Purchases and Sales Made in Q2 2024 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
52.9K+ 7.3% |
$8.73M - $11.5M
|
778K
$191M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
52.9KNew |
$8.72M - $11.5M
|
52.9K
$13M
|
|
|
Aug 06, 2024
Q2 2024
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
- |
52.8K+ 39.9% |
$8.71M - $11.4M
|
185K
$45.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
52.6K+ 43834.17% |
$8.68M - $11.4M
|
52.7K
$12.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
52.4K+ 15.7% |
$8.65M - $11.4M
|
386K
$94.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Tenere Capital LLC
Denver, CO |
BUY
|
- |
52.4K+ 95.07% |
$8.65M - $11.4M
|
108K
$26.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
51.9K+ 160.88% |
$8.56M - $11.2M
|
84.1K
$20.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
51.6K+ 9.02% |
$8.52M - $11.2M
|
624K
$153M
|
|
|
Jul 16, 2024
Q2 2024
|
Covea Finance
|
BUY
|
- |
51.5K+ 12.7% |
$8.5M - $11.2M
|
457K
$112M
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
51.2K+ 61.31% |
$8.44M - $11.1M
|
135K
$33M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
50.8K+ 2.77% |
$8.39M - $11M
|
1.89M
$463M
|
|
|
Aug 09, 2024
Q2 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
50.3K+ 78.97% |
$8.29M - $10.9M
|
114K
$28M
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
50.1KNew |
$8.27M - $10.9M
|
50.1K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Miura Global Management, LLC
New York, NY |
BUY
|
- |
50KNew |
$8.25M - $10.8M
|
50K
$12.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
49.9K+ 41.06% |
$8.24M - $10.8M
|
171K
$42.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
49.8K+ 700.82% |
$8.22M - $10.8M
|
56.9K
$14M
|
|
|
Aug 01, 2024
Q2 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
49.7K+ 24.15% |
$8.2M - $10.8M
|
255K
$62.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
48.7K+ 0.79% |
$8.04M - $10.6M
|
6.2M
$1.52B
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
48.7K+ 19.39% |
$8.03M - $10.6M
|
300K
$73.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
48.6K+ 2.7% |
$8.01M - $10.5M
|
1.85M
$454M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
48.2K+ 97.71% |
$7.95M - $10.4M
|
97.5K
$23.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
48.1K+ 57.45% |
$7.94M - $10.4M
|
132K
$32.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
48KNew |
$7.92M - $10.4M
|
48K
$11.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Stony Point Capital LLC
New York, NY |
BUY
|
- |
47.5KNew |
$7.84M - $10.3M
|
47.5K
$11.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
47.3K+ 10.55% |
$7.8M - $10.2M
|
495K
$122M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
47.2K+ 30.26% |
$7.79M - $10.2M
|
203K
$49.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Ug Investment Advisers Ltd.
Taipei, F5 |
BUY
|
- |
47.2K+ 30.83% |
$7.78M - $10.2M
|
200K
$49.1M
|
|
|
Aug 14, 2024
Q2 2024
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
47K+ 28.81% |
$7.76M - $10.2M
|
210K
$51.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
46.9KNew |
$7.74M - $10.2M
|
46.9K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
46.8K+ 762.23% |
$7.73M - $10.1M
|
53K
$13M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
46.8K+ 1.04% |
$7.72M - $10.1M
|
4.54M
$1.11B
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
46.6K+ 7.55% |
$7.69M - $10.1M
|
664K
$163M
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
46.5K+ 25.16% |
$7.67M - $10.1M
|
231K
$56.8M
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
46.3K+ 203.54% |
$7.63M - $10M
|
69K
$16.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
46K+ 2.35% |
$7.58M - $9.96M
|
2M
$491M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
45.9K+ 51.08% |
$7.58M - $9.95M
|
136K
$33.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
45.2K+ 258.38% |
$7.47M - $9.8M
|
62.8K
$15.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
45K+ 35.98% |
$7.43M - $9.75M
|
170K
$41.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
BUY
|
- |
44.9K+ 14.84% |
$7.4M - $9.72M
|
347K
$85.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
44.7K+ 71.96% |
$7.37M - $9.68M
|
107K
$26.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
44.4KNew |
$7.33M - $9.62M
|
44.4K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Francis Chou
Chou Associates Management Inc. | Toronto, A6
|
BUY
|
- |
44KNew |
$7.26M - $9.53M
|
44K
$10.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
44K+ 251.43% |
$7.26M - $9.53M
|
61.5K
$15.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
43.8K+ 29.59% |
$7.23M - $9.5M
|
192K
$47.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
43.7K+ 28.39% |
$7.21M - $9.46M
|
197K
$48.5M
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
43.6K+ 2.19% |
$7.2M - $9.46M
|
2.03M
$499M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
43.5K+ 1673.12% |
$7.17M - $9.41M
|
46K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
43.4K+ 3.7% |
$7.17M - $9.41M
|
1.22M
$299M
|
|
|
Jul 19, 2024
Q2 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
43.1K+ 57.13% |
$7.12M - $9.34M
|
119K
$29.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
43.1K+ 55.12% |
$7.1M - $9.33M
|
121K
$29.7M
|