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 09, 2024
Q2 2024
|
Grassi Investment Management
|
SELL
|
- |
-1.55K- 0.45% |
$256K - $336K
|
342K
$78.5M
|
|
|
Jul 18, 2024
Q2 2024
|
La Financiere De L'Echiquier
|
SELL
|
- |
-1.55K- 11.16% |
$256K - $337K
|
12.4K
$2.84M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-1.56K- 0.93% |
$257K - $338K
|
167K
$38.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Seven Eight Capital, LP
|
SELL
|
- |
-1.57K- 7.61% |
$259K - $340K
|
19K
$4.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
SELL
|
- |
-1.58K- 3.51% |
$260K - $341K
|
43.4K
$9.97M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
SELL
|
- |
-1.58K- 3.02% |
$261K - $343K
|
50.8K
$11.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.58K- 5.37% |
$261K - $343K
|
27.9K
$6.42M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.59K- 5.48% |
$262K - $344K
|
27.4K
$6.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.6K- 0.46% |
$264K - $346K
|
342K
$78.7M
|
|
|
Jul 03, 2024
Q2 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-1.6K- 0.4% |
$264K - $347K
|
399K
$91.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-1.6K- 0.33% |
$264K - $347K
|
487K
$112M
|
|
|
Aug 08, 2024
Q2 2024
|
Family Capital Trust CO
|
SELL
|
- |
-1.61K- 3.07% |
$265K - $348K
|
50.8K
$11.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-1.61K- 1.62% |
$266K - $349K
|
97.8K
$22.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-1.62K- 0.72% |
$267K - $350K
|
223K
$51.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-1.62K- 23.32% |
$267K - $351K
|
5.33K
$1.22M
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.62K- 3.53% |
$267K - $351K
|
44.2K
$10.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.62K- 4.12% |
$268K - $351K
|
37.7K
$8.67M
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-1.62K- 2.38% |
$268K - $351K
|
66.5K
$15.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-1.62K- 17.6% |
$268K - $352K
|
7.6K
$1.75M
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-1.62K- 10.36% |
$268K - $352K
|
14.1K
$3.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.63K- 1.62% |
$268K - $352K
|
98.5K
$22.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.63K- 5.53% |
$268K - $352K
|
27.8K
$6.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.63K- 2.93% |
$268K - $352K
|
54K
$12.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.63K- 0.61% |
$269K - $353K
|
266K
$61.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.63K- 2.23% |
$269K - $353K
|
71.4K
$16.4M
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1.63K- 5.37% |
$269K - $354K
|
28.8K
$6.61M
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-1.64K- 4.87% |
$270K - $355K
|
32K
$7.35M
|
|
|
Jul 26, 2024
Q2 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.64K- 0.93% |
$270K - $355K
|
174K
$40.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.64K- 1.37% |
$271K - $356K
|
118K
$27.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-1.65K- 5.6% |
$271K - $356K
|
27.8K
$6.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.66K- 2.55% |
$274K - $359K
|
63.4K
$14.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Mount Vernon Associates Inc
|
SELL
|
- |
-1.66K- 2.58% |
$274K - $360K
|
62.6K
$14.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.67K- 1.65% |
$275K - $362K
|
99.2K
$22.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.67K- 1.49% |
$276K - $362K
|
111K
$25.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.68K- 6.29% |
$277K - $364K
|
25K
$5.75M
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-1.68K- 3.24% |
$277K - $364K
|
50.1K
$11.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.68K- 3.3% |
$278K - $364K
|
49.3K
$11.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.7K- 5.28% |
$280K - $367K
|
30.4K
$7M
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.7K- 5.44% |
$280K - $367K
|
29.5K
$6.77M
|
|
|
Jul 18, 2024
Q2 2024
|
Barton Investment Management
|
SELL
|
- |
-1.7K- 5.14% |
$281K - $368K
|
31.3K
$7.21M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.71K- 1.8% |
$281K - $369K
|
92.9K
$21.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.71K- 2.15% |
$282K - $371K
|
78K
$17.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.71K- 2.15% |
$283K - $371K
|
78.1K
$18M
|
|
|
Jul 31, 2024
Q2 2024
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-1.72K- 2.99% |
$283K - $372K
|
55.7K
$12.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.73K- 5.83% |
$285K - $374K
|
27.9K
$6.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-1.73K- 13.01% |
$285K - $374K
|
11.5K
$2.65M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-1.74K- 1.15% |
$288K - $378K
|
149K
$34.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-1.75K- 0.54% |
$289K - $379K
|
321K
$73.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-1.75K- 27.11% |
$289K - $379K
|
4.71K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-1.75K- 2.72% |
$289K - $380K
|
62.7K
$14.4M
|