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 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
2+ 0.07% |
$443 - $518
|
2.98K
$683K
|
|
|
Jan 24, 2025
Q4 2024
|
Boit C F David
Boston, MA |
BUY
|
- |
100+ 0.33% |
$22.2K - $25.9K
|
30K
$6.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
864New |
$192K - $224K
|
864
$198K
|
|
|
Jan 24, 2025
Q4 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
SELL
|
- |
-3.39KClosed |
$752K - $878K
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-165- 2.3% |
$36.6K - $42.7K
|
7.01K
$1.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-65- 1.82% |
$14.4K - $16.8K
|
3.51K
$807K
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
8.3KNew |
$1.84M - $2.15M
|
8.3K
$1.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
CALL |
150New |
$33.3K - $38.9K
|
150
$34.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-53.7K- 98.24% |
$11.9M - $13.9M
|
964
$221K
|
|
|
Jan 23, 2025
Q4 2024
|
Peavine Capital, LLC
|
SELL
|
- |
-2.2K- 9.84% |
$488K - $570K
|
20.2K
$4.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
1.01KNew |
$225K - $262K
|
1.01K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
PUT |
-11.1K- 48.68% |
$2.46M - $2.88M
|
11.7K
$2.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
2.35KNew |
$520K - $607K
|
2.35K
$539K
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1- 0.07% |
$222 - $259
|
1.51K
$347K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
PUT |
500New |
$111K - $130K
|
500
$115K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.53K+ 2.8% |
$339K - $396K
|
56K
$12.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-326- 2.61% |
$72.3K - $84.4K
|
12.2K
$2.79M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
500+ 4.72% |
$111K - $130K
|
11.1K
$2.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
16.7KNew |
$3.69M - $4.31M
|
16.7K
$3.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
SELL
|
- |
-14.5K- 5.0% |
$3.21M - $3.76M
|
275K
$63.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
1.32KNew |
$293K - $343K
|
1.32K
$304K
|
|
|
Jan 17, 2025
Q4 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-90- 7.66% |
$20K - $23.3K
|
1.09K
$249K
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
PUT |
1.5KNew |
$333K - $389K
|
1.5K
$344K
|
|
|
Jan 16, 2025
Q4 2024
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-14.5K- 31.03% |
$3.21M - $3.76M
|
32.2K
$7.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-7.03K- 58.67% |
$1.56M - $1.82M
|
4.95K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-25- 0.24% |
$5.54K - $6.48K
|
10.3K
$2.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
100+ 1.64% |
$22.2K - $25.9K
|
6.21K
$1.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-26K- 47.64% |
$5.76M - $6.73M
|
28.6K
$6.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
1.05KNew |
$233K - $272K
|
1.05K
$241K
|
|
|
Jan 15, 2025
Q4 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.03K+ 24.62% |
$227K - $266K
|
5.19K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
395+ 16.29% |
$87.6K - $102K
|
2.82K
$648K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
48+ 1.29% |
$10.6K - $12.4K
|
3.78K
$867K
|
|
|
Jan 15, 2025
Q4 2024
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-112- 7.53% |
$24.8K - $29K
|
1.38K
$316K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
PUT |
10.1KNew |
$2.24M - $2.62M
|
10.1K
$2.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
5.42KNew |
$1.2M - $1.4M
|
5.42K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.95K- 1.13% |
$431K - $504K
|
170K
$39M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
811New |
$180K - $210K
|
811
$186K
|
|
|
Jan 14, 2025
Q4 2024
|
Bernzott Capital Advisors
|
BUY
|
- |
1.3KNew |
$289K - $338K
|
1.3K
$299K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
7.7KNew |
$1.71M - $1.99M
|
7.7K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
4.8KNew |
$1.06M - $1.24M
|
4.8K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-5.46K- 14.05% |
$1.21M - $1.41M
|
33.4K
$7.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
200+ 13.73% |
$44.3K - $51.8K
|
1.66K
$381K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-192- 5.1% |
$42.6K - $49.7K
|
3.57K
$821K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
117+ 0.21% |
$25.9K - $30.3K
|
55.6K
$12.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-35- 1.4% |
$7.76K - $9.07K
|
2.47K
$566K
|
|
| Q3 2024 | |||||||
|
Jul 30, 2025
Q3 2024
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-81- 0.56% |
$16.8K - $19K
|
14.4K
$3.3M
|
|
|
Jul 25, 2025
Q3 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-545- 0.88% |
$113K - $128K
|
61.5K
$14.1M
|
|
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
269K+ 37.64% |
$55.8M - $63.2M
|
984K
$226M
|
|
|
Apr 01, 2025
Q3 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
28+ 3.06% |
$5.8K - $6.57K
|
944
$217K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-3.79K- 2.43% |
$785K - $889K
|
152K
$34.9M
|
|