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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.03K+ 24.62% |
$227K - $266K
|
5.19K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
1.01KNew |
$225K - $262K
|
1.01K
$203K
|
|
|
Feb 12, 2025
Q4 2024
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
1K+ 33.78% |
$222K - $259K
|
3.96K
$793K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1K+ 96.99% |
$222K - $259K
|
2.03K
$407K
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
970New |
$215K - $251K
|
970
$194K
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
927New |
$206K - $240K
|
927
$186K
|
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
920+ 194.09% |
$204K - $238K
|
1.39K
$279K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
919New |
$204K - $238K
|
919
$184K
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
912New |
$202K - $236K
|
912
$183K
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
864New |
$192K - $224K
|
864
$173K
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
850New |
$188K - $220K
|
850
$170K
|
|
|
Feb 11, 2025
Q4 2024
|
Parametrica Management LTD
|
BUY
|
- |
844New |
$187K - $219K
|
844
$169K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
844New |
$187K - $219K
|
844
$169K
|
|
|
Feb 14, 2025
Q4 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
837New |
$186K - $217K
|
837
$168K
|
|
|
Feb 13, 2025
Q4 2024
|
Emory University
Atlanta, GA |
BUY
|
- |
826New |
$183K - $214K
|
826
$165K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
BUY
|
- |
821New |
$182K - $213K
|
821
$164K
|
|
|
Feb 13, 2025
Q4 2024
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
818New |
$181K - $212K
|
818
$164K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
817+ 1.57% |
$181K - $212K
|
52.8K
$10.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
812New |
$180K - $210K
|
812
$163K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
811New |
$180K - $210K
|
811
$162K
|
|
|
Jan 28, 2025
Q4 2024
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
802New |
$178K - $208K
|
802
$161K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
PUT |
700+ 100.0% |
$155K - $181K
|
1.4K
$280K
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
663+ 27.71% |
$147K - $172K
|
3.06K
$612K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
650New |
$144K - $168K
|
650
$130K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
626+ 17.74% |
$139K - $162K
|
4.15K
$832K
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
596+ 3.32% |
$132K - $154K
|
18.5K
$3.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
561New |
$124K - $145K
|
561
$112K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
PUT |
500New |
$111K - $130K
|
500
$100K
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
500+ 4.72% |
$111K - $130K
|
11.1K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
489+ 1.62% |
$108K - $127K
|
30.6K
$6.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
466+ 2.33% |
$103K - $121K
|
20.4K
$4.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Partners LLC
|
BUY
|
- |
465+ 2.63% |
$103K - $120K
|
18.1K
$3.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
427+ 30.65% |
$94.7K - $111K
|
1.82K
$365K
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
409+ 16.59% |
$90.7K - $106K
|
2.87K
$576K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
402+ 5.76% |
$89.1K - $104K
|
7.39K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
395+ 16.29% |
$87.6K - $102K
|
2.82K
$565K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
373+ 2.55% |
$82.7K - $96.6K
|
15K
$3.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
335+ 0.61% |
$74.3K - $86.8K
|
55.7K
$11.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
333New |
$73.8K - $86.3K
|
333
$66.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
328New |
$72.7K - $85K
|
328
$65.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
286+ 6.59% |
$63.4K - $74.1K
|
4.63K
$927K
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
261+ 9.75% |
$57.9K - $67.6K
|
2.94K
$588K
|
|
|
Apr 30, 2025
Q4 2024
|
Bosman Wealth Management, LLC
Redlands, CA |
BUY
|
- |
249+ 3.22% |
$55.2K - $64.5K
|
7.99K
$1.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
248+ 10.51% |
$55K - $64.2K
|
2.61K
$522K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
244+ 0.31% |
$54.1K - $63.2K
|
79.2K
$15.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
207+ 0.81% |
$45.9K - $53.6K
|
25.8K
$5.17M
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
200+ 1.12% |
$44.3K - $51.8K
|
18K
$3.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
PUT |
200New |
$44.3K - $51.8K
|
200
$40.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
200+ 11.11% |
$44.3K - $51.8K
|
2K
$401K
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
200+ 13.73% |
$44.3K - $51.8K
|
1.66K
$332K
|