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 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4.64K+ 2.17% |
$766K - $1.01M
|
219K
$51.4M
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
4.64KNew |
$766K - $1.01M
|
4.64K
$1.09M
|
|
|
Jul 18, 2024
Q2 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
4.64K+ 14.22% |
$765K - $1M
|
37.3K
$8.75M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.63K+ 18.36% |
$763K - $1M
|
29.8K
$7.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.62K+ 3.34% |
$763K - $1M
|
143K
$33.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
4.6K+ 2.03% |
$760K - $998K
|
232K
$54.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Bruce & Co., Inc.
Chicago, IL |
BUY
|
- |
4.6K+ 13.11% |
$759K - $997K
|
39.7K
$9.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.56K+ 3.09% |
$752K - $987K
|
152K
$35.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.54K+ 3.26% |
$750K - $985K
|
144K
$33.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.54K+ 7.71% |
$749K - $983K
|
63.4K
$14.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
4.49K+ 2.14% |
$741K - $973K
|
214K
$50.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
4.48K+ 21.69% |
$739K - $971K
|
25.1K
$5.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.48K+ 20.26% |
$739K - $970K
|
26.6K
$6.25M
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4.45K+ 8.19% |
$734K - $964K
|
58.8K
$13.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.44K+ 12.53% |
$733K - $962K
|
39.9K
$9.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
4.44K+ 2.08% |
$732K - $961K
|
218K
$51.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
4.42KNew |
$729K - $957K
|
4.42K
$1.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
4.39K+ 4.46% |
$724K - $951K
|
103K
$24.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
4.37K+ 0.68% |
$721K - $946K
|
642K
$151M
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.37K+ 3.81% |
$720K - $946K
|
119K
$27.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.36K+ 7.64% |
$719K - $944K
|
61.4K
$14.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.31K+ 10.53% |
$711K - $934K
|
45.3K
$10.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.31K+ 8.69% |
$711K - $933K
|
53.8K
$12.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
4.31K+ 0.83% |
$710K - $933K
|
522K
$123M
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4.3K+ 16.02% |
$709K - $931K
|
31.1K
$7.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
4.29K+ 29.19% |
$708K - $930K
|
19K
$4.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Campbell Wealth Management
|
BUY
|
- |
4.29K+ 23.49% |
$708K - $929K
|
22.6K
$5.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4.29K+ 9.06% |
$707K - $928K
|
51.6K
$12.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.27K+ 1.0% |
$704K - $925K
|
430K
$101M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
4.24K+ 6.23% |
$700K - $919K
|
72.3K
$17M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
4.24K+ 23.76% |
$699K - $918K
|
22.1K
$5.18M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
4.23K+ 21.54% |
$699K - $917K
|
23.9K
$5.61M
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
4.23K+ 5.39% |
$698K - $916K
|
82.7K
$19.4M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
4.23K+ 2.2% |
$697K - $915K
|
196K
$46.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
4.19K+ 2.01% |
$692K - $909K
|
213K
$50M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.18K+ 17.09% |
$690K - $906K
|
28.7K
$6.73M
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
4.16KNew |
$687K - $902K
|
4.16K
$978K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.15K+ 8.34% |
$685K - $900K
|
54K
$12.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.15K+ 1.98% |
$685K - $899K
|
213K
$50.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
4.13K+ 23.17% |
$681K - $895K
|
22K
$5.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
4.11K+ 29.38% |
$679K - $891K
|
18.1K
$4.26M
|
|
|
Aug 01, 2024
Q2 2024
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
4.1KNew |
$677K - $888K
|
4.1K
$963K
|
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
4.1K+ 124.38% |
$676K - $888K
|
7.39K
$1.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.09K+ 1.14% |
$675K - $886K
|
363K
$85.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.08K+ 0.78% |
$673K - $883K
|
529K
$124M
|
|
|
Jul 10, 2024
Q2 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
4.07KNew |
$672K - $882K
|
4.07K
$956K
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
4.07K+ 8.71% |
$671K - $882K
|
50.8K
$11.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.05K+ 5.57% |
$668K - $877K
|
76.7K
$18M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
4.03K+ 2.69% |
$664K - $873K
|
154K
$36.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
4.03KNew |
$664K - $872K
|
4.03K
$946K
|