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 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
2+ 0.03% |
$338 - $390
|
6.38K
$1.35M
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$169 - $195
|
3.52K
$743K
|
|
|
Apr 10, 2024
Q1 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
1+ 0.07% |
$169 - $195
|
1.46K
$308K
|
|
|
Apr 10, 2024
Q1 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1+ 0.02% |
$169 - $195
|
4.87K
$1.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1+ 0.03% |
$169 - $195
|
3.48K
$735K
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$169 - $195
|
14.9K
$3.15M
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
1+ 0.0% |
$169 - $195
|
34.2K
$7.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
1+ 0.03% |
$169 - $195
|
3.31K
$699K
|
|
|
Apr 23, 2024
Q1 2024
|
Asset Planning Services Inc
|
BUY
|
- |
1+ 0.07% |
$169 - $195
|
1.41K
$297K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1+ 0.01% |
$169 - $195
|
6.76K
$1.43M
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1+ 0.0% |
$169 - $195
|
20.2K
$4.26M
|
|
|
May 01, 2024
Q1 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
1+ 0.08% |
$169 - $195
|
1.19K
$251K
|
|
|
May 10, 2024
Q1 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
1+ 0.02% |
$169 - $195
|
6.57K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1+ 0.0% |
$169 - $195
|
33.1K
$7M
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1+ 0.01% |
$169 - $195
|
8.48K
$1.79M
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 0.05% |
$169 - $195
|
1.98K
$418K
|
|
|
May 20, 2024
Q1 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
1+ 0.12% |
$169 - $195
|
831
$176K
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1+ 0.02% |
$169 - $195
|
4.2K
$888K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1- -0.0% |
$169 - $195
|
150K
$31.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Af Advisors, Inc.
|
SELL
|
- |
-1- 0.06% |
$169 - $195
|
1.8K
$380K
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1- 0.02% |
$169 - $195
|
4.69K
$991K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$169 - $195
|
129K
$27.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-2- -0.0% |
$338 - $390
|
179K
$37.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
SELL
|
- |
-2- 0.02% |
$338 - $390
|
10.4K
$2.2M
|
|
|
May 13, 2024
Q1 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-2- 0.01% |
$338 - $390
|
22.7K
$4.8M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-2- 0.45% |
$338 - $390
|
441
$93.1K
|
|
|
Aug 12, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-2- 0.02% |
$338 - $390
|
12.8K
$2.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3- 0.02% |
$507 - $586
|
13.7K
$2.9M
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-3- 0.04% |
$507 - $586
|
8.49K
$1.79M
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-3- 0.05% |
$507 - $586
|
5.77K
$1.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-4- 0.21% |
$676 - $781
|
1.87K
$395K
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-4- 0.03% |
$676 - $781
|
12.4K
$2.61M
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-4- 0.01% |
$676 - $781
|
34.5K
$7.29M
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-4- 0.01% |
$676 - $781
|
48K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-4- 0.1% |
$676 - $781
|
4.01K
$846K
|
|
|
May 15, 2024
Q1 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-4- 0.02% |
$676 - $781
|
19.7K
$4.15M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-5- 0.05% |
$845 - $976
|
10.5K
$2.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-5- 0.03% |
$845 - $976
|
19.4K
$4.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-6- 0.02% |
$1.01K - $1.17K
|
29.6K
$6.25M
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-6- 0.15% |
$1.01K - $1.17K
|
4.03K
$852K
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-6- 0.26% |
$1.01K - $1.17K
|
2.27K
$480K
|
|
|
May 10, 2024
Q1 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-6- 0.07% |
$1.01K - $1.17K
|
8.94K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-6- 0.01% |
$1.01K - $1.17K
|
73.7K
$15.6M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6- 0.04% |
$1.01K - $1.17K
|
13.3K
$2.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-7- 0.01% |
$1.18K - $1.37K
|
72.5K
$15.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-8- 0.04% |
$1.35K - $1.56K
|
20.8K
$4.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-8- 0.12% |
$1.35K - $1.56K
|
6.74K
$1.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-9- 0.04% |
$1.52K - $1.76K
|
22K
$4.64M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.07% |
$1.52K - $1.76K
|
13.3K
$2.81M
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-9- 0.01% |
$1.52K - $1.76K
|
119K
$25.2M
|