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 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
4.02K+ 5.59% |
$664K - $871K
|
75.9K
$17.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
4.01K+ 6.32% |
$662K - $869K
|
67.5K
$15.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
4.01K+ 5.9% |
$661K - $869K
|
72K
$16.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
4K+ 20.31% |
$660K - $867K
|
23.7K
$5.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
4KNew |
$660K - $867K
|
4K
$940K
|
|
|
Sep 19, 2024
Q2 2024
|
Kp Management LLC
Edina, MN |
BUY
|
- |
4K+ 8.89% |
$660K - $867K
|
49K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.98K+ 14.92% |
$657K - $863K
|
30.7K
$7.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.98K+ 4.09% |
$657K - $863K
|
101K
$23.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.98K+ 15.89% |
$657K - $862K
|
29K
$6.82M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
3.98K+ 9.87% |
$657K - $862K
|
44.3K
$10.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.97K+ 1.7% |
$655K - $860K
|
238K
$55.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.94K+ 2.58% |
$650K - $853K
|
157K
$36.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.93K+ 2.12% |
$649K - $852K
|
190K
$44.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.91K+ 3.36% |
$646K - $848K
|
120K
$28.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.91K+ 48.63% |
$645K - $847K
|
11.9K
$2.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.91K+ 1.05% |
$645K - $847K
|
375K
$88M
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
3.9K+ 3.63% |
$644K - $845K
|
111K
$26.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3.89K+ 11.4% |
$641K - $842K
|
38K
$8.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
3.89K+ 1.61% |
$641K - $842K
|
245K
$57.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.85K+ 0.68% |
$636K - $835K
|
567K
$133M
|
|
|
Aug 14, 2024
Q2 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
3.84K+ 23.78% |
$634K - $833K
|
20K
$4.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
3.84K+ 6.25% |
$634K - $832K
|
65.3K
$15.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.81K+ 2.24% |
$629K - $826K
|
174K
$40.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.8K+ 58.63% |
$627K - $824K
|
10.3K
$2.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
3.8K+ 5.49% |
$627K - $824K
|
73K
$17.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
3.79K+ 3.1% |
$625K - $821K
|
126K
$29.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
3.77K+ 10.67% |
$622K - $816K
|
39.1K
$9.18M
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.75K+ 16.07% |
$619K - $813K
|
27.1K
$6.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
3.75K+ 1.2% |
$618K - $812K
|
317K
$74.4M
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
3.74K+ 5.74% |
$617K - $811K
|
68.9K
$16.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
3.73K+ 3.08% |
$615K - $808K
|
125K
$29.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
3.72K+ 202.06% |
$614K - $806K
|
5.56K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
3.71KNew |
$612K - $803K
|
3.71K
$871K
|
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
3.7K+ 1.68% |
$610K - $801K
|
224K
$52.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
3.67K+ 78.44% |
$606K - $795K
|
8.35K
$1.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
3.67K+ 2.86% |
$606K - $795K
|
132K
$31M
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
3.66K+ 9.87% |
$604K - $793K
|
40.8K
$9.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.66K+ 27.44% |
$604K - $793K
|
17K
$3.99M
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
3.66K+ 4.72% |
$603K - $792K
|
81.1K
$19.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.65K+ 2.48% |
$603K - $792K
|
151K
$35.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
3.65K+ 169.11% |
$602K - $791K
|
5.81K
$1.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.65KNew |
$602K - $791K
|
3.65K
$857K
|
|
|
Aug 16, 2024
Q2 2024
|
Ecofi Investissements Sa
Nanterre, I0 |
BUY
|
- |
3.65KNew |
$602K - $791K
|
3.65K
$857K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
3.65K+ 1.25% |
$601K - $790K
|
295K
$69.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
3.63K+ 6.05% |
$599K - $787K
|
63.7K
$15M
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.63K+ 2.01% |
$599K - $786K
|
184K
$43.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.61K+ 2.59% |
$596K - $783K
|
143K
$33.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3.57K+ 7.44% |
$590K - $774K
|
51.6K
$12.1M
|
|
|
Jul 09, 2024
Q2 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
3.55K+ 10.86% |
$586K - $769K
|
36.3K
$8.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
3.55K+ 27.51% |
$585K - $768K
|
16.4K
$3.86M
|