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 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.32K+ 4.1% |
$217K - $285K
|
33.4K
$7.86M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.31K+ 0.19% |
$217K - $284K
|
708K
$166M
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
1.31K+ 10.3% |
$216K - $284K
|
14K
$3.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
BUY
|
- |
1.31K+ 2.47% |
$216K - $284K
|
54.3K
$12.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
1.31K+ 4.32% |
$216K - $283K
|
31.5K
$7.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.31K+ 1.17% |
$215K - $283K
|
113K
$26.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.3K+ 3.48% |
$215K - $283K
|
38.8K
$9.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.3K+ 8.8% |
$215K - $282K
|
16.1K
$3.78M
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1.3K+ 3.58% |
$214K - $281K
|
37.5K
$8.82M
|
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
1.3K+ 4.55% |
$214K - $281K
|
29.7K
$6.99M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.29K+ 0.68% |
$212K - $278K
|
189K
$44.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.28K+ 9.11% |
$212K - $278K
|
15.4K
$3.61M
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.28K+ 5.61% |
$212K - $278K
|
24.2K
$5.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
1.28K+ 5.98% |
$211K - $277K
|
22.7K
$5.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.28K+ 25.21% |
$211K - $276K
|
6.34K
$1.49M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.28K+ 3.12% |
$210K - $276K
|
42.1K
$9.89M
|
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
BUY
|
- |
1.27K+ 40.64% |
$210K - $276K
|
4.4K
$1.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.27K+ 6.4% |
$210K - $276K
|
21.1K
$4.97M
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.27K+ 0.91% |
$210K - $275K
|
141K
$33.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.27K+ 2.75% |
$209K - $274K
|
47.2K
$11.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
1.26K+ 17.35% |
$208K - $273K
|
8.52K
$2M
|
|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
BUY
|
- |
1.25K+ 2.75% |
$207K - $272K
|
46.9K
$11M
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.25K+ 0.9% |
$206K - $270K
|
140K
$32.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.24K+ 3.22% |
$204K - $268K
|
39.7K
$9.32M
|
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.23K+ 2.88% |
$203K - $267K
|
44K
$10.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.23K+ 3.67% |
$202K - $266K
|
34.7K
$8.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
1.23K+ 2.73% |
$202K - $265K
|
46.1K
$10.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.23K+ 1.33% |
$202K - $265K
|
93.1K
$21.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.22K+ 2.7% |
$202K - $265K
|
46.5K
$10.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
1.22KNew |
$201K - $265K
|
1.22K
$287K
|
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
1.22K+ 65.48% |
$201K - $264K
|
3.08K
$723K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.22K+ 2.66% |
$200K - $263K
|
46.9K
$11M
|
|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
1.21K+ 1.05% |
$199K - $262K
|
116K
$27.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.2KNew |
$198K - $260K
|
1.2K
$282K
|
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.2K+ 18.77% |
$198K - $260K
|
7.58K
$1.78M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.2K+ 3.05% |
$197K - $259K
|
40.3K
$9.47M
|
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
1.19K+ 3.7% |
$197K - $258K
|
33.4K
$7.85M
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
1.19K+ 3.51% |
$197K - $258K
|
35.2K
$8.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.19K+ 2.58% |
$196K - $258K
|
47.4K
$11.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.19K+ 2.6% |
$196K - $258K
|
47K
$11M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.19K+ 1.06% |
$196K - $257K
|
113K
$26.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
1.18K+ 1.22% |
$195K - $256K
|
98.2K
$23.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
1.18K+ 30.38% |
$194K - $255K
|
5.06K
$1.19M
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 5.08% |
$194K - $255K
|
24.3K
$5.72M
|
|
|
Jul 22, 2024
Q2 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
1.18K+ 2.04% |
$194K - $255K
|
58.8K
$13.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Savior LLC
|
BUY
|
- |
1.18KNew |
$194K - $255K
|
1.18K
$276K
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
1.18K+ 5.0% |
$194K - $255K
|
24.7K
$5.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
1.17K+ 4.74% |
$194K - $254K
|
25.9K
$6.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.17K+ 5.88% |
$193K - $254K
|
21.1K
$4.95M
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
1.17K+ 2.01% |
$193K - $253K
|
59.4K
$14M
|