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 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
825+ 1.61% |
$139K - $161K
|
51.9K
$12.3M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
825+ 10.33% |
$139K - $161K
|
8.81K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
821+ 0.77% |
$139K - $160K
|
108K
$25.5M
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
819+ 1.67% |
$138K - $160K
|
49.9K
$11.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
818+ 3.23% |
$138K - $160K
|
26.1K
$6.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
817+ 9.95% |
$138K - $159K
|
9.02K
$2.14M
|
|
|
May 01, 2024
Q1 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
817New |
$138K - $159K
|
817
$194K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
816+ 3.25% |
$138K - $159K
|
26K
$6.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
815+ 1.76% |
$138K - $159K
|
47.1K
$11.2M
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
810+ 3.92% |
$137K - $158K
|
21.5K
$5.08M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
809+ 1.97% |
$137K - $158K
|
41.9K
$9.92M
|
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
809+ 5.62% |
$137K - $158K
|
15.2K
$3.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
802+ 3.58% |
$136K - $157K
|
23.2K
$5.49M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
801+ 0.1% |
$135K - $156K
|
806K
$191M
|
|
|
Apr 29, 2024
Q1 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
799+ 2.79% |
$135K - $156K
|
29.4K
$6.96M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
796+ 7.81% |
$135K - $155K
|
11K
$2.6M
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
794+ 3.22% |
$134K - $155K
|
25.4K
$6.02M
|
|
|
May 10, 2024
Q1 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
789+ 0.5% |
$133K - $154K
|
157K
$37.2M
|
|
|
May 08, 2024
Q1 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
787+ 29.91% |
$133K - $154K
|
3.42K
$810K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
786+ 5.87% |
$133K - $153K
|
14.2K
$3.36M
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
784+ 6.58% |
$132K - $153K
|
12.7K
$3.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
781+ 0.85% |
$132K - $152K
|
92.2K
$21.8M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
776+ 2.0% |
$131K - $151K
|
39.6K
$9.38M
|
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
775+ 5.47% |
$131K - $151K
|
14.9K
$3.54M
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
774+ 0.63% |
$131K - $151K
|
124K
$29.4M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
773+ 1.19% |
$131K - $151K
|
65.5K
$15.5M
|
|
|
May 02, 2024
Q1 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
772+ 1.17% |
$130K - $151K
|
67K
$15.9M
|
|
|
May 02, 2024
Q1 2024
|
Hendley & CO Inc
|
BUY
|
- |
761+ 0.86% |
$129K - $149K
|
89.6K
$21.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
758+ 2.58% |
$128K - $148K
|
30.2K
$7.15M
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
755+ 3.12% |
$128K - $147K
|
25K
$5.91M
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
755+ 2.57% |
$128K - $147K
|
30.1K
$7.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
753+ 2.25% |
$127K - $147K
|
34.3K
$8.12M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
744+ 0.17% |
$126K - $145K
|
426K
$101M
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
741+ 0.74% |
$125K - $145K
|
101K
$23.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
739+ 1.95% |
$125K - $144K
|
38.6K
$9.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
737+ 0.79% |
$125K - $144K
|
93.7K
$22.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
733+ 2.45% |
$124K - $143K
|
30.6K
$7.26M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
728+ 1.08% |
$123K - $142K
|
68.3K
$16.2M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
723+ 111.4% |
$122K - $141K
|
1.37K
$325K
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
721+ 4.11% |
$122K - $141K
|
18.3K
$4.33M
|
|
|
May 03, 2024
Q1 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
720+ 0.41% |
$122K - $141K
|
176K
$41.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
718+ 20.47% |
$121K - $140K
|
4.23K
$1M
|
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
BUY
|
- |
718+ 32.36% |
$121K - $140K
|
2.94K
$696K
|
|
|
May 10, 2024
Q1 2024
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
718+ 0.2% |
$121K - $140K
|
352K
$83.4M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
717+ 1.02% |
$121K - $140K
|
70.7K
$16.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
713+ 1.89% |
$120K - $139K
|
38.5K
$9.11M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
711+ 2.92% |
$120K - $139K
|
25K
$5.93M
|
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
710+ 4.24% |
$120K - $139K
|
17.5K
$4.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
708+ 2.53% |
$120K - $138K
|
28.7K
$6.8M
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
BUY
|
- |
705+ 8.65% |
$119K - $138K
|
8.85K
$2.1M
|