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
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-218- 2.05% |
$36K - $47.2K
|
10.4K
$2.55M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-219- 0.64% |
$36.1K - $47.5K
|
34.1K
$8.36M
|
|
|
Jul 12, 2024
Q2 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-220- 0.41% |
$36.3K - $47.7K
|
53.5K
$13.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-220- 2.29% |
$36.3K - $47.7K
|
9.37K
$2.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-220- 0.86% |
$36.3K - $47.7K
|
25.5K
$6.26M
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-220- 4.54% |
$36.3K - $47.7K
|
4.63K
$1.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-220- 0.95% |
$36.3K - $47.7K
|
23K
$5.66M
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-220- 5.0% |
$36.3K - $47.7K
|
4.18K
$1.03M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-220- 4.08% |
$36.3K - $47.7K
|
5.17K
$1.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-221- 0.85% |
$36.5K - $47.9K
|
25.9K
$6.36M
|
|
|
Jul 16, 2024
Q2 2024
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-222- 2.55% |
$36.6K - $48.1K
|
8.5K
$2.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Weybosset Research & Management LLC
|
SELL
|
- |
-224- 5.62% |
$37K - $48.5K
|
3.76K
$924K
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-224- 0.63% |
$37K - $48.5K
|
35.4K
$8.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-225- 9.15% |
$37.1K - $48.8K
|
2.24K
$549K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-226- 5.17% |
$37.3K - $49K
|
4.15K
$1.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-229- 0.68% |
$37.8K - $49.6K
|
33.2K
$8.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-229- 0.58% |
$37.8K - $49.6K
|
39.1K
$9.61M
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-230- 1.36% |
$38K - $49.8K
|
16.7K
$4.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-231- 0.65% |
$38.1K - $50.1K
|
35.1K
$8.61M
|
|
|
Aug 06, 2024
Q2 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-232- 0.52% |
$38.3K - $50.3K
|
44.5K
$10.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-233- 3.21% |
$38.4K - $50.5K
|
7.03K
$1.73M
|
|
|
Jul 11, 2024
Q2 2024
|
Jvl Associates LLC
|
SELL
|
- |
-234- 0.44% |
$38.6K - $50.7K
|
52.9K
$13M
|
|
|
Jul 26, 2024
Q2 2024
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-235- 1.68% |
$38.8K - $50.9K
|
13.8K
$3.38M
|
|
|
Jul 16, 2024
Q2 2024
|
Shikiar Asset Management Inc
|
SELL
|
- |
-236- 0.08% |
$38.9K - $51.1K
|
294K
$72.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-236- 0.9% |
$38.9K - $51.1K
|
26.1K
$6.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-236- 0.57% |
$38.9K - $51.1K
|
41.3K
$10.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-237- 2.19% |
$39.1K - $51.4K
|
10.6K
$2.59M
|
|
|
Jul 15, 2024
Q2 2024
|
Trevian Wealth Management LLC
|
SELL
|
- |
-240- 2.83% |
$39.6K - $52K
|
8.24K
$2.02M
|
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-240- 2.59% |
$39.6K - $52K
|
9.02K
$2.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-240- 3.32% |
$39.6K - $52K
|
6.99K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-240- 2.3% |
$39.6K - $52K
|
10.2K
$2.5M
|
|
|
Nov 18, 2024
Q2 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-240- 1.58% |
$39.6K - $52K
|
14.9K
$3.67M
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
SELL
|
- |
-243- 0.57% |
$40.1K - $52.7K
|
42.6K
$10.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-244- 0.94% |
$40.3K - $52.9K
|
25.8K
$6.33M
|
|
|
Jul 11, 2024
Q2 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-246- 7.95% |
$40.6K - $53.3K
|
2.85K
$699K
|
|
|
Aug 05, 2024
Q2 2024
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-246- 8.13% |
$40.6K - $53.3K
|
2.78K
$683K
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-247- 2.32% |
$40.8K - $53.5K
|
10.4K
$2.56M
|
|
|
Jul 18, 2024
Q2 2024
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-247- 0.45% |
$40.8K - $53.5K
|
54.4K
$13.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-247- 0.25% |
$40.8K - $53.5K
|
99.5K
$24.4M
|
|
|
Aug 13, 2024
Q2 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-247- 14.08% |
$40.8K - $53.5K
|
1.51K
$370K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-249- 4.68% |
$41.1K - $54K
|
5.07K
$1.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-249- 10.52% |
$41.1K - $54K
|
2.12K
$520K
|
|
|
Aug 08, 2024
Q2 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-249- 2.78% |
$41.1K - $54K
|
8.72K
$2.14M
|
|
|
Jul 15, 2024
Q2 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-250- 2.38% |
$41.3K - $54.2K
|
10.3K
$2.52M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-250- 7.29% |
$41.3K - $54.2K
|
3.18K
$781K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-250- 1.93% |
$41.3K - $54.2K
|
12.7K
$3.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Island Capital LLC
|
SELL
|
- |
-250- 0.26% |
$41.3K - $54.2K
|
97.7K
$24M
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-250- 0.77% |
$41.3K - $54.2K
|
32K
$7.87M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-251- 0.04% |
$41.4K - $54.4K
|
675K
$166M
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-251- 0.92% |
$41.4K - $54.4K
|
27.1K
$6.65M
|