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 25, 2024
Q2 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-600- 1.28% |
$99K - $130K
|
46.4K
$10.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-600- 0.41% |
$99K - $130K
|
147K
$34.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-600- 1.95% |
$99K - $130K
|
30.2K
$7.08M
|
|
|
Aug 13, 2024
Q2 2024
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-600- 26.69% |
$99K - $130K
|
1.65K
$387K
|
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-602- 5.87% |
$99.3K - $130K
|
9.65K
$2.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-603- 2.41% |
$99.5K - $131K
|
24.5K
$5.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-603- 1.72% |
$99.5K - $131K
|
34.4K
$8.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-605- 2.27% |
$99.8K - $131K
|
26K
$6.12M
|
|
|
Jul 17, 2024
Q2 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-610- 2.41% |
$101K - $132K
|
24.7K
$5.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-610- 1.53% |
$101K - $132K
|
39.3K
$9.22M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-611- 0.29% |
$101K - $132K
|
209K
$49.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-613- 0.25% |
$101K - $133K
|
240K
$56.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-613- 3.1% |
$101K - $133K
|
19.2K
$4.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-615- 2.46% |
$101K - $133K
|
24.4K
$5.73M
|
|
|
Jul 10, 2024
Q2 2024
|
M. Kraus & CO
|
SELL
|
- |
-616- 2.16% |
$102K - $133K
|
27.9K
$6.55M
|
|
|
Jul 23, 2024
Q2 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-618- 3.61% |
$102K - $134K
|
16.5K
$3.87M
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-621- 3.9% |
$102K - $135K
|
15.3K
$3.6M
|
|
|
Aug 02, 2024
Q2 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-623- 2.62% |
$103K - $135K
|
23.1K
$5.43M
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-626- 1.14% |
$103K - $136K
|
54.2K
$12.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-627- 2.87% |
$103K - $136K
|
21.2K
$4.98M
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-629- 0.52% |
$104K - $136K
|
120K
$28.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-630- 1.48% |
$104K - $137K
|
42.1K
$9.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-631- 0.65% |
$104K - $137K
|
96.3K
$22.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Unconventional Investor, LLC
|
SELL
|
- |
-632- 13.36% |
$104K - $137K
|
4.1K
$963K
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-635- 5.8% |
$105K - $138K
|
10.3K
$2.42M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-635- 1.01% |
$105K - $138K
|
62.5K
$14.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-637- 0.93% |
$105K - $138K
|
67.8K
$15.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-639- 1.03% |
$105K - $138K
|
61.6K
$14.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-640- 1.76% |
$106K - $139K
|
35.8K
$8.41M
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-642- 0.74% |
$106K - $139K
|
86.4K
$20.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-642- 3.15% |
$106K - $139K
|
19.7K
$4.63M
|
|
|
Aug 08, 2024
Q2 2024
|
Evergreen Advisors, LLC
|
SELL
|
- |
-642- 17.72% |
$106K - $139K
|
2.98K
$700K
|
|
|
Aug 13, 2024
Q2 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-645- 0.39% |
$106K - $140K
|
164K
$38.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
SELL
|
- |
-646- 3.17% |
$107K - $140K
|
19.7K
$4.64M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-651- 2.45% |
$107K - $141K
|
25.9K
$6.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-654- 1.05% |
$108K - $142K
|
61.4K
$14.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-656- 3.21% |
$108K - $142K
|
19.8K
$4.65M
|
|
|
Jul 31, 2024
Q2 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-657- 3.1% |
$108K - $142K
|
20.5K
$4.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-658- 35.43% |
$109K - $143K
|
1.2K
$282K
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-660- 2.41% |
$109K - $143K
|
26.7K
$6.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-660- 1.25% |
$109K - $143K
|
52.2K
$12.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-661- 0.34% |
$109K - $143K
|
196K
$46.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-663- 40.6% |
$109K - $144K
|
970
$228K
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-664- 1.28% |
$110K - $144K
|
51.4K
$12.1M
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-664- 2.33% |
$110K - $144K
|
27.8K
$6.54M
|
|
|
Jul 24, 2024
Q2 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-665- 0.6% |
$110K - $144K
|
111K
$26M
|
|
|
Jul 24, 2024
Q2 2024
|
Penbrook Management LLC
|
SELL
|
- |
-666- 13.96% |
$110K - $144K
|
4.1K
$964K
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-668- 2.56% |
$110K - $145K
|
25.4K
$5.97M
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-669- 2.77% |
$110K - $145K
|
23.5K
$5.52M
|
|
|
Jul 18, 2024
Q2 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-669- 6.61% |
$110K - $145K
|
9.46K
$2.22M
|