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 23, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
298+ 10.84% |
$49.2K - $64.6K
|
3.05K
$610K
|
|
|
Jul 24, 2024
Q2 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
298+ 1.91% |
$49.2K - $64.6K
|
15.9K
$3.19M
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
298+ 10.84% |
$49.2K - $64.6K
|
3.05K
$610K
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
295+ 2.18% |
$48.7K - $63.9K
|
13.8K
$2.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
295+ 0.32% |
$48.7K - $63.9K
|
92.7K
$18.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
293+ 3.42% |
$48.3K - $63.5K
|
8.86K
$1.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Granger Management LLC
|
BUY
|
- |
292+ 1.19% |
$48.2K - $63.3K
|
24.9K
$4.98M
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
291+ 0.96% |
$48K - $63.1K
|
30.7K
$6.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
289+ 0.38% |
$47.7K - $62.6K
|
76.2K
$15.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
288+ 1.53% |
$47.5K - $62.4K
|
19.1K
$3.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
287+ 0.3% |
$47.4K - $62.2K
|
96.7K
$19.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
286+ 0.73% |
$47.2K - $62K
|
39.5K
$7.92M
|
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
284+ 0.24% |
$46.9K - $61.5K
|
117K
$23.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
283+ 8.53% |
$46.7K - $61.3K
|
3.6K
$721K
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
283+ 0.55% |
$46.7K - $61.3K
|
51.8K
$10.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
283+ 0.21% |
$46.7K - $61.3K
|
138K
$27.7M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
281+ 0.72% |
$46.4K - $60.9K
|
39.1K
$7.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
281+ 0.33% |
$46.4K - $60.9K
|
84.9K
$17M
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
280+ 2.38% |
$46.2K - $60.7K
|
12K
$2.41M
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
280+ 7.78% |
$46.2K - $60.7K
|
3.88K
$777K
|
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
277+ 0.73% |
$45.7K - $60K
|
38K
$7.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
275+ 0.48% |
$45.4K - $59.6K
|
57.1K
$11.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
274+ 3.27% |
$45.2K - $59.4K
|
8.65K
$1.73M
|
|
|
Jul 16, 2024
Q2 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
270+ 1.03% |
$44.6K - $58.5K
|
26.5K
$5.32M
|
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
270+ 5.9% |
$44.6K - $58.5K
|
4.85K
$971K
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
269+ 0.71% |
$44.4K - $58.3K
|
38.1K
$7.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
269+ 2.07% |
$44.4K - $58.3K
|
13.3K
$2.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
268+ 19.28% |
$44.2K - $58.1K
|
1.66K
$332K
|
|
|
Jul 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
266+ 0.3% |
$43.9K - $57.6K
|
89.3K
$17.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Carroll Investors, Inc
|
BUY
|
- |
266+ 0.31% |
$43.9K - $57.6K
|
86.3K
$17.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
265+ 0.99% |
$43.7K - $57.4K
|
27K
$5.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
261+ 0.51% |
$43.1K - $56.6K
|
51.2K
$10.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
260+ 0.79% |
$42.9K - $56.3K
|
33K
$6.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
259+ 0.18% |
$42.7K - $56.1K
|
145K
$29M
|
|
|
Nov 21, 2024
Q2 2024
|
Chelsea Counsel CO
|
BUY
|
- |
256+ 0.25% |
$42.2K - $55.5K
|
101K
$20.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
254+ 0.41% |
$41.9K - $55K
|
62.2K
$12.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
253+ 0.49% |
$41.7K - $54.8K
|
51.8K
$10.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
251+ 1.76% |
$41.4K - $54.4K
|
14.5K
$2.91M
|
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
251+ 1.82% |
$41.4K - $54.4K
|
14.1K
$2.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
248+ 4.69% |
$40.9K - $53.7K
|
5.54K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
248+ 0.96% |
$40.9K - $53.7K
|
26K
$5.21M
|
|
|
Jul 15, 2024
Q2 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
247+ 1.95% |
$40.8K - $53.5K
|
12.9K
$2.59M
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
247+ 0.69% |
$40.8K - $53.5K
|
36.2K
$7.25M
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
247+ 2.37% |
$40.8K - $53.5K
|
10.7K
$2.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
246+ 3.91% |
$40.6K - $53.3K
|
6.54K
$1.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
245+ 0.38% |
$40.4K - $53.1K
|
64.1K
$12.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
242+ 3.89% |
$39.9K - $52.4K
|
6.47K
$1.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
241+ 0.26% |
$39.8K - $52.2K
|
94.2K
$18.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
239+ 1.28% |
$39.4K - $51.8K
|
18.9K
$3.78M
|
|
|
Jul 25, 2024
Q2 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
239+ 0.52% |
$39.4K - $51.8K
|
46.6K
$9.33M
|