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
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
492+ 1.68% |
$83.1K - $96K
|
29.8K
$7.29M
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
491+ 0.16% |
$83K - $95.8K
|
306K
$74.8M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
484+ 2.65% |
$81.8K - $94.5K
|
18.7K
$4.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
482+ 0.82% |
$81.5K - $94.1K
|
59.3K
$14.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
480+ 25.88% |
$81.1K - $93.7K
|
2.34K
$571K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
480+ 1.67% |
$81.1K - $93.7K
|
29.2K
$7.14M
|
|
|
Apr 19, 2024
Q1 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
476+ 5.25% |
$80.4K - $92.9K
|
9.55K
$2.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
474+ 0.67% |
$80.1K - $92.5K
|
71.3K
$17.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
BUY
|
- |
471+ 0.85% |
$79.6K - $91.9K
|
55.8K
$13.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
469+ 2.81% |
$79.3K - $91.5K
|
17.1K
$4.19M
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
469+ 9.33% |
$79.3K - $91.5K
|
5.5K
$1.34M
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
466+ 1.08% |
$78.8K - $91K
|
43.6K
$10.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
462+ 0.65% |
$78.1K - $90.2K
|
72K
$17.6M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
462+ 0.15% |
$78.1K - $90.2K
|
308K
$75.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
460+ 1.28% |
$77.7K - $89.8K
|
36.4K
$8.91M
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
458+ 3.76% |
$77.4K - $89.4K
|
12.6K
$3.09M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
454+ 0.93% |
$76.7K - $88.6K
|
49.4K
$12.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
452+ 1.48% |
$76.4K - $88.2K
|
30.9K
$7.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
449+ 4.67% |
$75.9K - $87.6K
|
10.1K
$2.46M
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
443+ 0.66% |
$74.9K - $86.5K
|
67.3K
$16.5M
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
443+ 0.78% |
$74.9K - $86.5K
|
57.4K
$14M
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
437+ 0.71% |
$73.9K - $85.3K
|
62K
$15.2M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
437+ 15.7% |
$73.9K - $85.3K
|
3.22K
$788K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
437+ 0.86% |
$73.9K - $85.3K
|
51.5K
$12.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Palmer Knight CO
|
BUY
|
- |
436+ 1.05% |
$73.7K - $85.1K
|
42.1K
$10.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
433+ 4.96% |
$73.2K - $84.5K
|
9.17K
$2.24M
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
432+ 0.31% |
$73K - $84.3K
|
139K
$34.1M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
430+ 2.44% |
$72.7K - $83.9K
|
18.1K
$4.42M
|
|
|
Apr 23, 2024
Q1 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
426+ 8.85% |
$72K - $83.1K
|
5.24K
$1.28M
|
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
425+ 0.29% |
$71.8K - $83K
|
146K
$35.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
420+ 0.31% |
$71K - $82K
|
136K
$33.3M
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
420+ 2.25% |
$71K - $82K
|
19.1K
$4.67M
|
|
|
Apr 04, 2024
Q1 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
418+ 1.88% |
$70.6K - $81.6K
|
22.6K
$5.54M
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
418+ 2.08% |
$70.6K - $81.6K
|
20.5K
$5.03M
|
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
417+ 3.33% |
$70.5K - $81.4K
|
12.9K
$3.16M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
412+ 1.3% |
$69.6K - $80.4K
|
32.1K
$7.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
409+ 9.41% |
$69.1K - $79.8K
|
4.75K
$1.16M
|
|
|
Apr 16, 2024
Q1 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
408+ 2.2% |
$69K - $79.6K
|
19K
$4.64M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
407+ 0.54% |
$68.8K - $79.4K
|
75.6K
$18.5M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
406+ 0.38% |
$68.6K - $79.2K
|
108K
$26.5M
|
|
|
May 13, 2024
Q1 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
404+ 0.91% |
$68.3K - $78.9K
|
44.7K
$10.9M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
404+ 0.82% |
$68.3K - $78.9K
|
49.8K
$12.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
402+ 4.02% |
$67.9K - $78.5K
|
10.4K
$2.54M
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
398+ 2.09% |
$67.3K - $77.7K
|
19.4K
$4.74M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
394+ 0.37% |
$66.6K - $76.9K
|
107K
$26.3M
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
392+ 16.37% |
$66.2K - $76.5K
|
2.79K
$681K
|
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
391+ 5.6% |
$66.1K - $76.3K
|
7.38K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
391+ 1.76% |
$66.1K - $76.3K
|
22.6K
$5.54M
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
BUY
|
- |
387+ 0.92% |
$65.4K - $75.5K
|
42.7K
$10.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
386+ 5.21% |
$65.2K - $75.3K
|
7.79K
$1.91M
|