01% |
$169 - $195
|
6.76K
$1.59M
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1+ 0.0% |
$169 - $195
|
20.2K
$4.74M
|
|
|
May 01, 2024
Q1 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
1+ 0.08% |
$169 - $195
|
1.19K
$279K
|
|
|
May 10, 2024
Q1 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
1+ 0.02% |
$169 - $195
|
6.57K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1+ 0.0% |
$169 - $195
|
33.1K
$7.78M
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1+ 0.01% |
$169 - $195
|
8.48K
$1.99M
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 0.05% |
$169 - $195
|
1.98K
$465K
|
|
|
May 20, 2024
Q1 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
1+ 0.12% |
$169 - $195
|
831
$195K
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1+ 0.02% |
$169 - $195
|
4.2K
$987K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1- -0.0% |
$169 - $195
|
150K
$35.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Af Advisors, Inc.
|
SELL
|
- |
-1- 0.06% |
$169 - $195
|
1.8K
$422K
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1- 0.02% |
$169 - $195
|
4.69K
$1.1M
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$169 - $195
|
129K
$30.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-2- -0.0% |
$338 - $390
|
179K
$42.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
SELL
|
- |
-2- 0.02% |
$338 - $390
|
10.4K
$2.45M
|
|
|
May 13, 2024
Q1 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-2- 0.01% |
$338 - $390
|
22.7K
$5.34M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-2- 0.45% |
$338 - $390
|
441
$104K
|
|
|
Aug 12, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-2- 0.02% |
$338 - $390
|
12.8K
$3M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3- 0.02% |
$507 - $586
|
13.7K
$3.22M
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-3- 0.04% |
$507 - $586
|
8.49K
$1.99M
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-3- 0.05% |
$507 - $586
|
5.77K
$1.35M
|