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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.84K- 2.02% |
$628K - $734K
|
137K
$33.7M
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-11.4K- 6.47% |
$2.52M - $2.95M
|
165K
$40.4M
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1+ 0.0% |
$222 - $259
|
20.2K
$4.96M
|
|
Jan 30, 2025
Q4 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
91+ 0.66% |
$20.2K - $23.6K
|
13.9K
$3.4M
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
1+ 0.05% |
$222 - $259
|
2.21K
$542K
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-688- 3.23% |
$153K - $178K
|
20.6K
$5.06M
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
487+ 9.81% |
$108K - $126K
|
5.45K
$1.34M
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-391- 1.95% |
$86.7K - $101K
|
19.7K
$4.83M
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
835+ 3.04% |
$185K - $216K
|
28.3K
$6.94M
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
9.86KNew |
$2.19M - $2.55M
|
9.86K
$2.42M
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
186KNew |
$41.3M - $48.3M
|
186K
$45.8M
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-399- 8.45% |
$88.5K - $103K
|
4.32K
$1.06M
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-3.53K- 6.37% |
$782K - $913K
|
51.9K
$12.7M
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-19.6K- 4.46% |
$4.34M - $5.07M
|
419K
$103M
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
SELL
|
- |
-21K- 1.84% |
$4.65M - $5.43M
|
1.12M
$275M
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8.11K+ 42.17% |
$1.8M - $2.1M
|
27.3K
$6.71M
|
|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
5KNew |
$1.11M - $1.3M
|
5K
$1.23M
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
31.6K+ 15.11% |
$7.01M - $8.18M
|
241K
$59.1M
|
|
Jan 29, 2025
Q4 2024
|
Sycomore Asset Management
|
BUY
|
- |
9.18K+ 74.68% |
$2.04M - $2.38M
|
21.5K
$5.27M
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-745- 0.4% |
$165K - $193K
|
185K
$45.3M
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-3K- 3.23% |
$666K - $778K
|
89.9K
$22.1M
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
2.11K+ 0.96% |
$468K - $546K
|
221K
$54.3M
|
|
Jan 29, 2025
Q4 2024
|
Arlington Partners LLC
|
BUY
|
- |
465+ 2.63% |
$103K - $120K
|
18.1K
$4.45M
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.15K- 0.53% |
$255K - $297K
|
216K
$53.1M
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$222 - $259
|
14.9K
$3.66M
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.42K+ 3.88% |
$536K - $627K
|
64.8K
$15.9M
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-13.4K- 5.13% |
$2.96M - $3.46M
|
247K
$60.6M
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$665 - $777
|
3.75K
$920K
|
|
Jan 29, 2025
Q4 2024
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
BUY
|
- |
3.44K+ 32.58% |
$763K - $891K
|
14K
$3.44M
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-2.95K- 1.83% |
$655K - $765K
|
158K
$38.8M
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
27.6KNew |
$6.13M - $7.16M
|
27.6K
$6.79M
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-91- 0.14% |
$20.2K - $23.6K
|
67.2K
$16.5M
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
2+ 0.04% |
$443 - $518
|
4.65K
$1.14M
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.35K+ 2.59% |
$1.85M - $2.16M
|
331K
$81.2M
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
723+ 0.2% |
$160K - $187K
|
371K
$91M
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
SELL
|
- |
-19- 0.06% |
$4.21K - $4.92K
|
32K
$7.86M
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.02K+ 3.16% |
$448K - $524K
|
66K
$16.2M
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
40.9K+ 2.99% |
$9.08M - $10.6M
|
1.41M
$346M
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.6K+ 27.52% |
$356K - $415K
|
7.43K
$1.82M
|
|
Jan 29, 2025
Q4 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
16+ 0.2% |
$3.55K - $4.14K
|
8.17K
$2.01M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.36K- 1.59% |
$1.41M - $1.65M
|
394K
$96.9M
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
6.05K+ 45.02% |
$1.34M - $1.57M
|
19.5K
$4.78M
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-371- 4.02% |
$82.2K - $96.1K
|
8.85K
$2.17M
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
5+ 0.04% |
$1.11K - $1.3K
|
12.3K
$3.03M
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
18.6KNew |
$4.13M - $4.83M
|
18.6K
$4.57M
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
154+ 2.77% |
$34.1K - $39.9K
|
5.72K
$1.4M
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-184- 0.43% |
$40.8K - $47.7K
|
42.3K
$10.4M
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-6.26K- 36.34% |
$1.39M - $1.62M
|
11K
$2.69M
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-757- 4.51% |
$168K - $196K
|
16K
$3.94M
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-22.2K- 15.83% |
$4.93M - $5.76M
|
118K
$29M
|