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 29, 2024
Q2 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-7.66K- 3.38% |
$1.26M - $1.66M
|
219K
$53.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-7.66K- 5.41% |
$1.26M - $1.66M
|
134K
$32.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-7.67K- 7.79% |
$1.27M - $1.66M
|
90.8K
$22.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-7.68K- 10.74% |
$1.27M - $1.66M
|
63.8K
$15.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.7K- 0.83% |
$1.27M - $1.67M
|
918K
$225M
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-7.7K- 5.36% |
$1.27M - $1.67M
|
136K
$33.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-7.71K- 1.6% |
$1.27M - $1.67M
|
474K
$116M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.84K- 0.88% |
$1.29M - $1.7M
|
887K
$218M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-7.86K- 2.31% |
$1.3M - $1.7M
|
333K
$81.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.87K- 2.31% |
$1.3M - $1.71M
|
333K
$81.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-7.91K- 1.97% |
$1.3M - $1.71M
|
393K
$96.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-7.92K- 3.11% |
$1.31M - $1.72M
|
246K
$60.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-7.96K- 1.91% |
$1.31M - $1.72M
|
408K
$100M
|
|
|
Aug 06, 2024
Q2 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-7.97K- 17.62% |
$1.31M - $1.73M
|
37.3K
$9.15M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-7.98K- 2.38% |
$1.32M - $1.73M
|
327K
$80.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-7.99K- 1.78% |
$1.32M - $1.73M
|
441K
$108M
|
|
|
Aug 14, 2024
Q2 2024
|
Grace & Mercy Foundation, Inc.
New York, NY |
SELL
|
- |
-8K- 13.27% |
$1.32M - $1.73M
|
52.3K
$12.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-8.13K- 8.58% |
$1.34M - $1.76M
|
86.6K
$21.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-8.14K- 11.61% |
$1.34M - $1.76M
|
62K
$15.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-8.16K- 6.06% |
$1.35M - $1.77M
|
126K
$31M
|
|
|
Jul 16, 2024
Q2 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-8.17K- 12.12% |
$1.35M - $1.77M
|
59.2K
$14.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-8.18K- 10.63% |
$1.35M - $1.77M
|
68.7K
$16.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-8.21K- 20.99% |
$1.35M - $1.78M
|
30.9K
$7.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-8.22K- 5.19% |
$1.36M - $1.78M
|
150K
$36.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-8.25K- 3.01% |
$1.36M - $1.79M
|
265K
$65.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-8.26K- 65.51% |
$1.36M - $1.79M
|
4.35K
$1.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-8.26K- 3.49% |
$1.36M - $1.79M
|
228K
$56.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-8.35K- 16.59% |
$1.38M - $1.81M
|
42K
$10.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-8.35K- 0.3% |
$1.38M - $1.81M
|
2.76M
$678M
|
|
|
Jul 29, 2024
Q2 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-8.38K- 27.25% |
$1.38M - $1.82M
|
22.4K
$5.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-8.38K- 10.62% |
$1.38M - $1.82M
|
70.5K
$17.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-8.41K- 9.74% |
$1.39M - $1.82M
|
77.9K
$19.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-8.45K- 13.31% |
$1.39M - $1.83M
|
55K
$13.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.49K- 4.59% |
$1.4M - $1.84M
|
177K
$43.4M
|
|
|
Jul 01, 2024
Q2 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-8.51K- 1.34% |
$1.4M - $1.84M
|
625K
$153M
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-8.53K- 22.84% |
$1.41M - $1.85M
|
28.8K
$7.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-8.56K- 3.09% |
$1.41M - $1.85M
|
268K
$65.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Benin Management Corp
|
SELL
|
- |
-8.57K- 6.31% |
$1.41M - $1.86M
|
127K
$31.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-8.58K- 1.24% |
$1.42M - $1.86M
|
684K
$168M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-8.6K- 2.47% |
$1.42M - $1.86M
|
339K
$83.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-8.6K- 33.73% |
$1.42M - $1.86M
|
16.9K
$4.15M
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-8.62K- 51.51% |
$1.42M - $1.87M
|
8.12K
$1.99M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-8.63K- 8.12% |
$1.42M - $1.87M
|
97.6K
$24M
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-8.63K- 40.23% |
$1.42M - $1.87M
|
12.8K
$3.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-8.63K- 4.37% |
$1.42M - $1.87M
|
189K
$46.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-8.64K- 2.09% |
$1.43M - $1.87M
|
405K
$99.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-8.64K- 16.73% |
$1.43M - $1.87M
|
43K
$10.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-8.8K- 2.83% |
$1.45M - $1.91M
|
302K
$74.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-8.91K- 6.01% |
$1.47M - $1.93M
|
139K
$34.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-9.02K- 99.98% |
$1.49M - $1.95M
|
2
$491
|