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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
664KNew |
$111M - $132M
|
664K
$175M
|
|
|
Feb 12, 2024
Q4 2023
|
Westwood Wealth Management
|
SELL
|
CALL |
-19.4K- 97.0% |
$3.24M - $3.84M
|
600
$158K
|
|
|
Feb 09, 2024
Q4 2023
|
Cna Financial Corp
Chicago, IL |
BUY
|
- |
30KNew |
$5.01M - $5.94M
|
30K
$7.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-295- 5.29% |
$49.2K - $58.4K
|
5.28K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
18.3KNew |
$3.06M - $3.63M
|
18.3K
$4.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-76.9K- 97.61% |
$12.8M - $15.2M
|
1.89K
$495K
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-130K- 63.66% |
$21.8M - $25.9M
|
74.5K
$19.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.16K- 0.71% |
$193K - $230K
|
162K
$42.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
12.8K+ 51.69% |
$2.14M - $2.54M
|
37.7K
$9.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7.97K+ 1.09% |
$1.33M - $1.58M
|
736K
$193M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
PUT |
-15K- 27.27% |
$2.5M - $2.97M
|
40K
$10.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
2.35KNew |
$393K - $466K
|
2.35K
$618K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
PUT |
10New |
$1.67K - $1.98K
|
10
$2.63K
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
1.1KNew |
$184K - $218K
|
1.1K
$289K
|
|
|
Feb 07, 2024
Q4 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
426+ 3.21% |
$71.1K - $84.4K
|
13.7K
$3.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
387+ 0.11% |
$64.6K - $76.7K
|
340K
$89.4M
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-2.46K- 17.6% |
$411K - $487K
|
11.5K
$3.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
4.81K+ 14.9% |
$803K - $953K
|
37.1K
$9.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-2.89K- 5.27% |
$482K - $572K
|
51.8K
$13.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
PUT |
453KNew |
$75.5M - $89.7M
|
453K
$119M
|
|
|
Feb 06, 2024
Q4 2023
|
Discovery Value Fund
Singapore, U0 |
SELL
|
- |
-1.5K- 9.38% |
$250K - $297K
|
14.5K
$3.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-10.9K- 2.36% |
$1.82M - $2.17M
|
452K
$119M
|
|
|
Feb 05, 2024
Q4 2023
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-68- 3.76% |
$11.3K - $13.5K
|
1.74K
$457K
|
|
|
Feb 02, 2024
Q4 2023
|
Poplar Forest Capital LLC
|
SELL
|
- |
-800- 13.64% |
$134K - $158K
|
5.07K
$1.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-8.14K- 3.45% |
$1.36M - $1.61M
|
228K
$59.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
19.8KNew |
$3.31M - $3.93M
|
19.8K
$5.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-195K- 52.96% |
$32.6M - $38.7M
|
173K
$45.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
PUT |
-1.7K- 19.54% |
$284K - $337K
|
7K
$1.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-19.7K- 24.89% |
$3.29M - $3.91M
|
59.5K
$15.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
PUT |
22.5KNew |
$3.76M - $4.46M
|
22.5K
$5.91M
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
206New |
$34.4K - $40.8K
|
206
$54.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-198K- 52.9% |
$33.1M - $39.3M
|
177K
$46.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
19.2K+ 3.09% |
$3.2M - $3.8M
|
640K
$168M
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
155+ 12.44% |
$25.9K - $30.7K
|
1.4K
$368K
|
|
|
Jan 29, 2024
Q4 2023
|
Westwood Management Corp
|
SELL
|
- |
-58.5K- 56.7% |
$9.76M - $11.6M
|
44.6K
$11.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.71K+ 2.54% |
$285K - $338K
|
69.1K
$18.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
1.76KNew |
$294K - $349K
|
1.76K
$463K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-2.34K- 8.35% |
$390K - $463K
|
25.7K
$6.75M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
CALL |
1KNew |
$167K - $198K
|
1K
$263K
|
|
|
Jan 25, 2024
Q4 2023
|
Gilfoyle & CO LLC
New York, NY |
BUY
|
- |
50+ 22.94% |
$8.34K - $9.91K
|
268
$70.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-792- 1.58% |
$132K - $157K
|
49.5K
$13M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-10.9K- 4.89% |
$1.82M - $2.16M
|
212K
$55.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-1.25K- 22.82% |
$209K - $248K
|
4.23K
$1.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-2.15K- 10.07% |
$358K - $425K
|
19.2K
$5.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-595- 0.8% |
$99.3K - $118K
|
73.8K
$19.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-1.31K- 5.17% |
$219K - $260K
|
24.1K
$6.33M
|
|
|
Jan 22, 2024
Q4 2023
|
Bonness Enterprises Inc
|
SELL
|
- |
-500- 0.91% |
$83.4K - $99.1K
|
54.4K
$14.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-1.01K- 2.15% |
$169K - $200K
|
45.9K
$12.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.13KNew |
$188K - $223K
|
1.13K
$296K
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-245- 3.52% |
$40.9K - $48.5K
|
6.72K
$1.77M
|