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 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
994+ 2.23% |
$164K - $215K
|
45.6K
$11.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
BUY
|
- |
992+ 1.9% |
$164K - $215K
|
53.2K
$13.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Smh Capital Advisors Inc
|
BUY
|
- |
991New |
$164K - $215K
|
991
$243K
|
|
|
Jul 08, 2024
Q2 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
988New |
$163K - $214K
|
988
$243K
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
988+ 13.26% |
$163K - $214K
|
8.44K
$2.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
985+ 2.24% |
$163K - $213K
|
44.9K
$11M
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
978+ 1.37% |
$161K - $212K
|
72.3K
$17.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
977New |
$161K - $212K
|
977
$240K
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
974+ 0.72% |
$161K - $211K
|
136K
$33.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
974+ 11.95% |
$161K - $211K
|
9.12K
$2.24M
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
971+ 5.16% |
$160K - $210K
|
19.8K
$4.86M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
969+ 1.73% |
$160K - $210K
|
57.1K
$14M
|
|
|
Jul 31, 2024
Q2 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
964+ 3.79% |
$159K - $209K
|
26.4K
$6.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
962+ 9.85% |
$159K - $208K
|
10.7K
$2.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
962+ 0.73% |
$159K - $208K
|
132K
$32.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
961+ 3.5% |
$159K - $208K
|
28.4K
$6.98M
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
959+ 3.3% |
$158K - $208K
|
30K
$7.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
958+ 14.22% |
$158K - $208K
|
7.7K
$1.89M
|
|
|
Jul 10, 2024
Q2 2024
|
Shearwater Capital LLC
|
BUY
|
- |
956+ 61.92% |
$158K - $207K
|
2.5K
$614K
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
BUY
|
- |
956+ 3.27% |
$158K - $207K
|
30.2K
$7.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
955+ 3.47% |
$158K - $207K
|
28.5K
$6.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
954+ 8.9% |
$157K - $207K
|
11.7K
$2.87M
|
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
952+ 5.56% |
$157K - $206K
|
18.1K
$4.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
951+ 3.49% |
$157K - $206K
|
28.2K
$6.92M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
951+ 10.72% |
$157K - $206K
|
9.82K
$2.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
949+ 0.89% |
$157K - $206K
|
107K
$26.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
941+ 7.31% |
$155K - $204K
|
13.8K
$3.39M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
939+ 3.77% |
$155K - $203K
|
25.9K
$6.35M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
939+ 0.26% |
$155K - $203K
|
360K
$88.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
930+ 2.43% |
$153K - $202K
|
39.2K
$9.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
926+ 7.88% |
$153K - $201K
|
12.7K
$3.11M
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
925+ 8.38% |
$153K - $200K
|
12K
$2.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
925+ 67.42% |
$153K - $200K
|
2.3K
$564K
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
921+ 1.78% |
$152K - $200K
|
52.7K
$12.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
920+ 0.71% |
$152K - $199K
|
130K
$31.9M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
920+ 4.85% |
$152K - $199K
|
19.9K
$4.89M
|
|
|
Jul 17, 2024
Q2 2024
|
Atwater Malick LLC
|
BUY
|
- |
918+ 0.84% |
$151K - $199K
|
110K
$27.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
911+ 0.98% |
$150K - $197K
|
94K
$23.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
907+ 10.65% |
$150K - $197K
|
9.43K
$2.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
906+ 3.79% |
$149K - $196K
|
24.8K
$6.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
903+ 13.19% |
$149K - $196K
|
7.75K
$1.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
902+ 2.3% |
$149K - $195K
|
40.1K
$9.84M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
900+ 2.35% |
$149K - $195K
|
39.3K
$9.64M
|
|
|
Aug 28, 2024
Q2 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
900+ 15.02% |
$149K - $195K
|
6.89K
$1.69M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
896+ 1.76% |
$148K - $194K
|
51.9K
$12.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
894+ 1.56% |
$148K - $194K
|
58.3K
$14.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
893+ 1.56% |
$147K - $193K
|
58.2K
$14.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
883+ 3.14% |
$146K - $191K
|
29K
$7.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
880+ 0.59% |
$145K - $191K
|
150K
$36.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
878+ 3.09% |
$145K - $190K
|
29.3K
$7.19M
|