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 12, 2024
Q2 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-838- 0.89% |
$138K - $182K
|
93.6K
$18.7M
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-841- 1.55% |
$139K - $182K
|
53.5K
$10.7M
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
SELL
|
- |
-843- 0.47% |
$139K - $183K
|
180K
$36M
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-844- 3.31% |
$139K - $183K
|
24.6K
$4.94M
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-848- 0.91% |
$140K - $184K
|
92.7K
$18.6M
|
|
Jul 15, 2024
Q2 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-849- 1.32% |
$140K - $184K
|
63.4K
$12.7M
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-850- 1.12% |
$140K - $184K
|
74.8K
$15M
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-852- 3.32% |
$141K - $185K
|
24.8K
$4.97M
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-855- 1.34% |
$141K - $185K
|
62.8K
$12.6M
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-861- 0.53% |
$142K - $187K
|
160K
$32.1M
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-862- 3.53% |
$142K - $187K
|
23.5K
$4.71M
|
|
Jul 22, 2024
Q2 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-862- 9.03% |
$142K - $187K
|
8.69K
$1.74M
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-862- 6.82% |
$142K - $187K
|
11.8K
$2.36M
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-863- 0.62% |
$142K - $187K
|
138K
$27.7M
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-866- 1.92% |
$143K - $188K
|
44.1K
$8.84M
|
|
Jul 16, 2024
Q2 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-871- 1.59% |
$144K - $189K
|
53.9K
$10.8M
|
|
Jul 26, 2024
Q2 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-871- 4.68% |
$144K - $189K
|
17.7K
$3.55M
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-871- 1.16% |
$144K - $189K
|
73.9K
$14.8M
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-875- 4.67% |
$144K - $190K
|
17.9K
$3.58M
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-880- 1.51% |
$145K - $191K
|
57.4K
$11.5M
|
|
Aug 01, 2024
Q2 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-881- 2.28% |
$145K - $191K
|
37.8K
$7.57M
|
|
Jul 12, 2024
Q2 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-884- 46.9% |
$146K - $192K
|
1K
$201K
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-886- 9.08% |
$146K - $192K
|
8.87K
$1.78M
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-887- 2.46% |
$146K - $192K
|
35.1K
$7.03M
|
|
Aug 14, 2024
Q2 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-888- 25.08% |
$147K - $192K
|
2.65K
$531K
|
|
Aug 06, 2024
Q2 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-890- 0.31% |
$147K - $193K
|
282K
$56.5M
|
|
Aug 14, 2024
Q2 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-891- 0.93% |
$147K - $193K
|
94.6K
$18.9M
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-892- 2.46% |
$147K - $193K
|
35.4K
$7.09M
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-892- 1.46% |
$147K - $193K
|
60.2K
$12.1M
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-892- 0.4% |
$147K - $193K
|
225K
$45M
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-895- 2.61% |
$148K - $194K
|
33.4K
$6.7M
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-897- 1.56% |
$148K - $194K
|
56.5K
$11.3M
|
|
Jul 11, 2024
Q2 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-898- 0.8% |
$148K - $195K
|
112K
$22.4M
|
|
Aug 13, 2024
Q2 2024
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-900- 0.37% |
$149K - $195K
|
240K
$48M
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-900- 3.54% |
$149K - $195K
|
24.5K
$4.92M
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-901- 4.98% |
$149K - $195K
|
17.2K
$3.44M
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-901- 5.54% |
$149K - $195K
|
15.4K
$3.08M
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-904- 0.19% |
$149K - $196K
|
481K
$96.4M
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-904- 7.0% |
$149K - $196K
|
12K
$2.41M
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-906- 4.22% |
$149K - $196K
|
20.6K
$4.12M
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-907- 13.03% |
$150K - $197K
|
6.06K
$1.21M
|
|
Jul 19, 2024
Q2 2024
|
Solitude Financial Services
|
SELL
|
- |
-908- 6.6% |
$150K - $197K
|
12.8K
$2.57M
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-909- 2.68% |
$150K - $197K
|
33K
$6.6M
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-918- 1.07% |
$151K - $199K
|
84.6K
$17M
|
|
Aug 05, 2024
Q2 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-918- 14.92% |
$151K - $199K
|
5.24K
$1.05M
|
|
Jul 15, 2024
Q2 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-921- 8.86% |
$152K - $200K
|
9.48K
$1.9M
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-925- 4.35% |
$153K - $200K
|
20.3K
$4.07M
|
|
Jul 16, 2024
Q2 2024
|
James Hambro & Partners
|
SELL
|
- |
-926- 14.33% |
$153K - $201K
|
5.54K
$1.11M
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-927- 0.61% |
$153K - $201K
|
150K
$30.1M
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-937- 1.85% |
$155K - $203K
|
49.8K
$9.98M
|