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 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.17KNew |
$358K - $470K
|
2.17K
$509K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.17K+ 0.76% |
$357K - $469K
|
286K
$67.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.16K+ 6.52% |
$357K - $469K
|
35.4K
$8.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
2.16K+ 2.54% |
$356K - $467K
|
87.1K
$20.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.15K+ 5.2% |
$355K - $466K
|
43.5K
$10.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
2.14K+ 9.69% |
$353K - $463K
|
24.2K
$5.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
2.12K+ 5.06% |
$349K - $458K
|
43.9K
$10.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
2.11K+ 152.16% |
$348K - $458K
|
3.5K
$822K
|
|
|
Aug 02, 2024
Q2 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
2.1KNew |
$347K - $455K
|
2.1K
$494K
|
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.1K+ 14.22% |
$347K - $455K
|
16.9K
$3.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2.09K+ 5.44% |
$345K - $453K
|
40.5K
$9.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
2.09K+ 26.96% |
$344K - $452K
|
9.83K
$2.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
2.08K+ 10.88% |
$344K - $451K
|
21.2K
$4.99M
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2.08K+ 14.86% |
$343K - $451K
|
16.1K
$3.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
2.08K+ 2.08% |
$343K - $450K
|
102K
$24M
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2.08K+ 3.51% |
$343K - $450K
|
61.3K
$14.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.05K+ 9.84% |
$338K - $444K
|
22.9K
$5.38M
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
BUY
|
- |
2.05K+ 3.21% |
$338K - $444K
|
66K
$15.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.05K+ 1.46% |
$338K - $444K
|
143K
$33.5M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.05K+ 9.11% |
$338K - $443K
|
24.5K
$5.76M
|
|
|
Jul 18, 2024
Q2 2024
|
Verde Capital Management
|
BUY
|
- |
2.04K+ 134.46% |
$336K - $441K
|
3.55K
$834K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.02K+ 4.13% |
$334K - $438K
|
50.9K
$12M
|
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
2.02K+ 1.05% |
$333K - $437K
|
194K
$45.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2.02K+ 3.96% |
$333K - $437K
|
52.9K
$12.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
2.01K+ 1.72% |
$332K - $436K
|
119K
$28M
|
|
|
Jul 25, 2024
Q2 2024
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
2.01KNew |
$332K - $436K
|
2.01K
$473K
|
|
|
Aug 14, 2024
Q2 2024
|
Blue Spruce Investments, LP
Chicago, IL |
BUY
|
- |
2.01KNew |
$332K - $436K
|
2.01K
$472K
|
|
|
Aug 14, 2024
Q2 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2KNew |
$330K - $433K
|
2K
$470K
|
|
|
Aug 13, 2024
Q2 2024
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
1.98K+ 7.32% |
$327K - $429K
|
29K
$6.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.98K+ 1.59% |
$326K - $429K
|
127K
$29.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.98K+ 11.13% |
$326K - $428K
|
19.7K
$4.64M
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
1.97K+ 1.42% |
$324K - $426K
|
140K
$32.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
1.93K+ 3.22% |
$319K - $419K
|
61.9K
$14.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.93K+ 2.62% |
$318K - $418K
|
75.7K
$17.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.92K+ 3.56% |
$317K - $416K
|
55.9K
$13.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
1.92K+ 13.13% |
$317K - $416K
|
16.6K
$3.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
1.91K+ 4.18% |
$316K - $414K
|
47.7K
$11.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.91K+ 0.99% |
$315K - $414K
|
195K
$45.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
BUY
|
- |
1.91K+ 0.94% |
$314K - $413K
|
204K
$47.9M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.9K+ 0.66% |
$314K - $412K
|
290K
$68M
|
|
|
Jul 30, 2024
Q2 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
1.9KNew |
$314K - $412K
|
1.9K
$447K
|
|
|
Aug 07, 2024
Q2 2024
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
1.88K+ 25.99% |
$310K - $407K
|
9.1K
$2.14M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.87K+ 3.78% |
$308K - $405K
|
51.2K
$12M
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.86K+ 1.87% |
$307K - $403K
|
101K
$23.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1.86K+ 17.42% |
$306K - $402K
|
12.5K
$2.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.86K+ 14.41% |
$306K - $402K
|
14.7K
$3.46M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.85K+ 0.99% |
$305K - $401K
|
189K
$44.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
1.84K+ 13.76% |
$304K - $399K
|
15.2K
$3.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
1.82KNew |
$300K - $394K
|
1.82K
$427K
|
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
1.81K+ 5.76% |
$299K - $393K
|
33.3K
$7.83M
|