Latest Institutional Transactions on Apple Inc. (AAPL)
This table provides information on the latest institutional transactions involving Apple Inc. (AAPL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-1.66K- 3.35% |
$369K - $431K
|
48K
$11.9M
|
|
|
Jan 03, 2025
Q4 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
54.3K+ 76.23% |
$12M - $14.1M
|
126K
$31M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-23.9K- 5.99% |
$5.3M - $6.2M
|
375K
$92.7M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.32K+ 5.91% |
$294K - $343K
|
23.7K
$5.86M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
13+ 0.07% |
$2.88K - $3.37K
|
17.5K
$4.34M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-267- 1.54% |
$59.2K - $69.2K
|
17.1K
$4.21M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-74- 0.36% |
$16.4K - $19.2K
|
20.6K
$5.1M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.5K- 1.65% |
$333K - $390K
|
89.7K
$22.2M
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-4.15K- 7.86% |
$919K - $1.07M
|
48.6K
$12M
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-258- 4.86% |
$57.2K - $66.8K
|
5.05K
$1.25M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
335+ 0.85% |
$74.3K - $86.8K
|
40K
$9.88M
|
|
|
Jan 02, 2025
Q4 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-4.01K- 0.74% |
$890K - $1.04M
|
540K
$133M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
838+ 7.85% |
$186K - $217K
|
11.5K
$2.84M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
15.8K+ 21.31% |
$3.49M - $4.08M
|
89.7K
$22.2M
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-16- 0.08% |
$3.55K - $4.14K
|
20.9K
$5.17M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.44K- 1.01% |
$319K - $372K
|
141K
$34.8M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
5.58K+ 23.28% |
$1.24M - $1.45M
|
29.6K
$7.31M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
30.5K+ 15.24% |
$6.76M - $7.9M
|
231K
$57M
|
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
2.56K+ 8.42% |
$568K - $663K
|
33K
$8.15M
|
|
| Q3 2024 | |||||||
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-95.6K- 2.09% |
$19.8M - $22.4M
|
4.49M
$1.11B
|
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-5.69K- 2.13% |
$1.18M - $1.33M
|
262K
$64.6M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-159K- 44.22% |
$33M - $37.4M
|
201K
$49.6M
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-3.79K- 2.43% |
$785K - $889K
|
152K
$37.5M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-187- 0.42% |
$38.8K - $43.9K
|
44K
$10.9M
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
370+ 2.94% |
$76.7K - $86.9K
|
13K
$3.21M
|
|
|
Feb 07, 2025
Q3 2024
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
SELL
|
- |
-60KClosed |
$12.4M - $14.1M
|
0
$0
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
245+ 0.77% |
$50.8K - $57.5K
|
32.1K
$7.94M
|
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
SELL
|
- |
-271- 0.32% |
$56.2K - $63.6K
|
84K
$20.8M
|
|
|
Jan 14, 2025
Q3 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
800+ 7.43% |
$166K - $188K
|
11.6K
$2.86M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-9.96K- 9.89% |
$2.06M - $2.34M
|
90.7K
$22.4M
|
|
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
12.9KNew |
$2.68M - $3.04M
|
12.9K
$3.19M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-1.48K- 3.46% |
$308K - $348K
|
41.4K
$10.2M
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
565+ 10.73% |
$117K - $133K
|
5.83K
$1.44M
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
4.68K+ 23.63% |
$969K - $1.1M
|
24.5K
$6.04M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-2.74K- 20.35% |
$567K - $643K
|
10.7K
$2.65M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
3.2KNew |
$664K - $752K
|
3.2K
$791K
|
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-102- 1.71% |
$21.1K - $24K
|
5.85K
$1.44M
|
|
|
Dec 03, 2024
Q3 2024
|
Dantai Capital LTD
Hong Kong, K3 |
BUY
|
- |
5.22K+ 12.88% |
$1.08M - $1.22M
|
45.7K
$11.3M
|
|
|
Dec 02, 2024
Q3 2024
|
Oriental Harbor Investment Fund
Hong Kong, K3 |
BUY
|
- |
376KNew |
$77.9M - $88.2M
|
376K
$92.8M
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-137- 0.31% |
$28.4K - $32.2K
|
43.9K
$10.8M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-443- 1.22% |
$91.8K - $104K
|
35.7K
$8.83M
|
|
|
Nov 25, 2024
Q3 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
CALL |
36.8KNew |
$7.63M - $8.64M
|
36.8K
$9.09M
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
480+ 0.79% |
$99.5K - $113K
|
61.3K
$15.2M
|
|
|
Nov 22, 2024
Q3 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
161+ 4.84% |
$33.4K - $37.8K
|
3.49K
$861K
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-11- 0.47% |
$2.28K - $2.58K
|
2.31K
$572K
|
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-1.74K- 1.73% |
$361K - $409K
|
99.2K
$24.5M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
11+ 0.2% |
$2.28K - $2.58K
|
5.43K
$1.34M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
8.64KNew |
$1.79M - $2.03M
|
8.64K
$2.14M
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-1.45K- 3.41% |
$301K - $341K
|
41.1K
$10.2M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
589+ 8.42% |
$122K - $138K
|
7.58K
$1.87M
|
|