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 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
630+ 1.7% |
$140K - $163K
|
37.7K
$9.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortune 45 LLC
|
BUY
|
- |
614+ 4.6% |
$136K - $159K
|
14K
$3.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.5K+ 8.51% |
$1.66M - $1.94M
|
95.7K
$23.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-1.61K- 4.88% |
$357K - $417K
|
31.4K
$7.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
5.24K+ 6.27% |
$1.16M - $1.36M
|
88.9K
$21.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
52+ 0.09% |
$11.5K - $13.5K
|
57.4K
$14M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-348- 0.29% |
$77.1K - $90.1K
|
120K
$29.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
167+ 1.13% |
$37K - $43.3K
|
14.9K
$3.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-2.67K- 1.94% |
$592K - $692K
|
135K
$33.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-9.15K- 4.03% |
$2.03M - $2.37M
|
218K
$53.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.11K+ 0.87% |
$1.13M - $1.32M
|
593K
$145M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
169+ 2.51% |
$37.5K - $43.8K
|
6.89K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-33- 1.89% |
$7.32K - $8.55K
|
1.72K
$419K
|
|
|
Feb 13, 2025
Q4 2024
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-596- 0.63% |
$132K - $154K
|
93.5K
$22.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-183- 0.86% |
$40.6K - $47.4K
|
21.1K
$5.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
7.61K+ 126.9% |
$1.69M - $1.97M
|
13.6K
$3.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-21.5K- 2.94% |
$4.76M - $5.56M
|
710K
$174M
|
|
|
Feb 13, 2025
Q4 2024
|
Marsico Capital Management LLC
Denver, CO |
SELL
|
- |
-92.6K- 7.44% |
$20.5M - $24M
|
1.15M
$282M
|
|
|
Feb 13, 2025
Q4 2024
|
Sands Capital Management, LLC
Arlington, VA |
SELL
|
- |
-17.5K- 0.64% |
$3.87M - $4.52M
|
2.72M
$664M
|
|
|
Feb 13, 2025
Q4 2024
|
Horiko Capital Management LLC
New York, NY |
SELL
|
- |
-2.39K- 1.91% |
$530K - $620K
|
123K
$30M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.71K- 1.01% |
$822K - $961K
|
365K
$89.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-3.56K- 1.71% |
$788K - $921K
|
205K
$50M
|
|
|
Feb 13, 2025
Q4 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
4.26K+ 4.43% |
$945K - $1.1M
|
101K
$24.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
1.15K+ 0.6% |
$255K - $298K
|
194K
$47.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.05K+ 10.59% |
$454K - $530K
|
21.4K
$5.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-439- 7.25% |
$97.3K - $114K
|
5.62K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
172+ 3.75% |
$38.1K - $44.6K
|
4.76K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
879+ 2.84% |
$195K - $228K
|
31.8K
$7.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-925- 1.94% |
$205K - $240K
|
46.8K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-909- 6.44% |
$202K - $235K
|
13.2K
$3.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-193- 0.59% |
$42.8K - $50K
|
32.3K
$7.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
28+ 0.16% |
$6.21K - $7.25K
|
17.4K
$4.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
77+ 2.31% |
$17.1K - $19.9K
|
3.41K
$833K
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Enterprises, LLC
Appleton, WI |
SELL
|
- |
-3.24K- 7.82% |
$718K - $839K
|
38.2K
$9.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
17.7KNew |
$3.93M - $4.59M
|
17.7K
$4.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-1.48K- 20.69% |
$328K - $383K
|
5.67K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
6.64KNew |
$1.47M - $1.72M
|
6.64K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
8.61KNew |
$1.91M - $2.23M
|
8.61K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
5.71KNew |
$1.27M - $1.48M
|
5.71K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
7.07KNew |
$1.57M - $1.83M
|
7.07K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
2.25KNew |
$499K - $583K
|
2.25K
$550K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
21.6K+ 6.32% |
$4.8M - $5.6M
|
364K
$88.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-2.33K- 6.76% |
$516K - $603K
|
32.1K
$7.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-18.7M- 32.6% |
$4.15B - $4.84B
|
38.7M
$9.45B
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
2.18M+ 109.37% |
$483M - $565M
|
4.17M
$1.02B
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-176- 2.88% |
$39K - $45.6K
|
5.94K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-287- 1.53% |
$63.6K - $74.3K
|
18.4K
$4.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-6.78K- 2.44% |
$1.5M - $1.76M
|
271K
$66.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
60+ 1.06% |
$13.3K - $15.5K
|
5.72K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
34+ 0.18% |
$7.54K - $8.81K
|
18.4K
$4.51M
|