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 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-545- 1.0% |
$89.9K - $118K
|
54.2K
$13.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-546- 2.04% |
$90.1K - $118K
|
26.2K
$6.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-547- 0.52% |
$90.3K - $119K
|
104K
$25.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-548- 3.19% |
$90.4K - $119K
|
16.6K
$4.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-550- 3.9% |
$90.8K - $119K
|
13.5K
$3.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-550- 0.75% |
$90.8K - $119K
|
73.1K
$18M
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-551- 3.12% |
$90.9K - $119K
|
17.1K
$4.21M
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-556- 12.82% |
$91.7K - $120K
|
3.78K
$928K
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-556- 3.25% |
$91.7K - $120K
|
16.5K
$4.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Nbw Capital LLC
|
SELL
|
- |
-558- 0.65% |
$92.1K - $121K
|
85.7K
$21M
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-559- 1.79% |
$92.2K - $121K
|
30.6K
$7.52M
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-560- 3.83% |
$92.4K - $121K
|
14.1K
$3.46M
|
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-561- 1.4% |
$92.6K - $122K
|
39.6K
$9.73M
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-563- 3.09% |
$92.9K - $122K
|
17.6K
$4.33M
|
|
|
Jul 24, 2024
Q2 2024
|
Capitol Family Office, Inc.
|
SELL
|
- |
-564- 4.09% |
$93.1K - $122K
|
13.2K
$3.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-569- 2.49% |
$93.9K - $123K
|
22.3K
$5.47M
|
|
|
Jul 18, 2024
Q2 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-570- 1.06% |
$94.1K - $124K
|
53.4K
$13.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Scharf Investments, LLC
|
SELL
|
- |
-572- 3.49% |
$94.4K - $124K
|
15.8K
$3.89M
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-575- 1.32% |
$94.9K - $125K
|
43.1K
$10.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
SELL
|
- |
-575- 0.57% |
$94.9K - $125K
|
99.8K
$24.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
SELL
|
- |
-577- 0.62% |
$95.2K - $125K
|
93K
$22.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-578- 13.65% |
$95.4K - $125K
|
3.66K
$898K
|
|
|
Aug 14, 2024
Q2 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-578- 2.74% |
$95.4K - $125K
|
20.5K
$5.04M
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-580- 0.18% |
$95.7K - $126K
|
314K
$77.2M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-583- 1.96% |
$96.2K - $126K
|
29.2K
$7.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-585- 18.28% |
$96.5K - $127K
|
2.62K
$642K
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-586- 0.52% |
$96.7K - $127K
|
112K
$27.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-588- 3.26% |
$97K - $127K
|
17.5K
$4.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-590- 4.61% |
$97.4K - $128K
|
12.2K
$3M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-592- 21.25% |
$97.7K - $128K
|
2.19K
$539K
|
|
|
Jul 19, 2024
Q2 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-595- 6.97% |
$98.2K - $129K
|
7.94K
$1.95M
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-595- 3.28% |
$98.2K - $129K
|
17.5K
$4.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-595- 3.75% |
$98.2K - $129K
|
15.3K
$3.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-595- 10.29% |
$98.2K - $129K
|
5.19K
$1.27M
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-600- 1.45% |
$99K - $130K
|
40.9K
$10M
|
|
|
Jul 23, 2024
Q2 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-600- 1.83% |
$99K - $130K
|
32.2K
$7.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-600- 1.28% |
$99K - $130K
|
46.4K
$11.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-600- 0.41% |
$99K - $130K
|
147K
$36.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-600- 1.95% |
$99K - $130K
|
30.2K
$7.4M
|
|
|
Aug 13, 2024
Q2 2024
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-600- 26.69% |
$99K - $130K
|
1.65K
$405K
|
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-602- 5.87% |
$99.3K - $130K
|
9.65K
$2.37M
|
|
|
Dec 09, 2024
Q2 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-602- 3.81% |
$99.3K - $130K
|
15.2K
$3.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-603- 2.41% |
$99.5K - $131K
|
24.5K
$6M
|
|
|
Aug 14, 2024
Q2 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-603- 1.72% |
$99.5K - $131K
|
34.4K
$8.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-605- 2.27% |
$99.8K - $131K
|
26K
$6.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-610- 2.41% |
$101K - $132K
|
24.7K
$6.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-610- 1.53% |
$101K - $132K
|
39.3K
$9.64M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-611- 0.29% |
$101K - $132K
|
209K
$51.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-613- 0.25% |
$101K - $133K
|
240K
$59M
|
|
|
Aug 14, 2024
Q2 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-613- 3.1% |
$101K - $133K
|
19.2K
$4.71M
|