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 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.09K+ 7.67% |
$353K - $408K
|
29.3K
$6.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
2.08K+ 15.29% |
$352K - $407K
|
15.7K
$3.58M
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.08K+ 47.73% |
$352K - $406K
|
6.44K
$1.47M
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
2.08K+ 12.83% |
$351K - $405K
|
18.3K
$4.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.07K+ 26.9% |
$349K - $403K
|
9.75K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
2.06K+ 8.94% |
$348K - $401K
|
25.1K
$5.7M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2.05K+ 12.78% |
$347K - $400K
|
18.1K
$4.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
2.05K+ 27.66% |
$346K - $400K
|
9.45K
$2.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.04K+ 1.12% |
$345K - $399K
|
185K
$42.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.04K+ 2.39% |
$345K - $398K
|
87.5K
$19.9M
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.04K+ 17.3% |
$345K - $398K
|
13.8K
$3.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
2.03K+ 12.28% |
$344K - $397K
|
18.6K
$4.23M
|
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
2.03K+ 10.59% |
$342K - $395K
|
21.2K
$4.81M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.01K+ 0.9% |
$339K - $392K
|
224K
$51.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
2.01K+ 2.05% |
$339K - $391K
|
100K
$22.8M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2K+ 6.02% |
$338K - $391K
|
35.3K
$8.03M
|
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
2K+ 1.74% |
$338K - $390K
|
117K
$26.6M
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.99K+ 6.84% |
$336K - $388K
|
31.1K
$7.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
1.99K+ 1.85% |
$336K - $388K
|
109K
$24.9M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.98K+ 4.61% |
$335K - $387K
|
45K
$10.2M
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.98KNew |
$335K - $386K
|
1.98K
$451K
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.98K+ 1.44% |
$334K - $386K
|
139K
$31.6M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
1.97K+ 3.14% |
$333K - $385K
|
64.7K
$14.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
1.97K+ 8.98% |
$332K - $384K
|
23.9K
$5.43M
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.96K+ 1.14% |
$332K - $383K
|
174K
$39.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.96K+ 1.24% |
$330K - $382K
|
159K
$36.2M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.95K+ 38.11% |
$330K - $381K
|
7.07K
$1.61M
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.95K+ 21.42% |
$329K - $380K
|
11K
$2.51M
|
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
1.94K+ 6.31% |
$328K - $379K
|
32.7K
$7.44M
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.94K+ 0.38% |
$327K - $378K
|
507K
$115M
|
|
|
May 13, 2024
Q1 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
1.93K+ 1.92% |
$327K - $377K
|
103K
$23.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.93K+ 7.84% |
$327K - $377K
|
26.6K
$6.05M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.93K+ 8.78% |
$326K - $377K
|
23.9K
$5.45M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.93K+ 8.76% |
$326K - $377K
|
24K
$5.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.92KNew |
$324K - $374K
|
1.92K
$436K
|
|
|
May 13, 2024
Q1 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
1.9KNew |
$321K - $371K
|
1.9K
$432K
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.9K+ 1.51% |
$321K - $371K
|
127K
$29M
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.9K+ 3.96% |
$320K - $370K
|
49.7K
$11.3M
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
1.89K+ 2.67% |
$319K - $369K
|
72.8K
$16.6M
|
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
1.89K+ 2.24% |
$319K - $368K
|
86K
$19.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
1.89KNew |
$319K - $368K
|
1.89K
$429K
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.88K+ 6.5% |
$318K - $367K
|
30.8K
$7.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.88K+ 14.18% |
$317K - $366K
|
15.1K
$3.44M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.87K+ 9.38% |
$317K - $366K
|
21.8K
$4.97M
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.87K+ 36.75% |
$315K - $364K
|
6.94K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.87K+ 3.2% |
$315K - $364K
|
60.2K
$13.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.87K+ 45.16% |
$315K - $364K
|
6K
$1.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Epiq Partners, LLC
|
BUY
|
- |
1.86K+ 12.15% |
$315K - $363K
|
17.2K
$3.91M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.86K+ 15.31% |
$314K - $363K
|
14K
$3.19M
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
1.85K+ 3.47% |
$312K - $361K
|
55.1K
$12.5M
|