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 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-812- 2.87% |
$180K - $210K
|
27.5K
$6.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.03K- 4.56% |
$227K - $266K
|
21.5K
$5.27M
|
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-605K- 10.59% |
$134M - $157M
|
5.1M
$1.25B
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-3.28K- 0.98% |
$726K - $848K
|
332K
$81.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.62K- 0.31% |
$581K - $678K
|
839K
$206M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
97+ 0.61% |
$21.5K - $25.1K
|
16.1K
$3.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-285- 2.85% |
$63.2K - $73.8K
|
9.71K
$2.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
3.47K+ 26.91% |
$769K - $899K
|
16.4K
$4.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-6.64K- 2.15% |
$1.47M - $1.72M
|
301K
$74M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
5.21KNew |
$1.15M - $1.35M
|
5.21K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
3.3KNew |
$732K - $856K
|
3.3K
$811K
|
|
|
Feb 10, 2025
Q4 2024
|
Terra Alpha Investments LLC
Washington, DC |
BUY
|
- |
23KNew |
$5.11M - $5.96M
|
23K
$5.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
14.2KNew |
$3.14M - $3.67M
|
14.2K
$3.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-1.07K- 1.85% |
$237K - $277K
|
56.8K
$14M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.05K+ 1.05% |
$232K - $271K
|
101K
$24.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-919- 13.27% |
$204K - $238K
|
6.01K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.36K+ 22.25% |
$523K - $611K
|
13K
$3.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-500- 7.33% |
$111K - $130K
|
6.32K
$1.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11.9K+ 2.21% |
$2.64M - $3.09M
|
552K
$135M
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
527+ 1.47% |
$117K - $137K
|
36.3K
$8.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
62.6K+ 123.35% |
$13.9M - $16.2M
|
113K
$27.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.1K+ 3.25% |
$243K - $284K
|
34.8K
$8.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
458+ 18.86% |
$102K - $119K
|
2.89K
$709K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
26+ 0.55% |
$5.76K - $6.73K
|
4.78K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Haven Capital Group, Inc.
Camarillo, CA |
BUY
|
- |
46.9KNew |
$10.4M - $12.1M
|
46.9K
$11.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
15.3KNew |
$3.39M - $3.96M
|
15.3K
$3.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
8.49K+ 47.15% |
$1.88M - $2.2M
|
26.5K
$6.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
SELL
|
- |
-2.46K- 42.4% |
$545K - $636K
|
3.34K
$820K
|
|
|
Feb 10, 2025
Q4 2024
|
Glynn Capital Management LLC
|
BUY
|
- |
13+ 0.07% |
$2.88K - $3.37K
|
19.1K
$4.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-157- 1.45% |
$34.8K - $40.7K
|
10.7K
$2.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.05K+ 0.13% |
$233K - $272K
|
815K
$200M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-62.2K- 7.44% |
$13.8M - $16.1M
|
774K
$190M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-41- 0.15% |
$9.09K - $10.6K
|
26.9K
$6.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
64.5K+ 1.83% |
$14.3M - $16.7M
|
3.6M
$883M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
1.92K+ 0.75% |
$425K - $497K
|
256K
$63M
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
SELL
|
- |
-1.52K- 3.68% |
$337K - $393K
|
39.7K
$9.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Prospect Hill Management, LLC
|
SELL
|
- |
-1.81K- 0.35% |
$400K - $468K
|
512K
$126M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-464K- 19.87% |
$103M - $120M
|
1.87M
$460M
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-29.7K- 5.07% |
$6.58M - $7.69M
|
555K
$136M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-10.5K- 11.47% |
$2.34M - $2.73M
|
81.4K
$20M
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-23.4K- 3.08% |
$5.19M - $6.07M
|
736K
$181M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
91K+ 6097.52% |
$20.2M - $23.6M
|
92.5K
$22.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
184K+ 35.92% |
$40.8M - $47.7M
|
697K
$171M
|
|
|
Feb 10, 2025
Q4 2024
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
SELL
|
- |
-2.5K- 12.5% |
$554K - $648K
|
17.5K
$4.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-7.4K- 30.83% |
$1.64M - $1.92M
|
16.6K
$4.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.05K+ 1.46% |
$675K - $789K
|
211K
$51.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-1.38K- 6.32% |
$306K - $357K
|
20.5K
$5.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
8+ 0.03% |
$1.77K - $2.07K
|
27.9K
$6.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-29.9K- 5.98% |
$6.62M - $7.74M
|
470K
$115M
|
|
|
Feb 10, 2025
Q4 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2K+ 400.0% |
$443K - $518K
|
2.5K
$614K
|