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 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
309+ 1.17% |
$52.2K - $60.3K
|
26.7K
$6.54M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
309+ 2.1% |
$52.2K - $60.3K
|
15.1K
$3.68M
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
305+ 0.46% |
$51.5K - $59.5K
|
66.6K
$16.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
302+ 0.89% |
$51K - $58.9K
|
34.2K
$8.36M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
302+ 0.66% |
$51K - $58.9K
|
45.7K
$11.2M
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
302+ 6.16% |
$51K - $58.9K
|
5.2K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
302+ 0.73% |
$51K - $58.9K
|
41.5K
$10.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
300+ 8.06% |
$50.7K - $58.6K
|
4.02K
$983K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
299+ 0.79% |
$50.5K - $58.4K
|
38.1K
$9.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
296+ 3.33% |
$50K - $57.8K
|
9.19K
$2.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
295+ 1.66% |
$49.9K - $57.6K
|
18.1K
$4.42M
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
BUY
|
- |
294+ 0.75% |
$49.7K - $57.4K
|
39.4K
$9.64M
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
292+ 3.41% |
$49.3K - $57K
|
8.87K
$2.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
291+ 3.58% |
$49.2K - $56.8K
|
8.41K
$2.06M
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
290+ 0.98% |
$49K - $56.6K
|
29.9K
$7.3M
|
|
|
May 09, 2024
Q1 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
289+ 5.78% |
$48.8K - $56.4K
|
5.29K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
289+ 0.29% |
$48.8K - $56.4K
|
99.8K
$24.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
288+ 2.52% |
$48.7K - $56.2K
|
11.7K
$2.87M
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
BUY
|
- |
287+ 0.5% |
$48.5K - $56K
|
58.2K
$14.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Blossom Wealth Management
|
BUY
|
- |
286+ 2.48% |
$48.3K - $55.8K
|
11.8K
$2.89M
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
284+ 3.36% |
$48K - $55.4K
|
8.74K
$2.14M
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
283+ 0.19% |
$47.8K - $55.2K
|
148K
$36.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
282+ 1.11% |
$47.7K - $55K
|
25.7K
$6.29M
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
281+ 0.37% |
$47.5K - $54.8K
|
76.8K
$18.8M
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
280+ 4.95% |
$47.3K - $54.7K
|
5.94K
$1.45M
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
BUY
|
- |
280+ 0.15% |
$47.3K - $54.7K
|
185K
$45.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
278+ 1.27% |
$47K - $54.3K
|
22.1K
$5.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
278+ 3.94% |
$47K - $54.3K
|
7.34K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Sam Advisors, LLC
|
BUY
|
- |
278+ 1.34% |
$47K - $54.3K
|
21K
$5.13M
|
|
|
Apr 19, 2024
Q1 2024
|
Brickley Wealth Management
|
BUY
|
- |
275+ 0.09% |
$46.5K - $53.7K
|
302K
$73.9M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
275+ 0.16% |
$46.5K - $53.7K
|
177K
$43.2M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
274+ 2.23% |
$46.3K - $53.5K
|
12.5K
$3.07M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
274+ 0.81% |
$46.3K - $53.5K
|
34.1K
$8.33M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
273+ 0.03% |
$46.1K - $53.3K
|
824K
$201M
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
271+ 0.45% |
$45.8K - $52.9K
|
60K
$14.7M
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
270+ 0.17% |
$45.6K - $52.7K
|
155K
$37.8M
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
269+ 7.07% |
$45.5K - $52.5K
|
4.07K
$996K
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
267+ 2.29% |
$45.1K - $52.1K
|
11.9K
$2.92M
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
266+ 1.29% |
$45K - $51.9K
|
20.9K
$5.1M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
266+ 0.88% |
$45K - $51.9K
|
30.5K
$7.44M
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
265+ 0.55% |
$44.8K - $51.7K
|
48.2K
$11.8M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
262+ 3.55% |
$44.3K - $51.1K
|
7.65K
$1.87M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
259+ 0.37% |
$43.8K - $50.6K
|
69.7K
$17M
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
259+ 0.73% |
$43.8K - $50.6K
|
35.8K
$8.76M
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
251+ 0.74% |
$42.4K - $49K
|
34K
$8.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
249+ 11.59% |
$42.1K - $48.6K
|
2.4K
$586K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
247+ 0.22% |
$41.7K - $48.2K
|
112K
$27.5M
|
|
|
May 14, 2024
Q1 2024
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
246+ 4.07% |
$41.6K - $48K
|
6.29K
$1.54M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
245+ 0.99% |
$41.4K - $47.8K
|
24.9K
$6.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Independent Family Office, LLC
|
BUY
|
- |
244+ 3.88% |
$41.2K - $47.6K
|
6.53K
$1.6M
|