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 25, 2024
Q2 2024
|
Alta Capital Management LLC
|
BUY
|
- |
32K+ 6.66% |
$5.29M - $6.94M
|
513K
$126M
|
|
|
Aug 14, 2024
Q2 2024
|
Hidden Lake Asset Management LP
New York, NY |
BUY
|
- |
32KNew |
$5.28M - $6.93M
|
32K
$7.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
31.9KNew |
$5.26M - $6.91M
|
31.9K
$7.84M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
31.4K+ 271.78% |
$5.18M - $6.8M
|
42.9K
$10.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
31.3K+ 8.53% |
$5.16M - $6.78M
|
398K
$97.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
31.1K+ 5.56% |
$5.13M - $6.73M
|
590K
$145M
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
31K+ 23.35% |
$5.12M - $6.72M
|
164K
$40.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
30.8K+ 795.38% |
$5.09M - $6.68M
|
34.7K
$8.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
30.4KNew |
$5.02M - $6.59M
|
30.4K
$7.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
30.2K+ 26.04% |
$4.99M - $6.55M
|
146K
$35.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
30KNew |
$4.95M - $6.5M
|
30K
$7.37M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
29.8K+ 2.91% |
$4.91M - $6.45M
|
1.05M
$258M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
29.7K+ 14.68% |
$4.9M - $6.44M
|
232K
$57M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
29.2K+ 157.07% |
$4.82M - $6.34M
|
47.9K
$11.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
28.9K+ 10.12% |
$4.77M - $6.27M
|
315K
$77.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Hhlr Advisors, Ltd.
Grand Cayman, E9 |
BUY
|
- |
28.8K+ 246.15% |
$4.75M - $6.24M
|
40.5K
$9.94M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
28.7K+ 7.44% |
$4.74M - $6.23M
|
415K
$102M
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
28.7K+ 49.0% |
$4.73M - $6.21M
|
87.2K
$21.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
28.6K+ 62.97% |
$4.72M - $6.19M
|
74K
$18.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
28.6KNew |
$4.71M - $6.19M
|
28.6K
$7.01M
|
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
28.5K+ 2.82% |
$4.71M - $6.18M
|
1.04M
$255M
|
|
|
Jul 15, 2024
Q2 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
28.3K+ 567.8% |
$4.67M - $6.13M
|
33.3K
$8.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
28.3K+ 9.79% |
$4.67M - $6.13M
|
317K
$77.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
28.3K+ 7.53% |
$4.67M - $6.13M
|
404K
$99.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
28.2K+ 64.39% |
$4.66M - $6.12M
|
72.1K
$17.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
27.9KNew |
$4.61M - $6.05M
|
27.9K
$6.85M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
27.7K+ 159.05% |
$4.57M - $6M
|
45.1K
$11.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27.7K+ 1.39% |
$4.56M - $5.99M
|
2.02M
$496M
|
|
|
Aug 26, 2024
Q2 2024
|
Bright Valley Capital LTD
Hong Kong, K3 |
BUY
|
- |
27.5KNew |
$4.54M - $5.96M
|
27.5K
$6.75M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
27.3K+ 7.43% |
$4.51M - $5.92M
|
395K
$97M
|
|
|
Aug 13, 2024
Q2 2024
|
Eulav Asset Management
|
BUY
|
- |
27K+ 48.18% |
$4.46M - $5.85M
|
83.1K
$20.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
26.9K+ 56.05% |
$4.44M - $5.82M
|
74.8K
$18.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
26.5K+ 40.37% |
$4.38M - $5.75M
|
92.2K
$22.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
26.5K+ 86.39% |
$4.37M - $5.74M
|
57.2K
$14M
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
26.3KNew |
$4.34M - $5.7M
|
26.3K
$6.46M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
26.3KNew |
$4.34M - $5.7M
|
26.3K
$6.45M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
26.2K+ 1.88% |
$4.32M - $5.68M
|
1.42M
$348M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
26.1K+ 4.81% |
$4.31M - $5.66M
|
568K
$140M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
26.1K+ 2.13% |
$4.31M - $5.66M
|
1.25M
$308M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
26K+ 5.8% |
$4.29M - $5.63M
|
474K
$116M
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
25.9K+ 22.3% |
$4.28M - $5.62M
|
142K
$34.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
25.9K+ 1.55% |
$4.27M - $5.61M
|
1.7M
$417M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
25.9K+ 34.34% |
$4.27M - $5.61M
|
101K
$24.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
25.8K+ 2.65% |
$4.26M - $5.6M
|
1M
$246M
|
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
25.6K+ 3.38% |
$4.23M - $5.55M
|
784K
$193M
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
BUY
|
- |
25.6K+ 4.92% |
$4.22M - $5.54M
|
546K
$134M
|
|
|
Aug 09, 2024
Q2 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
25.5K+ 865.37% |
$4.21M - $5.52M
|
28.4K
$6.98M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
25.1K+ 2.22% |
$4.14M - $5.44M
|
1.15M
$284M
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
25KNew |
$4.13M - $5.42M
|
25K
$6.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Valliance Asset Management LTD
|
BUY
|
- |
25KNew |
$4.13M - $5.42M
|
25K
$6.14M
|