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 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
806+ 1.78% |
$133K - $175K
|
46K
$10.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
803+ 0.67% |
$132K - $174K
|
121K
$28.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
801+ 1.26% |
$132K - $174K
|
64.3K
$15.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
BUY
|
- |
800+ 6.0% |
$132K - $173K
|
14.1K
$3.32M
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
787+ 7.4% |
$130K - $171K
|
11.4K
$2.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
786+ 0.66% |
$130K - $170K
|
120K
$28.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
785+ 21.2% |
$130K - $170K
|
4.49K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
778+ 0.87% |
$128K - $169K
|
89.8K
$21.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
775+ 0.88% |
$128K - $168K
|
88.4K
$20.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
BUY
|
- |
771+ 1.06% |
$127K - $167K
|
73.5K
$17.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
770+ 1.94% |
$127K - $167K
|
40.5K
$9.51M
|
|
|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
770+ 6.01% |
$127K - $167K
|
13.6K
$3.19M
|
|
|
Aug 01, 2024
Q2 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
769+ 2.69% |
$127K - $167K
|
29.3K
$6.89M
|
|
|
Jul 23, 2024
Q2 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
767+ 0.48% |
$127K - $166K
|
160K
$37.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
765+ 10.74% |
$126K - $166K
|
7.89K
$1.85M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
764+ 28.21% |
$126K - $166K
|
3.47K
$816K
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
757+ 1.46% |
$125K - $164K
|
52.5K
$12.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
755+ 0.5% |
$125K - $164K
|
150K
$35.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
753+ 1.81% |
$124K - $163K
|
42.5K
$9.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
748+ 4.92% |
$123K - $162K
|
16K
$3.75M
|
|
|
Jul 02, 2024
Q2 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
744+ 17.04% |
$123K - $161K
|
5.11K
$1.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
737+ 18.33% |
$122K - $160K
|
4.76K
$1.12M
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
736+ 0.99% |
$121K - $159K
|
75K
$17.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
735+ 0.78% |
$121K - $159K
|
94.7K
$22.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
735+ 1.39% |
$121K - $159K
|
53.5K
$12.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
734+ 0.8% |
$121K - $159K
|
92.9K
$21.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
732+ 0.8% |
$121K - $159K
|
92.1K
$21.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
728+ 0.43% |
$120K - $158K
|
169K
$39.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
725+ 0.55% |
$120K - $157K
|
133K
$31.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
725+ 3.35% |
$120K - $157K
|
22.4K
$5.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
725+ 13.26% |
$120K - $157K
|
6.19K
$1.45M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
723+ 1.12% |
$119K - $157K
|
65.1K
$15.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
722+ 1.28% |
$119K - $156K
|
57.1K
$13.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
721+ 5.92% |
$119K - $156K
|
12.9K
$3.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
715+ 1.54% |
$118K - $155K
|
47.2K
$11.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
714+ 5.49% |
$118K - $155K
|
13.7K
$3.22M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
710+ 0.39% |
$117K - $154K
|
181K
$42.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
709+ 0.47% |
$117K - $154K
|
153K
$35.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
709+ 0.76% |
$117K - $154K
|
94.3K
$22.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
BUY
|
- |
706+ 2.46% |
$116K - $153K
|
29.4K
$6.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
706+ 0.68% |
$116K - $153K
|
105K
$24.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
705+ 0.63% |
$116K - $153K
|
112K
$26.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
704+ 1.74% |
$116K - $153K
|
41.2K
$9.68M
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
698+ 3.32% |
$115K - $151K
|
21.7K
$5.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Wealthgate Family Office, LLC
|
BUY
|
- |
698+ 4.48% |
$115K - $151K
|
16.3K
$3.83M
|
|
|
Jul 17, 2024
Q2 2024
|
Asio Capital, LLC
|
BUY
|
- |
694+ 1.25% |
$115K - $150K
|
56.3K
$13.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
690+ 2.98% |
$114K - $150K
|
23.9K
$5.61M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
687+ 1.38% |
$113K - $149K
|
50.4K
$11.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
686+ 1.14% |
$113K - $149K
|
60.8K
$14.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
680+ 11.45% |
$112K - $147K
|
6.62K
$1.55M
|