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 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-247- 2.32% |
$40.8K - $53.5K
|
10.4K
$2.47M
|
|
|
Jul 18, 2024
Q2 2024
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-247- 0.45% |
$40.8K - $53.5K
|
54.4K
$12.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-247- 0.25% |
$40.8K - $53.5K
|
99.5K
$23.6M
|
|
|
Aug 13, 2024
Q2 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-247- 14.08% |
$40.8K - $53.5K
|
1.51K
$358K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-249- 4.68% |
$41.1K - $54K
|
5.07K
$1.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-249- 10.52% |
$41.1K - $54K
|
2.12K
$502K
|
|
|
Aug 08, 2024
Q2 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-249- 2.78% |
$41.1K - $54K
|
8.72K
$2.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-250- 2.38% |
$41.3K - $54.2K
|
10.3K
$2.44M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-250- 7.29% |
$41.3K - $54.2K
|
3.18K
$755K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-250- 1.93% |
$41.3K - $54.2K
|
12.7K
$3.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Island Capital LLC
|
SELL
|
- |
-250- 0.26% |
$41.3K - $54.2K
|
97.7K
$23.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-250- 0.77% |
$41.3K - $54.2K
|
32K
$7.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-251- 0.04% |
$41.4K - $54.4K
|
675K
$160M
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-251- 0.92% |
$41.4K - $54.4K
|
27.1K
$6.43M
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-252- 0.55% |
$41.6K - $54.6K
|
45.2K
$10.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-253- 0.77% |
$41.7K - $54.8K
|
32.7K
$7.77M
|
|
|
Jul 18, 2024
Q2 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-254- 1.1% |
$41.9K - $55K
|
22.8K
$5.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-254- 7.53% |
$41.9K - $55K
|
3.12K
$740K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-255- 0.16% |
$42.1K - $55.3K
|
162K
$38.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-257- 0.43% |
$42.4K - $55.7K
|
59K
$14M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-259- 1.14% |
$42.7K - $56.1K
|
22.4K
$5.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-260- 1.46% |
$42.9K - $56.3K
|
17.5K
$4.15M
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-260- 0.56% |
$42.9K - $56.3K
|
46.2K
$11M
|
|
|
Aug 12, 2024
Q2 2024
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-260- 4.08% |
$42.9K - $56.3K
|
6.12K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-260- 0.98% |
$42.9K - $56.3K
|
26.2K
$6.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-262- 1.09% |
$43.2K - $56.8K
|
23.9K
$5.66M
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-263- 14.8% |
$43.4K - $57K
|
1.51K
$359K
|
|
|
Aug 13, 2024
Q2 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-263- 6.51% |
$43.4K - $57K
|
3.78K
$897K
|
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-264- 0.43% |
$43.6K - $57.2K
|
60.8K
$14.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-264- 1.1% |
$43.6K - $57.2K
|
23.7K
$5.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-264- 0.69% |
$43.6K - $57.2K
|
38.2K
$9.08M
|
|
|
Oct 18, 2024
Q2 2024
|
Applied Capital LLC
|
SELL
|
- |
-264- 17.58% |
$43.6K - $57.2K
|
1.24K
$294K
|
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-265- 0.08% |
$43.7K - $57.4K
|
324K
$76.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-266- 0.16% |
$43.9K - $57.6K
|
170K
$40.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-267- 1.98% |
$44.1K - $57.9K
|
13.2K
$3.13M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-269- 0.84% |
$44.4K - $58.3K
|
31.8K
$7.54M
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
SELL
|
- |
-272- 0.61% |
$44.9K - $58.9K
|
44K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-273- 5.89% |
$45K - $59.2K
|
4.36K
$1.03M
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-274- 0.74% |
$45.2K - $59.4K
|
36.8K
$8.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-276- 4.52% |
$45.5K - $59.8K
|
5.83K
$1.38M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-277- 0.13% |
$45.7K - $60K
|
213K
$50.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-277- 5.27% |
$45.7K - $60K
|
4.98K
$1.18M
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-279- 1.44% |
$46K - $60.5K
|
19K
$4.52M
|
|
|
Aug 08, 2024
Q2 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-280- 0.46% |
$46.2K - $60.7K
|
60.9K
$14.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-281- 2.62% |
$46.4K - $60.9K
|
10.5K
$2.48M
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-283- 0.4% |
$46.7K - $61.3K
|
70.6K
$16.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-286- 5.4% |
$47.2K - $62K
|
5.01K
$1.19M
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-287- 0.37% |
$47.4K - $62.2K
|
78.1K
$18.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-290- 0.36% |
$47.9K - $62.8K
|
81.2K
$19.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Provident Trust CO
|
SELL
|
- |
-290- 1.0% |
$47.9K - $62.8K
|
28.8K
$6.83M
|