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 18, 2024
Q2 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-2.03K- 11.43% |
$335K - $439K
|
15.7K
$3.86M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-2.03K- 15.8% |
$335K - $439K
|
10.8K
$2.65M
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-2.03K- 4.24% |
$335K - $440K
|
45.9K
$11.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-2.03K- 8.08% |
$335K - $440K
|
23.1K
$5.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-2.03K- 3.02% |
$336K - $441K
|
65.2K
$16M
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.04K- 6.77% |
$336K - $441K
|
28.1K
$6.89M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.04K- 3.34% |
$336K - $442K
|
59K
$14.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-2.04K- 39.34% |
$337K - $443K
|
3.15K
$773K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-2.04K- 1.61% |
$337K - $443K
|
124K
$30.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Unio Capital LLC
|
SELL
|
- |
-2.05K- 6.55% |
$337K - $443K
|
29.2K
$7.16M
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-2.05K- 3.27% |
$338K - $444K
|
60.5K
$14.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-2.05K- 23.02% |
$338K - $444K
|
6.85K
$1.68M
|
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-2.06K- 19.84% |
$340K - $447K
|
8.33K
$2.04M
|
|
|
Aug 16, 2024
Q2 2024
|
Connective Capital Management, LLC
Palo Alto, CA |
SELL
|
- |
-2.06K- 7.53% |
$340K - $447K
|
25.3K
$6.21M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.06K- 1.59% |
$340K - $447K
|
127K
$31.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2.07K- 16.46% |
$341K - $448K
|
10.5K
$2.58M
|
|
|
Jul 29, 2024
Q2 2024
|
William Allan, LLC
|
SELL
|
- |
-2.08K- 4.55% |
$343K - $450K
|
43.5K
$10.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.08K- 3.18% |
$343K - $451K
|
63.4K
$15.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Ti Trust, Inc
|
SELL
|
- |
-2.09K- 23.98% |
$345K - $453K
|
6.63K
$1.63M
|
|
|
Aug 02, 2024
Q2 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-2.1K- 0.75% |
$346K - $454K
|
279K
$68.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-2.1K- 43.6% |
$347K - $455K
|
2.72K
$667K
|
|
|
Aug 06, 2024
Q2 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-2.1K- 1.6% |
$347K - $455K
|
129K
$31.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-2.1K- 9.31% |
$347K - $455K
|
20.4K
$5.02M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.1K- 0.45% |
$347K - $456K
|
461K
$113M
|
|
|
Aug 14, 2024
Q2 2024
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-2.11K- 1.62% |
$347K - $456K
|
128K
$31.3M
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-2.12K- 3.52% |
$349K - $458K
|
58K
$14.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-2.12K- 4.17% |
$349K - $459K
|
48.6K
$11.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.13K- 0.67% |
$351K - $461K
|
314K
$77.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-2.13K- 5.97% |
$351K - $461K
|
33.6K
$8.24M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-2.13K- 3.09% |
$352K - $462K
|
66.8K
$16.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.14K- 1.35% |
$353K - $463K
|
157K
$38.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-2.14K- 1.19% |
$353K - $464K
|
178K
$43.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-2.14K- 1.01% |
$353K - $464K
|
210K
$51.7M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.14K- 19.47% |
$353K - $464K
|
8.86K
$2.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
SELL
|
- |
-2.15K- 3.31% |
$355K - $466K
|
62.9K
$15.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-2.15K- 1.33% |
$355K - $466K
|
160K
$39.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-2.16K- 0.16% |
$356K - $467K
|
1.34M
$329M
|
|
|
Jul 22, 2024
Q2 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-2.16K- 0.59% |
$356K - $468K
|
361K
$88.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.16K- 5.99% |
$357K - $469K
|
34K
$8.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-2.17K- 4.44% |
$357K - $469K
|
46.7K
$11.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-2.17K- 4.37% |
$357K - $469K
|
47.4K
$11.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-2.18K- 42.66% |
$360K - $472K
|
2.93K
$719K
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.18K- 3.15% |
$360K - $472K
|
67.1K
$16.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-2.19K- 7.34% |
$361K - $474K
|
27.6K
$6.78M
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-2.2K- 9.09% |
$362K - $476K
|
22K
$5.39M
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.2K- 58.48% |
$363K - $477K
|
1.56K
$384K
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2.2K- 3.78% |
$363K - $477K
|
56K
$13.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-2.21K- 5.74% |
$364K - $478K
|
36.2K
$8.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.21K- 0.98% |
$364K - $479K
|
222K
$54.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-2.21K- 5.17% |
$365K - $479K
|
40.6K
$9.97M
|