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 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
38.6K+ 35.06% |
$6.52M - $7.53M
|
149K
$35.4M
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
38.5KNew |
$6.51M - $7.51M
|
38.5K
$9.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
38.4KNew |
$6.48M - $7.49M
|
38.4K
$9.14M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
38.3K+ 74.44% |
$6.47M - $7.47M
|
89.7K
$21.4M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
38.2K+ 1317.69% |
$6.46M - $7.46M
|
41.1K
$9.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
38.2K+ 36.86% |
$6.45M - $7.45M
|
142K
$33.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
38K+ 509.38% |
$6.42M - $7.42M
|
45.5K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
37.9K+ 15.07% |
$6.4M - $7.39M
|
289K
$68.9M
|
|
|
May 15, 2024
Q1 2024
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
37.6K+ 19.12% |
$6.35M - $7.34M
|
234K
$55.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
BUY
|
- |
37.3K+ 2.71% |
$6.31M - $7.28M
|
1.42M
$338M
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
37.2K+ 2.91% |
$6.28M - $7.25M
|
1.31M
$313M
|
|
|
May 14, 2024
Q1 2024
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
36.4K+ 1520.92% |
$6.14M - $7.09M
|
38.7K
$9.23M
|
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
36.1KNew |
$6.11M - $7.05M
|
36.1K
$8.61M
|
|
|
May 14, 2024
Q1 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
36K+ 22.59% |
$6.09M - $7.03M
|
195K
$46.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
36K+ 5.66% |
$6.08M - $7.02M
|
672K
$160M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
35.7KNew |
$6.03M - $6.96M
|
35.7K
$8.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
35.6KNew |
$6.02M - $6.95M
|
35.6K
$8.49M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
35.4K+ 51.02% |
$5.99M - $6.92M
|
105K
$25M
|
|
|
May 13, 2024
Q1 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
35.4KNew |
$5.99M - $6.92M
|
35.4K
$8.44M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
35.4K+ 8.14% |
$5.99M - $6.91M
|
470K
$112M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
35.4K+ 387.41% |
$5.98M - $6.91M
|
44.5K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
35KNew |
$5.92M - $6.83M
|
35K
$8.34M
|
|
|
May 14, 2024
Q1 2024
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
34.7K+ 46.97% |
$5.87M - $6.78M
|
109K
$25.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
34.5K+ 10.48% |
$5.83M - $6.74M
|
364K
$86.7M
|
|
|
May 14, 2024
Q1 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
34.5K+ 11.04% |
$5.83M - $6.73M
|
347K
$82.7M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
34.5K+ 0.99% |
$5.82M - $6.73M
|
3.51M
$836M
|
|
|
May 01, 2024
Q1 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
34.3KNew |
$5.79M - $6.69M
|
34.3K
$8.16M
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
34.1K+ 7.86% |
$5.76M - $6.66M
|
468K
$112M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
33.8K+ 172.29% |
$5.71M - $6.6M
|
53.4K
$12.7M
|
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
BUY
|
- |
33.6K+ 240.99% |
$5.67M - $6.55M
|
47.5K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
32.6K+ 1.67% |
$5.52M - $6.37M
|
1.99M
$474M
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
32.6K+ 7.54% |
$5.52M - $6.37M
|
466K
$111M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
32.6K+ 1036.16% |
$5.51M - $6.36M
|
35.7K
$8.51M
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
32.4KNew |
$5.48M - $6.32M
|
32.4K
$7.72M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
32.2K+ 49.69% |
$5.44M - $6.29M
|
97K
$23.1M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
32K+ 4.22% |
$5.4M - $6.24M
|
790K
$188M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
31.9K+ 88.01% |
$5.39M - $6.22M
|
68.1K
$16.2M
|
|
|
May 07, 2024
Q1 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
31.5K+ 18.56% |
$5.32M - $6.15M
|
201K
$47.9M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
31.5K+ 0.71% |
$5.32M - $6.14M
|
4.49M
$1.07B
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
31.4K+ 43.31% |
$5.31M - $6.13M
|
104K
$24.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
31.4KNew |
$5.3M - $6.12M
|
31.4K
$7.48M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
31.3K+ 17.86% |
$5.29M - $6.1M
|
206K
$49.2M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
31.2K+ 48.17% |
$5.28M - $6.1M
|
96.1K
$22.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
31.1K+ 37.24% |
$5.25M - $6.07M
|
115K
$27.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
30.9KNew |
$5.23M - $6.04M
|
30.9K
$7.37M
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
30.5K+ 28.95% |
$5.16M - $5.95M
|
136K
$32.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
30.5K+ 112.13% |
$5.15M - $5.95M
|
57.7K
$13.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
30.1K+ 75.11% |
$5.08M - $5.87M
|
70.1K
$16.7M
|
|
|
May 03, 2024
Q1 2024
|
General American Investors CO Inc
|
BUY
|
- |
30K+ 9.35% |
$5.07M - $5.86M
|
351K
$83.6M
|
|
|
May 15, 2024
Q1 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
29.4KNew |
$4.96M - $5.73M
|
29.4K
$6.99M
|