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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.54K+ 3.34% |
$584K - $767K
|
109K
$25.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.54K+ 10.49% |
$584K - $767K
|
37.3K
$8.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.54K+ 29.03% |
$584K - $766K
|
15.7K
$3.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.48K+ 2.32% |
$574K - $754K
|
154K
$36.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.48K+ 2.78% |
$574K - $753K
|
128K
$30.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
3.46KNew |
$572K - $751K
|
3.46K
$814K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.46K+ 11.6% |
$571K - $749K
|
33.3K
$7.81M
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
3.46K+ 2.51% |
$570K - $749K
|
141K
$33.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
3.46K+ 23.99% |
$570K - $749K
|
17.9K
$4.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.45K+ 41.25% |
$570K - $748K
|
11.8K
$2.78M
|
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
3.45K+ 12.41% |
$570K - $748K
|
31.3K
$7.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
3.42K+ 6.59% |
$565K - $742K
|
55.4K
$13M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.4K+ 4.21% |
$561K - $736K
|
84.1K
$19.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
3.39K+ 2.47% |
$559K - $735K
|
141K
$33.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
3.39K+ 3.29% |
$559K - $734K
|
106K
$25M
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
BUY
|
- |
3.38K+ 1.58% |
$557K - $731K
|
218K
$51.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3.37K+ 8.19% |
$555K - $729K
|
44.5K
$10.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
3.34K+ 11.34% |
$551K - $723K
|
32.8K
$7.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
3.33K+ 4.15% |
$550K - $722K
|
83.7K
$19.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.31K+ 0.56% |
$546K - $717K
|
592K
$139M
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3.29K+ 14.3% |
$543K - $713K
|
26.3K
$6.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
3.29K+ 2.33% |
$542K - $712K
|
144K
$33.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
3.28KNew |
$541K - $710K
|
3.28K
$770K
|
|
|
Aug 14, 2024
Q2 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
3.28KNew |
$541K - $710K
|
3.28K
$770K
|
|
|
Aug 14, 2024
Q2 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
3.27K+ 11.77% |
$539K - $707K
|
31K
$7.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
3.26KNew |
$538K - $706K
|
3.26K
$765K
|
|
|
Aug 12, 2024
Q2 2024
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
- |
3.25K+ 22.03% |
$536K - $704K
|
18K
$4.23M
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.23K+ 4.42% |
$534K - $701K
|
76.5K
$18M
|
|
|
Jul 26, 2024
Q2 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
3.23K+ 2.83% |
$533K - $700K
|
117K
$27.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.23K+ 2.94% |
$533K - $700K
|
113K
$26.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.22K+ 14.2% |
$531K - $697K
|
25.9K
$6.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
3.21K+ 23.03% |
$529K - $694K
|
17.1K
$4.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
3.19K+ 1.55% |
$526K - $691K
|
209K
$49.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
3.19K+ 18.86% |
$526K - $690K
|
20.1K
$4.72M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.18K+ 2.6% |
$525K - $690K
|
126K
$29.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.16KNew |
$522K - $685K
|
3.16K
$743K
|
|
|
Aug 14, 2024
Q2 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
3.16K+ 2.83% |
$522K - $685K
|
115K
$27M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.14K+ 0.91% |
$518K - $680K
|
347K
$81.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
3.14K+ 15.08% |
$518K - $680K
|
23.9K
$5.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.12K+ 0.08% |
$515K - $676K
|
3.99M
$936M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.12K+ 3.36% |
$514K - $675K
|
96K
$22.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.1K+ 2.69% |
$511K - $671K
|
118K
$27.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
3.09K+ 5.63% |
$509K - $669K
|
57.9K
$13.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.08K+ 20.01% |
$508K - $666K
|
18.4K
$4.33M
|
|
|
Oct 10, 2024
Q2 2024
|
Tamar Securities, LLC
|
BUY
|
- |
3.03K+ 3.05% |
$500K - $657K
|
102K
$24M
|
|
|
Jul 29, 2024
Q2 2024
|
Defender Capital, Llc.
|
BUY
|
- |
3K+ 62.66% |
$495K - $650K
|
7.79K
$1.83M
|
|
|
Aug 05, 2024
Q2 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
3KNew |
$495K - $650K
|
3K
$705K
|
|
|
Aug 07, 2024
Q2 2024
|
Gruss & Co., LLC
|
BUY
|
- |
3K+ 57.69% |
$495K - $650K
|
8.2K
$1.93M
|
|
|
Aug 08, 2024
Q2 2024
|
Fosun International LTD
|
BUY
|
- |
3KNew |
$495K - $650K
|
3K
$705K
|
|
|
Aug 13, 2024
Q2 2024
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
3KNew |
$495K - $650K
|
3K
$705K
|