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 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
12+ 0.12% |
$1.98K - $2.6K
|
9.87K
$1.98M
|
|
|
Jul 17, 2024
Q2 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
12+ 0.01% |
$1.98K - $2.6K
|
84.6K
$17M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
12+ 0.1% |
$1.98K - $2.6K
|
12.2K
$2.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
12+ 0.04% |
$1.98K - $2.6K
|
34.3K
$6.86M
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
12+ 0.04% |
$1.98K - $2.6K
|
28.6K
$5.73M
|
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
12+ 0.12% |
$1.98K - $2.6K
|
9.62K
$1.93M
|
|
|
Jul 12, 2024
Q2 2024
|
Norway Savings Bank
|
BUY
|
- |
11+ 0.02% |
$1.82K - $2.38K
|
47.1K
$9.44M
|
|
|
Jul 24, 2024
Q2 2024
|
Ht Partners LLC
|
BUY
|
- |
11+ 0.1% |
$1.82K - $2.38K
|
10.7K
$2.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
11+ 0.13% |
$1.82K - $2.38K
|
8.73K
$1.75M
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
11+ 0.29% |
$1.82K - $2.38K
|
3.78K
$757K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
11+ 0.12% |
$1.82K - $2.38K
|
8.87K
$1.78M
|
|
|
Apr 17, 2025
Q2 2024
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
11+ 0.15% |
$1.82K - $2.38K
|
7.17K
$1.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
10+ 0.03% |
$1.65K - $2.17K
|
31.8K
$6.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
9+ 0.05% |
$1.49K - $1.95K
|
18K
$3.61M
|
|
|
Jul 26, 2024
Q2 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
9+ 0.03% |
$1.49K - $1.95K
|
34.2K
$6.86M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
9+ 0.03% |
$1.49K - $1.95K
|
32.9K
$6.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9+ 0.04% |
$1.49K - $1.95K
|
20K
$4.01M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
8+ 0.11% |
$1.32K - $1.73K
|
7.39K
$1.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
8+ 0.03% |
$1.32K - $1.73K
|
31.6K
$6.33M
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
8+ 0.28% |
$1.32K - $1.73K
|
2.9K
$580K
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
BUY
|
- |
7+ 0.07% |
$1.16K - $1.52K
|
10K
$2.01M
|
|
|
Jul 15, 2024
Q2 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
7+ 0.11% |
$1.16K - $1.52K
|
6.1K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
7+ 0.04% |
$1.16K - $1.52K
|
19.5K
$3.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
7+ 0.14% |
$1.16K - $1.52K
|
4.91K
$983K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6+ 0.12% |
$990 - $1.3K
|
4.96K
$994K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
6+ 0.08% |
$990 - $1.3K
|
7.71K
$1.54M
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
BUY
|
- |
5+ 0.02% |
$825 - $1.08K
|
23.9K
$4.78M
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
5+ 0.04% |
$825 - $1.08K
|
14.3K
$2.86M
|
|
|
Jul 25, 2024
Q2 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
5+ 0.08% |
$825 - $1.08K
|
6.06K
$1.21M
|
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
5+ 0.06% |
$825 - $1.08K
|
8.84K
$1.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
5+ 0.03% |
$825 - $1.08K
|
18.7K
$3.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
5+ 0.12% |
$825 - $1.08K
|
4.09K
$818K
|
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
5+ 0.06% |
$825 - $1.08K
|
8.5K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
5+ 0.01% |
$825 - $1.08K
|
62K
$12.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
4+ 0.01% |
$660 - $867
|
36.8K
$7.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
4+ 0.07% |
$660 - $867
|
5.65K
$1.13M
|
|
|
Jul 29, 2024
Q2 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
4+ 0.02% |
$660 - $867
|
20.5K
$4.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
4+ 0.12% |
$660 - $867
|
3.32K
$664K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3+ 0.0% |
$495 - $650
|
145K
$29M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
3+ 0.25% |
$495 - $650
|
1.22K
$245K
|
|
|
Aug 05, 2024
Q2 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
3+ 0.03% |
$495 - $650
|
12K
$2.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
3+ 0.13% |
$495 - $650
|
2.27K
$455K
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$495 - $650
|
41.2K
$8.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3+ 0.05% |
$495 - $650
|
5.83K
$1.17M
|
|
|
Jul 08, 2024
Q2 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
2+ 0.0% |
$330 - $433
|
72K
$14.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
2+ 0.04% |
$330 - $433
|
4.69K
$940K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2+ 0.04% |
$330 - $433
|
4.72K
$945K
|
|
|
Aug 05, 2024
Q2 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
2+ 0.12% |
$330 - $433
|
1.73K
$346K
|
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
2+ 0.02% |
$330 - $433
|
12.8K
$2.56M
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
2+ 0.12% |
$330 - $433
|
1.66K
$332K
|