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 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
2.99KNew |
$493K - $647K
|
2.99K
$701K
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
2.98K+ 9.49% |
$491K - $645K
|
34.3K
$8.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.97K+ 12.14% |
$490K - $644K
|
27.5K
$6.45M
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
2.96K+ 3.97% |
$488K - $641K
|
77.5K
$18.2M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
2.94K+ 9.7% |
$485K - $637K
|
33.3K
$7.82M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.91K+ 1.37% |
$480K - $631K
|
216K
$50.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2.9K+ 3.99% |
$478K - $628K
|
75.6K
$17.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
BUY
|
- |
2.89K+ 100.0% |
$477K - $626K
|
5.78K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
2.88K+ 4.13% |
$475K - $624K
|
72.6K
$17.1M
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
2.86K+ 4.39% |
$471K - $619K
|
67.9K
$16M
|
|
|
Aug 12, 2024
Q2 2024
|
Allie Family Office LLC
|
BUY
|
- |
2.83KNew |
$467K - $613K
|
2.83K
$665K
|
|
|
Jul 30, 2024
Q2 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
2.83KNew |
$467K - $613K
|
2.83K
$665K
|
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
2.83K+ 4.12% |
$467K - $613K
|
71.5K
$16.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.81K+ 3.77% |
$464K - $610K
|
77.5K
$18.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
2.81K+ 14.75% |
$464K - $609K
|
21.9K
$5.14M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.81K+ 5.79% |
$463K - $608K
|
51.3K
$12M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
2.8K+ 10.56% |
$463K - $608K
|
29.4K
$6.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
BUY
|
- |
2.8K+ 0.75% |
$462K - $607K
|
375K
$88.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.8K+ 2.38% |
$462K - $607K
|
120K
$28.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
2.8K+ 94.5% |
$462K - $607K
|
5.76K
$1.35M
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
2.79K+ 9.05% |
$460K - $603K
|
33.6K
$7.88M
|
|
|
Aug 08, 2024
Q2 2024
|
Ns Partners LTD
|
BUY
|
- |
2.76K+ 0.49% |
$455K - $597K
|
569K
$134M
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.75K+ 2.19% |
$454K - $597K
|
129K
$30.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
2.75K+ 7.43% |
$454K - $596K
|
39.8K
$9.35M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.74K+ 18.3% |
$453K - $595K
|
17.7K
$4.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2.74K+ 3.14% |
$453K - $594K
|
90.2K
$21.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
2.74K+ 2.37% |
$452K - $593K
|
118K
$27.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.74K+ 0.96% |
$451K - $593K
|
287K
$67.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.73K+ 16.51% |
$450K - $592K
|
19.3K
$4.52M
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.73K+ 1.96% |
$450K - $591K
|
142K
$33.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.73K+ 4.37% |
$450K - $591K
|
65.2K
$15.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.72K+ 8.08% |
$448K - $588K
|
36.3K
$8.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2.71K+ 49.35% |
$447K - $587K
|
8.2K
$1.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
2.7KNew |
$446K - $585K
|
2.7K
$634K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.7K+ 1.52% |
$445K - $584K
|
180K
$42.3M
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
2.7K+ 7.47% |
$445K - $584K
|
38.8K
$9.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
2.68K+ 3.0% |
$442K - $581K
|
92K
$21.6M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.68KNew |
$441K - $580K
|
2.68K
$628K
|
|
|
Aug 14, 2024
Q2 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.67K+ 1.92% |
$441K - $579K
|
142K
$33.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.66K+ 27.44% |
$439K - $576K
|
12.3K
$2.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.65K+ 4.4% |
$437K - $574K
|
62.8K
$14.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
2.65KNew |
$437K - $574K
|
2.65K
$622K
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2.64K+ 13.96% |
$436K - $572K
|
21.6K
$5.07M
|
|
|
Jul 11, 2024
Q2 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
2.6K+ 2.47% |
$429K - $563K
|
108K
$25.3M
|
|
|
Oct 30, 2024
Q2 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
2.59K+ 222.23% |
$427K - $561K
|
3.75K
$882K
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.58K+ 6.83% |
$425K - $559K
|
40.3K
$9.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
2.57KNew |
$424K - $557K
|
2.57K
$604K
|
|
|
Aug 13, 2024
Q2 2024
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
2.57KNew |
$423K - $556K
|
2.57K
$603K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
BUY
|
- |
2.55K+ 1.84% |
$421K - $552K
|
141K
$33.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.55K+ 1.8% |
$420K - $552K
|
144K
$33.9M
|