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 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
200+ 2.02% |
$33.8K - $39K
|
10.1K
$2.48M
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
200+ 0.81% |
$33.8K - $39K
|
25K
$6.13M
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
200+ 3.33% |
$33.8K - $39K
|
6.21K
$1.52M
|
|
May 06, 2024
Q1 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
200+ 1.1% |
$33.8K - $39K
|
18.3K
$4.49M
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
200+ 1.57% |
$33.8K - $39K
|
12.9K
$3.16M
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
199+ 0.12% |
$33.6K - $38.8K
|
172K
$42.1M
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
197+ 1.04% |
$33.3K - $38.5K
|
19.2K
$4.7M
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
196+ 0.28% |
$33.1K - $38.3K
|
70.1K
$17.2M
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
196+ 0.49% |
$33.1K - $38.3K
|
40.3K
$9.86M
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
195+ 0.36% |
$33K - $38.1K
|
54.8K
$13.4M
|
|
Dec 17, 2024
Q1 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
194+ 3.13% |
$32.8K - $37.9K
|
6.39K
$1.56M
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
192+ 3.9% |
$32.4K - $37.5K
|
5.12K
$1.25M
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
192+ 1.08% |
$32.4K - $37.5K
|
18K
$4.4M
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
191+ 2.5% |
$32.3K - $37.3K
|
7.84K
$1.92M
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
191+ 0.8% |
$32.3K - $37.3K
|
24K
$5.88M
|
|
May 15, 2024
Q1 2024
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
191+ 0.13% |
$32.3K - $37.3K
|
148K
$36.3M
|
|
Apr 22, 2024
Q1 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
188+ 3.23% |
$31.8K - $36.7K
|
6.01K
$1.47M
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
186+ 0.96% |
$31.4K - $36.3K
|
19.6K
$4.79M
|
|
May 10, 2024
Q1 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
183+ 6.14% |
$30.9K - $35.7K
|
3.16K
$775K
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
182+ 1.07% |
$30.8K - $35.5K
|
17.2K
$4.22M
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
181+ 1.63% |
$30.6K - $35.3K
|
11.3K
$2.77M
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
181+ 0.93% |
$30.6K - $35.3K
|
19.7K
$4.81M
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
181+ 0.89% |
$30.6K - $35.3K
|
20.5K
$5.02M
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
181+ 7.02% |
$30.6K - $35.3K
|
2.76K
$676K
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
179+ 0.14% |
$30.3K - $34.9K
|
131K
$32.1M
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
178+ 4.75% |
$30.1K - $34.7K
|
3.92K
$961K
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
177+ 0.9% |
$29.9K - $34.5K
|
19.7K
$4.83M
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
172+ 6.41% |
$29.1K - $33.6K
|
2.86K
$699K
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
171+ 6.3% |
$28.9K - $33.4K
|
2.89K
$707K
|
|
Apr 29, 2024
Q1 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
170+ 3.86% |
$28.7K - $33.2K
|
4.57K
$1.12M
|
|
May 08, 2024
Q1 2024
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
169+ 0.23% |
$28.6K - $33K
|
72.7K
$17.8M
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
BUY
|
- |
168+ 0.69% |
$28.4K - $32.8K
|
24.4K
$5.97M
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
168+ 0.64% |
$28.4K - $32.8K
|
26.4K
$6.47M
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
167+ 0.14% |
$28.2K - $32.6K
|
122K
$29.9M
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
166+ 0.13% |
$28.1K - $32.4K
|
124K
$30.3M
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
BUY
|
- |
164+ 14.87% |
$27.7K - $32K
|
1.27K
$310K
|
|
May 15, 2024
Q1 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
162+ 1.18% |
$27.4K - $31.6K
|
13.9K
$3.41M
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
161+ 1.34% |
$27.2K - $31.4K
|
12.2K
$2.98M
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
160+ 0.21% |
$27K - $31.2K
|
75K
$18.4M
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
152+ 0.57% |
$25.7K - $29.7K
|
27K
$6.6M
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
152+ 0.84% |
$25.7K - $29.7K
|
18.2K
$4.46M
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
152+ 0.59% |
$25.7K - $29.7K
|
25.8K
$6.32M
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
151+ 0.76% |
$25.5K - $29.5K
|
20K
$4.91M
|
|
Apr 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
150+ 0.36% |
$25.4K - $29.3K
|
41.5K
$10.2M
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
150+ 0.34% |
$25.4K - $29.3K
|
44.1K
$10.8M
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
141+ 0.05% |
$23.8K - $27.5K
|
283K
$69.4M
|
|
Apr 16, 2024
Q1 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
141+ 2.34% |
$23.8K - $27.5K
|
6.15K
$1.51M
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
141+ 7.84% |
$23.8K - $27.5K
|
1.94K
$475K
|
|
Jan 10, 2025
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
141+ 8.39% |
$23.8K - $27.5K
|
1.82K
$446K
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
140+ 0.37% |
$23.7K - $27.3K
|
37.6K
$9.21M
|