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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
SELL
|
- |
-278- 0.41% |
$47.4K - $54.6K
|
67.9K
$16.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-1.12K- 6.88% |
$191K - $220K
|
15.2K
$3.71M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-6.4K- 4.96% |
$1.09M - $1.26M
|
123K
$30M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-507- 1.99% |
$86.4K - $99.6K
|
25K
$6.12M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
PUT |
2KNew |
$341K - $393K
|
2K
$489K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-32.7K- 28.68% |
$5.58M - $6.43M
|
81.4K
$19.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
51.5K+ 6.55% |
$8.78M - $10.1M
|
838K
$205M
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-7.51K- 2.46% |
$1.28M - $1.48M
|
298K
$72.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
10+ 0.07% |
$1.7K - $1.96K
|
15.1K
$3.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
SELL
|
- |
-9.96K- 58.72% |
$1.7M - $1.96M
|
7K
$1.71M
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
SELL
|
PUT |
-500- 33.33% |
$85.2K - $98.2K
|
1K
$245K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
50+ 0.51% |
$8.52K - $9.82K
|
9.85K
$2.41M
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
SELL
|
- |
-20- 0.15% |
$3.41K - $3.93K
|
13.5K
$3.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-24- 0.08% |
$4.09K - $4.71K
|
31.4K
$7.68M
|
|
|
Oct 24, 2023
Q3 2023
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-15K- 4.49% |
$2.56M - $2.95M
|
319K
$78.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-110- 2.49% |
$18.7K - $21.6K
|
4.3K
$1.05M
|
|
|
Oct 23, 2023
Q3 2023
|
Wellcome Trust LTD (The) As Trustee Of The Wellcome Trust
|
SELL
|
- |
-100K- 3.45% |
$17M - $19.6M
|
2.8M
$685M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-3.86K- 7.06% |
$658K - $758K
|
50.8K
$12.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
41+ 0.14% |
$6.99K - $8.05K
|
30.1K
$7.35M
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
3.28K+ 1.1% |
$560K - $645K
|
301K
$73.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-27.8K- 14.91% |
$4.74M - $5.46M
|
159K
$38.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-241- 2.06% |
$41.1K - $47.3K
|
11.5K
$2.81M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-10.1K- 4.92% |
$1.73M - $1.99M
|
196K
$47.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
CALL |
600New |
$102K - $118K
|
600
$147K
|
|
|
Oct 17, 2023
Q3 2023
|
Equitec Proprietary Markets, LLC
|
BUY
|
CALL |
200New |
$34.1K - $39.3K
|
200
$48.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Sturgeon Ventures LLP
|
SELL
|
- |
-1.63K- 4.66% |
$278K - $321K
|
33.4K
$8.18M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
SELL
|
CALL |
-100- 50.0% |
$17K - $19.6K
|
100
$24.5K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
5.65K+ 1.8% |
$962K - $1.11M
|
319K
$78M
|
|
|
Oct 13, 2023
Q3 2023
|
Touchstone Capital, Inc.
|
SELL
|
- |
-1- 0.08% |
$170 - $196
|
1.3K
$318K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
77.7KNew |
$13.2M - $15.3M
|
77.7K
$19M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
2.65K+ 2.68% |
$451K - $520K
|
102K
$24.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Gilfoyle Management LLC
New Fairfield, CT |
BUY
|
- |
150New |
$25.6K - $29.5K
|
150
$36.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
141K+ 77.28% |
$24M - $27.7M
|
323K
$79M
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-91- 6.85% |
$15.5K - $17.9K
|
1.24K
$303K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-4.25K- 16.86% |
$724K - $835K
|
21K
$5.13M
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4.86K+ 3.89% |
$778K - $943K
|
130K
$31.8M
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
120KNew |
$19.2M - $23.3M
|
120K
$29.4M
|
|
|
Jun 14, 2024
Q2 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
SELL
|
- |
-1.32K- 34.87% |
$212K - $257K
|
2.47K
$605K
|
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-1.73K- 1.57% |
$277K - $336K
|
109K
$26.6M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.14M- 49.47% |
$182M - $221M
|
1.16M
$284M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
CALL |
20KNew |
$3.2M - $3.88M
|
20K
$4.89M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
7.87KNew |
$1.26M - $1.53M
|
7.87K
$1.93M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-41.5K- 57.06% |
$6.65M - $8.05M
|
31.3K
$7.64M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
77+ 0.24% |
$12.3K - $14.9K
|
32K
$7.82M
|
|
|
Aug 15, 2023
Q2 2023
|
Center Lake Capital Management, LLC
New York, NY |
BUY
|
- |
25K+ 33.33% |
$4M - $4.85M
|
100K
$24.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-2.32K- 44.57% |
$371K - $450K
|
2.88K
$705K
|
|
|
Aug 14, 2023
Q2 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-1.01K- 72.29% |
$162K - $196K
|
388
$94.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
96+ 0.26% |
$15.4K - $18.6K
|
36.4K
$8.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Oasis Management CO Ltd.
Grand Cayman, E9 |
SELL
|
- |
-3.3K- 49.0% |
$528K - $640K
|
3.44K
$840K
|
|
|
Aug 14, 2023
Q2 2023
|
Difesa Capital Management, LP
New York, NY |
SELL
|
- |
-90- 0.53% |
$14.4K - $17.5K
|
16.8K
$4.11M
|
|