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 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.09K+ 11.8% |
$180K - $236K
|
10.3K
$2.54M
|
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.09K+ 2.05% |
$179K - $236K
|
54K
$13.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.09K+ 2.2% |
$179K - $236K
|
50.5K
$12.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.09K+ 4.13% |
$179K - $235K
|
27.4K
$6.73M
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.08K+ 6.9% |
$179K - $235K
|
16.8K
$4.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.08K+ 3.16% |
$179K - $234K
|
35.3K
$8.67M
|
|
|
Aug 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
1.08K+ 1.25% |
$178K - $234K
|
87.1K
$21.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.08K+ 2.83% |
$178K - $233K
|
39.2K
$9.62M
|
|
|
Aug 06, 2024
Q2 2024
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
1.08KNew |
$178K - $233K
|
1.08K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.08K+ 1.92% |
$178K - $233K
|
57.2K
$14M
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.07K+ 1.4% |
$177K - $233K
|
78K
$19.1M
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.07K+ 20.66% |
$177K - $233K
|
6.27K
$1.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
1.07KNew |
$177K - $232K
|
1.07K
$263K
|
|
|
Jul 23, 2024
Q2 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
1.07K+ 0.64% |
$177K - $232K
|
169K
$41.5M
|
|
|
Aug 13, 2024
Q2 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
1.07KNew |
$176K - $231K
|
1.07K
$262K
|
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
BUY
|
- |
1.07K+ 1.41% |
$176K - $231K
|
76.9K
$18.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
1.06K+ 2.7% |
$175K - $230K
|
40.3K
$9.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
1.06KNew |
$175K - $229K
|
1.06K
$260K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.05K+ 4.02% |
$173K - $227K
|
27.1K
$6.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Robotti Robert
New York, NY |
BUY
|
- |
1.05KNew |
$173K - $227K
|
1.05K
$257K
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.04K+ 4.51% |
$172K - $226K
|
24.2K
$5.94M
|
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
BUY
|
- |
1.04K+ 17.44% |
$172K - $226K
|
7.02K
$1.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
1.04K+ 1.44% |
$172K - $225K
|
73.2K
$18M
|
|
|
Aug 08, 2024
Q2 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
1.04KNew |
$172K - $225K
|
1.04K
$255K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.04K+ 1.48% |
$171K - $225K
|
71.1K
$17.5M
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.03K+ 3.37% |
$171K - $224K
|
31.7K
$7.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.03KNew |
$170K - $223K
|
1.03K
$253K
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
1.03K+ 5.75% |
$170K - $223K
|
18.9K
$4.65M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
BUY
|
- |
1.03K+ 0.44% |
$169K - $223K
|
236K
$57.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.03K+ 2.86% |
$169K - $223K
|
36.9K
$9.05M
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.03K+ 1.44% |
$169K - $222K
|
72.3K
$17.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Capital Management
|
BUY
|
- |
1.03K+ 1.25% |
$169K - $222K
|
83.2K
$20.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
1.02K+ 25.87% |
$169K - $222K
|
4.98K
$1.22M
|
|
|
Jul 19, 2024
Q2 2024
|
Sara Bay Financial
|
BUY
|
- |
1.02K+ 4.93% |
$168K - $221K
|
21.7K
$5.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.02K+ 3.07% |
$168K - $221K
|
34.2K
$8.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.02K+ 14.63% |
$168K - $220K
|
7.96K
$1.95M
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
1.01KNew |
$167K - $220K
|
1.01K
$249K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.01K+ 4.8% |
$167K - $219K
|
22.1K
$5.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
1.01K+ 13.48% |
$167K - $219K
|
8.52K
$2.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 6.77% |
$167K - $219K
|
15.9K
$3.92M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.01K+ 1.68% |
$166K - $219K
|
61.2K
$15M
|
|
|
Jul 25, 2024
Q2 2024
|
Check Capital Management Inc
|
BUY
|
- |
1.01K+ 3.11% |
$166K - $218K
|
33.4K
$8.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1K+ 25.15% |
$165K - $217K
|
4.99K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
BUY
|
- |
1K+ 3.73% |
$165K - $217K
|
27.8K
$6.83M
|
|
|
Jul 26, 2024
Q2 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
999+ 18.31% |
$165K - $216K
|
6.46K
$1.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
998+ 6.02% |
$165K - $216K
|
17.6K
$4.32M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
998+ 7.63% |
$165K - $216K
|
14.1K
$3.46M
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
997+ 0.8% |
$165K - $216K
|
125K
$30.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
997New |
$165K - $216K
|
997
$245K
|
|
|
Sep 10, 2024
Q2 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
997+ 1.26% |
$165K - $216K
|
79.9K
$19.6M
|