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 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.52K+ 6.77% |
$251K - $330K
|
24K
$5.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.52K+ 1.05% |
$250K - $329K
|
146K
$34.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Deltec Asset Management LLC
|
BUY
|
- |
1.52K+ 6.06% |
$250K - $328K
|
26.5K
$6.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.52K+ 16.23% |
$250K - $328K
|
10.9K
$2.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.51K+ 1.78% |
$249K - $327K
|
86.4K
$20.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
1.51KNew |
$249K - $327K
|
1.51K
$354K
|
|
|
Aug 09, 2024
Q2 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.5KNew |
$248K - $325K
|
1.5K
$353K
|
|
|
Jul 24, 2024
Q2 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
1.5K+ 24.19% |
$248K - $325K
|
7.7K
$1.81M
|
|
|
Aug 02, 2024
Q2 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
1.5K+ 1.33% |
$247K - $325K
|
114K
$26.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1.5KNew |
$247K - $324K
|
1.5K
$351K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.49K+ 1.95% |
$246K - $323K
|
78.1K
$18.3M
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.46K+ 52.55% |
$241K - $317K
|
4.24K
$997K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
1.45K+ 19.31% |
$240K - $315K
|
8.98K
$2.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.45KNew |
$240K - $315K
|
1.45K
$341K
|
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
1.44K+ 3.11% |
$238K - $312K
|
47.9K
$11.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.44K+ 0.58% |
$238K - $312K
|
248K
$58.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.44K+ 9.74% |
$238K - $312K
|
16.2K
$3.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.44K+ 13.4% |
$237K - $312K
|
12.2K
$2.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.43K+ 5.25% |
$237K - $311K
|
28.8K
$6.76M
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.43K+ 2.87% |
$236K - $310K
|
51.3K
$12M
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
BUY
|
- |
1.43K+ 1.75% |
$236K - $310K
|
83.1K
$19.5M
|
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.43K+ 35.75% |
$236K - $310K
|
5.43K
$1.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.43K+ 11.27% |
$236K - $310K
|
14.1K
$3.32M
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
1.43K+ 0.66% |
$235K - $309K
|
218K
$51.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.43KNew |
$235K - $309K
|
1.43K
$335K
|
|
|
Jul 29, 2024
Q2 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
1.43K+ 1.23% |
$235K - $309K
|
118K
$27.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.42K+ 96.87% |
$235K - $309K
|
2.89K
$680K
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.42K+ 12.8% |
$234K - $307K
|
12.5K
$2.94M
|
|
|
Sep 27, 2024
Q2 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
1.42K+ 3.29% |
$234K - $307K
|
44.4K
$10.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.42K+ 1.47% |
$233K - $307K
|
97.6K
$22.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.4K+ 2.53% |
$231K - $304K
|
56.7K
$13.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
1.4K+ 7.94% |
$231K - $303K
|
19K
$4.47M
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
1.39K+ 5.13% |
$230K - $302K
|
28.6K
$6.71M
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.39K+ 0.88% |
$230K - $302K
|
161K
$37.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
1.38K+ 15.59% |
$228K - $299K
|
10.2K
$2.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
1.37K+ 6.14% |
$227K - $297K
|
23.7K
$5.57M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.37K+ 17.08% |
$226K - $297K
|
9.39K
$2.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.37K+ 1.81% |
$226K - $296K
|
76.9K
$18.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
1.36KNew |
$225K - $296K
|
1.36K
$320K
|
|
|
Aug 08, 2024
Q2 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
1.36K+ 47.65% |
$225K - $295K
|
4.22K
$991K
|
|
|
Jul 31, 2024
Q2 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
1.36K+ 3.47% |
$224K - $294K
|
40.5K
$9.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.35K+ 8.5% |
$223K - $293K
|
17.3K
$4.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.35K+ 6.63% |
$222K - $292K
|
21.7K
$5.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.34K+ 5.93% |
$221K - $291K
|
24K
$5.63M
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.34K+ 1.23% |
$221K - $290K
|
111K
$26M
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.34K+ 0.39% |
$220K - $289K
|
343K
$80.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
1.33KNew |
$219K - $288K
|
1.33K
$312K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.33K+ 0.37% |
$219K - $287K
|
364K
$85.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.32K+ 23.26% |
$218K - $286K
|
7.01K
$1.65M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.32K+ 0.29% |
$218K - $286K
|
463K
$109M
|