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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.88K+ 11.08% |
$1.13M - $1.49M
|
68.9K
$13.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.82K+ 2.65% |
$1.13M - $1.48M
|
264K
$52.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
6.82K+ 3.96% |
$1.13M - $1.48M
|
179K
$35.9M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.79K+ 2.01% |
$1.12M - $1.47M
|
344K
$68.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
6.79K+ 103.33% |
$1.12M - $1.47M
|
13.4K
$2.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
6.79K+ 49.53% |
$1.12M - $1.47M
|
20.5K
$4.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6.78K+ 14.59% |
$1.12M - $1.47M
|
53.2K
$10.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.77K+ 0.94% |
$1.12M - $1.47M
|
726K
$145M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.76K+ 5.37% |
$1.12M - $1.46M
|
133K
$26.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6.75K+ 10.03% |
$1.11M - $1.46M
|
74.1K
$14.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
6.72K+ 5.15% |
$1.11M - $1.46M
|
137K
$27.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
6.69K+ 6.97% |
$1.1M - $1.45M
|
103K
$20.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
6.66K+ 6.77% |
$1.1M - $1.44M
|
105K
$21M
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
6.65K+ 41.36% |
$1.1M - $1.44M
|
22.7K
$4.55M
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
6.59K+ 11.19% |
$1.09M - $1.43M
|
65.5K
$13.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
6.56K+ 334.98% |
$1.08M - $1.42M
|
8.52K
$1.71M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
6.53KNew |
$1.08M - $1.42M
|
6.53K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
6.52K+ 2.17% |
$1.08M - $1.41M
|
307K
$61.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.5K+ 22.91% |
$1.07M - $1.41M
|
34.9K
$6.98M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
6.49K+ 8.4% |
$1.07M - $1.41M
|
83.7K
$16.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
6.46K+ 7.13% |
$1.07M - $1.4M
|
97K
$19.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
6.45K+ 21.51% |
$1.06M - $1.4M
|
36.4K
$7.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6.43K+ 33.24% |
$1.06M - $1.39M
|
25.8K
$5.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
6.35K+ 381.15% |
$1.05M - $1.38M
|
8.02K
$1.61M
|
|
|
Aug 07, 2024
Q2 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
6.28K+ 72.7% |
$1.04M - $1.36M
|
14.9K
$2.99M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
6.23K+ 3.2% |
$1.03M - $1.35M
|
201K
$40.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
6.22K+ 17.58% |
$1.03M - $1.35M
|
41.6K
$8.33M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
6.22K+ 4.66% |
$1.03M - $1.35M
|
140K
$28M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
6.21K+ 3.48% |
$1.02M - $1.35M
|
184K
$36.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.2K+ 1.2% |
$1.02M - $1.34M
|
524K
$105M
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
6.19K+ 20.73% |
$1.02M - $1.34M
|
36.1K
$7.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.18K+ 0.59% |
$1.02M - $1.34M
|
1.05M
$211M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
6.17K+ 49.07% |
$1.02M - $1.34M
|
18.7K
$3.75M
|
|
|
Jul 23, 2024
Q2 2024
|
Lincoln Capital Corp
|
BUY
|
- |
6.15K+ 11.23% |
$1.01M - $1.33M
|
60.9K
$12.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
6.14K+ 8.46% |
$1.01M - $1.33M
|
78.7K
$15.8M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
6.13K+ 7.22% |
$1.01M - $1.33M
|
91.1K
$18.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
6.11K+ 5.53% |
$1.01M - $1.32M
|
117K
$23.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
6.07KNew |
$1M - $1.32M
|
6.07K
$1.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
6.06K+ 29.04% |
$1M - $1.31M
|
26.9K
$5.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
6.06K+ 78.02% |
$999K - $1.31M
|
13.8K
$2.77M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
6.06K+ 6.58% |
$999K - $1.31M
|
98.1K
$19.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
BUY
|
- |
6.02K+ 85.72% |
$994K - $1.31M
|
13K
$2.61M
|
|
|
Jul 29, 2024
Q2 2024
|
Dantai Capital LTD
Hong Kong, K3 |
BUY
|
- |
6.01K+ 17.43% |
$992K - $1.3M
|
40.5K
$8.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
6.01K+ 3.72% |
$992K - $1.3M
|
168K
$33.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
6.01K+ 7.55% |
$991K - $1.3M
|
85.6K
$17.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6K+ 6.49% |
$990K - $1.3M
|
98.4K
$19.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
5.97KNew |
$985K - $1.29M
|
5.97K
$1.2M
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
5.95K+ 14.59% |
$981K - $1.29M
|
46.7K
$9.35M
|
|
|
Aug 07, 2024
Q2 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
5.91K+ 23.47% |
$974K - $1.28M
|
31.1K
$6.22M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
5.89K+ 4.92% |
$973K - $1.28M
|
126K
$25.2M
|