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 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-179- 0.61% |
$29.5K - $38.8K
|
29.2K
$6.85M
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-179- 3.15% |
$29.5K - $38.8K
|
5.51K
$1.29M
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-180- 0.95% |
$29.7K - $39K
|
18.7K
$4.4M
|
|
Aug 13, 2024
Q2 2024
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-180- 1.0% |
$29.7K - $39K
|
17.8K
$4.18M
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-181- 0.43% |
$29.9K - $39.2K
|
41.6K
$9.78M
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-181- 0.62% |
$29.9K - $39.2K
|
28.9K
$6.8M
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-182- 0.33% |
$30K - $39.4K
|
55.2K
$13M
|
|
Jul 24, 2024
Q2 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-182- 0.54% |
$30K - $39.4K
|
33.3K
$7.82M
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-183- 0.82% |
$30.2K - $39.7K
|
22.1K
$5.18M
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-183- 0.53% |
$30.2K - $39.7K
|
34.6K
$8.13M
|
|
Aug 08, 2024
Q2 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-183- 1.26% |
$30.2K - $39.7K
|
14.3K
$3.36M
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-185- 0.58% |
$30.5K - $40.1K
|
31.5K
$7.4M
|
|
Jul 25, 2024
Q2 2024
|
Capital Management Corp
|
SELL
|
- |
-185- 4.44% |
$30.5K - $40.1K
|
3.99K
$936K
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-186- 2.57% |
$30.7K - $40.3K
|
7.04K
$1.65M
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-187- 1.09% |
$30.9K - $40.5K
|
17K
$3.99M
|
|
Aug 13, 2024
Q2 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-187- 0.91% |
$30.9K - $40.5K
|
20.4K
$4.78M
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-188- 1.32% |
$31K - $40.7K
|
14K
$3.29M
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-188- 0.66% |
$31K - $40.7K
|
28.4K
$6.68M
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-189- 0.39% |
$31.2K - $41K
|
47.8K
$11.2M
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-189- 0.21% |
$31.2K - $41K
|
90.6K
$21.3M
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-190- 0.59% |
$31.4K - $41.2K
|
32.1K
$7.54M
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-191- 2.78% |
$31.5K - $41.4K
|
6.68K
$1.57M
|
|
Aug 14, 2024
Q2 2024
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-191- 6.79% |
$31.5K - $41.4K
|
2.62K
$616K
|
|
Aug 02, 2024
Q2 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-193- 1.29% |
$31.8K - $41.8K
|
14.7K
$3.46M
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-194- 1.05% |
$32K - $42K
|
18.2K
$4.28M
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-196- 3.42% |
$32.3K - $42.5K
|
5.54K
$1.3M
|
|
Jul 24, 2024
Q2 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-198- 1.17% |
$32.7K - $42.9K
|
16.7K
$3.92M
|
|
Jul 30, 2024
Q2 2024
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-198- 1.93% |
$32.7K - $42.9K
|
10.1K
$2.36M
|
|
Aug 07, 2024
Q2 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-199- 2.73% |
$32.8K - $43.1K
|
7.09K
$1.67M
|
|
Oct 09, 2024
Q2 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-199- 6.02% |
$32.8K - $43.1K
|
3.11K
$730K
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-200- 7.91% |
$33K - $43.3K
|
2.33K
$547K
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-200- 12.8% |
$33K - $43.3K
|
1.36K
$320K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-200- 5.63% |
$33K - $43.3K
|
3.35K
$787K
|
|
Aug 05, 2024
Q2 2024
|
Pacifica Capital Investments, LLC
|
SELL
|
- |
-200- 3.47% |
$33K - $43.3K
|
5.56K
$1.31M
|
|
Aug 08, 2024
Q2 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-200- 2.24% |
$33K - $43.3K
|
8.74K
$2.05M
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-200- 1.12% |
$33K - $43.3K
|
17.6K
$4.14M
|
|
Aug 14, 2024
Q2 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-200- 6.32% |
$33K - $43.3K
|
2.97K
$697K
|
|
Aug 05, 2024
Q2 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-201- 5.02% |
$33.2K - $43.6K
|
3.8K
$893K
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-202- 2.23% |
$33.3K - $43.8K
|
8.86K
$2.08M
|
|
Jul 15, 2024
Q2 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-202- 0.31% |
$33.3K - $43.8K
|
64.9K
$15.2M
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-202- 0.96% |
$33.3K - $43.8K
|
20.9K
$4.91M
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-203- 0.79% |
$33.5K - $44K
|
25.4K
$5.97M
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-203- 3.22% |
$33.5K - $44K
|
6.1K
$1.43M
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-205- 0.7% |
$33.8K - $44.4K
|
29.1K
$6.84M
|
|
Jul 24, 2024
Q2 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-205- 1.12% |
$33.8K - $44.4K
|
18.1K
$4.25M
|
|
Jul 31, 2024
Q2 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
SELL
|
- |
-205- 0.3% |
$33.8K - $44.4K
|
68.5K
$16.1M
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-205- 1.84% |
$33.8K - $44.4K
|
10.9K
$2.57M
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-205- 0.05% |
$33.8K - $44.4K
|
414K
$97.2M
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-207- 0.07% |
$34.2K - $44.9K
|
302K
$70.9M
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-207- 0.41% |
$34.2K - $44.9K
|
49.7K
$11.7M
|