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 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
306+ 3.47% |
$50.5K - $66.3K
|
9.12K
$2.14M
|
|
|
Jul 11, 2024
Q2 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
305+ 7.0% |
$50.3K - $66.1K
|
4.66K
$1.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
305+ 1.27% |
$50.3K - $66.1K
|
24.2K
$5.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
305+ 2.58% |
$50.3K - $66.1K
|
12.1K
$2.85M
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
304+ 0.77% |
$50.2K - $65.9K
|
39.7K
$9.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
302+ 2.02% |
$49.8K - $65.4K
|
15.3K
$3.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
302+ 1.37% |
$49.8K - $65.4K
|
22.4K
$5.27M
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
300+ 1.55% |
$49.5K - $65K
|
19.6K
$4.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
300+ 9.92% |
$49.5K - $65K
|
3.33K
$781K
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
300+ 0.98% |
$49.5K - $65K
|
30.8K
$7.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
300+ 3.64% |
$49.5K - $65K
|
8.54K
$2.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Gouws Capital LLC
|
BUY
|
- |
299+ 2.73% |
$49.3K - $64.8K
|
11.2K
$2.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
299+ 1.87% |
$49.3K - $64.8K
|
16.3K
$3.83M
|
|
|
Jul 23, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
298+ 10.84% |
$49.2K - $64.6K
|
3.05K
$716K
|
|
|
Jul 24, 2024
Q2 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
298+ 1.91% |
$49.2K - $64.6K
|
15.9K
$3.74M
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
298+ 10.84% |
$49.2K - $64.6K
|
3.05K
$716K
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
295+ 2.18% |
$48.7K - $63.9K
|
13.8K
$3.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
295+ 0.32% |
$48.7K - $63.9K
|
92.7K
$21.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
293+ 3.42% |
$48.3K - $63.5K
|
8.86K
$2.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Granger Management LLC
|
BUY
|
- |
292+ 1.19% |
$48.2K - $63.3K
|
24.9K
$5.84M
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
291+ 0.96% |
$48K - $63.1K
|
30.7K
$7.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
289+ 0.38% |
$47.7K - $62.6K
|
76.2K
$17.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
288+ 1.53% |
$47.5K - $62.4K
|
19.1K
$4.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
287+ 0.3% |
$47.4K - $62.2K
|
96.7K
$22.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
286+ 0.73% |
$47.2K - $62K
|
39.5K
$9.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
284+ 0.24% |
$46.9K - $61.5K
|
117K
$27.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
283+ 8.53% |
$46.7K - $61.3K
|
3.6K
$846K
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
283+ 0.55% |
$46.7K - $61.3K
|
51.8K
$12.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
283+ 0.21% |
$46.7K - $61.3K
|
138K
$32.5M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
281+ 0.72% |
$46.4K - $60.9K
|
39.1K
$9.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
281+ 0.33% |
$46.4K - $60.9K
|
84.9K
$20M
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
280+ 2.38% |
$46.2K - $60.7K
|
12K
$2.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
280+ 7.78% |
$46.2K - $60.7K
|
3.88K
$912K
|
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
277+ 0.73% |
$45.7K - $60K
|
38K
$8.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
275+ 0.48% |
$45.4K - $59.6K
|
57.1K
$13.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
274+ 3.27% |
$45.2K - $59.4K
|
8.65K
$2.03M
|
|
|
Jul 16, 2024
Q2 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
270+ 1.03% |
$44.6K - $58.5K
|
26.5K
$6.24M
|
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
270+ 5.9% |
$44.6K - $58.5K
|
4.85K
$1.14M
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
269+ 0.71% |
$44.4K - $58.3K
|
38.1K
$8.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
269+ 2.07% |
$44.4K - $58.3K
|
13.3K
$3.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
268+ 19.28% |
$44.2K - $58.1K
|
1.66K
$390K
|
|
|
Jul 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
266+ 0.3% |
$43.9K - $57.6K
|
89.3K
$21M
|
|
|
Aug 13, 2024
Q2 2024
|
Carroll Investors, Inc
|
BUY
|
- |
266+ 0.31% |
$43.9K - $57.6K
|
86.3K
$20.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
265+ 0.99% |
$43.7K - $57.4K
|
27K
$6.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
261+ 0.51% |
$43.1K - $56.6K
|
51.2K
$12M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
260+ 0.79% |
$42.9K - $56.3K
|
33K
$7.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
259+ 0.18% |
$42.7K - $56.1K
|
145K
$34M
|
|
|
Nov 21, 2024
Q2 2024
|
Chelsea Counsel CO
|
BUY
|
- |
256+ 0.25% |
$42.2K - $55.5K
|
101K
$23.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
254+ 0.41% |
$41.9K - $55K
|
62.2K
$14.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
253+ 0.49% |
$41.7K - $54.8K
|
51.8K
$12.2M
|