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 13, 2024
Q1 2024
|
Somerville Kurt F
|
BUY
|
- |
63+ 0.04% |
$10.6K - $12.3K
|
146K
$36.1M
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
62+ 0.31% |
$10.5K - $12.1K
|
20K
$4.95M
|
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
62+ 0.37% |
$10.5K - $12.1K
|
16.7K
$4.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Greylin Investment Mangement Inc
|
BUY
|
- |
61+ 0.37% |
$10.3K - $11.9K
|
16.7K
$4.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
60+ 0.57% |
$10.1K - $11.7K
|
10.6K
$2.63M
|
|
|
May 07, 2024
Q1 2024
|
Tlw Wealth Management, LLC
|
BUY
|
- |
60+ 0.11% |
$10.1K - $11.7K
|
56.5K
$14M
|
|
|
May 07, 2024
Q1 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
60+ 0.04% |
$10.1K - $11.7K
|
146K
$36M
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
59+ 0.35% |
$9.97K - $11.5K
|
17.2K
$4.24M
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
59+ 0.09% |
$9.97K - $11.5K
|
64.4K
$15.9M
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
59+ 0.32% |
$9.97K - $11.5K
|
18.4K
$4.55M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
57+ 0.08% |
$9.63K - $11.1K
|
74.5K
$18.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
56+ 4.64% |
$9.46K - $10.9K
|
1.26K
$312K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
56+ 0.5% |
$9.46K - $10.9K
|
11.3K
$2.79M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
56+ 0.02% |
$9.46K - $10.9K
|
225K
$55.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
55+ 1.84% |
$9.3K - $10.7K
|
3.05K
$754K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
55+ 0.29% |
$9.3K - $10.7K
|
18.7K
$4.63M
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
BUY
|
- |
55+ 0.31% |
$9.3K - $10.7K
|
17.6K
$4.34M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
55+ 23.01% |
$9.3K - $10.7K
|
294
$72.6K
|
|
|
May 15, 2024
Q1 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
55+ 0.53% |
$9.3K - $10.7K
|
10.4K
$2.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
54+ 0.57% |
$9.13K - $10.5K
|
9.47K
$2.34M
|
|
|
Feb 13, 2025
Q1 2024
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
54+ 0.24% |
$9.13K - $10.5K
|
22.1K
$5.46M
|
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
53+ 2.84% |
$8.96K - $10.3K
|
1.92K
$475K
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
52+ 0.62% |
$8.79K - $10.1K
|
8.41K
$2.08M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
52+ 0.03% |
$8.79K - $10.1K
|
187K
$46.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
51+ 0.13% |
$8.62K - $9.95K
|
39.1K
$9.67M
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
51+ 0.14% |
$8.62K - $9.95K
|
37.3K
$9.21M
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
BUY
|
- |
50+ 1.47% |
$8.45K - $9.76K
|
3.45K
$852K
|
|
|
Apr 11, 2024
Q1 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
50+ 1.83% |
$8.45K - $9.76K
|
2.79K
$689K
|
|
|
May 09, 2024
Q1 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
50+ 0.06% |
$8.45K - $9.76K
|
78.9K
$19.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
49+ 0.61% |
$8.28K - $9.56K
|
8.04K
$1.99M
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
49+ 0.88% |
$8.28K - $9.56K
|
5.65K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Tamar Securities, LLC
|
BUY
|
- |
48+ 0.04% |
$8.11K - $9.37K
|
114K
$28.1M
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
48+ 0.18% |
$8.11K - $9.37K
|
27.4K
$6.76M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
47+ 0.02% |
$7.94K - $9.17K
|
194K
$47.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
46+ 0.39% |
$7.77K - $8.98K
|
11.8K
$2.92M
|
|
|
May 09, 2024
Q1 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
45+ 3.35% |
$7.61K - $8.78K
|
1.39K
$343K
|
|
|
Jan 14, 2025
Q1 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
45+ 0.27% |
$7.61K - $8.78K
|
16.5K
$4.07M
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
44+ 1.46% |
$7.44K - $8.59K
|
3.06K
$755K
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
43+ 1.76% |
$7.27K - $8.39K
|
2.49K
$615K
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
42+ 0.21% |
$7.1K - $8.2K
|
20.2K
$4.98M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
42+ 0.08% |
$7.1K - $8.2K
|
49.7K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
42+ 0.1% |
$7.1K - $8.2K
|
40.4K
$9.99M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
41+ 0.09% |
$6.93K - $8K
|
46.5K
$11.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
40+ 0.15% |
$6.76K - $7.81K
|
26.8K
$6.61M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
40+ 0.72% |
$6.76K - $7.81K
|
5.56K
$1.37M
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
40+ 0.13% |
$6.76K - $7.81K
|
30.2K
$7.47M
|
|
|
May 13, 2024
Q1 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
37+ 0.36% |
$6.25K - $7.22K
|
10.3K
$2.54M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
36+ 1.24% |
$6.08K - $7.03K
|
2.95K
$728K
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
36+ 0.2% |
$6.08K - $7.03K
|
18.4K
$4.54M
|
|
|
Apr 03, 2024
Q1 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
34+ 0.55% |
$5.75K - $6.64K
|
6.22K
$1.54M
|