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 01, 2024
Q1 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
10+ 0.02% |
$1.69K - $1.95K
|
52K
$12.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
9+ 0.01% |
$1.52K - $1.76K
|
99.3K
$24.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
9+ 0.03% |
$1.52K - $1.76K
|
34.2K
$8.41M
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
9+ 0.06% |
$1.52K - $1.76K
|
15.5K
$3.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
8+ 7.14% |
$1.35K - $1.56K
|
120
$29.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8+ 0.06% |
$1.35K - $1.56K
|
13.7K
$3.36M
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
8+ 0.11% |
$1.35K - $1.56K
|
7.41K
$1.82M
|
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
7+ 0.01% |
$1.18K - $1.37K
|
56.5K
$13.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Claris Advisors, LLC
|
BUY
|
- |
7+ 0.08% |
$1.18K - $1.37K
|
8.25K
$2.03M
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
BUY
|
- |
7+ 0.02% |
$1.18K - $1.37K
|
29.6K
$7.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
6+ 0.06% |
$1.01K - $1.17K
|
10K
$2.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
6+ 0.01% |
$1.01K - $1.17K
|
60.8K
$14.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
6+ 0.04% |
$1.01K - $1.17K
|
16.9K
$4.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
6+ 0.07% |
$1.01K - $1.17K
|
8.91K
$2.19M
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
6+ 0.03% |
$1.01K - $1.17K
|
22.5K
$5.53M
|
|
|
May 07, 2024
Q1 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
6+ 0.04% |
$1.01K - $1.17K
|
14.3K
$3.5M
|
|
|
May 10, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
6+ 0.22% |
$1.01K - $1.17K
|
2.76K
$678K
|
|
|
May 15, 2024
Q1 2024
|
Mark Asset Management LP
New York, NY |
BUY
|
- |
6+ 0.0% |
$1.01K - $1.17K
|
122K
$30M
|
|
|
May 15, 2024
Q1 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
6+ 0.32% |
$1.01K - $1.17K
|
1.86K
$457K
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
6+ 0.22% |
$1.01K - $1.17K
|
2.76K
$678K
|
|
|
Apr 24, 2024
Q1 2024
|
Harvey Investment CO LLC
|
BUY
|
- |
5+ 0.04% |
$845 - $976
|
13.8K
$3.39M
|
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
5+ 0.15% |
$845 - $976
|
3.39K
$833K
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
5+ 0.01% |
$845 - $976
|
47.8K
$11.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
4+ 0.04% |
$676 - $781
|
11.4K
$2.79M
|
|
|
Apr 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
4+ 0.16% |
$676 - $781
|
2.49K
$613K
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
4+ 0.01% |
$676 - $781
|
30.2K
$7.43M
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
4+ 0.01% |
$676 - $781
|
30.2K
$7.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$507 - $586
|
27.9K
$6.87M
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
3+ 0.02% |
$507 - $586
|
15.3K
$3.77M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3+ 0.0% |
$507 - $586
|
76.3K
$18.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3+ 0.05% |
$507 - $586
|
5.62K
$1.38M
|
|
|
May 03, 2024
Q1 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
3+ 0.0% |
$507 - $586
|
61K
$15M
|
|
|
May 08, 2024
Q1 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
3+ 0.14% |
$507 - $586
|
2.17K
$533K
|
|
|
May 10, 2024
Q1 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
3+ 0.1% |
$507 - $586
|
2.88K
$707K
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3+ 0.16% |
$507 - $586
|
1.86K
$457K
|
|
|
Dec 31, 2024
Q1 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
3+ 0.04% |
$507 - $586
|
7.73K
$1.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
2+ 0.01% |
$338 - $390
|
31.5K
$7.74M
|
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
BUY
|
- |
2+ 0.02% |
$338 - $390
|
11K
$2.71M
|
|
|
May 10, 2024
Q1 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
2+ 0.11% |
$338 - $390
|
1.83K
$450K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 0.01% |
$338 - $390
|
24.3K
$5.96M
|
|
|
May 14, 2024
Q1 2024
|
Heron Bay Capital Management
|
BUY
|
- |
2+ 0.0% |
$338 - $390
|
86.8K
$21.3M
|
|
|
May 14, 2024
Q1 2024
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
2New |
$338 - $390
|
2
$492
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
2+ 0.03% |
$338 - $390
|
6.38K
$1.57M
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$169 - $195
|
3.52K
$865K
|
|
|
Apr 10, 2024
Q1 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
1+ 0.07% |
$169 - $195
|
1.46K
$358K
|
|
|
Apr 10, 2024
Q1 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1+ 0.02% |
$169 - $195
|
4.87K
$1.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1+ 0.03% |
$169 - $195
|
3.48K
$856K
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$169 - $195
|
14.9K
$3.66M
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
1+ 0.0% |
$169 - $195
|
34.2K
$8.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
1+ 0.03% |
$169 - $195
|
3.31K
$814K
|