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 16, 2024
Q2 2024
|
Adams Wealth Management
|
SELL
|
- |
-1.28K- 8.8% |
$211K - $277K
|
13.2K
$3.25M
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-1.28K- 1.95% |
$212K - $278K
|
64.4K
$15.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-1.29K- 0.81% |
$213K - $280K
|
158K
$38.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.29K- 1.18% |
$213K - $280K
|
108K
$26.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Puzo Michael J
|
SELL
|
- |
-1.29K- 1.43% |
$213K - $280K
|
88.9K
$21.8M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.3K- 1.72% |
$214K - $281K
|
73.9K
$18.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-1.3K- 6.67% |
$215K - $282K
|
18.2K
$4.47M
|
|
|
Jan 29, 2025
Q2 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-1.3K- 30.66% |
$215K - $282K
|
2.94K
$722K
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-1.31K- 1.52% |
$216K - $283K
|
84.7K
$20.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.32K- 55.49% |
$217K - $285K
|
1.06K
$259K
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.32K- 1.39% |
$218K - $286K
|
93.3K
$22.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1.32K- 0.29% |
$218K - $286K
|
447K
$110M
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.32K- 13.98% |
$218K - $286K
|
8.13K
$2M
|
|
|
Aug 14, 2024
Q2 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-1.32K- 0.74% |
$218K - $287K
|
177K
$43.5M
|
|
|
Jul 12, 2024
Q2 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-1.33K- 9.6% |
$219K - $287K
|
12.5K
$3.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.34K- 5.51% |
$220K - $289K
|
22.9K
$5.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1.34K- 6.94% |
$221K - $290K
|
17.9K
$4.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-1.34K- 0.62% |
$221K - $290K
|
215K
$52.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-1.34K- 2.64% |
$221K - $291K
|
49.5K
$12.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.35K- 1.21% |
$223K - $293K
|
110K
$27M
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.36K- 0.73% |
$224K - $294K
|
184K
$45.2M
|
|
|
Jul 26, 2024
Q2 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-1.36K- 4.44% |
$225K - $295K
|
29.3K
$7.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.36K- 3.23% |
$225K - $296K
|
40.8K
$10M
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.37K- 0.59% |
$225K - $296K
|
229K
$56.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-1.37K- 9.05% |
$226K - $296K
|
13.7K
$3.38M
|
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.37K- 1.86% |
$226K - $296K
|
72.4K
$17.8M
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-1.37K- 4.75% |
$226K - $297K
|
27.5K
$6.75M
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.37K- 6.22% |
$227K - $297K
|
20.7K
$5.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-1.37K- 6.32% |
$227K - $297K
|
20.4K
$5M
|
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.38K- 21.78% |
$227K - $298K
|
4.94K
$1.21M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.38K- 2.29% |
$228K - $299K
|
58.8K
$14.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
SELL
|
- |
-1.38K- 3.56% |
$228K - $299K
|
37.5K
$9.2M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.38K- 2.3% |
$228K - $300K
|
58.8K
$14.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-1.39K- 3.25% |
$229K - $301K
|
41.3K
$10.1M
|
|
|
Jul 12, 2024
Q2 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-1.39K- 51.94% |
$230K - $301K
|
1.29K
$316K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.39K- 0.34% |
$230K - $302K
|
405K
$99.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.39K- 0.88% |
$230K - $302K
|
156K
$38.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-1.4K- 32.93% |
$231K - $303K
|
2.85K
$700K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.41K- 5.53% |
$232K - $305K
|
24.1K
$5.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-1.41K- 6.39% |
$233K - $306K
|
20.7K
$5.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.42K- 0.85% |
$233K - $307K
|
165K
$40.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Compass Capital Management, Inc
|
SELL
|
- |
-1.42K- 8.75% |
$234K - $308K
|
14.8K
$3.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.43K- 6.15% |
$235K - $309K
|
21.8K
$5.34M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1.43K- 7.9% |
$236K - $310K
|
16.7K
$4.09M
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.43K- 13.28% |
$236K - $310K
|
9.34K
$2.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.43K- 0.52% |
$236K - $310K
|
273K
$66.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-1.43K- 1.33% |
$237K - $311K
|
107K
$26.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.44K- 2.91% |
$237K - $311K
|
47.8K
$11.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Barings LLC
|
SELL
|
- |
-1.44K- 11.96% |
$237K - $311K
|
10.6K
$2.59M
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-1.44K- 1.17% |
$237K - $311K
|
121K
$29.7M
|