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 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
34+ 0.98% |
$5.75K - $6.64K
|
3.49K
$857K
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
34+ 2.16% |
$5.75K - $6.64K
|
1.61K
$396K
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
34+ 0.29% |
$5.75K - $6.64K
|
11.6K
$2.84M
|
|
|
May 03, 2024
Q1 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
33+ 2.19% |
$5.58K - $6.44K
|
1.54K
$378K
|
|
|
May 09, 2024
Q1 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
31+ 0.68% |
$5.24K - $6.05K
|
4.58K
$1.13M
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
30+ 0.19% |
$5.07K - $5.86K
|
15.8K
$3.88M
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
30+ 0.26% |
$5.07K - $5.86K
|
11.6K
$2.84M
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
28+ 0.13% |
$4.73K - $5.47K
|
20.8K
$5.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
28+ 0.74% |
$4.73K - $5.47K
|
3.81K
$937K
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
BUY
|
- |
28+ 0.2% |
$4.73K - $5.47K
|
14.1K
$3.47M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
28+ 0.4% |
$4.73K - $5.47K
|
7.02K
$1.73M
|
|
|
Apr 24, 2024
Q1 2024
|
Albert D Mason Inc
|
BUY
|
- |
27+ 0.38% |
$4.56K - $5.27K
|
7.09K
$1.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
27+ 0.19% |
$4.56K - $5.27K
|
14.2K
$3.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
26+ 0.13% |
$4.39K - $5.07K
|
20.5K
$5.03M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
25+ 0.38% |
$4.23K - $4.88K
|
6.53K
$1.61M
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
25+ 7.02% |
$4.23K - $4.88K
|
381
$93.7K
|
|
|
May 03, 2024
Q1 2024
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
25+ 0.05% |
$4.23K - $4.88K
|
46.1K
$11.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
24+ 0.42% |
$4.06K - $4.68K
|
5.73K
$1.41M
|
|
|
Apr 17, 2024
Q1 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
24+ 0.3% |
$4.06K - $4.68K
|
7.91K
$1.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Cairn Investment Group, Inc.
|
BUY
|
- |
23+ 0.04% |
$3.89K - $4.49K
|
63.9K
$15.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
22+ 0.11% |
$3.72K - $4.29K
|
19.3K
$4.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
22+ 0.22% |
$3.72K - $4.29K
|
10.2K
$2.51M
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
22+ 1.69% |
$3.72K - $4.29K
|
1.32K
$325K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
22+ 0.19% |
$3.72K - $4.29K
|
11.9K
$2.91M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
22+ 0.13% |
$3.72K - $4.29K
|
16.5K
$4.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
BUY
|
- |
21+ 0.04% |
$3.55K - $4.1K
|
52.2K
$12.8M
|
|
|
May 08, 2024
Q1 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
21+ 0.07% |
$3.55K - $4.1K
|
31.1K
$7.65M
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
21+ 0.14% |
$3.55K - $4.1K
|
15.5K
$3.81M
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
20+ 0.0% |
$3.38K - $3.9K
|
566K
$139M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
19+ 0.26% |
$3.21K - $3.71K
|
7.38K
$1.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
18+ 0.24% |
$3.04K - $3.51K
|
7.58K
$1.86M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
17+ 0.15% |
$2.87K - $3.32K
|
11.3K
$2.78M
|
|
|
Apr 08, 2024
Q1 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
15+ 0.07% |
$2.54K - $2.93K
|
20K
$4.92M
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
15+ 0.17% |
$2.54K - $2.93K
|
8.97K
$2.2M
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
15+ 0.18% |
$2.54K - $2.93K
|
8.36K
$2.06M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
14+ 0.03% |
$2.37K - $2.73K
|
50.5K
$12.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
13+ 0.05% |
$2.2K - $2.54K
|
27.5K
$6.75M
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
13+ 0.13% |
$2.2K - $2.54K
|
9.85K
$2.42M
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
13+ 0.08% |
$2.2K - $2.54K
|
15.9K
$3.9M
|
|
|
May 13, 2024
Q1 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
13+ 0.16% |
$2.2K - $2.54K
|
7.99K
$1.96M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
12+ 0.09% |
$2.03K - $2.34K
|
13.3K
$3.28M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
12+ 0.02% |
$2.03K - $2.34K
|
64.5K
$15.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.1% |
$2.03K - $2.34K
|
11.7K
$2.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
12+ 0.28% |
$2.03K - $2.34K
|
4.33K
$1.06M
|
|
|
May 06, 2024
Q1 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
12+ 0.65% |
$2.03K - $2.34K
|
1.87K
$459K
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
11+ 0.28% |
$1.86K - $2.15K
|
3.96K
$973K
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
BUY
|
- |
11+ 0.21% |
$1.86K - $2.15K
|
5.13K
$1.26M
|
|
|
Apr 02, 2024
Q1 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
10+ 0.47% |
$1.69K - $1.95K
|
2.13K
$524K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
10+ 0.01% |
$1.69K - $1.95K
|
78.4K
$19.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
10+ 0.08% |
$1.69K - $1.95K
|
13.2K
$3.24M
|