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 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
5.93K+ 6.05% |
$1M - $1.16M
|
104K
$24.5M
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
5.9K+ 1.66% |
$997K - $1.15M
|
361K
$85.3M
|
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
5.9K+ 10.11% |
$996K - $1.15M
|
64.2K
$15.2M
|
|
|
Aug 07, 2024
Q1 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
5.88K+ 24.44% |
$993K - $1.15M
|
29.9K
$7.06M
|
|
|
May 14, 2024
Q1 2024
|
Envoi LLC
Minneapolis, MN |
BUY
|
- |
5.87KNew |
$992K - $1.15M
|
5.87K
$1.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
5.87K+ 49.83% |
$991K - $1.14M
|
17.6K
$4.16M
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
5.85K+ 4.94% |
$989K - $1.14M
|
124K
$29.3M
|
|
|
Jun 13, 2024
Q1 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
5.85KNew |
$988K - $1.14M
|
5.85K
$1.38M
|
|
|
Apr 01, 2024
Q1 2024
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
BUY
|
- |
5.78K+ 2652.29% |
$977K - $1.13M
|
6K
$1.42M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
5.74K+ 27.43% |
$969K - $1.12M
|
26.6K
$6.29M
|
|
|
May 15, 2024
Q1 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
5.7K+ 25.87% |
$964K - $1.11M
|
27.7K
$6.55M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
5.7K+ 31.26% |
$964K - $1.11M
|
23.9K
$5.65M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5.7K+ 10.01% |
$963K - $1.11M
|
62.6K
$14.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
5.68K+ 12.31% |
$960K - $1.11M
|
51.8K
$12.2M
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
5.68K+ 6.97% |
$959K - $1.11M
|
87.1K
$20.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
5.6K+ 11.41% |
$946K - $1.09M
|
54.7K
$12.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
5.6K+ 6.53% |
$946K - $1.09M
|
91.3K
$21.5M
|
|
|
May 09, 2024
Q1 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
5.58K+ 102.89% |
$943K - $1.09M
|
11K
$2.6M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
5.57K+ 3.64% |
$942K - $1.09M
|
159K
$37.5M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.56K+ 1.98% |
$939K - $1.08M
|
286K
$67.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
5.53K+ 173.52% |
$935K - $1.08M
|
8.72K
$2.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
5.51K+ 2.09% |
$931K - $1.07M
|
269K
$63.5M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
5.51K+ 12.74% |
$931K - $1.07M
|
48.7K
$11.5M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
5.5K+ 1.85% |
$930K - $1.07M
|
303K
$71.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
5.46K+ 27.94% |
$923K - $1.07M
|
25K
$5.9M
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
5.46KNew |
$922K - $1.07M
|
5.46K
$1.29M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
5.43K+ 1.84% |
$918K - $1.06M
|
300K
$70.8M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
5.43K+ 6.49% |
$917K - $1.06M
|
89K
$21M
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
5.41K+ 66.68% |
$914K - $1.06M
|
13.5K
$3.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
5.32K+ 25.55% |
$899K - $1.04M
|
26.1K
$6.17M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.31K+ 9.39% |
$897K - $1.04M
|
61.8K
$14.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
5.26KNew |
$889K - $1.03M
|
5.26K
$1.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
5.26K+ 83.08% |
$889K - $1.03M
|
11.6K
$2.74M
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
5.26K+ 46.45% |
$889K - $1.03M
|
16.6K
$3.91M
|
|
|
May 08, 2024
Q1 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
5.25K+ 18.47% |
$887K - $1.02M
|
33.6K
$7.94M
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
5.24K+ 29.72% |
$886K - $1.02M
|
22.9K
$5.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
5.24K+ 1.01% |
$885K - $1.02M
|
524K
$124M
|
|
|
May 15, 2024
Q1 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
5.22K+ 22.1% |
$882K - $1.02M
|
28.8K
$6.81M
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
5.22K+ 53.58% |
$882K - $1.02M
|
15K
$3.53M
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
5.22K+ 4.3% |
$882K - $1.02M
|
127K
$29.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
5.21K+ 4.49% |
$880K - $1.02M
|
121K
$28.6M
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
BUY
|
- |
5.21K+ 1.42% |
$880K - $1.02M
|
372K
$87.9M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.21K+ 28.15% |
$880K - $1.02M
|
23.7K
$5.59M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
5.2K+ 108.53% |
$879K - $1.02M
|
10K
$2.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
5.2K+ 168.08% |
$878K - $1.01M
|
8.29K
$1.96M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.2K+ 16.94% |
$878K - $1.01M
|
35.9K
$8.46M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.18K+ 1.36% |
$876K - $1.01M
|
386K
$91.2M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
5.16K+ 1.85% |
$871K - $1.01M
|
284K
$66.9M
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.14K+ 26.19% |
$869K - $1M
|
24.8K
$5.85M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.09K+ 55.57% |
$861K - $994K
|
14.3K
$3.36M
|