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 06, 2024
Q1 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
100New |
$16.9K - $19.5K
|
100
$24.5K
|
|
|
May 13, 2024
Q1 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
100+ 0.13% |
$16.9K - $19.5K
|
76.1K
$18.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
98+ 0.58% |
$16.6K - $19.1K
|
16.9K
$4.13M
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
98+ 0.37% |
$16.6K - $19.1K
|
26.8K
$6.57M
|
|
|
Apr 17, 2024
Q1 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
97+ 2.27% |
$16.4K - $18.9K
|
4.37K
$1.07M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
97+ 0.06% |
$16.4K - $18.9K
|
157K
$38.5M
|
|
|
May 14, 2024
Q1 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
95+ 3.07% |
$16.1K - $18.5K
|
3.19K
$780K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
93+ 2.82% |
$15.7K - $18.2K
|
3.4K
$831K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
92+ 7.9% |
$15.5K - $18K
|
1.26K
$308K
|
|
|
May 13, 2024
Q1 2024
|
Georgetown University
Washington, DC |
BUY
|
- |
91+ 0.13% |
$15.4K - $17.8K
|
70.6K
$17.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Kirr Marbach & CO LLC
|
BUY
|
- |
90+ 6.28% |
$15.2K - $17.6K
|
1.52K
$373K
|
|
|
Apr 29, 2024
Q1 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
90+ 0.85% |
$15.2K - $17.6K
|
10.7K
$2.61M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
90+ 4.35% |
$15.2K - $17.6K
|
2.16K
$528K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
89+ 3.4% |
$15K - $17.4K
|
2.71K
$663K
|
|
|
May 15, 2024
Q1 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
89+ 1.11% |
$15K - $17.4K
|
8.14K
$1.99M
|
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
87+ 0.24% |
$14.7K - $17K
|
36.8K
$9.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
87+ 0.38% |
$14.7K - $17K
|
22.9K
$5.61M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
87+ 2.88% |
$14.7K - $17K
|
3.11K
$762K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
86+ 0.1% |
$14.5K - $16.8K
|
90.5K
$22.2M
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
86+ 1.27% |
$14.5K - $16.8K
|
6.87K
$1.68M
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
82+ 0.23% |
$13.9K - $16K
|
36.2K
$8.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
82+ 2.31% |
$13.9K - $16K
|
3.63K
$890K
|
|
|
May 13, 2024
Q1 2024
|
Merlin Capital LLC
|
BUY
|
- |
82+ 1.96% |
$13.9K - $16K
|
4.26K
$1.04M
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
81+ 3.75% |
$13.7K - $15.8K
|
2.24K
$549K
|
|
|
May 10, 2024
Q1 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
80+ 0.54% |
$13.5K - $15.6K
|
15K
$3.67M
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
80+ 1.48% |
$13.5K - $15.6K
|
5.5K
$1.35M
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
80+ 0.73% |
$13.5K - $15.6K
|
11K
$2.69M
|
|
|
Apr 12, 2024
Q1 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
79+ 1.57% |
$13.4K - $15.4K
|
5.1K
$1.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
79+ 1.48% |
$13.4K - $15.4K
|
5.43K
$1.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
79+ 6.93% |
$13.4K - $15.4K
|
1.22K
$298K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
78+ 0.49% |
$13.2K - $15.2K
|
15.9K
$3.88M
|
|
|
Apr 11, 2024
Q1 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
78+ 2.84% |
$13.2K - $15.2K
|
2.83K
$692K
|
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
78+ 0.41% |
$13.2K - $15.2K
|
18.9K
$4.63M
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
78+ 0.62% |
$13.2K - $15.2K
|
12.7K
$3.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Brown Financial Advisory
|
BUY
|
- |
77+ 6.22% |
$13K - $15K
|
1.31K
$322K
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
76+ 0.34% |
$12.8K - $14.8K
|
22.7K
$5.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
76+ 0.05% |
$12.8K - $14.8K
|
140K
$34.4M
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
76+ 0.44% |
$12.8K - $14.8K
|
17.3K
$4.23M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
76+ 3.41% |
$12.8K - $14.8K
|
2.3K
$564K
|
|
|
Apr 26, 2024
Q1 2024
|
Barton Investment Management
|
BUY
|
- |
75+ 0.23% |
$12.7K - $14.6K
|
33K
$8.09M
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
74+ 0.13% |
$12.5K - $14.4K
|
55.1K
$13.5M
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
73+ 1.58% |
$12.3K - $14.2K
|
4.68K
$1.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
70+ 0.24% |
$11.8K - $13.7K
|
29.4K
$7.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
69+ 0.54% |
$11.7K - $13.5K
|
12.9K
$3.16M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
68+ 0.16% |
$11.5K - $13.3K
|
41.7K
$10.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
68+ 1.57% |
$11.5K - $13.3K
|
4.4K
$1.08M
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
68+ 0.37% |
$11.5K - $13.3K
|
18.6K
$4.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
66+ 1.4% |
$11.2K - $12.9K
|
4.78K
$1.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
66+ 0.31% |
$11.2K - $12.9K
|
21.1K
$5.16M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
66+ 0.32% |
$11.2K - $12.9K
|
20.7K
$5.06M
|