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 12, 2024
Q2 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
2.29K+ 3.82% |
$378K - $496K
|
62.2K
$15.3M
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.29K+ 2.2% |
$377K - $496K
|
106K
$26.1M
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
2.28K+ 3.06% |
$377K - $495K
|
77K
$18.9M
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.27K+ 36.76% |
$375K - $493K
|
8.46K
$2.08M
|
|
Aug 12, 2024
Q2 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.27K+ 0.49% |
$374K - $491K
|
468K
$115M
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
2.26K+ 17.46% |
$373K - $489K
|
15.2K
$3.73M
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
2.25K+ 6.11% |
$372K - $488K
|
39.1K
$9.61M
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
2.25K+ 5.12% |
$371K - $487K
|
46.1K
$11.3M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.24K+ 1.54% |
$369K - $484K
|
147K
$36.2M
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
2.23K+ 1.74% |
$368K - $483K
|
131K
$32.1M
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.22K+ 3.25% |
$366K - $481K
|
70.5K
$17.3M
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
2.22K+ 0.5% |
$366K - $481K
|
443K
$109M
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.2K+ 16.76% |
$363K - $476K
|
15.3K
$3.76M
|
|
Aug 06, 2024
Q2 2024
|
Emerald Advisers, LLC
|
BUY
|
- |
2.2K+ 8.41% |
$363K - $476K
|
28.3K
$6.96M
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
2.18K+ 45.75% |
$360K - $472K
|
6.94K
$1.7M
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.17KNew |
$358K - $470K
|
2.17K
$532K
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.17K+ 0.76% |
$357K - $469K
|
286K
$70.1M
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.16K+ 6.52% |
$357K - $469K
|
35.4K
$8.68M
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
2.16K+ 2.54% |
$356K - $467K
|
87.1K
$21.4M
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.15K+ 5.2% |
$355K - $466K
|
43.5K
$10.7M
|
|
Aug 14, 2024
Q2 2024
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
2.14K+ 9.69% |
$353K - $463K
|
24.2K
$5.94M
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
2.12K+ 5.06% |
$349K - $458K
|
43.9K
$10.8M
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
2.11K+ 152.16% |
$348K - $458K
|
3.5K
$859K
|
|
Aug 02, 2024
Q2 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
2.1KNew |
$347K - $455K
|
2.1K
$516K
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.1K+ 14.22% |
$347K - $455K
|
16.9K
$4.14M
|
|
Aug 02, 2024
Q2 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2.09K+ 5.44% |
$345K - $453K
|
40.5K
$9.95M
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
2.09K+ 26.96% |
$344K - $452K
|
9.83K
$2.41M
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
2.08K+ 10.88% |
$344K - $451K
|
21.2K
$5.21M
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2.08K+ 14.86% |
$343K - $451K
|
16.1K
$3.95M
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
2.08K+ 2.08% |
$343K - $450K
|
102K
$25.1M
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2.08K+ 3.51% |
$343K - $450K
|
61.3K
$15M
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.05K+ 9.84% |
$338K - $444K
|
22.9K
$5.62M
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
BUY
|
- |
2.05K+ 3.21% |
$338K - $444K
|
66K
$16.2M
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.05K+ 1.46% |
$338K - $444K
|
143K
$35M
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.05K+ 9.11% |
$338K - $443K
|
24.5K
$6.02M
|
|
Feb 20, 2025
Q2 2024
|
Wormser Freres Gestion
Paris, I0 |
BUY
|
- |
2.04K+ 5.12% |
$337K - $443K
|
42K
$10.3M
|
|
Jul 18, 2024
Q2 2024
|
Verde Capital Management
|
BUY
|
- |
2.04K+ 134.46% |
$336K - $441K
|
3.55K
$872K
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.02K+ 4.13% |
$334K - $438K
|
50.9K
$12.5M
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
2.02K+ 1.05% |
$333K - $437K
|
194K
$47.7M
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2.02K+ 3.96% |
$333K - $437K
|
52.9K
$13M
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
2.01K+ 1.72% |
$332K - $436K
|
119K
$29.3M
|
|
Jul 25, 2024
Q2 2024
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
2.01KNew |
$332K - $436K
|
2.01K
$494K
|
|
Aug 14, 2024
Q2 2024
|
Blue Spruce Investments, LP
Chicago, IL |
BUY
|
- |
2.01KNew |
$332K - $436K
|
2.01K
$494K
|
|
Aug 14, 2024
Q2 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2KNew |
$330K - $433K
|
2K
$491K
|
|
Aug 13, 2024
Q2 2024
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
1.98K+ 7.32% |
$327K - $429K
|
29K
$7.12M
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.98K+ 1.59% |
$326K - $429K
|
127K
$31.1M
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.98K+ 11.13% |
$326K - $428K
|
19.7K
$4.85M
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
1.97K+ 1.42% |
$324K - $426K
|
140K
$34.3M
|
|
Aug 13, 2024
Q2 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
1.93K+ 3.22% |
$319K - $419K
|
61.9K
$15.2M
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.93K+ 2.62% |
$318K - $418K
|
75.7K
$18.6M
|