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 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
34+ 0.22% |
$5.61K - $7.37K
|
15.2K
$3.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
34+ 0.38% |
$5.61K - $7.37K
|
8.95K
$1.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
34+ 0.07% |
$5.61K - $7.37K
|
46.1K
$9.24M
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
33+ 0.47% |
$5.45K - $7.15K
|
7.08K
$1.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
33+ 2.7% |
$5.45K - $7.15K
|
1.26K
$252K
|
|
|
Jul 22, 2024
Q2 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
31+ 0.12% |
$5.12K - $6.72K
|
25.6K
$5.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
31+ 0.04% |
$5.12K - $6.72K
|
82.2K
$16.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
30+ 1.52% |
$4.95K - $6.5K
|
2.01K
$403K
|
|
|
Aug 05, 2024
Q2 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
30+ 0.08% |
$4.95K - $6.5K
|
35.9K
$7.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
BUY
|
- |
30+ 0.15% |
$4.95K - $6.5K
|
20.2K
$4.05M
|
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
29+ 0.1% |
$4.79K - $6.28K
|
30.5K
$6.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
29+ 0.03% |
$4.79K - $6.28K
|
100K
$20.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
29+ 0.03% |
$4.79K - $6.28K
|
104K
$20.9M
|
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
27+ 0.2% |
$4.46K - $5.85K
|
13.7K
$2.74M
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
27+ 0.09% |
$4.46K - $5.85K
|
31K
$6.21M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
27+ 0.05% |
$4.46K - $5.85K
|
57.3K
$11.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
26+ 2.19% |
$4.29K - $5.63K
|
1.22K
$243K
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
25+ 0.08% |
$4.13K - $5.42K
|
30.2K
$6.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
25+ 0.06% |
$4.13K - $5.42K
|
40.5K
$8.12M
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
25+ 0.09% |
$4.13K - $5.42K
|
28K
$5.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
24+ 0.33% |
$3.96K - $5.2K
|
7.22K
$1.45M
|
|
|
Jul 18, 2024
Q2 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
24+ 0.15% |
$3.96K - $5.2K
|
15.6K
$3.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
BUY
|
- |
24+ 0.06% |
$3.96K - $5.2K
|
42.3K
$8.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
24+ 0.12% |
$3.96K - $5.2K
|
20.5K
$4.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
23+ 0.08% |
$3.8K - $4.98K
|
29.5K
$5.91M
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.06% |
$3.63K - $4.77K
|
36.2K
$7.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Jentner Corp
|
BUY
|
- |
22+ 0.43% |
$3.63K - $4.77K
|
5.15K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
22+ 0.04% |
$3.63K - $4.77K
|
59K
$11.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
22+ 0.26% |
$3.63K - $4.77K
|
8.37K
$1.68M
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
21+ 0.07% |
$3.47K - $4.55K
|
30.2K
$6.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
21+ 0.03% |
$3.47K - $4.55K
|
74.3K
$14.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
BUY
|
- |
21+ 0.02% |
$3.47K - $4.55K
|
106K
$21.2M
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
21+ 0.19% |
$3.47K - $4.55K
|
10.9K
$2.18M
|
|
|
Jul 15, 2024
Q2 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
20+ 0.29% |
$3.3K - $4.33K
|
6.86K
$1.37M
|
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
20+ 0.19% |
$3.3K - $4.33K
|
10.3K
$2.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
20+ 0.24% |
$3.3K - $4.33K
|
8.34K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
20+ 0.13% |
$3.3K - $4.33K
|
15.5K
$3.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
19+ 0.01% |
$3.14K - $4.12K
|
209K
$41.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
19+ 0.12% |
$3.14K - $4.12K
|
15.5K
$3.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
19+ 0.25% |
$3.14K - $4.12K
|
7.61K
$1.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
19+ 0.15% |
$3.14K - $4.12K
|
12.7K
$2.55M
|
|
|
Jul 11, 2024
Q2 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
17+ 0.08% |
$2.81K - $3.68K
|
22.6K
$4.52M
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
17+ 0.42% |
$2.81K - $3.68K
|
4.05K
$810K
|
|
|
Aug 14, 2024
Q2 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
16+ 0.65% |
$2.64K - $3.47K
|
2.47K
$494K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15+ 0.0% |
$2.48K - $3.25K
|
346K
$69.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
15+ 0.03% |
$2.48K - $3.25K
|
47.8K
$9.58M
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
14+ 0.32% |
$2.31K - $3.03K
|
4.35K
$871K
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
14+ 0.04% |
$2.31K - $3.03K
|
34.5K
$6.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
14+ 0.03% |
$2.31K - $3.03K
|
40.4K
$8.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
13+ 0.09% |
$2.15K - $2.82K
|
13.9K
$2.79M
|