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 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
955+ 3.47% |
$158K - $207K
|
28.5K
$6.69M
|
|
|
Aug 09, 2024
Q2 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
954+ 8.9% |
$157K - $207K
|
11.7K
$2.74M
|
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
952+ 5.56% |
$157K - $206K
|
18.1K
$4.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
951+ 3.49% |
$157K - $206K
|
28.2K
$6.62M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
951+ 10.72% |
$157K - $206K
|
9.82K
$2.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
949+ 0.89% |
$157K - $206K
|
107K
$25.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
941+ 7.31% |
$155K - $204K
|
13.8K
$3.25M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
939+ 3.77% |
$155K - $203K
|
25.9K
$6.08M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
939+ 0.26% |
$155K - $203K
|
360K
$84.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
930+ 2.43% |
$153K - $202K
|
39.2K
$9.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
926+ 7.88% |
$153K - $201K
|
12.7K
$2.98M
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
925+ 8.38% |
$153K - $200K
|
12K
$2.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
925+ 67.42% |
$153K - $200K
|
2.3K
$540K
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
921+ 1.78% |
$152K - $200K
|
52.7K
$12.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
920+ 0.71% |
$152K - $199K
|
130K
$30.5M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
920+ 4.85% |
$152K - $199K
|
19.9K
$4.68M
|
|
|
Jul 17, 2024
Q2 2024
|
Atwater Malick LLC
|
BUY
|
- |
918+ 0.84% |
$151K - $199K
|
110K
$25.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
911+ 0.98% |
$150K - $197K
|
94K
$22.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
907+ 10.65% |
$150K - $197K
|
9.43K
$2.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
906+ 3.79% |
$149K - $196K
|
24.8K
$5.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
903+ 13.19% |
$149K - $196K
|
7.75K
$1.82M
|
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
902+ 2.3% |
$149K - $195K
|
40.1K
$9.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
900+ 2.35% |
$149K - $195K
|
39.3K
$9.22M
|
|
|
Aug 28, 2024
Q2 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
900+ 15.02% |
$149K - $195K
|
6.89K
$1.62M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
896+ 1.76% |
$148K - $194K
|
51.9K
$12.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
894+ 1.56% |
$148K - $194K
|
58.3K
$13.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
893+ 1.56% |
$147K - $193K
|
58.2K
$13.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
883+ 3.14% |
$146K - $191K
|
29K
$6.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
880+ 0.59% |
$145K - $191K
|
150K
$35.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
878+ 3.09% |
$145K - $190K
|
29.3K
$6.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
876+ 0.33% |
$145K - $190K
|
265K
$62.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
871+ 3.58% |
$144K - $189K
|
25.2K
$5.92M
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
869+ 1.3% |
$143K - $188K
|
67.5K
$15.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
866+ 2.86% |
$143K - $188K
|
31.2K
$7.32M
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
862+ 3.0% |
$142K - $187K
|
29.6K
$6.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
859+ 1.42% |
$142K - $186K
|
61.3K
$14.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
854+ 0.8% |
$141K - $185K
|
108K
$25.3M
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
852+ 12.55% |
$141K - $185K
|
7.64K
$1.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
852+ 1.4% |
$141K - $185K
|
61.8K
$14.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
851+ 2.54% |
$140K - $184K
|
34.4K
$8.08M
|
|
|
Jul 16, 2024
Q2 2024
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
835+ 0.82% |
$138K - $181K
|
102K
$24.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
833+ 2.67% |
$137K - $180K
|
32.1K
$7.54M
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
830+ 15.03% |
$137K - $180K
|
6.35K
$1.49M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
828+ 1.88% |
$137K - $179K
|
44.8K
$10.5M
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
823+ 3.74% |
$136K - $178K
|
22.8K
$5.36M
|
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
820+ 56.67% |
$135K - $178K
|
2.27K
$533K
|
|
|
Jul 11, 2024
Q2 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
816+ 0.63% |
$135K - $177K
|
131K
$30.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
815+ 7.92% |
$134K - $177K
|
11.1K
$2.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
813+ 1.45% |
$134K - $176K
|
56.9K
$13.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
810+ 6.85% |
$134K - $176K
|
12.6K
$2.97M
|