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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-508- 6.04% |
$83.8K - $110K
|
7.9K
$1.58M
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-509- 0.41% |
$84K - $110K
|
124K
$24.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-509- 3.67% |
$84K - $110K
|
13.4K
$2.68M
|
|
|
Mar 25, 2025
Q2 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-509- 7.38% |
$84K - $110K
|
6.39K
$1.28M
|
|
|
Jul 22, 2024
Q2 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-512- 0.97% |
$84.5K - $111K
|
52.1K
$10.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-512- 0.99% |
$84.5K - $111K
|
51.4K
$10.3M
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-518- 0.95% |
$85.5K - $112K
|
54.1K
$10.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-520- 3.45% |
$85.8K - $113K
|
14.5K
$2.91M
|
|
|
Jul 10, 2024
Q2 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-521- 11.52% |
$86K - $113K
|
4K
$801K
|
|
|
Jul 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-521- 1.52% |
$86K - $113K
|
33.9K
$6.78M
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-523- 7.13% |
$86.3K - $113K
|
6.81K
$1.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-523- 2.05% |
$86.3K - $113K
|
25K
$5M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-523- 1.18% |
$86.3K - $113K
|
43.7K
$8.76M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-530- 0.12% |
$87.5K - $115K
|
454K
$90.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-531- 3.13% |
$87.6K - $115K
|
16.4K
$3.29M
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-534- 2.02% |
$88.1K - $116K
|
25.9K
$5.18M
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-535- 0.3% |
$88.3K - $116K
|
175K
$35M
|
|
|
Jul 25, 2024
Q2 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-535- 7.44% |
$88.3K - $116K
|
6.66K
$1.33M
|
|
|
Aug 01, 2024
Q2 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-536- 0.82% |
$88.4K - $116K
|
65K
$13M
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-537- 1.75% |
$88.6K - $116K
|
30.1K
$6.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-537- 0.14% |
$88.6K - $116K
|
380K
$76.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-538- 1.63% |
$88.8K - $117K
|
32.6K
$6.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-542- 28.2% |
$89.4K - $117K
|
1.38K
$276K
|
|
|
Aug 09, 2024
Q2 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-542- 0.6% |
$89.4K - $117K
|
90.5K
$18.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-542- 1.24% |
$89.4K - $117K
|
43.3K
$8.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-543- 1.52% |
$89.6K - $118K
|
35.2K
$7.05M
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-545- 1.0% |
$89.9K - $118K
|
54.2K
$10.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-546- 2.04% |
$90.1K - $118K
|
26.2K
$5.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-547- 0.52% |
$90.3K - $119K
|
104K
$20.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-548- 3.19% |
$90.4K - $119K
|
16.6K
$3.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-550- 3.9% |
$90.8K - $119K
|
13.5K
$2.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-550- 0.75% |
$90.8K - $119K
|
73.1K
$14.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-551- 3.12% |
$90.9K - $119K
|
17.1K
$3.43M
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-556- 12.82% |
$91.7K - $120K
|
3.78K
$757K
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-556- 3.25% |
$91.7K - $120K
|
16.5K
$3.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Nbw Capital LLC
|
SELL
|
- |
-558- 0.65% |
$92.1K - $121K
|
85.7K
$17.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-559- 1.79% |
$92.2K - $121K
|
30.6K
$6.14M
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-560- 3.83% |
$92.4K - $121K
|
14.1K
$2.82M
|
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-561- 1.4% |
$92.6K - $122K
|
39.6K
$7.93M
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-563- 3.09% |
$92.9K - $122K
|
17.6K
$3.53M
|
|
|
Jul 24, 2024
Q2 2024
|
Capitol Family Office, Inc.
|
SELL
|
- |
-564- 4.09% |
$93.1K - $122K
|
13.2K
$2.65M
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-569- 2.49% |
$93.9K - $123K
|
22.3K
$4.46M
|
|
|
Jul 18, 2024
Q2 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-570- 1.06% |
$94.1K - $124K
|
53.4K
$10.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Scharf Investments, LLC
|
SELL
|
- |
-572- 3.49% |
$94.4K - $124K
|
15.8K
$3.17M
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-575- 1.32% |
$94.9K - $125K
|
43.1K
$8.64M
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
SELL
|
- |
-575- 0.57% |
$94.9K - $125K
|
99.8K
$20M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
SELL
|
- |
-577- 0.62% |
$95.2K - $125K
|
93K
$18.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-578- 13.65% |
$95.4K - $125K
|
3.66K
$732K
|
|
|
Aug 14, 2024
Q2 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-578- 2.74% |
$95.4K - $125K
|
20.5K
$4.11M
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-580- 0.18% |
$95.7K - $126K
|
314K
$63M
|