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 30, 2024
Q2 2024
|
Fortune 45 LLC
|
SELL
|
- |
-14- 0.1% |
$2.31K - $3.03K
|
13.8K
$3.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
SELL
|
- |
-14- 0.03% |
$2.31K - $3.03K
|
43.9K
$10.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-14- 0.52% |
$2.31K - $3.03K
|
2.69K
$663K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-15- 0.71% |
$2.48K - $3.25K
|
2.1K
$519K
|
|
|
Jul 16, 2024
Q2 2024
|
Mcia Inc
|
SELL
|
- |
-16- 0.07% |
$2.64K - $3.47K
|
23K
$5.67M
|
|
|
Jul 26, 2024
Q2 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-16- 0.1% |
$2.64K - $3.47K
|
15.7K
$3.89M
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-17- 0.01% |
$2.81K - $3.68K
|
161K
$39.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-17- 0.45% |
$2.81K - $3.68K
|
3.77K
$931K
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-17- 0.05% |
$2.81K - $3.68K
|
32.4K
$8M
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-17- 0.02% |
$2.81K - $3.68K
|
79.6K
$19.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-17- 0.24% |
$2.81K - $3.68K
|
7.06K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-17- 0.1% |
$2.81K - $3.68K
|
16.3K
$4.03M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-18- 0.14% |
$2.97K - $3.9K
|
13.1K
$3.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-19- 0.05% |
$3.14K - $4.12K
|
34.7K
$8.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-19- 0.27% |
$3.14K - $4.12K
|
7K
$1.73M
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-19- 0.24% |
$3.14K - $4.12K
|
7.79K
$1.92M
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-19- 0.04% |
$3.14K - $4.12K
|
49.3K
$12.2M
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-20- 0.13% |
$3.3K - $4.33K
|
15.2K
$3.75M
|
|
|
Jul 22, 2024
Q2 2024
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-20- 0.05% |
$3.3K - $4.33K
|
39K
$9.62M
|
|
|
Jul 26, 2024
Q2 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-20- 0.4% |
$3.3K - $4.33K
|
5.02K
$1.24M
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-22- 0.03% |
$3.63K - $4.77K
|
66.2K
$16.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-22- 1.37% |
$3.63K - $4.77K
|
1.59K
$392K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-22- 0.04% |
$3.63K - $4.77K
|
54.6K
$13.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
SELL
|
- |
-22- 0.14% |
$3.63K - $4.77K
|
15.7K
$3.87M
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-23- 0.51% |
$3.8K - $4.98K
|
4.5K
$1.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-23- 0.04% |
$3.8K - $4.98K
|
53.7K
$13.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-23- 0.69% |
$3.8K - $4.98K
|
3.29K
$813K
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-23- 0.18% |
$3.8K - $4.98K
|
12.7K
$3.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-23- 0.02% |
$3.8K - $4.98K
|
104K
$25.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-24- 1.24% |
$3.96K - $5.2K
|
1.92K
$473K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-24- 0.45% |
$3.96K - $5.2K
|
5.33K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-24- 0.42% |
$3.96K - $5.2K
|
5.67K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-24- 0.2% |
$3.96K - $5.2K
|
11.8K
$2.92M
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-25- 1.11% |
$4.13K - $5.42K
|
2.23K
$550K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-25- 0.12% |
$4.13K - $5.42K
|
21.2K
$5.24M
|
|
|
Aug 01, 2024
Q2 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-25- 0.03% |
$4.13K - $5.42K
|
76.1K
$18.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-25- 0.07% |
$4.13K - $5.42K
|
33.6K
$8.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-26- 1.13% |
$4.29K - $5.63K
|
2.28K
$563K
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-26- 0.05% |
$4.29K - $5.63K
|
51.3K
$12.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-26- 0.29% |
$4.29K - $5.63K
|
8.91K
$2.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-26- 1.12% |
$4.29K - $5.63K
|
2.29K
$565K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-27- 0.12% |
$4.46K - $5.85K
|
21.9K
$5.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-27- 0.26% |
$4.46K - $5.85K
|
10.2K
$2.53M
|
|
|
Jul 09, 2024
Q2 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-28- 0.26% |
$4.62K - $6.07K
|
10.8K
$2.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
SELL
|
- |
-28- 1.86% |
$4.62K - $6.07K
|
1.48K
$365K
|
|
|
Aug 13, 2024
Q2 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-28- 0.16% |
$4.62K - $6.07K
|
17.1K
$4.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-28- 0.17% |
$4.62K - $6.07K
|
16.8K
$4.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-29- 9.86% |
$4.79K - $6.28K
|
265
$65.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-30- 0.08% |
$4.95K - $6.5K
|
35.4K
$8.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-30- 0.37% |
$4.95K - $6.5K
|
8.04K
$1.99M
|