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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
PUT |
19.1KNew |
$3.23M - $3.73M
|
19.1K
$4.39M
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
150KNew |
$25.3M - $29.3M
|
150K
$34.4M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.87K- 8.63% |
$316K - $365K
|
19.8K
$4.55M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
26.4K+ 988.76% |
$4.46M - $5.15M
|
29K
$6.67M
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-105- 1.25% |
$17.7K - $20.5K
|
8.27K
$1.9M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
CALL |
8K+ 400.0% |
$1.35M - $1.56M
|
10K
$2.3M
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
1.62KNew |
$273K - $316K
|
1.62K
$372K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
400New |
$67.6K - $78.1K
|
400
$91.9K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-281- 0.04% |
$47.5K - $54.8K
|
740K
$170M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
PUT |
100New |
$16.9K - $19.5K
|
100
$23K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
3.59K+ 7.95% |
$607K - $701K
|
48.7K
$11.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-170- 0.73% |
$28.7K - $33.2K
|
23K
$5.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-35- 1.6% |
$5.92K - $6.83K
|
2.16K
$495K
|
|
|
Apr 29, 2024
Q1 2024
|
Page Arthur B
|
SELL
|
- |
-1.4K- 5.3% |
$237K - $274K
|
25.1K
$5.76M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-3.41K- 36.51% |
$576K - $665K
|
5.93K
$1.36M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
128+ 1.18% |
$21.6K - $25K
|
11K
$2.52M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
559+ 1.62% |
$94.5K - $109K
|
35.1K
$8.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.04K- 3.51% |
$514K - $594K
|
83.7K
$19.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
207+ 1.24% |
$35K - $40.4K
|
16.9K
$3.88M
|
|
|
Apr 25, 2024
Q1 2024
|
Regis Management CO LLC
|
BUY
|
- |
6.14K+ 29.55% |
$1.04M - $1.2M
|
26.9K
$6.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
SELL
|
PUT |
-200KClosed |
$33.8M - $39M
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-4- 0.21% |
$676 - $781
|
1.87K
$430K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-147- 0.99% |
$24.8K - $28.7K
|
14.7K
$3.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Paradiem, LLC
|
SELL
|
- |
-410- 1.16% |
$69.3K - $80K
|
35K
$8.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
30.5K+ 112.13% |
$5.15M - $5.95M
|
57.7K
$13.2M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
1K+ 14.99% |
$169K - $195K
|
7.67K
$1.76M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-9.99K- 20.12% |
$1.69M - $1.95M
|
39.7K
$9.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-2.2K- 78.57% |
$372K - $429K
|
600
$138K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-14.9K- 55.61% |
$2.52M - $2.92M
|
11.9K
$2.74M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
116KNew |
$19.7M - $22.7M
|
116K
$26.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
18+ 0.24% |
$3.04K - $3.51K
|
7.58K
$1.74M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
PUT |
12.8KNew |
$2.16M - $2.5M
|
12.8K
$2.94M
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-2.77K- 1.44% |
$467K - $540K
|
190K
$43.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
370+ 5.25% |
$62.5K - $72.2K
|
7.42K
$1.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
3.46KNew |
$585K - $676K
|
3.46K
$795K
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
BUY
|
- |
10.1K+ 111.94% |
$1.71M - $1.97M
|
19.1K
$4.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-2.38K- 5.2% |
$402K - $464K
|
43.3K
$9.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
CALL |
1.8KNew |
$304K - $351K
|
1.8K
$413K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
PUT |
1KNew |
$169K - $195K
|
1K
$230K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
43.4KNew |
$7.33M - $8.46M
|
43.4K
$9.96M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
4+ 0.04% |
$676 - $781
|
11.4K
$2.61M
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
18.5K+ 200.02% |
$3.13M - $3.62M
|
27.8K
$6.39M
|
|
|
Apr 11, 2024
Q1 2024
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
SELL
|
- |
-124- 3.42% |
$21K - $24.2K
|
3.5K
$804K
|
|
|
Apr 10, 2024
Q1 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-532- 26.73% |
$89.9K - $104K
|
1.46K
$335K
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
CALL |
-3- 8.57% |
$507 - $586
|
32
$7.35K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-150- 0.6% |
$25.4K - $29.3K
|
25K
$5.74M
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
556+ 31.56% |
$94K - $109K
|
2.32K
$532K
|
|
| Q4 2023 | |||||||
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
PUT |
-13.8M- 93.22% |
$2.29B - $2.72B
|
1M
$230M
|
|
|
May 09, 2024
Q4 2023
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.58KNew |
$263K - $312K
|
1.58K
$362K
|
|
|
May 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-19.2K- 6.75% |
$3.2M - $3.8M
|
264K
$60.7M
|
|