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 07, 2024
Q2 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
1.4K+ 7.94% |
$231K - $303K
|
19K
$4.67M
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
1.39K+ 5.13% |
$230K - $302K
|
28.6K
$7.02M
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.39K+ 0.88% |
$230K - $302K
|
161K
$39.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
1.38K+ 15.59% |
$228K - $299K
|
10.2K
$2.51M
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
1.37K+ 6.14% |
$227K - $297K
|
23.7K
$5.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.37K+ 17.08% |
$226K - $297K
|
9.39K
$2.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.37K+ 1.81% |
$226K - $296K
|
76.9K
$18.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
1.36KNew |
$225K - $296K
|
1.36K
$335K
|
|
|
Aug 08, 2024
Q2 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
1.36K+ 47.65% |
$225K - $295K
|
4.22K
$1.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
1.36K+ 3.47% |
$224K - $294K
|
40.5K
$9.95M
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.35K+ 8.5% |
$223K - $293K
|
17.3K
$4.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.35K+ 6.63% |
$222K - $292K
|
21.7K
$5.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.34K+ 5.93% |
$221K - $291K
|
24K
$5.88M
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.34K+ 1.23% |
$221K - $290K
|
111K
$27.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.34K+ 0.39% |
$220K - $289K
|
343K
$84.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
1.33KNew |
$219K - $288K
|
1.33K
$327K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.33K+ 0.37% |
$219K - $287K
|
364K
$89.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.32K+ 23.26% |
$218K - $286K
|
7.01K
$1.72M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.32K+ 0.29% |
$218K - $286K
|
463K
$114M
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.32K+ 4.1% |
$217K - $285K
|
33.4K
$8.21M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.31K+ 0.19% |
$217K - $284K
|
708K
$174M
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
1.31K+ 10.3% |
$216K - $284K
|
14K
$3.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
BUY
|
- |
1.31K+ 2.47% |
$216K - $284K
|
54.3K
$13.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
1.31K+ 4.32% |
$216K - $283K
|
31.5K
$7.75M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.31K+ 1.17% |
$215K - $283K
|
113K
$27.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.3K+ 3.48% |
$215K - $283K
|
38.8K
$9.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.3K+ 8.8% |
$215K - $282K
|
16.1K
$3.95M
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1.3K+ 3.58% |
$214K - $281K
|
37.5K
$9.22M
|
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
1.3K+ 4.55% |
$214K - $281K
|
29.7K
$7.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.29K+ 0.68% |
$212K - $278K
|
189K
$46.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.28K+ 9.11% |
$212K - $278K
|
15.4K
$3.78M
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.28K+ 5.61% |
$212K - $278K
|
24.2K
$5.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
1.28K+ 5.98% |
$211K - $277K
|
22.7K
$5.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.28K+ 25.21% |
$211K - $276K
|
6.34K
$1.56M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.28K+ 3.12% |
$210K - $276K
|
42.1K
$10.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
BUY
|
- |
1.27K+ 40.64% |
$210K - $276K
|
4.4K
$1.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.27K+ 6.4% |
$210K - $276K
|
21.1K
$5.19M
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.27K+ 0.91% |
$210K - $275K
|
141K
$34.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.27K+ 2.75% |
$209K - $274K
|
47.2K
$11.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
1.26K+ 17.35% |
$208K - $273K
|
8.52K
$2.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
BUY
|
- |
1.25K+ 2.75% |
$207K - $272K
|
46.9K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.25K+ 0.9% |
$206K - $270K
|
140K
$34.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.24K+ 3.22% |
$204K - $268K
|
39.7K
$9.75M
|
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.23K+ 2.88% |
$203K - $267K
|
44K
$10.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.23K+ 3.67% |
$202K - $266K
|
34.7K
$8.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
1.23K+ 2.73% |
$202K - $265K
|
46.1K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.23K+ 1.33% |
$202K - $265K
|
93.1K
$22.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.22K+ 2.7% |
$202K - $265K
|
46.5K
$11.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
1.22KNew |
$201K - $265K
|
1.22K
$300K
|
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
1.22K+ 65.48% |
$201K - $264K
|
3.08K
$756K
|