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 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
1.8K+ 0.1% |
$297K - $390K
|
1.79M
$420M
|
|
|
Jul 12, 2024
Q2 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
1.8K+ 15.18% |
$297K - $390K
|
13.7K
$3.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
1.8K+ 10.84% |
$297K - $390K
|
18.4K
$4.32M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.8K+ 1.25% |
$297K - $389K
|
145K
$34.1M
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
1.79KNew |
$296K - $388K
|
1.79K
$421K
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.78K+ 18.81% |
$293K - $385K
|
11.2K
$2.64M
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.78K+ 14.89% |
$293K - $385K
|
13.7K
$3.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.77K+ 2.85% |
$293K - $384K
|
64.1K
$15.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.77K+ 0.79% |
$293K - $384K
|
227K
$53.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
1.77K+ 16.04% |
$292K - $384K
|
12.8K
$3.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
1.77K+ 141.71% |
$292K - $384K
|
3.02K
$709K
|
|
|
Aug 14, 2024
Q2 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1.76K+ 5.33% |
$290K - $380K
|
34.7K
$8.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1.76K+ 4.51% |
$290K - $380K
|
40.7K
$9.56M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
1.75K+ 4.95% |
$289K - $379K
|
37.2K
$8.73M
|
|
|
Aug 02, 2024
Q2 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
1.75K+ 20.93% |
$289K - $379K
|
10.1K
$2.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.74K+ 6.62% |
$287K - $377K
|
28K
$6.58M
|
|
|
Aug 07, 2024
Q2 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
1.73K+ 23.4% |
$285K - $374K
|
9.1K
$2.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.7K+ 5.49% |
$281K - $369K
|
32.8K
$7.69M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.7K+ 11.57% |
$281K - $368K
|
16.4K
$3.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.7K+ 9.05% |
$280K - $367K
|
20.4K
$4.8M
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
1.7K+ 1.14% |
$280K - $367K
|
150K
$35.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.69K+ 1.96% |
$279K - $366K
|
88.2K
$20.7M
|
|
|
Aug 06, 2024
Q2 2024
|
X Square Capital, LLC
|
BUY
|
- |
1.69K+ 14.11% |
$278K - $365K
|
13.6K
$3.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1.68K+ 5.34% |
$277K - $364K
|
33.2K
$7.79M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
1.67K+ 7.1% |
$276K - $362K
|
25.2K
$5.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
1.67K+ 2.09% |
$275K - $362K
|
81.5K
$19.2M
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.66K+ 1.36% |
$274K - $360K
|
124K
$29.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Horiko Capital Management LLC
New York, NY |
BUY
|
- |
1.66K+ 1.28% |
$273K - $359K
|
131K
$30.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.65K+ 3.65% |
$273K - $358K
|
46.9K
$11M
|
|
|
Aug 12, 2024
Q2 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
1.65KNew |
$272K - $358K
|
1.65K
$388K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.64K+ 14.74% |
$271K - $356K
|
12.8K
$3M
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 51.89% |
$269K - $354K
|
4.78K
$1.12M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.63K+ 1.25% |
$269K - $354K
|
132K
$31M
|
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.63K+ 3.34% |
$269K - $353K
|
50.5K
$11.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
BUY
|
- |
1.61K+ 9.42% |
$266K - $349K
|
18.7K
$4.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.6K+ 50.17% |
$264K - $347K
|
4.79K
$1.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
1.6K+ 11.05% |
$264K - $347K
|
16.1K
$3.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
1.6KNew |
$264K - $347K
|
1.6K
$376K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.59K+ 0.44% |
$263K - $345K
|
365K
$85.8M
|
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
BUY
|
- |
1.59K+ 16.8% |
$263K - $345K
|
11.1K
$2.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
1.59KNew |
$262K - $344K
|
1.59K
$373K
|
|
|
Aug 01, 2024
Q2 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
1.58K+ 63.72% |
$260K - $342K
|
4.05K
$952K
|
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
1.55K+ 3.26% |
$256K - $336K
|
49.2K
$11.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
BUY
|
- |
1.54K+ 5.29% |
$254K - $334K
|
30.7K
$7.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.54K+ 0.26% |
$254K - $334K
|
596K
$140M
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
BUY
|
- |
1.54K+ 0.54% |
$254K - $334K
|
287K
$67.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.53K+ 3.47% |
$253K - $332K
|
45.8K
$10.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.53KNew |
$252K - $332K
|
1.53K
$359K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.53K+ 5.61% |
$252K - $331K
|
28.8K
$6.76M
|
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.53K+ 8.47% |
$252K - $331K
|
19.6K
$4.59M
|