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 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
6.46K+ 7.13% |
$1.07M - $1.4M
|
97K
$22.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
6.45K+ 21.51% |
$1.06M - $1.4M
|
36.4K
$8.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6.43K+ 33.24% |
$1.06M - $1.39M
|
25.8K
$6.05M
|
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
6.35K+ 381.15% |
$1.05M - $1.38M
|
8.02K
$1.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
6.28K+ 72.7% |
$1.04M - $1.36M
|
14.9K
$3.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
6.23K+ 3.2% |
$1.03M - $1.35M
|
201K
$47.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
6.22K+ 17.58% |
$1.03M - $1.35M
|
41.6K
$9.77M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
6.22K+ 4.66% |
$1.03M - $1.35M
|
140K
$32.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
6.21K+ 3.48% |
$1.02M - $1.35M
|
184K
$43.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.2K+ 1.2% |
$1.02M - $1.34M
|
524K
$123M
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
6.19K+ 20.73% |
$1.02M - $1.34M
|
36.1K
$8.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.18K+ 0.59% |
$1.02M - $1.34M
|
1.05M
$247M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
6.17K+ 49.07% |
$1.02M - $1.34M
|
18.7K
$4.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Lincoln Capital Corp
|
BUY
|
- |
6.15K+ 11.23% |
$1.01M - $1.33M
|
60.9K
$14.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
6.14K+ 8.46% |
$1.01M - $1.33M
|
78.7K
$18.5M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
6.13K+ 7.22% |
$1.01M - $1.33M
|
91.1K
$21.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
6.11K+ 5.53% |
$1.01M - $1.32M
|
117K
$27.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
6.07KNew |
$1M - $1.32M
|
6.07K
$1.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
6.06K+ 29.04% |
$1M - $1.31M
|
26.9K
$6.33M
|
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
6.06K+ 78.02% |
$999K - $1.31M
|
13.8K
$3.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
6.06K+ 6.58% |
$999K - $1.31M
|
98.1K
$23M
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
BUY
|
- |
6.02K+ 85.72% |
$994K - $1.31M
|
13K
$3.07M
|
|
|
Jul 29, 2024
Q2 2024
|
Dantai Capital LTD
Hong Kong, K3 |
BUY
|
- |
6.01K+ 17.43% |
$992K - $1.3M
|
40.5K
$9.51M
|
|
|
Aug 01, 2024
Q2 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
6.01K+ 3.72% |
$992K - $1.3M
|
168K
$39.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
6.01K+ 7.55% |
$991K - $1.3M
|
85.6K
$20.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6K+ 6.49% |
$990K - $1.3M
|
98.4K
$23.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
5.97KNew |
$985K - $1.29M
|
5.97K
$1.4M
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
5.95K+ 14.59% |
$981K - $1.29M
|
46.7K
$11M
|
|
|
Aug 07, 2024
Q2 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
5.91K+ 23.47% |
$974K - $1.28M
|
31.1K
$7.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
5.89K+ 4.92% |
$973K - $1.28M
|
126K
$29.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
5.89K+ 6.78% |
$971K - $1.28M
|
92.7K
$21.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
5.88K+ 5.17% |
$970K - $1.27M
|
120K
$28.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
5.87K+ 13.45% |
$969K - $1.27M
|
49.5K
$11.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
5.83K+ 2.67% |
$963K - $1.26M
|
224K
$52.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5.83K+ 12.73% |
$961K - $1.26M
|
51.6K
$12.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
BUY
|
- |
5.78K+ 5.26% |
$954K - $1.25M
|
116K
$27.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
5.78K+ 3.96% |
$954K - $1.25M
|
152K
$35.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
5.78K+ 4.81% |
$953K - $1.25M
|
126K
$29.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
5.76K+ 3.81% |
$950K - $1.25M
|
157K
$36.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
5.76K+ 14.52% |
$950K - $1.25M
|
45.4K
$10.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
5.74K+ 18.82% |
$946K - $1.24M
|
36.2K
$8.51M
|
|
|
Jul 22, 2024
Q2 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
5.69K+ 9.56% |
$939K - $1.23M
|
65.2K
$15.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.65K+ 3.19% |
$932K - $1.22M
|
182K
$42.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
5.62K+ 6.8% |
$928K - $1.22M
|
88.2K
$20.7M
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.57K+ 10.18% |
$920K - $1.21M
|
60.3K
$14.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Msa Advisors, LLC
Santa Monica, CA |
BUY
|
- |
5.56K+ 5.42% |
$917K - $1.2M
|
108K
$25.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.55K+ 10.76% |
$916K - $1.2M
|
57.1K
$13.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
5.55K+ 24.69% |
$916K - $1.2M
|
28K
$6.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
5.51K+ 9.19% |
$908K - $1.19M
|
65.4K
$15.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.5K+ 38.8% |
$908K - $1.19M
|
19.7K
$4.63M
|