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 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
581+ 7.64% |
$98.2K - $113K
|
8.19K
$2M
|
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
578+ 4.6% |
$97.7K - $113K
|
13.1K
$3.21M
|
|
|
May 03, 2024
Q1 2024
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
577+ 3.7% |
$97.5K - $113K
|
16.2K
$3.95M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
576+ 0.82% |
$97.3K - $112K
|
71.1K
$17.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
575+ 4.53% |
$97.2K - $112K
|
13.3K
$3.25M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
575+ 1.41% |
$97.2K - $112K
|
41.4K
$10.1M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
574+ 0.15% |
$97K - $112K
|
372K
$91M
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
573+ 6.5% |
$96.8K - $112K
|
9.39K
$2.3M
|
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
573+ 2.49% |
$96.8K - $112K
|
23.5K
$5.75M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
571+ 0.17% |
$96.5K - $111K
|
344K
$84.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
570+ 3.05% |
$96.3K - $111K
|
19.3K
$4.71M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
569+ 3.1% |
$96.2K - $111K
|
18.9K
$4.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
563+ 1.31% |
$95.1K - $110K
|
43.7K
$10.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
561+ 0.15% |
$94.8K - $109K
|
369K
$90.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
560+ 10.35% |
$94.6K - $109K
|
5.97K
$1.46M
|
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
560+ 5.34% |
$94.6K - $109K
|
11K
$2.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
559+ 1.62% |
$94.5K - $109K
|
35.1K
$8.58M
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
556+ 31.56% |
$94K - $109K
|
2.32K
$567K
|
|
|
Apr 11, 2024
Q1 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
555+ 31.04% |
$93.8K - $108K
|
2.34K
$573K
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
555+ 0.47% |
$93.8K - $108K
|
118K
$28.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
553+ 3.3% |
$93.5K - $108K
|
17.3K
$4.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
549+ 10.38% |
$92.8K - $107K
|
5.84K
$1.43M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
548+ 0.3% |
$92.6K - $107K
|
183K
$44.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
548+ 0.49% |
$92.6K - $107K
|
112K
$27.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
546+ 1.48% |
$92.3K - $107K
|
37.5K
$9.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
544+ 0.84% |
$91.9K - $106K
|
65K
$15.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
543+ 3.78% |
$91.8K - $106K
|
14.9K
$3.64M
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
542+ 3.0% |
$91.6K - $106K
|
18.6K
$4.54M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
537+ 1.78% |
$90.8K - $105K
|
30.7K
$7.5M
|
|
|
May 08, 2024
Q1 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
537+ 0.14% |
$90.8K - $105K
|
376K
$91.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
536+ 3.84% |
$90.6K - $105K
|
14.5K
$3.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
BUY
|
- |
532+ 0.99% |
$89.9K - $104K
|
54K
$13.2M
|
|
|
May 09, 2024
Q1 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
528+ 15.26% |
$89.2K - $103K
|
3.99K
$975K
|
|
|
May 15, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
524+ 0.11% |
$88.6K - $102K
|
469K
$115M
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
522+ 1.02% |
$88.2K - $102K
|
51.7K
$12.6M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
520+ 1.53% |
$87.9K - $101K
|
34.4K
$8.42M
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
520+ 7.75% |
$87.9K - $101K
|
7.23K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
520+ 44.07% |
$87.9K - $101K
|
1.7K
$416K
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
517+ 0.56% |
$87.4K - $101K
|
93.5K
$22.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
514+ 0.67% |
$86.9K - $100K
|
77.6K
$19M
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
513+ 1.61% |
$86.7K - $100K
|
32.3K
$7.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
510+ 0.81% |
$86.2K - $99.5K
|
63.4K
$15.5M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
509+ 0.91% |
$86K - $99.3K
|
56.2K
$13.7M
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
506+ 0.82% |
$85.5K - $98.8K
|
62.3K
$15.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
503+ 3.41% |
$85K - $98.2K
|
15.3K
$3.73M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
501+ 0.84% |
$84.7K - $97.8K
|
60.2K
$14.7M
|
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
501+ 14.82% |
$84.7K - $97.8K
|
3.88K
$949K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
500+ 1.18% |
$84.5K - $97.6K
|
42.9K
$10.5M
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
BUY
|
- |
500+ 0.92% |
$84.5K - $97.6K
|
55.1K
$13.5M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
494+ 1.55% |
$83.5K - $96.4K
|
32.3K
$7.89M
|