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 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-62- 0.35% |
$10.2K - $13.4K
|
17.8K
$4.19M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-63- 0.15% |
$10.4K - $13.7K
|
43K
$10.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-64- 1.76% |
$10.6K - $13.9K
|
3.57K
$838K
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-64- 0.68% |
$10.6K - $13.9K
|
9.29K
$2.18M
|
|
|
Jul 26, 2024
Q2 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-65- 0.04% |
$10.7K - $14.1K
|
182K
$42.8M
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-66- 0.14% |
$10.9K - $14.3K
|
46K
$10.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-66- 0.44% |
$10.9K - $14.3K
|
15K
$3.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-66- 0.93% |
$10.9K - $14.3K
|
7.03K
$1.65M
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-67- 0.1% |
$11.1K - $14.5K
|
67.6K
$15.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-67- 0.51% |
$11.1K - $14.5K
|
13.1K
$3.08M
|
|
|
Jul 18, 2024
Q2 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-69- 1.89% |
$11.4K - $15K
|
3.58K
$841K
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-69- 0.91% |
$11.4K - $15K
|
7.51K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-70- 1.13% |
$11.6K - $15.2K
|
6.14K
$1.44M
|
|
|
Jul 09, 2024
Q2 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-71- 1.74% |
$11.7K - $15.4K
|
4.02K
$944K
|
|
|
Jul 15, 2024
Q2 2024
|
American Asset Management Inc.
|
SELL
|
- |
-71- 2.38% |
$11.7K - $15.4K
|
2.91K
$684K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-71- 0.36% |
$11.7K - $15.4K
|
19.5K
$4.58M
|
|
|
Jul 16, 2024
Q2 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-72- 0.44% |
$11.9K - $15.6K
|
16.1K
$3.79M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-73- 0.13% |
$12K - $15.8K
|
58K
$13.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-73- 3.38% |
$12K - $15.8K
|
2.09K
$490K
|
|
|
Jul 18, 2024
Q2 2024
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-74- 1.19% |
$12.2K - $16K
|
6.14K
$1.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-75- 2.13% |
$12.4K - $16.3K
|
3.44K
$809K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-75- 0.02% |
$12.4K - $16.3K
|
437K
$103M
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-75- 0.57% |
$12.4K - $16.3K
|
13.1K
$3.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-75- 0.28% |
$12.4K - $16.3K
|
26.5K
$6.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-76- 0.42% |
$12.5K - $16.5K
|
18.1K
$4.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-76- 0.19% |
$12.5K - $16.5K
|
40.2K
$9.44M
|
|
|
Jul 09, 2024
Q2 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-77- 0.7% |
$12.7K - $16.7K
|
10.9K
$2.55M
|
|
|
Aug 07, 2024
Q2 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-78- 0.39% |
$12.9K - $16.9K
|
19.9K
$4.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-78- 0.86% |
$12.9K - $16.9K
|
8.99K
$2.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-79- 1.31% |
$13K - $17.1K
|
5.95K
$1.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-80- 1.28% |
$13.2K - $17.3K
|
6.18K
$1.45M
|
|
|
Jul 22, 2024
Q2 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-80- 0.7% |
$13.2K - $17.3K
|
11.4K
$2.68M
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-80- 0.79% |
$13.2K - $17.3K
|
9.99K
$2.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-80- 0.16% |
$13.2K - $17.3K
|
49.3K
$11.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Chico Wealth Ria
|
SELL
|
- |
-82- 1.33% |
$13.5K - $17.8K
|
6.08K
$1.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
SELL
|
- |
-82- 0.24% |
$13.5K - $17.8K
|
34.4K
$8.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-82- 2.21% |
$13.5K - $17.8K
|
3.63K
$854K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-83- 0.12% |
$13.7K - $18K
|
70.6K
$16.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-84- 0.09% |
$13.9K - $18.2K
|
91.3K
$21.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-84- 0.22% |
$13.9K - $18.2K
|
38.3K
$9.01M
|
|
|
Jul 15, 2024
Q2 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-85- 0.56% |
$14K - $18.4K
|
15.1K
$3.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-85- 6.64% |
$14K - $18.4K
|
1.2K
$281K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-86- 0.28% |
$14.2K - $18.6K
|
31K
$7.29M
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-87- 0.38% |
$14.4K - $18.9K
|
22.5K
$5.29M
|
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-87- 0.48% |
$14.4K - $18.9K
|
17.9K
$4.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-87- 1.04% |
$14.4K - $18.9K
|
8.31K
$1.95M
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-87- 0.46% |
$14.4K - $18.9K
|
18.8K
$4.41M
|
|
|
Jul 16, 2024
Q2 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-88- 3.21% |
$14.5K - $19.1K
|
2.65K
$623K
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-88- 0.58% |
$14.5K - $19.1K
|
15.1K
$3.55M
|
|
|
Aug 08, 2024
Q2 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-88- 0.48% |
$14.5K - $19.1K
|
18.3K
$4.29M
|