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 16, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-7.03K- 4.9% |
$1.16M - $1.52M
|
136K
$27.3M
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-7.04K- 4.47% |
$1.16M - $1.52M
|
150K
$30.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-7.04K- 41.71% |
$1.16M - $1.52M
|
9.84K
$1.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
SELL
|
- |
-7.07K- 1.99% |
$1.17M - $1.53M
|
348K
$69.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-7.08K- 3.98% |
$1.17M - $1.53M
|
171K
$34.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-7.11K- 7.21% |
$1.17M - $1.54M
|
91.6K
$18.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-7.13K- 3.43% |
$1.18M - $1.54M
|
201K
$40.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-7.14K- 19.92% |
$1.18M - $1.55M
|
28.7K
$5.75M
|
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-7.16K- 75.6% |
$1.18M - $1.55M
|
2.31K
$462K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-7.19K- 0.37% |
$1.19M - $1.56M
|
1.94M
$389M
|
|
|
Jul 09, 2024
Q2 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-7.19K- 1.27% |
$1.19M - $1.56M
|
561K
$112M
|
|
|
Aug 12, 2024
Q2 2024
|
Ar Asset Management Inc
|
SELL
|
- |
-7.21K- 2.7% |
$1.19M - $1.56M
|
260K
$52.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-7.27K- 53.28% |
$1.2M - $1.58M
|
6.38K
$1.28M
|
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-7.29K- 3.26% |
$1.2M - $1.58M
|
216K
$43.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-7.38K- 6.16% |
$1.22M - $1.6M
|
112K
$22.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Yost Capital Management, LP
Fort Worth, TX |
SELL
|
- |
-7.43K- 50.0% |
$1.23M - $1.61M
|
7.43K
$1.49M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-7.44K- 6.16% |
$1.23M - $1.61M
|
113K
$22.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-7.45K- 4.99% |
$1.23M - $1.62M
|
142K
$28.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-7.46K- 11.92% |
$1.23M - $1.62M
|
55.1K
$11M
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-7.49K- 0.79% |
$1.24M - $1.62M
|
942K
$189M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-7.5K- 22.66% |
$1.24M - $1.63M
|
25.6K
$5.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-7.5K- 82.9% |
$1.24M - $1.63M
|
1.55K
$310K
|
|
|
Aug 08, 2024
Q2 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-7.53K- 8.43% |
$1.24M - $1.63M
|
81.9K
$16.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
SELL
|
- |
-7.55K- 2.72% |
$1.25M - $1.64M
|
270K
$54.1M
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-7.55K- 4.95% |
$1.25M - $1.64M
|
145K
$29M
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-7.57K- 11.77% |
$1.25M - $1.64M
|
56.7K
$11.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Unigestion Holding Sa
|
SELL
|
- |
-7.6K- 14.81% |
$1.25M - $1.65M
|
43.7K
$8.75M
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-7.6K- 2.76% |
$1.25M - $1.65M
|
268K
$53.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-7.61K- 62.96% |
$1.26M - $1.65M
|
4.48K
$897K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-7.63K- 4.78% |
$1.26M - $1.65M
|
152K
$30.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-7.63K- 1.23% |
$1.26M - $1.65M
|
615K
$123M
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-7.66K- 1.05% |
$1.26M - $1.66M
|
721K
$144M
|
|
|
Jul 29, 2024
Q2 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-7.66K- 3.38% |
$1.26M - $1.66M
|
219K
$43.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-7.66K- 5.41% |
$1.26M - $1.66M
|
134K
$26.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-7.67K- 7.79% |
$1.27M - $1.66M
|
90.8K
$18.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-7.68K- 10.74% |
$1.27M - $1.66M
|
63.8K
$12.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.7K- 0.83% |
$1.27M - $1.67M
|
918K
$184M
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-7.7K- 5.36% |
$1.27M - $1.67M
|
136K
$27.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-7.71K- 1.6% |
$1.27M - $1.67M
|
474K
$94.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.84K- 0.88% |
$1.29M - $1.7M
|
887K
$178M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-7.86K- 2.31% |
$1.3M - $1.7M
|
333K
$66.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.87K- 2.31% |
$1.3M - $1.71M
|
333K
$66.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-7.91K- 1.97% |
$1.3M - $1.71M
|
393K
$78.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-7.92K- 3.11% |
$1.31M - $1.72M
|
246K
$49.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-7.96K- 1.91% |
$1.31M - $1.72M
|
408K
$81.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-7.97K- 17.62% |
$1.31M - $1.73M
|
37.3K
$7.46M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-7.98K- 2.38% |
$1.32M - $1.73M
|
327K
$65.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-7.99K- 1.78% |
$1.32M - $1.73M
|
441K
$88.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Grace & Mercy Foundation, Inc.
New York, NY |
SELL
|
- |
-8K- 13.27% |
$1.32M - $1.73M
|
52.3K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-8.13K- 8.58% |
$1.34M - $1.76M
|
86.6K
$17.4M
|