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 13, 2024
Q2 2024
|
Centric Wealth Management
|
SELL
|
- |
-2.76K- 3.7% |
$455K - $598K
|
71.8K
$17.6M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.77K- 6.04% |
$457K - $600K
|
43.1K
$10.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2.78K- 4.18% |
$458K - $601K
|
63.6K
$15.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-2.78K- 11.15% |
$459K - $603K
|
22.2K
$5.45M
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-2.79K- 1.67% |
$460K - $604K
|
165K
$40.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-2.79K- 5.15% |
$461K - $605K
|
51.4K
$12.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-2.8K- 0.7% |
$461K - $606K
|
396K
$97.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.8K- 6.06% |
$462K - $607K
|
43.5K
$10.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-2.81K- 7.31% |
$464K - $609K
|
35.7K
$8.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.82K- 2.25% |
$465K - $610K
|
123K
$30.1M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.84K- 2.58% |
$468K - $614K
|
107K
$26.2M
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.84K- 3.07% |
$469K - $616K
|
89.6K
$22M
|
|
|
Aug 13, 2024
Q2 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
SELL
|
- |
-2.85K- 46.9% |
$470K - $617K
|
3.23K
$792K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-2.86K- 0.23% |
$471K - $619K
|
1.24M
$304M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.86K- 1.34% |
$472K - $620K
|
210K
$51.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-2.87K- 3.55% |
$473K - $621K
|
77.9K
$19.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-2.87K- 3.86% |
$474K - $622K
|
71.6K
$17.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-2.89K- 11.32% |
$476K - $626K
|
22.6K
$5.55M
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.89K- 2.09% |
$477K - $626K
|
135K
$33.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-2.9K- 4.22% |
$478K - $627K
|
65.7K
$16.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-2.9K- 3.79% |
$479K - $628K
|
73.7K
$18.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.91K- 4.03% |
$480K - $630K
|
69.3K
$17M
|
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-2.91K- 3.11% |
$480K - $631K
|
90.6K
$22.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-2.92K- 6.79% |
$481K - $632K
|
40.1K
$9.84M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-2.92K- 2.04% |
$482K - $634K
|
141K
$34.5M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-2.94K- 12.36% |
$485K - $637K
|
20.8K
$5.12M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.95K- 4.74% |
$486K - $639K
|
59.3K
$14.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.96K- 1.47% |
$488K - $640K
|
198K
$48.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.96K- 1.0% |
$488K - $641K
|
292K
$71.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.97K- 0.86% |
$490K - $644K
|
340K
$83.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
SELL
|
- |
-2.99K- 2.4% |
$493K - $648K
|
121K
$29.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-2.99K- 20.16% |
$494K - $648K
|
11.8K
$2.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-2.99K- 1.18% |
$494K - $648K
|
251K
$61.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-3K- 0.96% |
$495K - $650K
|
308K
$75.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
SELL
|
- |
-3K- 0.44% |
$495K - $650K
|
677K
$166M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-3K- 3.19% |
$495K - $650K
|
91.2K
$22.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.01K- 4.29% |
$497K - $652K
|
67.3K
$16.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
SELL
|
- |
-3.02K- 15.3% |
$497K - $653K
|
16.7K
$4.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-3.02K- 1.95% |
$499K - $655K
|
152K
$37.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-3.02K- 1.85% |
$499K - $655K
|
160K
$39.3M
|
|
|
Aug 27, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.03K- 0.51% |
$499K - $656K
|
587K
$144M
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-3.04K- 15.49% |
$502K - $659K
|
16.6K
$4.08M
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-3.05K- 1.7% |
$503K - $660K
|
176K
$43.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-3.06K- 9.77% |
$505K - $663K
|
28.2K
$6.94M
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-3.08K- 2.89% |
$507K - $666K
|
103K
$25.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-3.09K- 72.21% |
$510K - $670K
|
1.19K
$292K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-3.09K- 4.77% |
$511K - $670K
|
61.8K
$15.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3.12K- 11.93% |
$515K - $676K
|
23K
$5.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-3.12K- 59.73% |
$515K - $676K
|
2.1K
$516K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-3.13K- 1.43% |
$516K - $677K
|
215K
$52.8M
|