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 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.04K+ 4.51% |
$172K - $226K
|
24.2K
$5.68M
|
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
BUY
|
- |
1.04K+ 17.44% |
$172K - $226K
|
7.02K
$1.65M
|
|
|
Jul 30, 2024
Q2 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
1.04K+ 1.44% |
$172K - $225K
|
73.2K
$17.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
1.04KNew |
$172K - $225K
|
1.04K
$244K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.04K+ 1.48% |
$171K - $225K
|
71.1K
$16.7M
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.03K+ 3.37% |
$171K - $224K
|
31.7K
$7.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.03KNew |
$170K - $223K
|
1.03K
$242K
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
1.03K+ 5.75% |
$170K - $223K
|
18.9K
$4.45M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
BUY
|
- |
1.03K+ 0.44% |
$169K - $223K
|
236K
$55.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.03K+ 2.86% |
$169K - $223K
|
36.9K
$8.66M
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.03K+ 1.44% |
$169K - $222K
|
72.3K
$17M
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Capital Management
|
BUY
|
- |
1.03K+ 1.25% |
$169K - $222K
|
83.2K
$19.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
1.02K+ 25.87% |
$169K - $222K
|
4.98K
$1.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Sara Bay Financial
|
BUY
|
- |
1.02K+ 4.93% |
$168K - $221K
|
21.7K
$5.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.02K+ 3.07% |
$168K - $221K
|
34.2K
$8.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.02K+ 14.63% |
$168K - $220K
|
7.96K
$1.87M
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
1.01KNew |
$167K - $220K
|
1.01K
$238K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.01K+ 4.8% |
$167K - $219K
|
22.1K
$5.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
1.01K+ 13.48% |
$167K - $219K
|
8.52K
$2M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 6.77% |
$167K - $219K
|
15.9K
$3.75M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.01K+ 1.68% |
$166K - $219K
|
61.2K
$14.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Check Capital Management Inc
|
BUY
|
- |
1.01K+ 3.11% |
$166K - $218K
|
33.4K
$7.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1K+ 25.15% |
$165K - $217K
|
4.99K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
BUY
|
- |
1K+ 3.73% |
$165K - $217K
|
27.8K
$6.53M
|
|
|
Jul 26, 2024
Q2 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
999+ 18.31% |
$165K - $216K
|
6.46K
$1.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
998+ 6.02% |
$165K - $216K
|
17.6K
$4.13M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
998+ 7.63% |
$165K - $216K
|
14.1K
$3.31M
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
997+ 0.8% |
$165K - $216K
|
125K
$29.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
997New |
$165K - $216K
|
997
$234K
|
|
|
Sep 10, 2024
Q2 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
997+ 1.26% |
$165K - $216K
|
79.9K
$18.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
994+ 2.23% |
$164K - $215K
|
45.6K
$10.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
BUY
|
- |
992+ 1.9% |
$164K - $215K
|
53.2K
$12.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Smh Capital Advisors Inc
|
BUY
|
- |
991New |
$164K - $215K
|
991
$233K
|
|
|
Jul 08, 2024
Q2 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
988New |
$163K - $214K
|
988
$232K
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
988+ 13.26% |
$163K - $214K
|
8.44K
$1.98M
|
|
|
Jul 26, 2024
Q2 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
985+ 2.24% |
$163K - $213K
|
44.9K
$10.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
978+ 1.37% |
$161K - $212K
|
72.3K
$17M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
977New |
$161K - $212K
|
977
$230K
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
974+ 0.72% |
$161K - $211K
|
136K
$32M
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
974+ 11.95% |
$161K - $211K
|
9.12K
$2.14M
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
971+ 5.16% |
$160K - $210K
|
19.8K
$4.65M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
969+ 1.73% |
$160K - $210K
|
57.1K
$13.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
964+ 3.79% |
$159K - $209K
|
26.4K
$6.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
962+ 9.85% |
$159K - $208K
|
10.7K
$2.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
962+ 0.73% |
$159K - $208K
|
132K
$31M
|
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
961+ 3.5% |
$159K - $208K
|
28.4K
$6.68M
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
959+ 3.3% |
$158K - $208K
|
30K
$7.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
958+ 14.22% |
$158K - $208K
|
7.7K
$1.81M
|
|
|
Jul 10, 2024
Q2 2024
|
Shearwater Capital LLC
|
BUY
|
- |
956+ 61.92% |
$158K - $207K
|
2.5K
$587K
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
BUY
|
- |
956+ 3.27% |
$158K - $207K
|
30.2K
$7.1M
|