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 06, 2024
Q2 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-722- 4.0% |
$119K - $156K
|
17.3K
$3.47M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-724- 1.21% |
$119K - $157K
|
58.9K
$11.8M
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-726- 6.61% |
$120K - $157K
|
10.3K
$2.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-726- 0.43% |
$120K - $157K
|
166K
$33.3M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-727- 2.0% |
$120K - $158K
|
35.6K
$7.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-731- 13.69% |
$121K - $158K
|
4.61K
$923K
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-731- 0.5% |
$121K - $158K
|
144K
$28.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-732- 1.92% |
$121K - $159K
|
37.4K
$7.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-732- 8.48% |
$121K - $159K
|
7.91K
$1.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-743- 2.76% |
$123K - $161K
|
26.2K
$5.24M
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
SELL
|
- |
-744- 1.4% |
$123K - $161K
|
52.5K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-744- 1.67% |
$123K - $161K
|
43.9K
$8.79M
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-745- 3.27% |
$123K - $161K
|
22K
$4.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-750- 5.02% |
$124K - $163K
|
14.2K
$2.84M
|
|
|
Jul 30, 2024
Q2 2024
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-754- 0.22% |
$124K - $163K
|
346K
$69.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-755- 5.74% |
$125K - $164K
|
12.4K
$2.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-757- 0.98% |
$125K - $164K
|
76.3K
$15.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-758- 0.14% |
$125K - $164K
|
523K
$105M
|
|
|
Jul 08, 2024
Q2 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-760- 3.68% |
$125K - $165K
|
19.9K
$3.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-761- 3.57% |
$126K - $165K
|
20.6K
$4.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-764- 3.37% |
$126K - $166K
|
21.9K
$4.39M
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-764- 1.19% |
$126K - $166K
|
63.5K
$12.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-766- 5.05% |
$126K - $166K
|
14.4K
$2.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-772- 0.99% |
$127K - $167K
|
77.3K
$15.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-773- 0.4% |
$128K - $167K
|
192K
$38.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-777- 0.07% |
$128K - $168K
|
1.07M
$214M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
SELL
|
- |
-779- 0.39% |
$129K - $169K
|
198K
$39.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Campbell Capital Management Inc
|
SELL
|
- |
-779- 0.44% |
$129K - $169K
|
175K
$35.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-783- 3.17% |
$129K - $170K
|
23.9K
$4.79M
|
|
|
Aug 07, 2024
Q2 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-787- 1.63% |
$130K - $171K
|
47.4K
$9.49M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-787- 1.63% |
$130K - $171K
|
47.4K
$9.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-788- 1.21% |
$130K - $171K
|
64.5K
$12.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-798- 2.68% |
$132K - $173K
|
28.9K
$5.8M
|
|
|
Feb 26, 2025
Q2 2024
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-800- 10.55% |
$132K - $173K
|
6.78K
$1.36M
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-802- 0.53% |
$132K - $174K
|
149K
$29.9M
|
|
|
Aug 19, 2024
Q2 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-805- 2.32% |
$133K - $174K
|
33.9K
$6.79M
|
|
|
Jul 22, 2024
Q2 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-806- 3.92% |
$133K - $175K
|
19.8K
$3.96M
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
SELL
|
- |
-808- 1.81% |
$133K - $175K
|
43.8K
$8.78M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-811- 1.85% |
$134K - $176K
|
43.1K
$8.64M
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-811- 5.52% |
$134K - $176K
|
13.9K
$2.78M
|
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-822- 0.57% |
$136K - $178K
|
143K
$28.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-822- 1.4% |
$136K - $178K
|
58K
$11.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-824- 10.78% |
$136K - $179K
|
6.82K
$1.37M
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-826- 1.48% |
$136K - $179K
|
55.1K
$11M
|
|
|
Jul 25, 2024
Q2 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-827- 3.65% |
$136K - $179K
|
21.8K
$4.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-830- 12.99% |
$137K - $180K
|
5.56K
$1.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-830- 0.35% |
$137K - $180K
|
240K
$48M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-832- 0.48% |
$137K - $180K
|
173K
$34.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-832- 5.75% |
$137K - $180K
|
13.6K
$2.73M
|
|
|
Jul 29, 2024
Q2 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-834- 7.13% |
$138K - $181K
|
10.9K
$2.18M
|