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
|
Addison Capital CO
|
BUY
|
- |
1.21K+ 4.62% |
$204K - $236K
|
27.3K
$6.22M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.21K+ 4.64% |
$204K - $236K
|
27.2K
$6.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.2K+ 6.24% |
$202K - $233K
|
20.4K
$4.63M
|
|
|
May 14, 2024
Q1 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
1.19K+ 4.58% |
$201K - $232K
|
27.1K
$6.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.19K+ 2.06% |
$201K - $232K
|
58.9K
$13.4M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.19K+ 5.14% |
$200K - $231K
|
24.3K
$5.53M
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.19K+ 4.68% |
$200K - $231K
|
26.5K
$6.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
1.18K+ 1.6% |
$200K - $231K
|
75.3K
$17.1M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.18K+ 2.18% |
$200K - $231K
|
55.3K
$12.6M
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.18K+ 16.31% |
$199K - $230K
|
8.41K
$1.92M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.18K+ 0.61% |
$199K - $230K
|
194K
$44.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
1.18K+ 22.61% |
$199K - $230K
|
6.39K
$1.45M
|
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.18K+ 7.67% |
$199K - $230K
|
16.5K
$3.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.18K+ 0.25% |
$199K - $230K
|
477K
$109M
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.18K+ 0.69% |
$199K - $229K
|
172K
$39.1M
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
BUY
|
- |
1.17K+ 2.25% |
$198K - $229K
|
53.2K
$12.1M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.17K+ 15.57% |
$198K - $229K
|
8.69K
$1.98M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1.17K+ 1.25% |
$197K - $228K
|
94.6K
$21.5M
|
|
|
May 15, 2024
Q1 2024
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
1.17K+ 3.75% |
$197K - $228K
|
32.3K
$7.35M
|
|
|
Apr 22, 2024
Q1 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
1.17K+ 10.29% |
$197K - $228K
|
12.5K
$2.85M
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.17K+ 1.07% |
$197K - $227K
|
110K
$25M
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.16K+ 1.04% |
$196K - $227K
|
113K
$25.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Insight Folios Inc
|
BUY
|
- |
1.16K+ 28.06% |
$196K - $226K
|
5.28K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
1.15K+ 3.6% |
$195K - $225K
|
33.2K
$7.55M
|
|
|
Apr 24, 2024
Q1 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.15K+ 2.32% |
$195K - $225K
|
50.8K
$11.6M
|
|
|
May 09, 2024
Q1 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1.15K+ 1.66% |
$195K - $225K
|
70.3K
$16M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.14K+ 2.61% |
$193K - $223K
|
45K
$10.2M
|
|
|
May 10, 2024
Q1 2024
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
1.14K+ 6.77% |
$193K - $223K
|
18K
$4.09M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.14K+ 1.29% |
$192K - $222K
|
89.3K
$20.3M
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.13K+ 0.58% |
$190K - $220K
|
194K
$44.1M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.12K+ 14.7% |
$188K - $218K
|
8.7K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.11K+ 0.32% |
$188K - $217K
|
346K
$78.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.11K+ 2.27% |
$188K - $217K
|
50K
$11.4M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.11K+ 0.87% |
$187K - $216K
|
128K
$29.2M
|
|
|
May 03, 2024
Q1 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.11K+ 1.02% |
$187K - $216K
|
110K
$25M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.1K+ 3.4% |
$187K - $215K
|
33.6K
$7.64M
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.1K+ 5.07% |
$186K - $215K
|
22.9K
$5.2M
|
|
|
May 15, 2024
Q1 2024
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
BUY
|
- |
1.1KNew |
$186K - $215K
|
1.1K
$250K
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.1K+ 2.49% |
$186K - $214K
|
45.2K
$10.3M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.1K+ 1.32% |
$185K - $214K
|
83.9K
$19.1M
|
|
|
Apr 10, 2024
Q1 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
1.09K+ 10.11% |
$184K - $213K
|
11.9K
$2.7M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.09K+ 6.65% |
$184K - $212K
|
17.4K
$3.96M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.09K+ 1.38% |
$183K - $212K
|
79.6K
$18.1M
|
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
1.08K+ 1.85% |
$183K - $211K
|
59.5K
$13.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
BUY
|
- |
1.08K+ 4.93% |
$182K - $211K
|
23K
$5.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.07K+ 0.99% |
$180K - $208K
|
109K
$24.8M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.07K+ 1.83% |
$180K - $208K
|
59.3K
$13.5M
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
1.07K+ 4.26% |
$180K - $208K
|
26.1K
$5.94M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.06K+ 0.6% |
$179K - $207K
|
176K
$40.2M
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1.06K+ 0.35% |
$179K - $207K
|
300K
$68.3M
|