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
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
19.2K+ 3.66% |
$3.17M - $4.16M
|
543K
$128M
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
19.1KNew |
$3.14M - $4.13M
|
19.1K
$4.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
19KNew |
$3.14M - $4.12M
|
19K
$4.47M
|
|
|
Jul 26, 2024
Q2 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
19K+ 90.48% |
$3.14M - $4.12M
|
40K
$9.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Oakmont Corp
|
BUY
|
- |
19K+ 6.95% |
$3.13M - $4.12M
|
292K
$68.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
19K+ 9.33% |
$3.13M - $4.11M
|
222K
$52.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
18.8K+ 14.71% |
$3.1M - $4.08M
|
147K
$34.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
18.7K+ 2.78% |
$3.09M - $4.06M
|
694K
$163M
|
|
|
Jul 22, 2024
Q2 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
18.6K+ 170.14% |
$3.07M - $4.03M
|
29.6K
$6.94M
|
|
|
Sep 30, 2024
Q2 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
18.6K+ 34.06% |
$3.07M - $4.03M
|
73.1K
$17.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
18.5KNew |
$3.06M - $4.02M
|
18.5K
$4.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
18.5K+ 10.87% |
$3.05M - $4M
|
188K
$44.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
18.4K+ 13.98% |
$3.04M - $3.99M
|
150K
$35.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
18.4K+ 10.27% |
$3.03M - $3.98M
|
197K
$46.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
18.3K+ 30.5% |
$3.02M - $3.97M
|
78.4K
$18.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
18.3K+ 0.74% |
$3.02M - $3.96M
|
2.5M
$588M
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Italy, S.R.L.
Milan, L6 |
BUY
|
- |
18.3KNew |
$3.02M - $3.96M
|
18.3K
$4.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
18.2K+ 5.26% |
$3.01M - $3.95M
|
365K
$85.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
18.2K+ 0.95% |
$3M - $3.94M
|
1.94M
$455M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18.1K+ 2.54% |
$2.99M - $3.93M
|
732K
$172M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
18.1K+ 6.21% |
$2.98M - $3.91M
|
309K
$72.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
17.9K+ 68.22% |
$2.95M - $3.88M
|
44.1K
$10.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
17.8K+ 1.35% |
$2.94M - $3.87M
|
1.34M
$315M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
17.6K+ 3.64% |
$2.91M - $3.82M
|
502K
$118M
|
|
|
Jul 08, 2024
Q2 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
17.6K+ 9.48% |
$2.91M - $3.82M
|
203K
$47.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
17.3K+ 14.12% |
$2.85M - $3.74M
|
140K
$32.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
17.2K+ 1.65% |
$2.84M - $3.73M
|
1.06M
$249M
|
|
|
Aug 08, 2024
Q2 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
17.2K+ 197.82% |
$2.83M - $3.72M
|
25.9K
$6.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
17.1K+ 14.63% |
$2.82M - $3.7M
|
134K
$31.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
17.1K+ 44.63% |
$2.82M - $3.7M
|
55.4K
$13M
|
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
17K+ 12.53% |
$2.81M - $3.69M
|
153K
$35.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Columbus Hill Capital Management, L.P.
Short Hills, NJ |
BUY
|
- |
17KNew |
$2.81M - $3.69M
|
17K
$4M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
17K+ 1.66% |
$2.81M - $3.69M
|
1.04M
$245M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
17K+ 190.22% |
$2.8M - $3.68M
|
25.9K
$6.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16.8K+ 8.84% |
$2.76M - $3.63M
|
206K
$48.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
16.7K+ 0.96% |
$2.75M - $3.62M
|
1.75M
$410M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
16.5K+ 6.07% |
$2.72M - $3.57M
|
288K
$67.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16.3K+ 8.08% |
$2.69M - $3.54M
|
218K
$51.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
16.3K+ 130.25% |
$2.69M - $3.53M
|
28.8K
$6.77M
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
16.1K+ 86.82% |
$2.66M - $3.5M
|
34.7K
$8.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
16.1K+ 17.97% |
$2.66M - $3.49M
|
106K
$24.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
16.1K+ 7.8% |
$2.65M - $3.48M
|
222K
$52.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
15.9K+ 2.32% |
$2.63M - $3.45M
|
702K
$165M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
15.9K+ 29.02% |
$2.62M - $3.44M
|
70.6K
$16.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
15.9K+ 5.94% |
$2.62M - $3.43M
|
283K
$66.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
15.9K+ 9.06% |
$2.62M - $3.43M
|
191K
$44.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
15.8KNew |
$2.61M - $3.43M
|
15.8K
$3.72M
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
15.8K+ 31.34% |
$2.6M - $3.42M
|
66.1K
$15.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
15.6K+ 46.37% |
$2.58M - $3.38M
|
49.3K
$11.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
15.6K+ 24.67% |
$2.57M - $3.38M
|
78.8K
$18.5M
|