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AAPL - Apple Inc Stock Price, Fair Value and News
184.65
USD
+1.91
(+1.05%)
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
2024-05-08
Motley Fool Wealth Management, LLC
REDUCED
Premium
Premium
Premium
Premium
11,191
2024-05-08
EMERALD ADVISERS, LLC
REDUCED
Premium
Premium
Premium
Premium
26,142
2024-05-08
ACORN FINANCIAL ADVISORY SERVICES INC /ADV
REDUCED
Premium
Premium
Premium
Premium
102,645
2024-05-08
UNIVEST FINANCIAL Corp
ADDED
Premium
Premium
Premium
Premium
75,812
2024-05-08
MAI Capital Management
ADDED
Premium
Premium
Premium
Premium
1,730,630
2024-05-08
TD Asset Management Inc
REDUCED
Premium
Premium
Premium
Premium
15,187,400
2024-05-08
NORTH STAR ASSET MANAGEMENT INC
REDUCED
Premium
Premium
Premium
Premium
335,014
2024-05-08
EVERENCE CAPITAL MANAGEMENT INC
REDUCED
Premium
Premium
Premium
Premium
400,798
2024-05-08
GREAT LAKES ADVISORS, LLC
ADDED
Premium
Premium
Premium
Premium
643,286
2024-05-08
GW&K Investment Management, LLC
ADDED
Premium
Premium
Premium
Premium
11,139
2024-05-08
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS
REDUCED
Premium
Premium
Premium
Premium
3,186,550
2024-05-08
ROANOKE ASSET MANAGEMENT CORP/ NY
REDUCED
Premium
Premium
Premium
Premium
23,163
2024-05-08
AUXIER ASSET MANAGEMENT
REDUCED
Premium
Premium
Premium
Premium
28,986
2024-05-08
PETTYJOHN, WOOD & WHITE, INC
ADDED
Premium
Premium
Premium
Premium
131,070
2024-05-08
PROFUND ADVISORS LLC
REDUCED
Premium
Premium
Premium
Premium
679,802
2024-05-08
STEVENS CAPITAL MANAGEMENT LP
NEW
Premium
Premium
Premium
Premium
91,232
2024-05-08
PRIVATE MANAGEMENT GROUP INC
REDUCED
Premium
Premium
Premium
Premium
17,109
2024-05-08
SHEETS SMITH WEALTH MANAGEMENT
REDUCED
Premium
Premium
Premium
Premium
65,108
2024-05-08
FCA CORP /TX
REDUCED
Premium
Premium
Premium
Premium
19,051
2024-05-08
DEARBORN PARTNERS LLC
REDUCED
Premium
Premium
Premium
Premium
622,490
2024-05-08
AVANTAX ADVISORY SERVICES, INC.
ADDED
Premium
Premium
Premium
Premium
850,135
2024-05-08
Hills Bank & Trust Co
REDUCED
Premium
Premium
Premium
Premium
141,382
2024-05-08
First National Bank of Hutchinson
REDUCED
Premium
Premium
Premium
Premium
29,290
2024-05-08
Calamos Advisors LLC
REDUCED
Premium
Premium
Premium
Premium
4,395,790
2024-05-08
TAURUS ASSET MANAGEMENT, LLC
REDUCED
Premium
Premium
Premium
Premium
322,305
Rows per page:
10
25
50
All
1–25 of 1923
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
88,161,100
56.80%
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 96
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
Summit Rock Advisors, LP
56,532,500
Diversify Advisory Services, LLC
47,237,100
UG Investment Advisers Ltd.
26,235,600
Concord Investment Counsel Inc.
25,701,200
Additions
Fund Name
% Increased
Simplicity Wealth,LLC
11,973
Idaho Trust Bank
1,036
Schneider Downs Wealth Management Advisors, LP
39.64
AlphaStar Capital Management, LLC
33.25
Foundry Partners, LLC
30.89
Mandatum Life Insurance Co Ltd
29.91
Berkshire Money Management, Inc.
27.43
Financial & Tax Architects, LLC
25.6
Reductions
Fund Name
% Reduced
Granite Bay Wealth Management, LLC
-98.67
Soundwatch Capital LLC
-96.2
Vinland Capital Management Gestora de Recursos LTDA.
-95.54
ORG Partners LLC
-92.84
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
Sold off
Fund Name
$ Sold
Compagnie Lombard Odier SCmA
-275,149,000
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
Harfst & Associates, Inc.
-5,797,110
CNA FINANCIAL CORP
-5,775,900
DAVIS-REA LTD.
-3,979,790