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 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.63K+ 1.25% |
$269K - $354K
|
132K
$32.4M
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.63K+ 3.34% |
$269K - $353K
|
50.5K
$12.4M
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
BUY
|
- |
1.61K+ 9.42% |
$266K - $349K
|
18.7K
$4.6M
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.6K+ 50.17% |
$264K - $347K
|
4.79K
$1.18M
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
1.6K+ 11.05% |
$264K - $347K
|
16.1K
$3.95M
|
|
Aug 14, 2024
Q2 2024
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
1.6KNew |
$264K - $347K
|
1.6K
$393K
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.59K+ 0.44% |
$263K - $345K
|
365K
$89.7M
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
BUY
|
- |
1.59K+ 16.8% |
$263K - $345K
|
11.1K
$2.72M
|
|
Aug 13, 2024
Q2 2024
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
1.59KNew |
$262K - $344K
|
1.59K
$389K
|
|
Aug 01, 2024
Q2 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
1.58K+ 63.72% |
$260K - $342K
|
4.05K
$995K
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
1.55K+ 3.26% |
$256K - $336K
|
49.2K
$12.1M
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
BUY
|
- |
1.54K+ 5.29% |
$254K - $334K
|
30.7K
$7.54M
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.54K+ 0.26% |
$254K - $334K
|
596K
$146M
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
BUY
|
- |
1.54K+ 0.54% |
$254K - $334K
|
287K
$70.4M
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.53K+ 3.47% |
$253K - $332K
|
45.8K
$11.2M
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.53KNew |
$252K - $332K
|
1.53K
$376K
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.53K+ 5.61% |
$252K - $331K
|
28.8K
$7.07M
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.53K+ 8.47% |
$252K - $331K
|
19.6K
$4.8M
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.52K+ 6.77% |
$251K - $330K
|
24K
$5.89M
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.52K+ 1.05% |
$250K - $329K
|
146K
$35.9M
|
|
Jul 16, 2024
Q2 2024
|
Deltec Asset Management LLC
|
BUY
|
- |
1.52K+ 6.06% |
$250K - $328K
|
26.5K
$6.51M
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.52K+ 16.23% |
$250K - $328K
|
10.9K
$2.66M
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.51K+ 1.78% |
$249K - $327K
|
86.4K
$21.2M
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.51K+ 0.53% |
$249K - $327K
|
286K
$70.3M
|
|
Jul 17, 2024
Q2 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
1.51KNew |
$249K - $327K
|
1.51K
$370K
|
|
Aug 09, 2024
Q2 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.5KNew |
$248K - $325K
|
1.5K
$369K
|
|
Jul 24, 2024
Q2 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
1.5K+ 24.19% |
$248K - $325K
|
7.7K
$1.89M
|
|
Aug 02, 2024
Q2 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
1.5K+ 1.33% |
$247K - $325K
|
114K
$27.9M
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1.5KNew |
$247K - $324K
|
1.5K
$367K
|
|
Aug 14, 2024
Q2 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.49K+ 1.95% |
$246K - $323K
|
78.1K
$19.2M
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.46K+ 52.55% |
$241K - $317K
|
4.24K
$1.04M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
1.45K+ 19.31% |
$240K - $315K
|
8.98K
$2.2M
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.45KNew |
$240K - $315K
|
1.45K
$357K
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
1.44K+ 3.11% |
$238K - $312K
|
47.9K
$11.8M
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.44K+ 0.58% |
$238K - $312K
|
248K
$60.9M
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.44K+ 9.74% |
$238K - $312K
|
16.2K
$3.98M
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.44K+ 13.4% |
$237K - $312K
|
12.2K
$2.99M
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.43K+ 5.25% |
$237K - $311K
|
28.8K
$7.06M
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.43K+ 2.87% |
$236K - $310K
|
51.3K
$12.6M
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
BUY
|
- |
1.43K+ 1.75% |
$236K - $310K
|
83.1K
$20.4M
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.43K+ 35.75% |
$236K - $310K
|
5.43K
$1.33M
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.43K+ 11.27% |
$236K - $310K
|
14.1K
$3.46M
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
1.43K+ 0.66% |
$235K - $309K
|
218K
$53.5M
|
|
Aug 12, 2024
Q2 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.43KNew |
$235K - $309K
|
1.43K
$350K
|
|
Jul 29, 2024
Q2 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
1.43K+ 1.23% |
$235K - $309K
|
118K
$28.9M
|
|
Jul 16, 2024
Q2 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.42K+ 96.87% |
$235K - $309K
|
2.89K
$711K
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.42K+ 12.8% |
$234K - $307K
|
12.5K
$3.07M
|
|
Sep 27, 2024
Q2 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
1.42K+ 3.29% |
$234K - $307K
|
44.4K
$10.9M
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.42K+ 1.47% |
$233K - $307K
|
97.6K
$24M
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.4K+ 2.53% |
$231K - $304K
|
56.7K
$13.9M
|