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
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-24- 0.42% |
$3.96K - $5.2K
|
5.67K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-24- 0.2% |
$3.96K - $5.2K
|
11.8K
$2.78M
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-25- 1.11% |
$4.13K - $5.42K
|
2.23K
$523K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-25- 0.12% |
$4.13K - $5.42K
|
21.2K
$4.99M
|
|
|
Aug 01, 2024
Q2 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-25- 0.03% |
$4.13K - $5.42K
|
76.1K
$17.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-25- 0.07% |
$4.13K - $5.42K
|
33.6K
$7.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-26- 1.13% |
$4.29K - $5.63K
|
2.28K
$535K
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-26- 0.05% |
$4.29K - $5.63K
|
51.3K
$12M
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-26- 0.29% |
$4.29K - $5.63K
|
8.91K
$2.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-26- 1.12% |
$4.29K - $5.63K
|
2.29K
$538K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-27- 0.12% |
$4.46K - $5.85K
|
21.9K
$5.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-27- 0.26% |
$4.46K - $5.85K
|
10.2K
$2.41M
|
|
|
Jul 09, 2024
Q2 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-28- 0.26% |
$4.62K - $6.07K
|
10.8K
$2.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
SELL
|
- |
-28- 1.86% |
$4.62K - $6.07K
|
1.48K
$347K
|
|
|
Aug 13, 2024
Q2 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-28- 0.16% |
$4.62K - $6.07K
|
17.1K
$4.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-28- 0.17% |
$4.62K - $6.07K
|
16.8K
$3.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-29- 9.86% |
$4.79K - $6.28K
|
265
$62.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-30- 0.08% |
$4.95K - $6.5K
|
35.4K
$8.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-30- 0.37% |
$4.95K - $6.5K
|
8.04K
$1.89M
|
|
|
Jul 03, 2024
Q2 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-31- 0.54% |
$5.12K - $6.72K
|
5.76K
$1.35M
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-31- 0.1% |
$5.12K - $6.72K
|
31.4K
$7.38M
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-31- 0.39% |
$5.12K - $6.72K
|
7.92K
$1.86M
|
|
|
Aug 05, 2024
Q2 2024
|
Palmer Knight CO
|
SELL
|
- |
-31- 0.07% |
$5.12K - $6.72K
|
42.1K
$9.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-31- 0.1% |
$5.12K - $6.72K
|
31.7K
$7.45M
|
|
|
Jul 12, 2024
Q2 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-32- 0.09% |
$5.28K - $6.93K
|
37.2K
$8.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-32- 0.04% |
$5.28K - $6.93K
|
74.3K
$17.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-32- 0.08% |
$5.28K - $6.93K
|
41.3K
$9.71M
|
|
|
Jul 24, 2024
Q2 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-35- 0.56% |
$5.78K - $7.58K
|
6.17K
$1.45M
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-35- 0.74% |
$5.78K - $7.58K
|
4.68K
$1.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-35- 0.17% |
$5.78K - $7.58K
|
21.1K
$4.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-35- 0.06% |
$5.78K - $7.58K
|
63.2K
$14.8M
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
SELL
|
- |
-35- 0.04% |
$5.78K - $7.58K
|
84.2K
$19.8M
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-36- 1.45% |
$5.94K - $7.8K
|
2.45K
$576K
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-36- 0.14% |
$5.94K - $7.8K
|
26.4K
$6.21M
|
|
|
Jul 03, 2024
Q2 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-37- 0.73% |
$6.11K - $8.02K
|
5.06K
$1.19M
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-37- 0.66% |
$6.11K - $8.02K
|
5.58K
$1.31M
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-37- 0.14% |
$6.11K - $8.02K
|
25.7K
$6.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-38- 0.17% |
$6.27K - $8.23K
|
22.6K
$5.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-38- 0.08% |
$6.27K - $8.23K
|
48.7K
$11.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-38- 0.16% |
$6.27K - $8.23K
|
24.3K
$5.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-39- 0.8% |
$6.44K - $8.45K
|
4.81K
$1.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-39- 0.17% |
$6.44K - $8.45K
|
23.3K
$5.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-39- 0.23% |
$6.44K - $8.45K
|
17.3K
$4.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-40- 19.8% |
$6.6K - $8.67K
|
162
$38.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-40- 0.1% |
$6.6K - $8.67K
|
39.8K
$9.36M
|
|
|
Jul 29, 2024
Q2 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-40- 0.06% |
$6.6K - $8.67K
|
62.9K
$14.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-40- 1.71% |
$6.6K - $8.67K
|
2.3K
$540K
|
|
|
Aug 13, 2024
Q2 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-40- 0.51% |
$6.6K - $8.67K
|
7.85K
$1.84M
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-41- 1.2% |
$6.77K - $8.88K
|
3.37K
$791K
|
|
|
Jul 25, 2024
Q2 2024
|
Shaker Investments LLC
|
SELL
|
- |
-42- 0.31% |
$6.93K - $9.1K
|
13.5K
$3.17M
|