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
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-2.1K- 1.6% |
$347K - $455K
|
129K
$25.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-2.1K- 9.31% |
$347K - $455K
|
20.4K
$4.1M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.1K- 0.45% |
$347K - $456K
|
461K
$92.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-2.11K- 1.62% |
$347K - $456K
|
128K
$25.6M
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-2.12K- 3.52% |
$349K - $458K
|
58K
$11.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-2.12K- 4.17% |
$349K - $459K
|
48.6K
$9.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.13K- 0.67% |
$351K - $461K
|
314K
$62.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-2.13K- 5.97% |
$351K - $461K
|
33.6K
$6.72M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-2.13K- 3.09% |
$352K - $462K
|
66.8K
$13.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.14K- 1.35% |
$353K - $463K
|
157K
$31.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-2.14K- 1.19% |
$353K - $464K
|
178K
$35.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-2.14K- 1.01% |
$353K - $464K
|
210K
$42.1M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.14K- 19.47% |
$353K - $464K
|
8.86K
$1.78M
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
SELL
|
- |
-2.15K- 3.31% |
$355K - $466K
|
62.9K
$12.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-2.15K- 1.33% |
$355K - $466K
|
160K
$32M
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-2.16K- 0.16% |
$356K - $467K
|
1.34M
$268M
|
|
|
Jul 22, 2024
Q2 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-2.16K- 0.59% |
$356K - $468K
|
361K
$72.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.16K- 5.99% |
$357K - $469K
|
34K
$6.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-2.17K- 4.44% |
$357K - $469K
|
46.7K
$9.35M
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-2.17K- 4.37% |
$357K - $469K
|
47.4K
$9.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-2.18K- 42.66% |
$360K - $472K
|
2.93K
$587K
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.18K- 3.15% |
$360K - $472K
|
67.1K
$13.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-2.19K- 7.34% |
$361K - $474K
|
27.6K
$5.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-2.2K- 9.09% |
$362K - $476K
|
22K
$4.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.2K- 58.48% |
$363K - $477K
|
1.56K
$313K
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2.2K- 3.78% |
$363K - $477K
|
56K
$11.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-2.21K- 5.74% |
$364K - $478K
|
36.2K
$7.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.21K- 0.98% |
$364K - $479K
|
222K
$44.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-2.21K- 5.17% |
$365K - $479K
|
40.6K
$8.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2.21K- 1.23% |
$365K - $480K
|
177K
$35.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-2.22K- 2.37% |
$367K - $482K
|
91.4K
$18.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.23K- 2.58% |
$368K - $483K
|
84K
$16.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-2.23K- 1.25% |
$368K - $483K
|
177K
$35.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.24K- 1.45% |
$369K - $484K
|
152K
$30.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.24K- 5.97% |
$370K - $485K
|
35.3K
$7.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-2.24K- 3.99% |
$370K - $486K
|
54K
$10.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
SELL
|
- |
-2.25K- 3.28% |
$371K - $488K
|
66.4K
$13.3M
|
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-2.25K- 5.4% |
$371K - $488K
|
39.4K
$7.89M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-2.26K- 37.16% |
$373K - $490K
|
3.82K
$766K
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-2.26K- 26.04% |
$373K - $490K
|
6.42K
$1.29M
|
|
|
Aug 08, 2024
Q2 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-2.26K- 7.84% |
$374K - $491K
|
26.6K
$5.33M
|
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
SELL
|
- |
-2.28K- 0.38% |
$375K - $493K
|
602K
$121M
|
|
|
Aug 13, 2024
Q2 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-2.28K- 3.13% |
$376K - $494K
|
70.5K
$14.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-2.28K- 1.6% |
$376K - $494K
|
140K
$28.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-2.28K- 1.34% |
$376K - $494K
|
168K
$33.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-2.28K- 1.76% |
$377K - $495K
|
128K
$25.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-2.29K- 3.52% |
$378K - $497K
|
62.8K
$12.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-2.3K- 1.49% |
$379K - $497K
|
152K
$30.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.31K- 1.48% |
$381K - $500K
|
154K
$30.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-2.32K- 5.12% |
$383K - $503K
|
43K
$8.61M
|