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 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
383+ 1.06% |
$64.7K - $74.8K
|
36.7K
$8.97M
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
381+ 14.69% |
$64.4K - $74.4K
|
2.97K
$727K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
381+ 1.35% |
$64.4K - $74.4K
|
28.7K
$7.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
BUY
|
- |
380+ 1.44% |
$64.2K - $74.2K
|
26.8K
$6.55M
|
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
377+ 1.18% |
$63.7K - $73.6K
|
32.2K
$7.88M
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
376+ 2.51% |
$63.5K - $73.4K
|
15.4K
$3.75M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
372+ 0.11% |
$62.9K - $72.6K
|
336K
$82.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
370+ 5.25% |
$62.5K - $72.2K
|
7.42K
$1.81M
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
367+ 13.2% |
$62K - $71.6K
|
3.15K
$769K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
363+ 0.57% |
$61.3K - $70.9K
|
63.7K
$15.6M
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
363+ 1.86% |
$61.3K - $70.9K
|
19.9K
$4.87M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
361+ 1.91% |
$61K - $70.5K
|
19.2K
$4.7M
|
|
|
May 15, 2024
Q1 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
361+ 0.62% |
$61K - $70.5K
|
58.9K
$14.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
360+ 2.23% |
$60.8K - $70.3K
|
16.5K
$4.04M
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
360+ 0.62% |
$60.8K - $70.3K
|
58.8K
$14.4M
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
358+ 1.05% |
$60.5K - $69.9K
|
34.5K
$8.43M
|
|
|
May 08, 2024
Q1 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
357+ 14.91% |
$60.3K - $69.7K
|
2.75K
$673K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
354+ 10.36% |
$59.8K - $69.1K
|
3.77K
$922K
|
|
|
May 10, 2024
Q1 2024
|
Vista Finance, LLC
|
BUY
|
- |
353+ 6.67% |
$59.7K - $68.9K
|
5.64K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
353+ 1.23% |
$59.7K - $68.9K
|
29.1K
$7.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
BUY
|
- |
352+ 30.5% |
$59.5K - $68.7K
|
1.51K
$368K
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
352+ 4.31% |
$59.5K - $68.7K
|
8.52K
$2.08M
|
|
|
May 03, 2024
Q1 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
351+ 13.41% |
$59.3K - $68.5K
|
2.97K
$726K
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
350+ 2.79% |
$59.2K - $68.3K
|
12.9K
$3.15M
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
350+ 0.57% |
$59.2K - $68.3K
|
62K
$15.2M
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
349+ 0.5% |
$59K - $68.1K
|
69.7K
$17M
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
347+ 2.77% |
$58.6K - $67.7K
|
12.9K
$3.15M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
346+ 4.03% |
$58.5K - $67.5K
|
8.93K
$2.18M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
344+ 0.04% |
$58.1K - $67.1K
|
880K
$215M
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
344+ 0.89% |
$58.1K - $67.1K
|
39.1K
$9.57M
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
341+ 1.76% |
$57.6K - $66.6K
|
19.8K
$4.83M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
339+ 0.3% |
$57.3K - $66.2K
|
115K
$28M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
337+ 5.43% |
$57K - $65.8K
|
6.54K
$1.6M
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
337+ 0.89% |
$57K - $65.8K
|
38.1K
$9.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
335+ 1.43% |
$56.6K - $65.4K
|
23.8K
$5.82M
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
333+ 0.74% |
$56.3K - $65K
|
45.3K
$11.1M
|
|
|
May 03, 2024
Q1 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
329+ 1.08% |
$55.6K - $64.2K
|
30.7K
$7.5M
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
328+ 1.59% |
$55.4K - $64K
|
21K
$5.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
326+ 3.28% |
$55.1K - $63.6K
|
10.3K
$2.51M
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
322+ 1.17% |
$54.4K - $62.8K
|
27.8K
$6.8M
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
322+ 9.74% |
$54.4K - $62.8K
|
3.63K
$887K
|
|
|
May 07, 2024
Q1 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
320+ 0.41% |
$54.1K - $62.5K
|
78.9K
$19.3M
|
|
|
May 15, 2024
Q1 2024
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
320+ 25.7% |
$54.1K - $62.5K
|
1.57K
$383K
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
319+ 1.34% |
$53.9K - $62.3K
|
24.2K
$5.9M
|
|
|
May 23, 2024
Q1 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
318+ 1.43% |
$53.7K - $62.1K
|
22.6K
$5.51M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
317+ 1.81% |
$53.6K - $61.9K
|
17.8K
$4.36M
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
312+ 1.55% |
$52.7K - $60.9K
|
20.4K
$5M
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
312+ 1.8% |
$52.7K - $60.9K
|
17.7K
$4.32M
|
|
|
May 06, 2024
Q1 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
310+ 0.22% |
$52.4K - $60.5K
|
138K
$33.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
309+ 0.7% |
$52.2K - $60.3K
|
44.6K
$10.9M
|