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AAPL - Apple Inc Stock Price, Fair Value and News
181.71
USD
-1.67
(-0.91%)
Market Closed
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AAPL
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Funds-Owners-Holders
Which funds bought or sold AAPL recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-03
Avantax Planning Partners, Inc.
ADDED
Premium
Premium
Premium
Premium
197,471
2024-05-03
COMMERCE BANK
REDUCED
Premium
Premium
Premium
Premium
3,982,380
2024-05-03
CABOT WEALTH MANAGEMENT INC
ADDED
Premium
Premium
Premium
Premium
162,813
2024-05-03
Pekin Hardy Strauss, Inc.
REDUCED
Premium
Premium
Premium
Premium
65,033
2024-05-03
COBBLESTONE CAPITAL ADVISORS LLC /NY/
REDUCED
Premium
Premium
Premium
Premium
331,671
2024-05-03
VICTORY CAPITAL MANAGEMENT INC
REDUCED
Premium
Premium
Premium
Premium
11,094,300
2024-05-03
SAYBROOK CAPITAL /NC
REDUCED
Premium
Premium
Premium
Premium
187,545
2024-05-03
WELCH & FORBES LLC
ADDED
Premium
Premium
Premium
Premium
1,785,480
2024-05-03
HOWLAND CAPITAL MANAGEMENT LLC
ADDED
Premium
Premium
Premium
Premium
367,082
2024-05-03
VAN STRUM & TOWNE INC.
UNCHANGED
Premium
Premium
Premium
Premium
5,352
2024-05-03
GOULD ASSET MANAGEMENT LLC /CA/
REDUCED
Premium
Premium
Premium
Premium
29,563
2024-05-03
MARKEL GROUP INC.
ADDED
Premium
Premium
Premium
Premium
1,227,190
2024-05-03
OPUS INVESTMENT MANAGEMENT INC
UNCHANGED
Premium
Premium
Premium
Premium
32,400
2024-05-03
SMITHBRIDGE ASSET MANAGEMENT INC/DE
REDUCED
Premium
Premium
Premium
Premium
150,620
2024-05-03
OREGON PUBLIC EMPLOYEES RETIREMENT FUND
REDUCED
Premium
Premium
Premium
Premium
1,241,050
2024-05-03
TRUST CO OF VERMONT
ADDED
Premium
Premium
Premium
Premium
562,888
2024-05-03
FLPUTNAM INVESTMENT MANAGEMENT CO
REDUCED
Premium
Premium
Premium
Premium
875,116
2024-05-03
PROVIDENT TRUST CO
UNCHANGED
Premium
Premium
Premium
Premium
29,075
2024-05-03
NOESIS CAPITAL MANGEMENT CORP
REDUCED
Premium
Premium
Premium
Premium
29,048
2024-05-03
CINCINNATI INSURANCE CO
UNCHANGED
Premium
Premium
Premium
Premium
616,000
2024-05-03
Skylands Capital, LLC
REDUCED
Premium
Premium
Premium
Premium
201,125
2024-05-03
Weil Company, Inc.
REDUCED
Premium
Premium
Premium
Premium
100,359
2024-05-03
GSA CAPITAL PARTNERS LLP
NEW
Premium
Premium
Premium
Premium
2,370
2024-05-03
Westchester Capital Management, Inc.
ADDED
Premium
Premium
Premium
Premium
175,926
2024-05-03
WBI INVESTMENTS, LLC
REDUCED
Premium
Premium
Premium
Premium
7,203
Rows per page:
10
25
50
All
1–25 of 1948
Which funds are the top buyers of AAPL?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
1,318,060,000
253,767,000,000
5.54%
BlackRock Inc.
1,042,390,000
200,692,000,000
5.12%
Berkshire Hathaway Inc
905,560,000
174,347,000,000
50.19%
STATE STREET CORP
586,052,000
112,833,000,000
5.49%
GEODE CAPITAL MANAGEMENT, LLC
300,823,000
57,761,300,000
6.04%
FMR LLC
299,871,000
57,734,200,000
4.43%
MORGAN STANLEY
217,961,000
41,964,100,000
3.70%
PRICE T ROWE ASSOCIATES INC /MD/
210,827,000
40,590,500,000
5.45%
NORGES BANK
176,141,000
33,912,500,000
5.93%
GOLDMAN SACHS GROUP INC
166,010,000
31,961,900,000
2.87%
Rows per page:
10
1–10 of 89
Which funds have put a big percent of portfolio in AAPL?
Fund Name
$ Value
% Port.
RJA Asset Management LLC
254,678,000
86.43%
H&H International Investment, LLC
11,498,500,000
79.54%
7G CAPITAL MANAGEMENT, LLC
134,771,000
69.19%
JOSH ARNOLD INVESTMENT CONSULTANT, LLC
70,132,500
67.00%
Prospect Hill Management, LLC
98,993,000
59.08%
A.P. Gilfoyle & Co., L.P.
1,028,880
54.21%
LANDMARK WEALTH MANAGEMENT, INC.
5,071,860
52.22%
INDEPENDENT INVESTORS INC
210,884,000
50.43%
Berkshire Hathaway Inc
174,347,000,000
50.19%
COMPTON CAPITAL MANAGEMENT INC /RI
2,075,670
48.06%
Rows per page:
10
1–10 of 97
Trend of No. of funds that hold AAPL
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
SpiderRock Advisors, LLC
543,460,000
Mediolanum International Funds Ltd
406,407,000
BNP PARIBAS
87,999,500
Focus Financial Network, Inc.
69,000,100
Diversify Advisory Services, LLC
47,237,100
UG Investment Advisers Ltd.
26,235,600
Vest Financial, LLC
21,996,100
Community Financial Services Group, LLC
20,642,600
Additions
Fund Name
% Increased
Migdal Insurance & Financial Holdings Ltd.
4,610
AA Financial Advisors, LLC
1,203
Coulter & Justus Financial Services, LLC
988
Mizuho Securities Co. Ltd.
599
COWEN AND COMPANY, LLC
586
HOLLENCREST CAPITAL MANAGEMENT
567
CAPSTONE INVESTMENT ADVISORS, LLC
525
Mn Services Vermogensbeheer B.V.
243
Reductions
Fund Name
% Reduced
Granite Bay Wealth Management, LLC
-98.67
Vinland Capital Management Gestora de Recursos LTDA.
-95.54
GUNN & Co INVESTMENT MANAGEMENT, INC.
-91.36
Disciplined Equity Management, Inc.
-90.76
CARL STUART INVESTMENT ADVISOR, INC
-88.44
CHASE INVESTMENT COUNSEL CORP
-88.3
Buck Wealth Strategies, LLC
-87.24
Private Ocean, LLC
-85.25
Sold off
Fund Name
$ Sold
Compagnie Lombard Odier SCmA
-275,149,000
BSN CAPITAL PARTNERS Ltd
-207,672,000
GFS Advisors, LLC
-40,858,000
Glassman Wealth Services
-31,141,700
Verity & Verity, LLC
-26,775,500
MAGNOLIA CAPITAL ADVISORS LLC
-7,981,900
Sterling Group Wealth Management, LLC
-7,103,600
Meridian Financial Partners LLC
-6,473,000