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 10, 2024
Q2 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
755+ 0.5% |
$125K - $164K
|
150K
$30.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
753+ 1.81% |
$124K - $163K
|
42.5K
$8.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
748+ 4.92% |
$123K - $162K
|
16K
$3.2M
|
|
|
Jul 02, 2024
Q2 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
744+ 17.04% |
$123K - $161K
|
5.11K
$1.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
737+ 18.33% |
$122K - $160K
|
4.76K
$953K
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
736+ 0.99% |
$121K - $159K
|
75K
$15M
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
735+ 0.78% |
$121K - $159K
|
94.7K
$19M
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
735+ 1.39% |
$121K - $159K
|
53.5K
$10.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
734+ 0.8% |
$121K - $159K
|
92.9K
$18.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
732+ 0.8% |
$121K - $159K
|
92.1K
$18.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
728+ 0.43% |
$120K - $158K
|
169K
$33.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
725+ 0.55% |
$120K - $157K
|
133K
$26.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
725+ 3.35% |
$120K - $157K
|
22.4K
$4.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
725+ 13.26% |
$120K - $157K
|
6.19K
$1.24M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
723+ 1.12% |
$119K - $157K
|
65.1K
$13M
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
722+ 1.28% |
$119K - $156K
|
57.1K
$11.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
721+ 5.92% |
$119K - $156K
|
12.9K
$2.58M
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
715+ 1.54% |
$118K - $155K
|
47.2K
$9.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
714+ 5.49% |
$118K - $155K
|
13.7K
$2.75M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
710+ 0.39% |
$117K - $154K
|
181K
$36.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
709+ 0.47% |
$117K - $154K
|
153K
$30.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
709+ 0.76% |
$117K - $154K
|
94.3K
$18.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
BUY
|
- |
706+ 2.46% |
$116K - $153K
|
29.4K
$5.88M
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
706+ 0.68% |
$116K - $153K
|
105K
$20.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
705+ 0.63% |
$116K - $153K
|
112K
$22.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
704+ 1.74% |
$116K - $153K
|
41.2K
$8.25M
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
698+ 3.32% |
$115K - $151K
|
21.7K
$4.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Wealthgate Family Office, LLC
|
BUY
|
- |
698+ 4.48% |
$115K - $151K
|
16.3K
$3.26M
|
|
|
Jul 17, 2024
Q2 2024
|
Asio Capital, LLC
|
BUY
|
- |
694+ 1.25% |
$115K - $150K
|
56.3K
$11.3M
|
|
|
Feb 13, 2025
Q2 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
693+ 10.67% |
$114K - $150K
|
7.19K
$1.44M
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
690+ 2.98% |
$114K - $150K
|
23.9K
$4.78M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
687+ 1.38% |
$113K - $149K
|
50.4K
$10.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
686+ 1.14% |
$113K - $149K
|
60.8K
$12.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
680+ 11.45% |
$112K - $147K
|
6.62K
$1.33M
|
|
|
Jul 15, 2024
Q2 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
678+ 28.94% |
$112K - $147K
|
3.02K
$605K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
673+ 0.68% |
$111K - $146K
|
100K
$20.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
672+ 2.84% |
$111K - $146K
|
24.4K
$4.88M
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
672+ 14.14% |
$111K - $146K
|
5.43K
$1.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
672+ 2.25% |
$111K - $146K
|
30.5K
$6.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
669+ 2.15% |
$110K - $145K
|
31.9K
$6.38M
|
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
666+ 1.78% |
$110K - $144K
|
38K
$7.62M
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
664+ 14.75% |
$110K - $144K
|
5.17K
$1.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
663+ 0.52% |
$109K - $144K
|
128K
$25.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
662+ 0.93% |
$109K - $143K
|
72K
$14.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
659+ 4.68% |
$109K - $143K
|
14.7K
$2.95M
|
|
|
Aug 05, 2024
Q2 2024
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
659+ 0.65% |
$109K - $143K
|
102K
$20.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
655+ 148.53% |
$108K - $142K
|
1.1K
$220K
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
653+ 2.27% |
$108K - $141K
|
29.4K
$5.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
651+ 7.61% |
$107K - $141K
|
9.21K
$1.84M
|
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
650+ 0.78% |
$107K - $141K
|
84.5K
$16.9M
|