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
|
Crestmont Private Wealth LLC
|
BUY
|
- |
678+ 28.94% |
$112K - $147K
|
3.02K
$710K
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
673+ 0.68% |
$111K - $146K
|
100K
$23.6M
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
672+ 2.84% |
$111K - $146K
|
24.4K
$5.73M
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
672+ 14.14% |
$111K - $146K
|
5.43K
$1.27M
|
|
Aug 06, 2024
Q2 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
672+ 2.25% |
$111K - $146K
|
30.5K
$7.17M
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
669+ 2.15% |
$110K - $145K
|
31.9K
$7.48M
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
666+ 1.78% |
$110K - $144K
|
38K
$8.93M
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
664+ 14.75% |
$110K - $144K
|
5.17K
$1.21M
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
663+ 0.52% |
$109K - $144K
|
128K
$30.2M
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
662+ 0.93% |
$109K - $143K
|
72K
$16.9M
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
659+ 4.68% |
$109K - $143K
|
14.7K
$3.46M
|
|
Aug 05, 2024
Q2 2024
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
659+ 0.65% |
$109K - $143K
|
102K
$24M
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
655+ 148.53% |
$108K - $142K
|
1.1K
$257K
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
653+ 2.27% |
$108K - $141K
|
29.4K
$6.91M
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
651+ 7.61% |
$107K - $141K
|
9.21K
$2.16M
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
650+ 0.78% |
$107K - $141K
|
84.5K
$19.8M
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
650+ 3.18% |
$107K - $141K
|
21.1K
$4.96M
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
649+ 3.69% |
$107K - $141K
|
18.2K
$4.28M
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
648+ 1.38% |
$107K - $140K
|
47.5K
$11.2M
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
BUY
|
- |
647+ 7.11% |
$107K - $140K
|
9.74K
$2.29M
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
647+ 16.49% |
$107K - $140K
|
4.57K
$1.07M
|
|
Jul 26, 2024
Q2 2024
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
647+ 4.0% |
$107K - $140K
|
16.8K
$3.95M
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
BUY
|
- |
647+ 1.47% |
$107K - $140K
|
44.6K
$10.5M
|
|
Jul 18, 2024
Q2 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
645+ 3.89% |
$106K - $140K
|
17.2K
$4.05M
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
645+ 2.87% |
$106K - $140K
|
23.1K
$5.43M
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
642+ 2.52% |
$106K - $139K
|
26.1K
$6.12M
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
641+ 7.83% |
$106K - $139K
|
8.83K
$2.07M
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
638+ 7.63% |
$105K - $138K
|
9K
$2.11M
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
638+ 1.22% |
$105K - $138K
|
52.9K
$12.4M
|
|
Aug 01, 2024
Q2 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
637+ 1.33% |
$105K - $138K
|
48.4K
$11.4M
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
636+ 4.13% |
$105K - $138K
|
16K
$3.77M
|
|
Jul 10, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
633+ 29.21% |
$104K - $137K
|
2.8K
$658K
|
|
Aug 12, 2024
Q2 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
631+ 2.34% |
$104K - $137K
|
27.7K
$6.5M
|
|
Jul 24, 2024
Q2 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
630+ 3.83% |
$104K - $137K
|
17.1K
$4.01M
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
630+ 2.34% |
$104K - $137K
|
27.6K
$6.49M
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
625+ 6.93% |
$103K - $135K
|
9.65K
$2.27M
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
621+ 3.14% |
$102K - $135K
|
20.4K
$4.79M
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
621+ 23.1% |
$102K - $135K
|
3.31K
$777K
|
|
Aug 02, 2024
Q2 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
620+ 3.01% |
$102K - $134K
|
21.2K
$4.99M
|
|
Jul 08, 2024
Q2 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
614+ 2.71% |
$101K - $133K
|
23.3K
$5.46M
|
|
Jul 24, 2024
Q2 2024
|
Bck Partners, Inc.
|
BUY
|
- |
613+ 16.01% |
$101K - $133K
|
4.44K
$1.04M
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
611+ 2.78% |
$101K - $132K
|
22.6K
$5.31M
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
605+ 0.2% |
$99.8K - $131K
|
302K
$70.9M
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
BUY
|
- |
603+ 0.95% |
$99.5K - $131K
|
63.8K
$15M
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
601+ 4.77% |
$99.2K - $130K
|
13.2K
$3.1M
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
600+ 1.13% |
$99K - $130K
|
53.6K
$12.6M
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
599+ 2.04% |
$98.8K - $130K
|
29.9K
$7.02M
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
599+ 3.83% |
$98.8K - $130K
|
16.2K
$3.81M
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
595+ 15.89% |
$98.2K - $129K
|
4.34K
$1.02M
|
|
Aug 09, 2024
Q2 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
592New |
$97.7K - $128K
|
592
$139K
|