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AAPL - Apple Inc Stock Price, Fair Value and News
182.25
USD
-0.15
(-0.08%)
Delayed
as of 08 May 2024, 11:59 am ET
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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
2024-05-06
Hardman Johnston Global Advisors LLC
ADDED
Premium
Premium
Premium
Premium
264,996
2024-05-06
BROOKTREE CAPITAL MANAGEMENT
REDUCED
Premium
Premium
Premium
Premium
17,614
2024-05-06
Roof Eidam Maycock Peralta, LLC
REDUCED
Premium
Premium
Premium
Premium
63,979
2024-05-06
LSV ASSET MANAGEMENT
UNCHANGED
Premium
Premium
Premium
Premium
131,500
2024-05-06
DROMS STRAUSS ADVISORS INC /MO/ /ADV
REDUCED
Premium
Premium
Premium
Premium
18,741
2024-05-06
HUTCHINSON CAPITAL MANAGEMENT/CA
ADDED
Premium
Premium
Premium
Premium
154,585
2024-05-06
MITCHELL CAPITAL MANAGEMENT CO
REDUCED
Premium
Premium
Premium
Premium
162,905
2024-05-06
CAPITAL CITY TRUST CO/FL
REDUCED
Premium
Premium
Premium
Premium
95,796
2024-05-06
STALEY CAPITAL ADVISERS INC
REDUCED
Premium
Premium
Premium
Premium
162,799
2024-05-06
STONERIDGE INVESTMENT PARTNERS LLC
ADDED
Premium
Premium
Premium
Premium
89,398
2024-05-06
KARPAS STRATEGIES, LLC
ADDED
Premium
Premium
Premium
Premium
15,787
2024-05-06
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
REDUCED
Premium
Premium
Premium
Premium
2,186,950
2024-05-06
BUCKHEAD CAPITAL MANAGEMENT LLC
ADDED
Premium
Premium
Premium
Premium
61,019
2024-05-06
SPINNAKER TRUST
ADDED
Premium
Premium
Premium
Premium
220,039
2024-05-06
LEUTHOLD GROUP, LLC
REDUCED
Premium
Premium
Premium
Premium
94,439
2024-05-06
BOYAR ASSET MANAGEMENT INC.
REDUCED
Premium
Premium
Premium
Premium
3,131
2024-05-06
TEXAS PERMANENT SCHOOL FUND CORP
REDUCED
Premium
Premium
Premium
Premium
3,000,460
2024-05-06
SUMMITRY LLC
REDUCED
Premium
Premium
Premium
Premium
21,626
2024-05-06
GRANDFIELD & DODD, LLC
REDUCED
Premium
Premium
Premium
Premium
95,899
2024-05-06
SG Americas Securities, LLC
ADDED
Premium
Premium
Premium
Premium
6,097,020
2024-05-06
Broderick Brian C
REDUCED
Premium
Premium
Premium
Premium
120,297
2024-05-06
SFE Investment Counsel
ADDED
Premium
Premium
Premium
Premium
85,993
2024-05-06
Sabal Trust CO
REDUCED
Premium
Premium
Premium
Premium
86,220
2024-05-06
INSIGHT 2811, INC.
REDUCED
Premium
Premium
Premium
Premium
9,392
2024-05-06
Advisors Capital Management, LLC
ADDED
Premium
Premium
Premium
Premium
1,024,480
Rows per page:
10
25
50
All
1–25 of 1936
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
Concord Investment Counsel Inc.
25,701,200
Vest Financial, LLC
21,996,100
Additions
Fund Name
% Increased
Migdal Insurance & Financial Holdings Ltd.
4,610
Idaho Trust Bank
1,036
SG Americas Securities, LLC
710
Portfolio Strategies, Inc.
553
MOTIVE WEALTH ADVISORS
66.68
Deuterium Capital Management, LLC
66.67
Accretive Wealth Partners, LLC
63.32
DOPKINS WEALTH MANAGEMENT, LLC
53.58
Reductions
Fund Name
% Reduced
Granite Bay Wealth Management, LLC
-98.67
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
Buck Wealth Strategies, LLC
-87.24
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
Meridian Financial Partners LLC
-6,473,000
Harfst & Associates, Inc.
-5,797,110
CNA FINANCIAL CORP
-5,775,900