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 24, 2024
Q2 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
62+ 2.19% |
$10.2K - $13.4K
|
2.89K
$680K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
62+ 0.2% |
$10.2K - $13.4K
|
31K
$7.29M
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
62+ 0.17% |
$10.2K - $13.4K
|
35.8K
$8.41M
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
61+ 0.42% |
$10.1K - $13.2K
|
14.7K
$3.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
60+ 0.1% |
$9.9K - $13K
|
57.6K
$13.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
59+ 1.69% |
$9.74K - $12.8K
|
3.54K
$832K
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
BUY
|
- |
57+ 6.67% |
$9.41K - $12.4K
|
912
$214K
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
57+ 1.59% |
$9.41K - $12.4K
|
3.65K
$858K
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
57+ 0.39% |
$9.41K - $12.4K
|
14.8K
$3.47M
|
|
|
Jul 10, 2024
Q2 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
55+ 0.29% |
$9.08K - $11.9K
|
19K
$4.46M
|
|
|
Jul 19, 2024
Q2 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
55+ 0.58% |
$9.08K - $11.9K
|
9.51K
$2.23M
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
55+ 0.91% |
$9.08K - $11.9K
|
6.13K
$1.44M
|
|
|
Aug 12, 2024
Q2 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
55New |
$9.08K - $11.9K
|
55
$12.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
55+ 0.11% |
$9.08K - $11.9K
|
49.2K
$11.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
54+ 0.13% |
$8.91K - $11.7K
|
41.6K
$9.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
54+ 0.08% |
$8.91K - $11.7K
|
63.9K
$15M
|
|
|
Aug 14, 2024
Q2 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
54+ 0.21% |
$8.91K - $11.7K
|
25.4K
$5.96M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
52+ 0.15% |
$8.58K - $11.3K
|
34.7K
$8.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
BUY
|
- |
52+ 2.13% |
$8.58K - $11.3K
|
2.5K
$587K
|
|
|
Jul 26, 2024
Q2 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
51+ 1.15% |
$8.42K - $11.1K
|
4.51K
$1.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
50+ 0.24% |
$8.25K - $10.8K
|
21.2K
$4.99M
|
|
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
50+ 1.71% |
$8.25K - $10.8K
|
2.97K
$697K
|
|
|
Jul 25, 2024
Q2 2024
|
Brown Financial Advisory
|
BUY
|
- |
50+ 3.81% |
$8.25K - $10.8K
|
1.36K
$320K
|
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
50+ 0.66% |
$8.25K - $10.8K
|
7.61K
$1.79M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
50+ 0.47% |
$8.25K - $10.8K
|
10.8K
$2.53M
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
49+ 0.1% |
$8.09K - $10.6K
|
48.2K
$11.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Lindenwold Advisors
|
BUY
|
- |
49+ 0.12% |
$8.09K - $10.6K
|
40.8K
$9.59M
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
48+ 0.07% |
$7.92K - $10.4K
|
72.8K
$17.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
48+ 0.28% |
$7.92K - $10.4K
|
16.9K
$3.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
48+ 0.65% |
$7.92K - $10.4K
|
7.46K
$1.75M
|
|
|
Jul 15, 2024
Q2 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
47+ 0.45% |
$7.76K - $10.2K
|
10.4K
$2.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
47+ 0.14% |
$7.76K - $10.2K
|
34.2K
$8.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Broderick Brian C
|
BUY
|
- |
47+ 0.04% |
$7.76K - $10.2K
|
120K
$28.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
45+ 1.23% |
$7.43K - $9.75K
|
3.72K
$873K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
45+ 0.05% |
$7.43K - $9.75K
|
96.8K
$22.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
45+ 0.39% |
$7.43K - $9.75K
|
11.6K
$2.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
BUY
|
- |
44+ 0.07% |
$7.26K - $9.53K
|
63.2K
$14.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
44+ 0.26% |
$7.26K - $9.53K
|
17K
$4M
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
43+ 0.36% |
$7.1K - $9.32K
|
12.1K
$2.84M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
43+ 0.8% |
$7.1K - $9.32K
|
5.45K
$1.28M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
42+ 0.39% |
$6.93K - $9.1K
|
10.8K
$2.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
42+ 0.22% |
$6.93K - $9.1K
|
19.4K
$4.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
41+ 1.64% |
$6.77K - $8.88K
|
2.54K
$596K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
40+ 0.27% |
$6.6K - $8.67K
|
14.6K
$3.44M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
40+ 0.69% |
$6.6K - $8.67K
|
5.86K
$1.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
40+ 0.18% |
$6.6K - $8.67K
|
22.4K
$5.27M
|
|
|
Jul 26, 2024
Q2 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
40+ 1.18% |
$6.6K - $8.67K
|
3.44K
$807K
|
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
39+ 1.07% |
$6.44K - $8.45K
|
3.68K
$864K
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
39+ 0.1% |
$6.44K - $8.45K
|
39.2K
$9.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
38+ 0.2% |
$6.27K - $8.23K
|
19K
$4.45M
|