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 15, 2024
Q1 2024
|
Peterson Wealth Management
|
BUY
|
- |
12.1K+ 105.46% |
$2.04M - $2.36M
|
23.5K
$5.55M
|
|
|
Apr 11, 2024
Q1 2024
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
12K+ 24.0% |
$2.03M - $2.34M
|
62K
$14.6M
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
12K+ 88.94% |
$2.03M - $2.34M
|
25.5K
$6.01M
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
12K+ 7.02% |
$2.03M - $2.34M
|
183K
$43.1M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
11.9K+ 8.16% |
$2.02M - $2.33M
|
158K
$37.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
BUY
|
- |
11.9K+ 6.53% |
$2.01M - $2.33M
|
194K
$45.9M
|
|
|
May 07, 2024
Q1 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
11.8K+ 14.31% |
$2M - $2.31M
|
94.5K
$22.3M
|
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
11.8K+ 7.59% |
$2M - $2.31M
|
168K
$39.5M
|
|
|
May 10, 2024
Q1 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
11.8K+ 255.24% |
$1.99M - $2.3M
|
16.4K
$3.87M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
11.7K+ 4.66% |
$1.98M - $2.29M
|
264K
$62.2M
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
11.7K+ 393.29% |
$1.98M - $2.29M
|
14.7K
$3.47M
|
|
|
May 14, 2024
Q1 2024
|
Hhlr Advisors, Ltd.
Grand Cayman, E9 |
BUY
|
- |
11.7KNew |
$1.98M - $2.28M
|
11.7K
$2.76M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
11.7K+ 10.18% |
$1.97M - $2.28M
|
126K
$29.8M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.5K+ 1.81% |
$1.95M - $2.25M
|
649K
$153M
|
|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
11.5K+ 6.2% |
$1.95M - $2.25M
|
198K
$46.6M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
11.5K+ 39.64% |
$1.94M - $2.24M
|
40.4K
$9.54M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.4K+ 8.54% |
$1.93M - $2.23M
|
146K
$34.3M
|
|
|
Apr 03, 2024
Q1 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
11.4KNew |
$1.93M - $2.23M
|
11.4K
$2.7M
|
|
|
Apr 24, 2024
Q1 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
11.4KNew |
$1.93M - $2.23M
|
11.4K
$2.69M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
11.4K+ 5.09% |
$1.92M - $2.22M
|
235K
$55.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
11.3K+ 162.33% |
$1.91M - $2.21M
|
18.3K
$4.31M
|
|
|
Jan 08, 2025
Q1 2024
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
11.2K+ 15.61% |
$1.9M - $2.19M
|
83.2K
$19.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
11.1K+ 17.2% |
$1.88M - $2.17M
|
75.9K
$17.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Shaker Investments LLC
|
BUY
|
- |
11.1K+ 462.52% |
$1.88M - $2.17M
|
13.5K
$3.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
11.1K+ 70.98% |
$1.88M - $2.17M
|
26.8K
$6.32M
|
|
|
May 01, 2024
Q1 2024
|
Westwood Wealth Management
|
BUY
|
- |
11.1K+ 7.33% |
$1.88M - $2.17M
|
163K
$38.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Shorepath Capital Management LLC
Evanston, IL |
BUY
|
- |
11.1K+ 32.3% |
$1.87M - $2.16M
|
45.4K
$10.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11K+ 5.79% |
$1.87M - $2.15M
|
202K
$47.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11K+ 2.83% |
$1.86M - $2.15M
|
401K
$94.7M
|
|
|
May 10, 2024
Q1 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
10.9KNew |
$1.85M - $2.14M
|
10.9K
$2.58M
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
BUY
|
- |
10.9K+ 1.45% |
$1.84M - $2.12M
|
761K
$180M
|
|
|
May 15, 2024
Q1 2024
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
10.8K+ 10.15% |
$1.83M - $2.11M
|
117K
$27.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
10.8KNew |
$1.82M - $2.11M
|
10.8K
$2.55M
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
10.8K+ 163.95% |
$1.82M - $2.11M
|
17.4K
$4.1M
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
BUY
|
- |
10.7K+ 10.42% |
$1.81M - $2.09M
|
113K
$26.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
10.7K+ 60.48% |
$1.81M - $2.09M
|
28.4K
$6.69M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
10.6KNew |
$1.8M - $2.08M
|
10.6K
$2.51M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
10.6K+ 15.42% |
$1.8M - $2.08M
|
79.7K
$18.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
10.6K+ 4.83% |
$1.79M - $2.06M
|
229K
$54.1M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
10.4K+ 122.34% |
$1.76M - $2.03M
|
18.9K
$4.47M
|
|
|
May 15, 2024
Q1 2024
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
10.4KNew |
$1.76M - $2.03M
|
10.4K
$2.45M
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
10.4K+ 3.93% |
$1.76M - $2.03M
|
274K
$64.8M
|
|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
10.3K+ 20.86% |
$1.74M - $2.01M
|
59.7K
$14.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
10.3K+ 16.69% |
$1.74M - $2.01M
|
71.9K
$17M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
10.3K+ 33.07% |
$1.74M - $2M
|
41.3K
$9.75M
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
10.2K+ 3.76% |
$1.73M - $2M
|
283K
$66.7M
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
10.2KNew |
$1.73M - $2M
|
10.2K
$2.41M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
10.2K+ 4.58% |
$1.73M - $2M
|
233K
$55.1M
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
10.2K+ 3.03% |
$1.72M - $1.99M
|
347K
$81.8M
|
|
|
May 15, 2024
Q1 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
10.2K+ 53.81% |
$1.72M - $1.99M
|
29.1K
$6.87M
|