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 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.01K+ 4.8% |
$167K - $219K
|
22.1K
$4.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
1.01K+ 13.48% |
$167K - $219K
|
8.52K
$1.71M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 6.77% |
$167K - $219K
|
15.9K
$3.19M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.01K+ 1.68% |
$166K - $219K
|
61.2K
$12.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Check Capital Management Inc
|
BUY
|
- |
1.01K+ 3.11% |
$166K - $218K
|
33.4K
$6.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1K+ 25.15% |
$165K - $217K
|
4.99K
$1M
|
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
BUY
|
- |
1K+ 3.73% |
$165K - $217K
|
27.8K
$5.57M
|
|
|
Jul 26, 2024
Q2 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
999+ 18.31% |
$165K - $216K
|
6.46K
$1.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
998+ 6.02% |
$165K - $216K
|
17.6K
$3.52M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
998+ 7.63% |
$165K - $216K
|
14.1K
$2.82M
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
997+ 0.8% |
$165K - $216K
|
125K
$25.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
997New |
$165K - $216K
|
997
$200K
|
|
|
Sep 10, 2024
Q2 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
997+ 1.26% |
$165K - $216K
|
79.9K
$16M
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
994+ 2.23% |
$164K - $215K
|
45.6K
$9.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
BUY
|
- |
992+ 1.9% |
$164K - $215K
|
53.2K
$10.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Smh Capital Advisors Inc
|
BUY
|
- |
991New |
$164K - $215K
|
991
$198K
|
|
|
Jul 08, 2024
Q2 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
988New |
$163K - $214K
|
988
$198K
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
988+ 13.26% |
$163K - $214K
|
8.44K
$1.69M
|
|
|
Jul 26, 2024
Q2 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
985+ 2.24% |
$163K - $213K
|
44.9K
$9M
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
978+ 1.37% |
$161K - $212K
|
72.3K
$14.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
977New |
$161K - $212K
|
977
$196K
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
974+ 0.72% |
$161K - $211K
|
136K
$27.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
974+ 11.95% |
$161K - $211K
|
9.12K
$1.83M
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
971+ 5.16% |
$160K - $210K
|
19.8K
$3.96M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
969+ 1.73% |
$160K - $210K
|
57.1K
$11.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
964+ 3.79% |
$159K - $209K
|
26.4K
$5.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
962+ 9.85% |
$159K - $208K
|
10.7K
$2.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
962+ 0.73% |
$159K - $208K
|
132K
$26.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
961+ 3.5% |
$159K - $208K
|
28.4K
$5.69M
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
959+ 3.3% |
$158K - $208K
|
30K
$6.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
958+ 14.22% |
$158K - $208K
|
7.7K
$1.54M
|
|
|
Jul 10, 2024
Q2 2024
|
Shearwater Capital LLC
|
BUY
|
- |
956+ 61.92% |
$158K - $207K
|
2.5K
$501K
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
BUY
|
- |
956+ 3.27% |
$158K - $207K
|
30.2K
$6.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
955+ 3.47% |
$158K - $207K
|
28.5K
$5.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
954+ 8.9% |
$157K - $207K
|
11.7K
$2.34M
|
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
952+ 5.56% |
$157K - $206K
|
18.1K
$3.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
951+ 3.49% |
$157K - $206K
|
28.2K
$5.64M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
951+ 10.72% |
$157K - $206K
|
9.82K
$1.97M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
949+ 0.89% |
$157K - $206K
|
107K
$21.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
941+ 7.31% |
$155K - $204K
|
13.8K
$2.77M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
939+ 3.77% |
$155K - $203K
|
25.9K
$5.18M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
939+ 0.26% |
$155K - $203K
|
360K
$72M
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
930+ 2.43% |
$153K - $202K
|
39.2K
$7.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
926+ 7.88% |
$153K - $201K
|
12.7K
$2.54M
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
925+ 8.38% |
$153K - $200K
|
12K
$2.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
925+ 67.42% |
$153K - $200K
|
2.3K
$460K
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
921+ 1.78% |
$152K - $200K
|
52.7K
$10.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
920+ 0.71% |
$152K - $199K
|
130K
$26M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
920+ 4.85% |
$152K - $199K
|
19.9K
$3.99M
|
|
|
Jul 17, 2024
Q2 2024
|
Atwater Malick LLC
|
BUY
|
- |
918+ 0.84% |
$151K - $199K
|
110K
$22.1M
|