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 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-306- 10.45% |
$50.5K - $66.3K
|
2.62K
$644K
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-307- 0.19% |
$50.7K - $66.5K
|
164K
$40.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-308- 2.79% |
$50.8K - $66.7K
|
10.7K
$2.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-311- 4.87% |
$51.3K - $67.4K
|
6.08K
$1.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-311- 0.15% |
$51.3K - $67.4K
|
207K
$50.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-315- 0.41% |
$52K - $68.3K
|
77.2K
$18.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-316- 0.28% |
$52.1K - $68.5K
|
112K
$27.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-316- 0.31% |
$52.1K - $68.5K
|
100K
$24.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-316- 9.17% |
$52.1K - $68.5K
|
3.13K
$768K
|
|
|
Jul 02, 2024
Q2 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-318- 1.06% |
$52.5K - $68.9K
|
29.6K
$7.28M
|
|
|
Jul 22, 2024
Q2 2024
|
F&V Capital Management, LLC
|
SELL
|
- |
-320- 17.07% |
$52.8K - $69.3K
|
1.56K
$382K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-321- 0.44% |
$53K - $69.6K
|
72.4K
$17.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-323- 0.57% |
$53.3K - $70K
|
56.1K
$13.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-323- 0.11% |
$53.3K - $70K
|
296K
$72.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-325- 0.39% |
$53.6K - $70.4K
|
82.1K
$20.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-327- 9.02% |
$54K - $70.9K
|
3.3K
$810K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-328- 2.56% |
$54.1K - $71.1K
|
12.5K
$3.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-328- 0.78% |
$54.1K - $71.1K
|
41.6K
$10.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-329- 2.98% |
$54.3K - $71.3K
|
10.7K
$2.63M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-330- 0.21% |
$54.5K - $71.5K
|
155K
$38.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-330- 1.07% |
$54.5K - $71.5K
|
30.4K
$7.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-330- 0.23% |
$54.5K - $71.5K
|
145K
$35.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-331- 2.91% |
$54.6K - $71.7K
|
11K
$2.71M
|
|
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
SELL
|
- |
-332- 0.77% |
$54.8K - $71.9K
|
42.7K
$10.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-334- 0.33% |
$55.1K - $72.4K
|
101K
$24.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-334- 0.24% |
$55.1K - $72.4K
|
139K
$34.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-335- 1.46% |
$55.3K - $72.6K
|
22.6K
$5.54M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-335- 6.74% |
$55.3K - $72.6K
|
4.63K
$1.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-335- 3.17% |
$55.3K - $72.6K
|
10.2K
$2.52M
|
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-339- 7.23% |
$55.9K - $73.5K
|
4.35K
$1.07M
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-339- 8.14% |
$55.9K - $73.5K
|
3.82K
$939K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-341- 2.91% |
$56.3K - $73.9K
|
11.4K
$2.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-342- 0.19% |
$56.4K - $74.1K
|
179K
$44.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-343- 9.45% |
$56.6K - $74.3K
|
3.29K
$807K
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-343- 0.48% |
$56.6K - $74.3K
|
70.8K
$17.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-343- 3.62% |
$56.6K - $74.3K
|
9.12K
$2.24M
|
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-345- 2.07% |
$56.9K - $74.8K
|
16.3K
$4M
|
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
SELL
|
- |
-348- 1.75% |
$57.4K - $75.4K
|
19.6K
$4.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-349- 0.44% |
$57.6K - $75.6K
|
78.5K
$19.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-353- 0.44% |
$58.2K - $76.5K
|
79.2K
$19.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-353- 2.81% |
$58.2K - $76.5K
|
12.2K
$2.99M
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-354- 0.93% |
$58.4K - $76.7K
|
37.8K
$9.28M
|
|
|
Aug 08, 2024
Q2 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-354- 0.57% |
$58.4K - $76.7K
|
62K
$15.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-354- 1.17% |
$58.4K - $76.7K
|
29.9K
$7.34M
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-355- 1.84% |
$58.6K - $76.9K
|
18.9K
$4.64M
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-357- 0.19% |
$58.9K - $77.4K
|
189K
$46.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-358- 2.54% |
$59.1K - $77.6K
|
13.8K
$3.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-358- 4.05% |
$59.1K - $77.6K
|
8.48K
$2.08M
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-359- 0.71% |
$59.2K - $77.8K
|
50.4K
$12.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-360- 1.73% |
$59.4K - $78K
|
20.4K
$5.02M
|