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 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
25K+ 0.61% |
$4.12M - $5.41M
|
4.12M
$1.01B
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
24.9KNew |
$4.11M - $5.39M
|
24.9K
$6.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
24.6K+ 213.1% |
$4.06M - $5.34M
|
36.2K
$8.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
24.5K+ 7.98% |
$4.05M - $5.31M
|
332K
$81.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
24.5K+ 56.84% |
$4.04M - $5.31M
|
67.6K
$16.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
24.3K+ 16.07% |
$4M - $5.26M
|
175K
$42.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
24.1K+ 69.63% |
$3.97M - $5.21M
|
58.6K
$14.3M
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
24K+ 25.47% |
$3.96M - $5.19M
|
118K
$28.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
23.8K+ 43.15% |
$3.92M - $5.15M
|
78.9K
$19.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
23.7K+ 192.95% |
$3.91M - $5.14M
|
36K
$8.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
23.6K+ 53.5% |
$3.9M - $5.12M
|
67.8K
$16.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
23.6K+ 44.58% |
$3.89M - $5.11M
|
76.5K
$18.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
23.6K+ 13.49% |
$3.89M - $5.11M
|
198K
$48.5M
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
23.3KNew |
$3.85M - $5.06M
|
23.3K
$5.71M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
23.2K+ 175.41% |
$3.83M - $5.03M
|
36.4K
$8.91M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
23.1K+ 190.79% |
$3.81M - $5M
|
35.2K
$8.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
22.6K+ 15.56% |
$3.73M - $4.9M
|
168K
$41.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
22.6K+ 5.67% |
$3.73M - $4.9M
|
422K
$103M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
22.4K+ 3.48% |
$3.69M - $4.85M
|
667K
$163M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22.4K+ 3.97% |
$3.69M - $4.85M
|
586K
$143M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
22.4KNew |
$3.69M - $4.84M
|
22.4K
$5.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
22.1KNew |
$3.65M - $4.8M
|
22.1K
$5.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.1K+ 22.99% |
$3.65M - $4.79M
|
118K
$28.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
22K+ 122.22% |
$3.63M - $4.76M
|
40K
$9.78M
|
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
21.9K+ 304.28% |
$3.62M - $4.75M
|
29.1K
$7.12M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21.7K+ 1.74% |
$3.59M - $4.71M
|
1.27M
$311M
|
|
|
Jul 25, 2024
Q2 2024
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
21.5K+ 8.05% |
$3.55M - $4.66M
|
289K
$70.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Freemont Management S.A.
|
BUY
|
- |
21.3K+ 19.96% |
$3.51M - $4.62M
|
128K
$31.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
BUY
|
- |
21.3K+ 1.5% |
$3.51M - $4.61M
|
1.44M
$352M
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
21.1KNew |
$3.48M - $4.57M
|
21.1K
$5.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
21K+ 408.74% |
$3.47M - $4.55M
|
26.1K
$6.39M
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
20.9KNew |
$3.45M - $4.53M
|
20.9K
$5.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
20.8K+ 2.54% |
$3.44M - $4.52M
|
841K
$206M
|
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
20.8KNew |
$3.43M - $4.5M
|
20.8K
$5.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
20.8K+ 3.13% |
$3.43M - $4.5M
|
685K
$168M
|
|
|
Jul 22, 2024
Q2 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
20.8K+ 4.96% |
$3.42M - $4.5M
|
439K
$107M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
20.7K+ 6.14% |
$3.42M - $4.49M
|
358K
$87.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
20.7K+ 8.59% |
$3.41M - $4.48M
|
262K
$64M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20.7K+ 12.85% |
$3.41M - $4.48M
|
181K
$44.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
20.5K+ 3.6% |
$3.37M - $4.43M
|
589K
$144M
|
|
|
Jul 16, 2024
Q2 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
20.3K+ 4.73% |
$3.35M - $4.4M
|
449K
$110M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
20.2K+ 3.58% |
$3.33M - $4.37M
|
583K
$143M
|
|
|
Nov 08, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
20.1K+ 3.25% |
$3.31M - $4.35M
|
636K
$156M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
19.9K+ 21.52% |
$3.29M - $4.32M
|
113K
$27.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
19.9K+ 28.34% |
$3.28M - $4.3M
|
89.9K
$22M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
19.8K+ 106.34% |
$3.27M - $4.29M
|
38.5K
$9.41M
|
|
|
Aug 01, 2024
Q2 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
19.6K+ 15.49% |
$3.23M - $4.25M
|
146K
$35.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19.6K+ 15.25% |
$3.23M - $4.24M
|
148K
$36.2M
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
19.6K+ 2.37% |
$3.23M - $4.24M
|
846K
$207M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
19.5K+ 5.24% |
$3.22M - $4.23M
|
392K
$95.9M
|