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
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3+ 0.05% |
$495 - $650
|
5.83K
$1.38M
|
|
|
Jul 08, 2024
Q2 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
2+ 0.0% |
$330 - $433
|
72K
$17.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
2+ 0.04% |
$330 - $433
|
4.69K
$1.11M
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2+ 0.04% |
$330 - $433
|
4.72K
$1.12M
|
|
|
Aug 05, 2024
Q2 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
2+ 0.12% |
$330 - $433
|
1.73K
$410K
|
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
2+ 0.02% |
$330 - $433
|
12.8K
$3.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
2+ 0.12% |
$330 - $433
|
1.66K
$393K
|
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
2+ 0.0% |
$330 - $433
|
102K
$24.1M
|
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
2+ 0.05% |
$330 - $433
|
4.2K
$998K
|
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1+ 0.02% |
$165 - $217
|
4.87K
$1.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$165 - $217
|
4.05K
$960K
|
|
|
Jul 16, 2024
Q2 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$165 - $217
|
16.8K
$3.98M
|
|
|
Jul 17, 2024
Q2 2024
|
Tl Private Wealth
|
BUY
|
- |
1+ 0.03% |
$165 - $217
|
3.45K
$819K
|
|
|
Jul 18, 2024
Q2 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
1+ 0.01% |
$165 - $217
|
19.4K
$4.59M
|
|
|
Jul 18, 2024
Q2 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1+ 0.03% |
$165 - $217
|
2.97K
$705K
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$165 - $217
|
57.1K
$13.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$165 - $217
|
4.33K
$1.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1+ 0.0% |
$165 - $217
|
20.2K
$4.79M
|
|
|
Jul 26, 2024
Q2 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
1+ 0.08% |
$165 - $217
|
1.19K
$282K
|
|
|
Aug 01, 2024
Q2 2024
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
1+ 0.03% |
$165 - $217
|
3.6K
$854K
|
|
|
Aug 05, 2024
Q2 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
1+ 0.15% |
$165 - $217
|
683
$162K
|
|
|
Aug 05, 2024
Q2 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
1+ 0.01% |
$165 - $217
|
11.2K
$2.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1+ 0.01% |
$165 - $217
|
6.76K
$1.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
1+ 0.02% |
$165 - $217
|
5.33K
$1.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
1+ 0.0% |
$165 - $217
|
152K
$36.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
1+ 0.01% |
$165 - $217
|
7.99K
$1.9M
|
|
|
Aug 12, 2024
Q2 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
1+ 0.01% |
$165 - $217
|
7.49K
$1.78M
|
|
|
Aug 13, 2024
Q2 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$165 - $217
|
40.5K
$9.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
1+ 0.03% |
$165 - $217
|
3.38K
$803K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
1+ 0.01% |
$165 - $217
|
12.2K
$2.88M
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1+ 0.04% |
$165 - $217
|
2.32K
$552K
|
|
|
Jul 11, 2024
Q2 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-1- -0.0% |
$165 - $217
|
29K
$6.88M
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-1- 0.01% |
$165 - $217
|
9.19K
$2.18M
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-1- 0.06% |
$165 - $217
|
1.68K
$399K
|
|
|
Nov 05, 2024
Q2 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-1- 0.1% |
$165 - $217
|
979
$232K
|
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-2- 0.01% |
$330 - $433
|
18.5K
$4.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.06% |
$330 - $433
|
3.47K
$824K
|
|
|
Jul 12, 2024
Q2 2024
|
Olio Financial Planning
|
SELL
|
- |
-2- 0.02% |
$330 - $433
|
10.5K
$2.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2- 0.16% |
$330 - $433
|
1.25K
$298K
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-2- 0.02% |
$330 - $433
|
12.8K
$3.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-3- 0.01% |
$495 - $650
|
53.7K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Channing Global Advisors, LLC
|
SELL
|
- |
-3- 0.02% |
$495 - $650
|
14.9K
$3.53M
|
|
|
Aug 05, 2024
Q2 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-4- 0.13% |
$660 - $867
|
3.06K
$725K
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-4- 0.01% |
$660 - $867
|
36.4K
$8.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-4- 0.03% |
$660 - $867
|
13.1K
$3.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-4- 0.01% |
$660 - $867
|
77K
$18.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-4- 0.02% |
$660 - $867
|
18.7K
$4.44M
|
|
|
Jul 08, 2024
Q2 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-5- 0.02% |
$825 - $1.08K
|
21K
$4.98M
|
|
|
Aug 07, 2024
Q2 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-5- 0.03% |
$825 - $1.08K
|
16.4K
$3.9M
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-6- 0.01% |
$990 - $1.3K
|
61.1K
$14.5M
|