Latest Institutional Purchases of Apple Inc. (AAPL)
This list provides information on the latest institutional transactions involving Apple Inc. (AAPL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
749+ 2.21% |
$155K - $176K
|
34.7K
$8.14M
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
747+ 26.39% |
$155K - $175K
|
3.58K
$841K
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
746+ 1.36% |
$155K - $175K
|
55.5K
$13M
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
746+ 17.69% |
$155K - $175K
|
4.96K
$1.17M
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
BUY
|
- |
745+ 3.58% |
$154K - $175K
|
21.5K
$5.06M
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
744+ 1.84% |
$154K - $175K
|
41.3K
$9.7M
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
742+ 1.29% |
$154K - $174K
|
58.1K
$13.6M
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
735+ 1.02% |
$152K - $173K
|
72.7K
$17.1M
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
735+ 1.17% |
$152K - $173K
|
63.4K
$14.9M
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
734+ 1.59% |
$152K - $172K
|
46.9K
$11M
|
|
Oct 08, 2024
Q3 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
733+ 0.19% |
$152K - $172K
|
379K
$89M
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
729+ 1.13% |
$151K - $171K
|
65.5K
$15.4M
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
728+ 5.24% |
$151K - $171K
|
14.6K
$3.43M
|
|
Oct 30, 2024
Q3 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
727+ 1.38% |
$151K - $171K
|
53.6K
$12.6M
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
720+ 1.64% |
$149K - $169K
|
44.7K
$10.5M
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
718+ 1.36% |
$149K - $169K
|
53.4K
$12.6M
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
718+ 14.16% |
$149K - $169K
|
5.79K
$1.36M
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
717+ 2.26% |
$149K - $168K
|
32.4K
$7.62M
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
716+ 0.89% |
$148K - $168K
|
81.2K
$19.1M
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
700+ 5.04% |
$145K - $164K
|
14.6K
$3.43M
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
697+ 3.28% |
$144K - $164K
|
21.9K
$5.16M
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
695+ 7.33% |
$144K - $163K
|
10.2K
$2.39M
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
690+ 0.68% |
$143K - $162K
|
101K
$23.8M
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
689+ 2.36% |
$143K - $162K
|
29.9K
$7.03M
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
688New |
$143K - $162K
|
688
$162K
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
687+ 1.09% |
$142K - $161K
|
63.5K
$14.9M
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
685+ 7.61% |
$142K - $161K
|
9.69K
$2.28M
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
684+ 9.85% |
$142K - $161K
|
7.63K
$1.79M
|
|
Oct 04, 2024
Q3 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
682+ 2.48% |
$141K - $160K
|
28.2K
$6.63M
|
|
Oct 16, 2024
Q3 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
680+ 1.16% |
$141K - $160K
|
59.5K
$14M
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
677+ 3.45% |
$140K - $159K
|
20.3K
$4.77M
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
674+ 0.74% |
$140K - $158K
|
91.7K
$21.6M
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
671+ 2.9% |
$139K - $158K
|
23.8K
$5.59M
|
|
Oct 22, 2024
Q3 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
670+ 0.6% |
$139K - $157K
|
112K
$26.2M
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
669+ 7.19% |
$139K - $157K
|
9.97K
$2.34M
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
663+ 3.68% |
$137K - $156K
|
18.7K
$4.38M
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
662+ 0.4% |
$137K - $155K
|
167K
$39.2M
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
657+ 1.46% |
$136K - $154K
|
45.7K
$10.7M
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
657+ 2.72% |
$136K - $154K
|
24.8K
$5.83M
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
656+ 7.95% |
$136K - $154K
|
8.91K
$2.09M
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
655+ 16.3% |
$136K - $154K
|
4.67K
$1.1M
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
655+ 1.82% |
$136K - $154K
|
36.7K
$8.61M
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
652+ 1.26% |
$135K - $153K
|
52.4K
$12.3M
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
650+ 3.69% |
$135K - $153K
|
18.3K
$4.3M
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
650+ 22.96% |
$135K - $153K
|
3.48K
$818K
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
BUY
|
- |
650+ 3.19% |
$135K - $153K
|
21K
$4.94M
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
650+ 0.23% |
$135K - $153K
|
287K
$67.5M
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
646+ 7.44% |
$134K - $152K
|
9.33K
$2.19M
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
643+ 0.41% |
$133K - $151K
|
157K
$36.9M
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
640+ 2.41% |
$133K - $150K
|
27.2K
$6.39M
|