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 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-688- 0.92% |
$114K - $149K
|
73.8K
$18.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-689- 0.57% |
$114K - $149K
|
120K
$29.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-690- 0.56% |
$114K - $150K
|
122K
$30M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-693- 4.72% |
$114K - $150K
|
14K
$3.43M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-696- 0.81% |
$115K - $151K
|
85.1K
$20.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-696- 0.2% |
$115K - $151K
|
344K
$84.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-698- 5.34% |
$115K - $151K
|
12.4K
$3.04M
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-699- 3.24% |
$115K - $151K
|
20.9K
$5.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-699- 7.99% |
$115K - $151K
|
8.05K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-700- 7.73% |
$116K - $152K
|
8.36K
$2.05M
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-704- 5.64% |
$116K - $153K
|
11.8K
$2.89M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-706- 0.91% |
$116K - $153K
|
77.2K
$19M
|
|
|
Aug 06, 2024
Q2 2024
|
Oak Thistle LLC
|
SELL
|
- |
-706- 35.93% |
$116K - $153K
|
1.26K
$309K
|
|
|
Jul 10, 2024
Q2 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-708- 2.75% |
$117K - $153K
|
25K
$6.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-709- 3.71% |
$117K - $154K
|
18.4K
$4.51M
|
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-712- 1.6% |
$117K - $154K
|
43.8K
$10.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Arlington Partners LLC
|
SELL
|
- |
-712- 4.46% |
$117K - $154K
|
15.3K
$3.75M
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-714- 0.7% |
$118K - $155K
|
101K
$24.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-715- 0.6% |
$118K - $155K
|
119K
$29.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-716- 25.45% |
$118K - $155K
|
2.1K
$515K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-719- 1.8% |
$119K - $156K
|
39.3K
$9.64M
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-721- 8.57% |
$119K - $156K
|
7.69K
$1.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-721- 1.62% |
$119K - $156K
|
43.8K
$10.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-722- 4.0% |
$119K - $156K
|
17.3K
$4.26M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-724- 1.21% |
$119K - $157K
|
58.9K
$14.5M
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-726- 6.61% |
$120K - $157K
|
10.3K
$2.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-726- 0.43% |
$120K - $157K
|
166K
$40.8M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-727- 2.0% |
$120K - $158K
|
35.6K
$8.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-731- 13.69% |
$121K - $158K
|
4.61K
$1.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-731- 0.5% |
$121K - $158K
|
144K
$35.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-732- 1.92% |
$121K - $159K
|
37.4K
$9.19M
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-732- 8.48% |
$121K - $159K
|
7.91K
$1.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-743- 2.76% |
$123K - $161K
|
26.2K
$6.43M
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
SELL
|
- |
-744- 1.4% |
$123K - $161K
|
52.5K
$12.9M
|
|
|
Aug 14, 2024
Q2 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-744- 1.67% |
$123K - $161K
|
43.9K
$10.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-745- 3.27% |
$123K - $161K
|
22K
$5.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-750- 5.02% |
$124K - $163K
|
14.2K
$3.49M
|
|
|
Jul 30, 2024
Q2 2024
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-754- 0.22% |
$124K - $163K
|
346K
$84.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-755- 5.74% |
$125K - $164K
|
12.4K
$3.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-757- 0.98% |
$125K - $164K
|
76.3K
$18.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-758- 0.14% |
$125K - $164K
|
523K
$128M
|
|
|
Jul 08, 2024
Q2 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-760- 3.68% |
$125K - $165K
|
19.9K
$4.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-761- 3.57% |
$126K - $165K
|
20.6K
$5.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-764- 3.37% |
$126K - $166K
|
21.9K
$5.38M
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-764- 1.19% |
$126K - $166K
|
63.5K
$15.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-766- 5.05% |
$126K - $166K
|
14.4K
$3.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-772- 0.99% |
$127K - $167K
|
77.3K
$19M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-773- 0.4% |
$128K - $167K
|
192K
$47.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-777- 0.07% |
$128K - $168K
|
1.07M
$262M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
SELL
|
- |
-779- 0.39% |
$129K - $169K
|
198K
$48.6M
|