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 02, 2024
Q2 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-623- 2.62% |
$103K - $135K
|
23.1K
$5.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-626- 1.14% |
$103K - $136K
|
54.2K
$13.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-627- 2.87% |
$103K - $136K
|
21.2K
$5.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-629- 0.52% |
$104K - $136K
|
120K
$29.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-630- 1.48% |
$104K - $137K
|
42.1K
$10.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-631- 0.65% |
$104K - $137K
|
96.3K
$23.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Unconventional Investor, LLC
|
SELL
|
- |
-632- 13.36% |
$104K - $137K
|
4.1K
$1M
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-635- 5.8% |
$105K - $138K
|
10.3K
$2.52M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-635- 1.01% |
$105K - $138K
|
62.5K
$15.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-637- 0.93% |
$105K - $138K
|
67.8K
$16.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-639- 1.03% |
$105K - $138K
|
61.6K
$15.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-640- 1.76% |
$106K - $139K
|
35.8K
$8.76M
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-642- 0.74% |
$106K - $139K
|
86.4K
$21.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-642- 3.15% |
$106K - $139K
|
19.7K
$4.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Evergreen Advisors, LLC
|
SELL
|
- |
-642- 17.72% |
$106K - $139K
|
2.98K
$729K
|
|
|
Aug 13, 2024
Q2 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-645- 0.39% |
$106K - $140K
|
164K
$40.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
SELL
|
- |
-646- 3.17% |
$107K - $140K
|
19.7K
$4.83M
|
|
|
Jan 03, 2025
Q2 2024
|
Allie Family Office LLC
|
SELL
|
- |
-650- 18.67% |
$107K - $141K
|
2.83K
$692K
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-651- 2.45% |
$107K - $141K
|
25.9K
$6.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-654- 1.05% |
$108K - $142K
|
61.4K
$15M
|
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-656- 3.21% |
$108K - $142K
|
19.8K
$4.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-657- 3.1% |
$108K - $142K
|
20.5K
$5.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-658- 35.43% |
$109K - $143K
|
1.2K
$293K
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-660- 2.41% |
$109K - $143K
|
26.7K
$6.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-660- 1.25% |
$109K - $143K
|
52.2K
$12.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-661- 0.34% |
$109K - $143K
|
196K
$48M
|
|
|
Aug 06, 2024
Q2 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-663- 40.6% |
$109K - $144K
|
970
$237K
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-664- 1.28% |
$110K - $144K
|
51.4K
$12.6M
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-664- 2.33% |
$110K - $144K
|
27.8K
$6.81M
|
|
|
Jul 24, 2024
Q2 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-665- 0.6% |
$110K - $144K
|
111K
$27M
|
|
|
Jul 24, 2024
Q2 2024
|
Penbrook Management LLC
|
SELL
|
- |
-666- 13.96% |
$110K - $144K
|
4.1K
$1M
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-668- 2.56% |
$110K - $145K
|
25.4K
$6.22M
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-669- 2.77% |
$110K - $145K
|
23.5K
$5.74M
|
|
|
Jul 18, 2024
Q2 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-669- 6.61% |
$110K - $145K
|
9.46K
$2.31M
|
|
|
Jul 24, 2024
Q2 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-669- 1.47% |
$110K - $145K
|
44.8K
$11M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-672- 2.25% |
$111K - $146K
|
29.2K
$7.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-677- 0.82% |
$112K - $147K
|
81.6K
$20M
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-678- 2.68% |
$112K - $147K
|
24.6K
$6.02M
|
|
|
Jul 16, 2024
Q2 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-680- 4.12% |
$112K - $147K
|
15.8K
$3.87M
|
|
|
Jul 22, 2024
Q2 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-680- 0.68% |
$112K - $147K
|
99.5K
$24.3M
|
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-681- 24.32% |
$112K - $148K
|
2.12K
$518K
|
|
|
Jul 16, 2024
Q2 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-684- 0.32% |
$113K - $148K
|
211K
$51.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-685- 3.26% |
$113K - $148K
|
20.3K
$4.97M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-686- 0.46% |
$113K - $149K
|
149K
$36.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-687- 2.91% |
$113K - $149K
|
23K
$5.62M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-687- 3.14% |
$113K - $149K
|
21.2K
$5.18M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-688- 0.92% |
$114K - $149K
|
73.8K
$18.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-689- 0.57% |
$114K - $149K
|
120K
$29.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-690- 0.56% |
$114K - $150K
|
122K
$29.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-693- 4.72% |
$114K - $150K
|
14K
$3.42M
|