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 18, 2024
Q2 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-174- 2.65% |
$28.7K - $37.7K
|
6.39K
$1.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-174- 0.21% |
$28.7K - $37.7K
|
83.3K
$16.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-174- 0.14% |
$28.7K - $37.7K
|
127K
$25.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-175- 0.52% |
$28.9K - $37.9K
|
33.2K
$6.65M
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-175- 0.5% |
$28.9K - $37.9K
|
34.5K
$6.91M
|
|
|
Aug 08, 2024
Q2 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-175- 0.33% |
$28.9K - $37.9K
|
52.6K
$10.5M
|
|
|
Jul 08, 2024
Q2 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-176- 8.85% |
$29K - $38.1K
|
1.81K
$363K
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-176- 0.71% |
$29K - $38.1K
|
24.8K
$4.96M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-177- 0.26% |
$29.2K - $38.4K
|
68K
$13.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-179- 0.61% |
$29.5K - $38.8K
|
29.2K
$5.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-179- 3.15% |
$29.5K - $38.8K
|
5.51K
$1.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-180- 0.95% |
$29.7K - $39K
|
18.7K
$3.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-180- 1.0% |
$29.7K - $39K
|
17.8K
$3.57M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-181- 0.43% |
$29.9K - $39.2K
|
41.6K
$8.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-181- 0.62% |
$29.9K - $39.2K
|
28.9K
$5.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-182- 0.33% |
$30K - $39.4K
|
55.2K
$11.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-182- 0.54% |
$30K - $39.4K
|
33.3K
$6.67M
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-183- 0.82% |
$30.2K - $39.7K
|
22.1K
$4.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-183- 0.53% |
$30.2K - $39.7K
|
34.6K
$6.94M
|
|
|
Aug 08, 2024
Q2 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-183- 1.26% |
$30.2K - $39.7K
|
14.3K
$2.86M
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-185- 0.58% |
$30.5K - $40.1K
|
31.5K
$6.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Management Corp
|
SELL
|
- |
-185- 4.44% |
$30.5K - $40.1K
|
3.99K
$798K
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-186- 2.57% |
$30.7K - $40.3K
|
7.04K
$1.41M
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-187- 1.09% |
$30.9K - $40.5K
|
17K
$3.4M
|
|
|
Aug 13, 2024
Q2 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-187- 0.91% |
$30.9K - $40.5K
|
20.4K
$4.08M
|
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-188- 1.32% |
$31K - $40.7K
|
14K
$2.81M
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-188- 0.66% |
$31K - $40.7K
|
28.4K
$5.69M
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-189- 0.39% |
$31.2K - $41K
|
47.8K
$9.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-189- 0.21% |
$31.2K - $41K
|
90.6K
$18.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-190- 0.59% |
$31.4K - $41.2K
|
32.1K
$6.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-191- 2.78% |
$31.5K - $41.4K
|
6.68K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-191- 6.79% |
$31.5K - $41.4K
|
2.62K
$525K
|
|
|
Aug 02, 2024
Q2 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-193- 1.29% |
$31.8K - $41.8K
|
14.7K
$2.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-194- 1.05% |
$32K - $42K
|
18.2K
$3.65M
|
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-196- 3.42% |
$32.3K - $42.5K
|
5.54K
$1.11M
|
|
|
Dec 17, 2024
Q2 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-196- 3.07% |
$32.3K - $42.5K
|
6.19K
$1.24M
|
|
|
Jul 24, 2024
Q2 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-198- 1.17% |
$32.7K - $42.9K
|
16.7K
$3.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-198- 1.93% |
$32.7K - $42.9K
|
10.1K
$2.02M
|
|
|
Aug 07, 2024
Q2 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-199- 2.73% |
$32.8K - $43.1K
|
7.09K
$1.42M
|
|
|
Oct 09, 2024
Q2 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-199- 6.02% |
$32.8K - $43.1K
|
3.11K
$623K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-200- 7.91% |
$33K - $43.3K
|
2.33K
$466K
|
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-200- 12.8% |
$33K - $43.3K
|
1.36K
$273K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-200- 5.63% |
$33K - $43.3K
|
3.35K
$671K
|
|
|
Aug 05, 2024
Q2 2024
|
Pacifica Capital Investments, LLC
|
SELL
|
- |
-200- 3.47% |
$33K - $43.3K
|
5.56K
$1.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-200- 2.24% |
$33K - $43.3K
|
8.74K
$1.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-200- 1.12% |
$33K - $43.3K
|
17.6K
$3.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-200- 6.32% |
$33K - $43.3K
|
2.97K
$594K
|
|
|
Aug 05, 2024
Q2 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-201- 5.02% |
$33.2K - $43.6K
|
3.8K
$762K
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-202- 2.23% |
$33.3K - $43.8K
|
8.86K
$1.77M
|
|
|
Jul 15, 2024
Q2 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-202- 0.31% |
$33.3K - $43.8K
|
64.9K
$13M
|