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 26, 2024
Q2 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-871- 4.68% |
$144K - $189K
|
17.7K
$4.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-871- 1.16% |
$144K - $189K
|
73.9K
$17.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-875- 4.67% |
$144K - $190K
|
17.9K
$4.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-880- 1.51% |
$145K - $191K
|
57.4K
$13.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-881- 2.28% |
$145K - $191K
|
37.8K
$8.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-884- 46.9% |
$146K - $192K
|
1K
$235K
|
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-886- 9.08% |
$146K - $192K
|
8.87K
$2.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-887- 2.46% |
$146K - $192K
|
35.1K
$8.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-888- 25.08% |
$147K - $192K
|
2.65K
$623K
|
|
|
Aug 06, 2024
Q2 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-890- 0.31% |
$147K - $193K
|
282K
$66.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-891- 0.93% |
$147K - $193K
|
94.6K
$22.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-892- 2.46% |
$147K - $193K
|
35.4K
$8.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-892- 1.46% |
$147K - $193K
|
60.2K
$14.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-892- 0.4% |
$147K - $193K
|
225K
$52.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-895- 2.61% |
$148K - $194K
|
33.4K
$7.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-897- 1.56% |
$148K - $194K
|
56.5K
$13.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-898- 0.8% |
$148K - $195K
|
112K
$26.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-900- 0.37% |
$149K - $195K
|
240K
$56.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-900- 3.54% |
$149K - $195K
|
24.5K
$5.77M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-901- 4.98% |
$149K - $195K
|
17.2K
$4.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-901- 5.54% |
$149K - $195K
|
15.4K
$3.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-904- 0.19% |
$149K - $196K
|
481K
$113M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-904- 7.0% |
$149K - $196K
|
12K
$2.82M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-906- 4.22% |
$149K - $196K
|
20.6K
$4.83M
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-907- 13.03% |
$150K - $197K
|
6.06K
$1.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Solitude Financial Services
|
SELL
|
- |
-908- 6.6% |
$150K - $197K
|
12.8K
$3.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-909- 2.68% |
$150K - $197K
|
33K
$7.74M
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-918- 1.07% |
$151K - $199K
|
84.6K
$19.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-918- 14.92% |
$151K - $199K
|
5.24K
$1.23M
|
|
|
Jul 15, 2024
Q2 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-921- 8.86% |
$152K - $200K
|
9.48K
$2.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-925- 4.35% |
$153K - $200K
|
20.3K
$4.78M
|
|
|
Jul 16, 2024
Q2 2024
|
James Hambro & Partners
|
SELL
|
- |
-926- 14.33% |
$153K - $201K
|
5.54K
$1.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-927- 0.61% |
$153K - $201K
|
150K
$35.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-937- 1.85% |
$155K - $203K
|
49.8K
$11.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-942- 11.77% |
$155K - $204K
|
7.06K
$1.66M
|
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-944- 4.89% |
$156K - $205K
|
18.4K
$4.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-946- 5.04% |
$156K - $205K
|
17.8K
$4.18M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-947- 0.35% |
$156K - $205K
|
268K
$63M
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-949- 3.24% |
$157K - $206K
|
28.3K
$6.66M
|
|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-955- 0.75% |
$158K - $207K
|
126K
$29.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-959- 0.28% |
$158K - $208K
|
339K
$79.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-960- 8.49% |
$158K - $208K
|
10.4K
$2.43M
|
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-963- 3.73% |
$159K - $209K
|
24.8K
$5.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Somerville Kurt F
|
SELL
|
- |
-967- 0.66% |
$160K - $210K
|
145K
$34.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-970- 0.82% |
$160K - $210K
|
117K
$27.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-973- 3.24% |
$161K - $211K
|
29K
$6.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-977- 1.62% |
$161K - $212K
|
59.3K
$13.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-978- 1.33% |
$161K - $212K
|
72.3K
$17M
|
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-979- 3.08% |
$162K - $212K
|
30.8K
$7.24M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-984- 1.69% |
$162K - $213K
|
57.3K
$13.5M
|