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 22, 2024
Q2 2024
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-2.19K- 7.34% |
$361K - $474K
|
27.6K
$6.35M
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-2.2K- 9.09% |
$362K - $476K
|
22K
$5.05M
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.2K- 58.48% |
$363K - $477K
|
1.56K
$360K
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2.2K- 3.78% |
$363K - $477K
|
56K
$12.9M
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-2.21K- 5.74% |
$364K - $478K
|
36.2K
$8.33M
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.21K- 0.98% |
$364K - $479K
|
222K
$51.1M
|
|
Aug 06, 2024
Q2 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-2.21K- 5.17% |
$365K - $479K
|
40.6K
$9.33M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2.21K- 1.23% |
$365K - $480K
|
177K
$40.7M
|
|
Aug 07, 2024
Q2 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-2.22K- 2.37% |
$367K - $482K
|
91.4K
$21M
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.23K- 2.58% |
$368K - $483K
|
84K
$19.3M
|
|
Jul 18, 2024
Q2 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-2.23K- 1.25% |
$368K - $483K
|
177K
$40.6M
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.24K- 1.45% |
$369K - $484K
|
152K
$35M
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.24K- 5.97% |
$370K - $485K
|
35.3K
$8.11M
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-2.24K- 3.99% |
$370K - $486K
|
54K
$12.4M
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
SELL
|
- |
-2.25K- 3.28% |
$371K - $488K
|
66.4K
$15.3M
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-2.25K- 5.4% |
$371K - $488K
|
39.4K
$9.06M
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-2.26K- 37.16% |
$373K - $490K
|
3.82K
$879K
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-2.26K- 26.04% |
$373K - $490K
|
6.42K
$1.48M
|
|
Aug 08, 2024
Q2 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-2.26K- 7.84% |
$374K - $491K
|
26.6K
$6.11M
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
SELL
|
- |
-2.28K- 0.38% |
$375K - $493K
|
602K
$138M
|
|
Aug 13, 2024
Q2 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-2.28K- 3.13% |
$376K - $494K
|
70.5K
$16.2M
|
|
Jul 30, 2024
Q2 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-2.28K- 1.6% |
$376K - $494K
|
140K
$32.2M
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-2.28K- 1.34% |
$376K - $494K
|
168K
$38.6M
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-2.28K- 1.76% |
$377K - $495K
|
128K
$29.4M
|
|
Jul 22, 2024
Q2 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-2.29K- 3.52% |
$378K - $497K
|
62.8K
$14.4M
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-2.3K- 1.49% |
$379K - $497K
|
152K
$35M
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.31K- 1.48% |
$381K - $500K
|
154K
$35.4M
|
|
Jul 30, 2024
Q2 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-2.32K- 5.12% |
$383K - $503K
|
43K
$9.88M
|
|
Aug 07, 2024
Q2 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-2.33K- 2.56% |
$384K - $505K
|
88.6K
$20.4M
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-2.35K- 4.35% |
$387K - $509K
|
51.6K
$11.9M
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-2.35K- 3.01% |
$388K - $509K
|
75.7K
$17.4M
|
|
Aug 13, 2024
Q2 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-2.35K- 4.48% |
$388K - $510K
|
50.2K
$11.5M
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.35K- 2.45% |
$388K - $510K
|
93.8K
$21.6M
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-2.35K- 23.74% |
$388K - $510K
|
7.56K
$1.74M
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.36K- 0.83% |
$389K - $510K
|
280K
$64.4M
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-2.37K- 5.96% |
$390K - $512K
|
37.3K
$8.57M
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-2.37K- 1.25% |
$390K - $513K
|
187K
$42.9M
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-2.38K- 4.32% |
$392K - $515K
|
52.6K
$12.1M
|
|
Aug 12, 2024
Q2 2024
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-2.38K- 7.9% |
$393K - $516K
|
27.8K
$6.38M
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-2.38K- 2.15% |
$393K - $516K
|
108K
$24.9M
|
|
Aug 12, 2024
Q2 2024
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-2.4K- 3.66% |
$396K - $520K
|
63.1K
$14.5M
|
|
Jul 22, 2024
Q2 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-2.4K- 25.36% |
$396K - $520K
|
7.07K
$1.62M
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-2.41K- 1.74% |
$398K - $523K
|
137K
$31.4M
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.42K- 2.1% |
$399K - $525K
|
113K
$25.9M
|
|
Aug 30, 2024
Q2 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-2.43K- 5.17% |
$400K - $525K
|
44.5K
$10.2M
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2.43K- 4.21% |
$400K - $526K
|
55.2K
$12.7M
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.44K- 1.82% |
$402K - $528K
|
131K
$30.2M
|
|
Aug 14, 2024
Q2 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-2.44K- 9.58% |
$402K - $528K
|
23K
$5.29M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.44K- 0.77% |
$403K - $529K
|
317K
$72.8M
|
|
Jul 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-2.45K- 4.62% |
$404K - $531K
|
50.6K
$11.6M
|