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 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.17K+ 1.29% |
$193K - $253K
|
91.7K
$21.5M
|
|
|
Jul 29, 2024
Q2 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
1.16K+ 22.23% |
$192K - $252K
|
6.4K
$1.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.16K+ 5.84% |
$192K - $252K
|
21.1K
$4.95M
|
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.16K+ 1.3% |
$192K - $252K
|
90.4K
$21.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.16K+ 0.77% |
$191K - $251K
|
153K
$35.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.16K+ 6.87% |
$191K - $251K
|
18K
$4.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.16K+ 179.5% |
$191K - $250K
|
1.8K
$423K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
1.15K+ 1.01% |
$190K - $250K
|
115K
$27M
|
|
|
Jul 29, 2024
Q2 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
1.15K+ 74.05% |
$190K - $249K
|
2.7K
$635K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
1.15KNew |
$189K - $248K
|
1.15K
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.14K+ 0.37% |
$188K - $247K
|
308K
$72.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.14K+ 4.21% |
$187K - $246K
|
28.1K
$6.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.13K+ 4.73% |
$187K - $245K
|
25.1K
$5.89M
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1.13K+ 1.91% |
$187K - $245K
|
60.5K
$14.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.13K+ 2.6% |
$186K - $245K
|
44.6K
$10.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.13K+ 2.93% |
$186K - $245K
|
39.7K
$9.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.13K+ 2.74% |
$186K - $244K
|
42.4K
$9.95M
|
|
|
Jul 30, 2024
Q2 2024
|
Peterson Wealth Services
|
BUY
|
- |
1.13K+ 1.17% |
$186K - $244K
|
97.4K
$22.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
1.12K+ 2.83% |
$185K - $244K
|
40.8K
$9.58M
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.12K+ 3.25% |
$185K - $243K
|
35.6K
$8.37M
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.12K+ 2.2% |
$185K - $243K
|
52.1K
$12.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
1.12K+ 1.81% |
$185K - $243K
|
63.1K
$14.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.12K+ 2.53% |
$185K - $242K
|
45.4K
$10.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.12K+ 1.78% |
$184K - $242K
|
63.8K
$15M
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.1K+ 1.78% |
$182K - $239K
|
63.1K
$14.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
BUY
|
- |
1.1K+ 5.45% |
$182K - $238K
|
21.3K
$5M
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.1K+ 110.0% |
$182K - $238K
|
2.1K
$493K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.1K+ 4.33% |
$181K - $238K
|
26.5K
$6.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
1.1K+ 4.97% |
$181K - $237K
|
23.1K
$5.43M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.09K+ 4.55% |
$180K - $236K
|
25.1K
$5.89M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.09K+ 11.8% |
$180K - $236K
|
10.3K
$2.43M
|
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.09K+ 2.05% |
$179K - $236K
|
54K
$12.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.09K+ 2.2% |
$179K - $236K
|
50.5K
$11.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.09K+ 4.13% |
$179K - $235K
|
27.4K
$6.44M
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.08K+ 6.9% |
$179K - $235K
|
16.8K
$3.94M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.08K+ 3.16% |
$179K - $234K
|
35.3K
$8.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
1.08K+ 1.25% |
$178K - $234K
|
87.1K
$20.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.08K+ 2.83% |
$178K - $233K
|
39.2K
$9.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
1.08KNew |
$178K - $233K
|
1.08K
$253K
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.08K+ 1.92% |
$178K - $233K
|
57.2K
$13.4M
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.07K+ 1.4% |
$177K - $233K
|
78K
$18.3M
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.07K+ 20.66% |
$177K - $233K
|
6.27K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
1.07KNew |
$177K - $232K
|
1.07K
$252K
|
|
|
Jul 23, 2024
Q2 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
1.07K+ 0.64% |
$177K - $232K
|
169K
$39.7M
|
|
|
Aug 13, 2024
Q2 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
1.07KNew |
$176K - $231K
|
1.07K
$251K
|
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
BUY
|
- |
1.07K+ 1.41% |
$176K - $231K
|
76.9K
$18.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
1.06K+ 2.7% |
$175K - $230K
|
40.3K
$9.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
1.06KNew |
$175K - $229K
|
1.06K
$249K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.05K+ 4.02% |
$173K - $227K
|
27.1K
$6.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Robotti Robert
New York, NY |
BUY
|
- |
1.05KNew |
$173K - $227K
|
1.05K
$246K
|