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 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3.12K- 11.93% |
$515K - $676K
|
23K
$5.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-3.12K- 59.73% |
$515K - $676K
|
2.1K
$483K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-3.13K- 1.43% |
$516K - $677K
|
215K
$49.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
SELL
|
- |
-3.14K- 7.12% |
$517K - $679K
|
40.9K
$9.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-3.15K- 5.42% |
$519K - $681K
|
54.9K
$12.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-3.15K- 1.87% |
$520K - $682K
|
165K
$38M
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-3.17K- 2.81% |
$523K - $687K
|
110K
$25.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-3.17K- 6.38% |
$523K - $687K
|
46.5K
$10.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Lipe & Dalton
|
SELL
|
- |
-3.18K- 3.93% |
$525K - $689K
|
77.8K
$17.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-3.19K- 1.63% |
$527K - $691K
|
193K
$44.3M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3.2K- 1.21% |
$528K - $693K
|
261K
$59.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-3.2K- 1.88% |
$528K - $693K
|
167K
$38.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-3.21K- 19.73% |
$529K - $695K
|
13.1K
$3M
|
|
|
Aug 05, 2024
Q2 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3.21K- 2.96% |
$530K - $696K
|
105K
$24.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3.22K- 3.72% |
$531K - $698K
|
83.4K
$19.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-3.22K- 17.01% |
$531K - $698K
|
15.7K
$3.61M
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-3.23K- 2.29% |
$533K - $700K
|
138K
$31.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-3.24K- 1.96% |
$534K - $702K
|
162K
$37.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.26K- 0.89% |
$538K - $706K
|
361K
$83M
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.26K- 14.12% |
$538K - $707K
|
19.8K
$4.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.29K- 3.32% |
$542K - $712K
|
95.5K
$22M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-3.29K- 2.16% |
$544K - $714K
|
149K
$34.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-3.31K- 3.88% |
$546K - $717K
|
82K
$18.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-3.32K- 0.67% |
$547K - $718K
|
494K
$113M
|
|
|
Aug 12, 2024
Q2 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-3.32K- 5.84% |
$548K - $720K
|
53.6K
$12.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-3.33K- 3.23% |
$549K - $721K
|
99.8K
$22.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-3.33K- 1.73% |
$550K - $722K
|
190K
$43.6M
|
|
|
Aug 13, 2024
Q2 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-3.34K- 0.6% |
$551K - $724K
|
554K
$127M
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-3.35K- 3.77% |
$553K - $726K
|
85.4K
$19.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.35K- 3.26% |
$553K - $726K
|
99.6K
$22.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-3.37K- 0.84% |
$555K - $729K
|
396K
$91.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-3.37K- 25.16% |
$556K - $730K
|
10K
$2.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-3.38K- 2.51% |
$557K - $731K
|
131K
$30.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-3.39K- 3.58% |
$560K - $735K
|
91.3K
$21M
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3.4K- 9.07% |
$560K - $736K
|
34.1K
$7.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-3.4KClosed |
$560K - $736K
|
0
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-3.4K- 3.75% |
$561K - $736K
|
87.2K
$20M
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-3.41K- 3.62% |
$562K - $738K
|
90.8K
$20.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-3.41K- 4.44% |
$563K - $739K
|
73.4K
$16.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3.41K- 1.28% |
$563K - $739K
|
263K
$60.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-3.41K- 7.32% |
$563K - $739K
|
43.2K
$9.94M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-3.42K- 1.15% |
$565K - $741K
|
295K
$67.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-3.43K- 5.0% |
$565K - $742K
|
65.1K
$15M
|
|
|
Aug 12, 2024
Q2 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-3.44K- 5.52% |
$567K - $744K
|
58.8K
$13.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.45K- 4.82% |
$568K - $746K
|
68.1K
$15.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-3.46K- 8.46% |
$570K - $749K
|
37.4K
$8.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-3.46K- 2.92% |
$571K - $750K
|
115K
$26.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.5K- 0.24% |
$577K - $758K
|
1.45M
$334M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.5K- 0.36% |
$578K - $759K
|
965K
$222M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3.51K- 3.07% |
$580K - $761K
|
111K
$25.5M
|