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 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
397+ 3.99% |
$65.5K - $86K
|
10.3K
$2.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Markets Cayman LP
|
BUY
|
- |
397+ 13.48% |
$65.5K - $86K
|
3.34K
$670K
|
|
|
Jul 19, 2024
Q2 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
396+ 6.59% |
$65.3K - $85.8K
|
6.4K
$1.28M
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
BUY
|
- |
396+ 0.89% |
$65.3K - $85.8K
|
44.7K
$8.96M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
394+ 0.41% |
$65K - $85.4K
|
96.2K
$19.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
387+ 1.48% |
$63.9K - $83.9K
|
26.6K
$5.33M
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
386+ 4.41% |
$63.7K - $83.6K
|
9.13K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
386+ 1.67% |
$63.7K - $83.6K
|
23.4K
$4.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
385+ 2.14% |
$63.5K - $83.4K
|
18.4K
$3.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
385+ 4.84% |
$63.5K - $83.4K
|
8.33K
$1.67M
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
BUY
|
- |
385+ 0.14% |
$63.5K - $83.4K
|
279K
$55.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
385+ 3.0% |
$63.5K - $83.4K
|
13.2K
$2.65M
|
|
|
Jul 18, 2024
Q2 2024
|
Refined Wealth Management
|
BUY
|
- |
384+ 3.13% |
$63.4K - $83.2K
|
12.6K
$2.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
384+ 2.85% |
$63.4K - $83.2K
|
13.9K
$2.78M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
382+ 1.35% |
$63K - $82.8K
|
28.7K
$5.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
381+ 2.43% |
$62.9K - $82.6K
|
16.1K
$3.22M
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
381+ 3.81% |
$62.9K - $82.6K
|
10.4K
$2.08M
|
|
|
Aug 05, 2024
Q2 2024
|
Peterson Wealth Management
|
BUY
|
- |
379+ 1.61% |
$62.5K - $82.1K
|
23.9K
$4.79M
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
379+ 0.97% |
$62.5K - $82.1K
|
39.4K
$7.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
378+ 18.16% |
$62.4K - $81.9K
|
2.46K
$493K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
378+ 2.03% |
$62.4K - $81.9K
|
19K
$3.81M
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
377+ 0.72% |
$62.2K - $81.7K
|
52.9K
$10.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
376+ 5.05% |
$62K - $81.5K
|
7.82K
$1.57M
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
376+ 4.4% |
$62K - $81.5K
|
8.92K
$1.79M
|
|
|
Jul 08, 2024
Q2 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
375+ 22.41% |
$61.9K - $81.3K
|
2.05K
$410K
|
|
|
Aug 05, 2024
Q2 2024
|
Covenant Partners, LLC
|
BUY
|
- |
374+ 2.36% |
$61.7K - $81K
|
16.2K
$3.25M
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
374+ 0.47% |
$61.7K - $81K
|
80.3K
$16.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
372+ 3.71% |
$61.4K - $80.6K
|
10.4K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
370+ 0.28% |
$61.1K - $80.2K
|
133K
$26.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
368+ 0.35% |
$60.7K - $79.7K
|
105K
$20.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
366+ 0.33% |
$60.4K - $79.3K
|
110K
$22.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
365+ 1.61% |
$60.2K - $79.1K
|
23K
$4.61M
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
365+ 0.41% |
$60.2K - $79.1K
|
89.3K
$17.9M
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
364+ 0.7% |
$60.1K - $78.9K
|
52.4K
$10.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
362+ 5.51% |
$59.7K - $78.4K
|
6.93K
$1.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
BUY
|
- |
361+ 2.38% |
$59.6K - $78.2K
|
15.5K
$3.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
360+ 9.24% |
$59.4K - $78K
|
4.26K
$852K
|
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
360+ 11.34% |
$59.4K - $78K
|
3.54K
$708K
|
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
359+ 5.13% |
$59.2K - $77.8K
|
7.35K
$1.47M
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
359+ 4.41% |
$59.2K - $77.8K
|
8.5K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
357+ 2.93% |
$58.9K - $77.4K
|
12.5K
$2.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
357+ 0.12% |
$58.9K - $77.4K
|
306K
$61.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
356+ 9.34% |
$58.7K - $77.1K
|
4.17K
$835K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
356+ 2.9% |
$58.7K - $77.1K
|
12.6K
$2.53M
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
356+ 0.3% |
$58.7K - $77.1K
|
119K
$23.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
356+ 0.82% |
$58.7K - $77.1K
|
44K
$8.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
352+ 0.85% |
$58.1K - $76.3K
|
41.6K
$8.34M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
351+ 0.44% |
$57.9K - $76.1K
|
79.7K
$16M
|
|
|
Jul 29, 2024
Q2 2024
|
Coerente Capital Management
|
BUY
|
- |
350+ 13.77% |
$57.8K - $75.8K
|
2.89K
$579K
|
|
|
Jul 19, 2024
Q2 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
349+ 0.81% |
$57.6K - $75.6K
|
43.3K
$8.68M
|