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 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
704+ 2.27% |
$119K - $137K
|
31.7K
$7.52M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
703+ 28.26% |
$119K - $137K
|
3.19K
$756K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
700+ 2.08% |
$118K - $137K
|
34.3K
$8.13M
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
699+ 1.85% |
$118K - $136K
|
38.4K
$9.11M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
697+ 0.7% |
$118K - $136K
|
99.9K
$23.7M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
696+ 0.52% |
$118K - $136K
|
134K
$31.8M
|
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
693+ 12.72% |
$117K - $135K
|
6.14K
$1.46M
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
690+ 0.81% |
$117K - $135K
|
86K
$20.4M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
689+ 0.77% |
$116K - $134K
|
90.2K
$21.4M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
687+ 1.85% |
$116K - $134K
|
37.9K
$8.97M
|
|
|
May 01, 2024
Q1 2024
|
Shariaportfolio, Inc.
Lake Mary, FL |
BUY
|
- |
681+ 15.91% |
$115K - $133K
|
4.96K
$1.18M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
679+ 0.59% |
$115K - $133K
|
117K
$27.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
676+ 0.95% |
$114K - $132K
|
71.6K
$17M
|
|
|
Apr 23, 2024
Q1 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
676+ 0.61% |
$114K - $132K
|
112K
$26.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
675+ 7.49% |
$114K - $132K
|
9.69K
$2.29M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
670+ 5.62% |
$113K - $131K
|
12.6K
$2.98M
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
670+ 2.62% |
$113K - $131K
|
26.3K
$6.23M
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
666+ 7.45% |
$113K - $130K
|
9.6K
$2.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
664+ 2.66% |
$112K - $130K
|
25.6K
$6.07M
|
|
|
Aug 13, 2024
Q1 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
664+ 25.25% |
$112K - $130K
|
3.29K
$780K
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
662+ 56.1% |
$112K - $129K
|
1.84K
$436K
|
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
662+ 10.75% |
$112K - $129K
|
6.82K
$1.62M
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
660+ 6.3% |
$112K - $129K
|
11.1K
$2.64M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
649+ 2.31% |
$110K - $127K
|
28.8K
$6.81M
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
644+ 1.09% |
$109K - $126K
|
59.6K
$14.1M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
642+ 0.74% |
$108K - $125K
|
87.1K
$20.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
638+ 4.07% |
$108K - $125K
|
16.3K
$3.86M
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
638+ 23.84% |
$108K - $125K
|
3.31K
$785K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
630+ 1.36% |
$106K - $123K
|
46.8K
$11.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
626+ 1.43% |
$106K - $122K
|
44.5K
$10.5M
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
625+ 1.46% |
$106K - $122K
|
43.4K
$10.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
624+ 0.66% |
$105K - $122K
|
94.6K
$22.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
618+ 2.07% |
$104K - $121K
|
30.4K
$7.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
618+ 0.53% |
$104K - $121K
|
117K
$27.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
618+ 9.7% |
$104K - $121K
|
6.99K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
618+ 0.48% |
$104K - $121K
|
128K
$30.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
616+ 0.49% |
$104K - $120K
|
126K
$29.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
612+ 1.18% |
$103K - $119K
|
52.5K
$12.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
607+ 56.52% |
$103K - $118K
|
1.68K
$398K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
607+ 0.51% |
$103K - $118K
|
121K
$28.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
605+ 5.19% |
$102K - $118K
|
12.3K
$2.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
602+ 8.83% |
$102K - $117K
|
7.42K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
600+ 0.97% |
$101K - $117K
|
62.3K
$14.8M
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
599+ 7.48% |
$101K - $117K
|
8.61K
$2.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
596+ 5.2% |
$101K - $116K
|
12.1K
$2.86M
|
|
|
Apr 25, 2024
Q1 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
591+ 0.8% |
$99.9K - $115K
|
74.4K
$17.6M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
589+ 1.61% |
$99.5K - $115K
|
37.1K
$8.79M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
588+ 3.33% |
$99.4K - $115K
|
18.3K
$4.32M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
582+ 0.32% |
$98.4K - $114K
|
183K
$43.3M
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
582+ 1.32% |
$98.4K - $114K
|
44.7K
$10.6M
|