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
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-2.9K- 4.22% |
$478K - $627K
|
65.7K
$13.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-2.9K- 3.79% |
$479K - $628K
|
73.7K
$14.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.91K- 4.03% |
$480K - $630K
|
69.3K
$13.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-2.91K- 3.11% |
$480K - $631K
|
90.6K
$18.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-2.92K- 6.79% |
$481K - $632K
|
40.1K
$8.03M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-2.92K- 2.04% |
$482K - $634K
|
141K
$28.2M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-2.94K- 12.36% |
$485K - $637K
|
20.8K
$4.18M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.95K- 4.74% |
$486K - $639K
|
59.3K
$11.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.96K- 1.47% |
$488K - $640K
|
198K
$39.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.96K- 1.0% |
$488K - $641K
|
292K
$58.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.97K- 0.86% |
$490K - $644K
|
340K
$68.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
SELL
|
- |
-2.99K- 2.4% |
$493K - $648K
|
121K
$24.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-2.99K- 20.16% |
$494K - $648K
|
11.8K
$2.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-2.99K- 1.18% |
$494K - $648K
|
251K
$50.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-3K- 0.96% |
$495K - $650K
|
308K
$61.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
SELL
|
- |
-3K- 0.44% |
$495K - $650K
|
677K
$136M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-3K- 3.19% |
$495K - $650K
|
91.2K
$18.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.01K- 4.29% |
$497K - $652K
|
67.3K
$13.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
SELL
|
- |
-3.02K- 15.3% |
$497K - $653K
|
16.7K
$3.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-3.02K- 1.95% |
$499K - $655K
|
152K
$30.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-3.02K- 1.85% |
$499K - $655K
|
160K
$32.1M
|
|
|
Aug 27, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.03K- 0.51% |
$499K - $656K
|
587K
$118M
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-3.04K- 15.49% |
$502K - $659K
|
16.6K
$3.33M
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-3.05K- 1.7% |
$503K - $660K
|
176K
$35.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-3.06K- 9.77% |
$505K - $663K
|
28.2K
$5.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-3.08K- 2.89% |
$507K - $666K
|
103K
$20.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-3.09K- 72.21% |
$510K - $670K
|
1.19K
$238K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-3.09K- 4.77% |
$511K - $670K
|
61.8K
$12.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3.12K- 11.93% |
$515K - $676K
|
23K
$4.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-3.12K- 59.73% |
$515K - $676K
|
2.1K
$421K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-3.13K- 1.43% |
$516K - $677K
|
215K
$43.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
SELL
|
- |
-3.14K- 7.12% |
$517K - $679K
|
40.9K
$8.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-3.15K- 5.42% |
$519K - $681K
|
54.9K
$11M
|
|
|
Jul 19, 2024
Q2 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-3.15K- 1.87% |
$520K - $682K
|
165K
$33.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-3.17K- 2.81% |
$523K - $687K
|
110K
$21.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-3.17K- 6.38% |
$523K - $687K
|
46.5K
$9.32M
|
|
|
Aug 02, 2024
Q2 2024
|
Lipe & Dalton
|
SELL
|
- |
-3.18K- 3.93% |
$525K - $689K
|
77.8K
$15.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-3.19K- 1.63% |
$527K - $691K
|
193K
$38.6M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3.2K- 1.21% |
$528K - $693K
|
261K
$52.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-3.2K- 1.88% |
$528K - $693K
|
167K
$33.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-3.21K- 19.73% |
$529K - $695K
|
13.1K
$2.61M
|
|
|
Aug 05, 2024
Q2 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3.21K- 2.96% |
$530K - $696K
|
105K
$21.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3.22K- 3.72% |
$531K - $698K
|
83.4K
$16.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-3.22K- 17.01% |
$531K - $698K
|
15.7K
$3.15M
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-3.23K- 2.29% |
$533K - $700K
|
138K
$27.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-3.24K- 1.96% |
$534K - $702K
|
162K
$32.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.26K- 0.89% |
$538K - $706K
|
361K
$72.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.26K- 14.12% |
$538K - $707K
|
19.8K
$3.98M
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-3.27K- 6.76% |
$540K - $709K
|
45.2K
$9.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.29K- 3.32% |
$542K - $712K
|
95.5K
$19.1M
|