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 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.42K+ 14.99% |
$239K - $276K
|
10.9K
$2.47M
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.41K+ 7.42% |
$239K - $276K
|
20.5K
$4.66M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.41K+ 0.38% |
$238K - $275K
|
371K
$84.4M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.41K+ 3.14% |
$238K - $275K
|
46.4K
$10.6M
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.41K+ 5.21% |
$238K - $274K
|
28.4K
$6.46M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
1.4K+ 28.52% |
$237K - $273K
|
6.31K
$1.44M
|
|
|
May 03, 2024
Q1 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
1.37K+ 9.19% |
$231K - $267K
|
16.2K
$3.7M
|
|
|
May 13, 2024
Q1 2024
|
Rwwm, Inc.
Rocklin, CA |
BUY
|
- |
1.37K+ 12.87% |
$231K - $267K
|
12K
$2.73M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.37K+ 1.13% |
$231K - $267K
|
122K
$27.9M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.37K+ 1.04% |
$231K - $267K
|
133K
$30.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.36K+ 4.48% |
$230K - $266K
|
31.8K
$7.24M
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.36K+ 0.93% |
$230K - $266K
|
148K
$33.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.36K+ 0.62% |
$230K - $265K
|
221K
$50.3M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.35K+ 5.84% |
$228K - $263K
|
24.5K
$5.57M
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1.35K+ 2.02% |
$228K - $263K
|
68K
$15.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
1.35K+ 0.46% |
$227K - $263K
|
293K
$66.7M
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1.34K+ 3.85% |
$227K - $262K
|
36.2K
$8.25M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.32K+ 1.08% |
$224K - $258K
|
124K
$28.2M
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.31K+ 3.82% |
$221K - $255K
|
35.6K
$8.09M
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
1.31K+ 4.81% |
$221K - $255K
|
28.5K
$6.48M
|
|
|
May 03, 2024
Q1 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
1.3K+ 0.11% |
$220K - $254K
|
1.23M
$279M
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
BUY
|
- |
1.3K+ 3.93% |
$220K - $254K
|
34.4K
$7.83M
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
1.3KNew |
$219K - $253K
|
1.3K
$295K
|
|
|
Apr 26, 2024
Q1 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
1.29KNew |
$217K - $251K
|
1.29K
$293K
|
|
|
May 13, 2024
Q1 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
1.29K+ 73.81% |
$217K - $251K
|
3.03K
$689K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.28K+ 2.02% |
$217K - $250K
|
64.9K
$14.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.28K+ 2.03% |
$216K - $249K
|
64.3K
$14.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.28K+ 4.0% |
$216K - $249K
|
33.2K
$7.56M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.28K+ 0.49% |
$215K - $249K
|
264K
$60M
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.27K+ 12.82% |
$215K - $248K
|
11.2K
$2.55M
|
|
|
May 03, 2024
Q1 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
1.27K+ 0.53% |
$214K - $247K
|
240K
$54.6M
|
|
|
May 13, 2024
Q1 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
1.26KNew |
$212K - $245K
|
1.26K
$286K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.25K+ 0.71% |
$212K - $245K
|
178K
$40.5M
|
|
|
May 08, 2024
Q1 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.25K+ 7.07% |
$211K - $244K
|
18.9K
$4.31M
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.25K+ 9.6% |
$211K - $244K
|
14.3K
$3.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
1.25K+ 74.73% |
$211K - $244K
|
2.92K
$664K
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.25K+ 7.01% |
$211K - $243K
|
19K
$4.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
1.24K+ 2.48% |
$210K - $243K
|
51.3K
$11.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
1.24K+ 2.57% |
$210K - $242K
|
49.5K
$11.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.24K+ 9.12% |
$210K - $242K
|
14.8K
$3.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.24K+ 2.9% |
$209K - $242K
|
43.9K
$10M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.23K+ 23.47% |
$208K - $241K
|
6.49K
$1.48M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.23K+ 0.51% |
$208K - $240K
|
242K
$55.1M
|
|
|
May 02, 2024
Q1 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
1.22KNew |
$207K - $239K
|
1.22K
$279K
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.22K+ 4.99% |
$207K - $239K
|
25.7K
$5.85M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.22K+ 4.29% |
$207K - $239K
|
29.7K
$6.76M
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.22K+ 5.78% |
$206K - $238K
|
22.3K
$5.08M
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.22K+ 4.84% |
$206K - $238K
|
26.3K
$6M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.22K+ 2.71% |
$205K - $237K
|
46.1K
$10.5M
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
1.21KNew |
$205K - $237K
|
1.21K
$276K
|