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 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.2K+ 45.15% |
$540K - $624K
|
10.3K
$2.42M
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
BUY
|
- |
3.19KNew |
$540K - $623K
|
3.19K
$754K
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
3.18K+ 11.12% |
$537K - $620K
|
31.8K
$7.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
3.16K+ 14.65% |
$534K - $616K
|
24.7K
$5.83M
|
|
|
Jan 29, 2025
Q1 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
3.15K+ 39.8% |
$533K - $616K
|
11.1K
$2.61M
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
3.13K+ 3.29% |
$529K - $611K
|
98.3K
$23.2M
|
|
|
May 03, 2024
Q1 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
3.13K+ 1.13% |
$529K - $611K
|
280K
$66.1M
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3.13K+ 15.74% |
$528K - $610K
|
23K
$5.43M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.12K+ 1.1% |
$527K - $609K
|
287K
$67.8M
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
BUY
|
- |
3.11K+ 4.27% |
$525K - $606K
|
75.8K
$17.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
3.1K+ 2.72% |
$525K - $606K
|
117K
$27.7M
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3.1K+ 8.02% |
$524K - $605K
|
41.8K
$9.86M
|
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
3.1KNew |
$523K - $604K
|
3.1K
$731K
|
|
|
May 01, 2024
Q1 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
3.09K+ 599.03% |
$521K - $602K
|
3.6K
$850K
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3.08K+ 5.33% |
$520K - $601K
|
60.8K
$14.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
3.06K+ 0.74% |
$517K - $597K
|
419K
$98.8M
|
|
|
Apr 05, 2024
Q1 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
3.06K+ 2.35% |
$516K - $596K
|
133K
$31.4M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.05K+ 2.42% |
$516K - $596K
|
129K
$30.5M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
3.05K+ 3.47% |
$516K - $596K
|
91.2K
$21.5M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
3.04K+ 8.01% |
$514K - $593K
|
41K
$9.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.04K+ 2.41% |
$513K - $593K
|
129K
$30.4M
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
3.02K+ 12.11% |
$510K - $589K
|
27.9K
$6.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Viking Fund Management LLC
|
BUY
|
- |
3K+ 15.0% |
$507K - $586K
|
23K
$5.43M
|
|
|
May 09, 2024
Q1 2024
|
Gruss & Co., LLC
|
BUY
|
- |
3K+ 136.36% |
$507K - $586K
|
5.2K
$1.23M
|
|
|
May 09, 2024
Q1 2024
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
BUY
|
- |
3K+ 27.12% |
$507K - $586K
|
14.1K
$3.32M
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
3K+ 11.06% |
$507K - $585K
|
30.1K
$7.11M
|
|
|
May 15, 2024
Q1 2024
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
2.97K+ 13.06% |
$502K - $579K
|
25.7K
$6.07M
|
|
|
Apr 08, 2024
Q1 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
2.97K+ 26.43% |
$501K - $579K
|
14.2K
$3.35M
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
2.96K+ 17.99% |
$500K - $578K
|
19.4K
$4.58M
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.96K+ 1.41% |
$500K - $577K
|
212K
$50M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
2.95K+ 9.79% |
$499K - $576K
|
33.1K
$7.81M
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
2.95K+ 1.42% |
$499K - $576K
|
211K
$49.9M
|
|
|
May 09, 2024
Q1 2024
|
Mizuho Markets Cayman LP
|
BUY
|
- |
2.95KNew |
$498K - $575K
|
2.95K
$695K
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
BUY
|
- |
2.93K+ 3.47% |
$495K - $571K
|
87.3K
$20.6M
|
|
|
May 14, 2024
Q1 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
2.92KNew |
$494K - $570K
|
2.92K
$689K
|
|
|
Apr 29, 2024
Q1 2024
|
La Financiere De L'Echiquier
|
BUY
|
- |
2.92K+ 26.53% |
$493K - $570K
|
13.9K
$3.29M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.9K+ 1.78% |
$490K - $566K
|
166K
$39.2M
|
|
|
May 20, 2024
Q1 2024
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
BUY
|
- |
2.89KNew |
$488K - $564K
|
2.89K
$682K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.89K+ 6.14% |
$488K - $563K
|
49.9K
$11.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
2.87K+ 8.96% |
$485K - $560K
|
34.9K
$8.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
2.84K+ 7.48% |
$480K - $555K
|
40.8K
$9.63M
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
2.84K+ 3.06% |
$479K - $554K
|
95.5K
$22.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
2.84K+ 34.81% |
$479K - $553K
|
11K
$2.59M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
2.83K+ 4042.86% |
$478K - $552K
|
2.9K
$684K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.83K+ 5.87% |
$478K - $552K
|
51K
$12M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.83K+ 3.94% |
$478K - $552K
|
74.7K
$17.6M
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.83K+ 2.66% |
$478K - $552K
|
109K
$25.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.81K+ 27.02% |
$475K - $549K
|
13.2K
$3.12M
|
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
2.81KNew |
$475K - $549K
|
2.81K
$664K
|
|
|
May 03, 2024
Q1 2024
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
2.81KNew |
$475K - $549K
|
2.81K
$664K
|