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 13, 2024
Q2 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-207- 0.57% |
$34.2K - $44.9K
|
36.1K
$8.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-207- 0.32% |
$34.2K - $44.9K
|
63.7K
$15.1M
|
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-207- 0.31% |
$34.2K - $44.9K
|
65.7K
$15.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-208- 0.62% |
$34.3K - $45.1K
|
33.5K
$7.95M
|
|
|
Jul 12, 2024
Q2 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-210- 1.22% |
$34.7K - $45.5K
|
17K
$4.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-210- 0.57% |
$34.7K - $45.5K
|
36.9K
$8.76M
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
SELL
|
- |
-210- 11.36% |
$34.7K - $45.5K
|
1.64K
$389K
|
|
|
Jul 29, 2024
Q2 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-210- 1.7% |
$34.7K - $45.5K
|
12.2K
$2.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-210- 1.49% |
$34.7K - $45.5K
|
13.9K
$3.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-213- 0.06% |
$35.1K - $46.2K
|
347K
$82.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-213- 1.69% |
$35.1K - $46.2K
|
12.4K
$2.94M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-215- 1.06% |
$35.5K - $46.6K
|
20.1K
$4.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-217- 0.73% |
$35.8K - $47K
|
29.4K
$6.98M
|
|
|
Jul 12, 2024
Q2 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-218- 0.5% |
$36K - $47.2K
|
43.7K
$10.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-218- 2.05% |
$36K - $47.2K
|
10.4K
$2.47M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-219- 0.64% |
$36.1K - $47.5K
|
34.1K
$8.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-220- 0.41% |
$36.3K - $47.7K
|
53.5K
$12.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-220- 2.29% |
$36.3K - $47.7K
|
9.37K
$2.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-220- 0.86% |
$36.3K - $47.7K
|
25.5K
$6.05M
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-220- 4.54% |
$36.3K - $47.7K
|
4.63K
$1.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-220- 0.95% |
$36.3K - $47.7K
|
23K
$5.47M
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-220- 5.0% |
$36.3K - $47.7K
|
4.18K
$993K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-220- 4.08% |
$36.3K - $47.7K
|
5.17K
$1.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-221- 0.85% |
$36.5K - $47.9K
|
25.9K
$6.14M
|
|
|
Jul 16, 2024
Q2 2024
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-222- 2.55% |
$36.6K - $48.1K
|
8.5K
$2.02M
|
|
|
Jul 22, 2024
Q2 2024
|
Weybosset Research & Management LLC
|
SELL
|
- |
-224- 5.62% |
$37K - $48.5K
|
3.76K
$893K
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-224- 0.63% |
$37K - $48.5K
|
35.4K
$8.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-225- 9.15% |
$37.1K - $48.8K
|
2.24K
$530K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-226- 5.17% |
$37.3K - $49K
|
4.15K
$985K
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-229- 0.68% |
$37.8K - $49.6K
|
33.2K
$7.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-229- 0.58% |
$37.8K - $49.6K
|
39.1K
$9.28M
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-230- 1.36% |
$38K - $49.8K
|
16.7K
$3.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-231- 0.65% |
$38.1K - $50.1K
|
35.1K
$8.32M
|
|
|
Aug 06, 2024
Q2 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-232- 0.52% |
$38.3K - $50.3K
|
44.5K
$10.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-233- 3.21% |
$38.4K - $50.5K
|
7.03K
$1.67M
|
|
|
Jul 11, 2024
Q2 2024
|
Jvl Associates LLC
|
SELL
|
- |
-234- 0.44% |
$38.6K - $50.7K
|
52.9K
$12.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-235- 1.68% |
$38.8K - $50.9K
|
13.8K
$3.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Shikiar Asset Management Inc
|
SELL
|
- |
-236- 0.08% |
$38.9K - $51.1K
|
294K
$69.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-236- 0.9% |
$38.9K - $51.1K
|
26.1K
$6.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-236- 0.57% |
$38.9K - $51.1K
|
41.3K
$9.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-237- 2.19% |
$39.1K - $51.4K
|
10.6K
$2.51M
|
|
|
Jul 15, 2024
Q2 2024
|
Trevian Wealth Management LLC
|
SELL
|
- |
-240- 2.83% |
$39.6K - $52K
|
8.24K
$1.96M
|
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-240- 2.59% |
$39.6K - $52K
|
9.02K
$2.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-240- 3.32% |
$39.6K - $52K
|
6.99K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-240- 2.3% |
$39.6K - $52K
|
10.2K
$2.42M
|
|
|
Nov 18, 2024
Q2 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-240- 1.58% |
$39.6K - $52K
|
14.9K
$3.55M
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
SELL
|
- |
-243- 0.57% |
$40.1K - $52.7K
|
42.6K
$10.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-244- 0.94% |
$40.3K - $52.9K
|
25.8K
$6.12M
|
|
|
Jul 11, 2024
Q2 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-246- 7.95% |
$40.6K - $53.3K
|
2.85K
$676K
|
|
|
Aug 05, 2024
Q2 2024
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-246- 8.13% |
$40.6K - $53.3K
|
2.78K
$660K
|