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
|
Tompkins Financial Corp
|
SELL
|
- |
-277- 0.13% |
$45.7K - $60K
|
213K
$42.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-277- 5.27% |
$45.7K - $60K
|
4.98K
$997K
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-279- 1.44% |
$46K - $60.5K
|
19K
$3.81M
|
|
|
Aug 08, 2024
Q2 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-280- 0.46% |
$46.2K - $60.7K
|
60.9K
$12.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-281- 2.62% |
$46.4K - $60.9K
|
10.5K
$2.09M
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-283- 0.4% |
$46.7K - $61.3K
|
70.6K
$14.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-286- 5.4% |
$47.2K - $62K
|
5.01K
$1M
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-287- 0.37% |
$47.4K - $62.2K
|
78.1K
$15.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-290- 0.36% |
$47.9K - $62.8K
|
81.2K
$16.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Provident Trust CO
|
SELL
|
- |
-290- 1.0% |
$47.9K - $62.8K
|
28.8K
$5.77M
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-290- 10.95% |
$47.9K - $62.8K
|
2.36K
$473K
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-291- 0.27% |
$48K - $63.1K
|
108K
$21.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-292- 2.96% |
$48.2K - $63.3K
|
9.57K
$1.92M
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-293- 15.59% |
$48.3K - $63.5K
|
1.59K
$318K
|
|
|
Jul 29, 2024
Q2 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-296- 23.45% |
$48.8K - $64.1K
|
966
$193K
|
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-297- 4.04% |
$49K - $64.4K
|
7.06K
$1.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Prospect Hill Management, LLC
|
SELL
|
- |
-298- 0.06% |
$49.2K - $64.6K
|
514K
$103M
|
|
|
Aug 07, 2024
Q2 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-299- 0.29% |
$49.3K - $64.8K
|
102K
$20.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-299- 1.83% |
$49.3K - $64.8K
|
16.1K
$3.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-300- 1.8% |
$49.5K - $65K
|
16.4K
$3.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-300- 0.74% |
$49.5K - $65K
|
40.1K
$8.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-302- 1.03% |
$49.8K - $65.4K
|
29.1K
$5.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-304- 0.63% |
$50.2K - $65.9K
|
48.3K
$9.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-305- 1.16% |
$50.3K - $66.1K
|
25.9K
$5.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-306- 10.45% |
$50.5K - $66.3K
|
2.62K
$525K
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-307- 0.19% |
$50.7K - $66.5K
|
164K
$32.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-308- 2.79% |
$50.8K - $66.7K
|
10.7K
$2.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-311- 4.87% |
$51.3K - $67.4K
|
6.08K
$1.22M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-311- 0.15% |
$51.3K - $67.4K
|
207K
$41.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-315- 0.41% |
$52K - $68.3K
|
77.2K
$15.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-316- 0.28% |
$52.1K - $68.5K
|
112K
$22.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-316- 0.31% |
$52.1K - $68.5K
|
100K
$20.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-316- 9.17% |
$52.1K - $68.5K
|
3.13K
$627K
|
|
|
Jul 02, 2024
Q2 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-318- 1.06% |
$52.5K - $68.9K
|
29.6K
$5.93M
|
|
|
Jul 22, 2024
Q2 2024
|
F&V Capital Management, LLC
|
SELL
|
- |
-320- 17.07% |
$52.8K - $69.3K
|
1.56K
$311K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-321- 0.44% |
$53K - $69.6K
|
72.4K
$14.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-323- 0.57% |
$53.3K - $70K
|
56.1K
$11.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-323- 0.11% |
$53.3K - $70K
|
296K
$59.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-325- 0.39% |
$53.6K - $70.4K
|
82.1K
$16.4M
|
|
|
Apr 04, 2025
Q2 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-325- 3.32% |
$53.6K - $70.4K
|
9.47K
$1.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-327- 9.02% |
$54K - $70.9K
|
3.3K
$661K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-328- 2.56% |
$54.1K - $71.1K
|
12.5K
$2.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-328- 0.78% |
$54.1K - $71.1K
|
41.6K
$8.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-329- 2.98% |
$54.3K - $71.3K
|
10.7K
$2.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-330- 0.21% |
$54.5K - $71.5K
|
155K
$31.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-330- 1.07% |
$54.5K - $71.5K
|
30.4K
$6.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-330- 0.23% |
$54.5K - $71.5K
|
145K
$29.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-331- 2.91% |
$54.6K - $71.7K
|
11K
$2.21M
|
|
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
SELL
|
- |
-332- 0.77% |
$54.8K - $71.9K
|
42.7K
$8.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-334- 0.33% |
$55.1K - $72.4K
|
101K
$20.2M
|