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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-95- 0.53% |
$19.7K - $22.3K
|
17.9K
$4.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
48+ 0.46% |
$9.95K - $11.3K
|
10.4K
$2.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
273K+ 2.17% |
$56.6M - $64.1M
|
12.8M
$2.99B
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-19- 1.11% |
$3.94K - $4.46K
|
1.69K
$394K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
199K+ 59.99% |
$41.3M - $46.7M
|
531K
$124M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
CALL |
54.7KNew |
$11.3M - $12.8M
|
54.7K
$12.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
27.2KNew |
$5.64M - $6.39M
|
27.2K
$6.33M
|
|
|
Nov 05, 2024
Q3 2024
|
John Armitage
Egerton Capital (Uk) LLP
|
BUY
|
- |
202KNew |
$41.8M - $47.4M
|
202K
$46.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-9.29K- 3.33% |
$1.92M - $2.18M
|
270K
$62.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-117- 4.71% |
$24.2K - $27.5K
|
2.37K
$551K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
13.4K+ 46.82% |
$2.77M - $3.14M
|
41.9K
$9.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
244+ 0.58% |
$50.6K - $57.3K
|
42.6K
$9.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-79.3K- 46.15% |
$16.4M - $18.6M
|
92.5K
$21.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-702- 0.34% |
$145K - $165K
|
208K
$48.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-31.6K- 42.77% |
$6.55M - $7.43M
|
42.3K
$9.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
27.4KNew |
$5.69M - $6.44M
|
27.4K
$6.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-6- 0.02% |
$1.24K - $1.41K
|
36.8K
$8.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
18.3K+ 126.41% |
$3.8M - $4.3M
|
32.8K
$7.63M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-12.7K- 9.53% |
$2.62M - $2.97M
|
120K
$27.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
PUT |
-700- 70.0% |
$145K - $164K
|
300
$69.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
112+ 0.55% |
$23.2K - $26.3K
|
20.5K
$4.78M
|
|
|
Nov 05, 2024
Q3 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-3.24K- 74.22% |
$671K - $760K
|
1.12K
$261K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
CALL |
1.5KNew |
$311K - $352K
|
1.5K
$349K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-5.5K- 1.47% |
$1.14M - $1.29M
|
369K
$85.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
271+ 1.02% |
$56.2K - $63.6K
|
26.8K
$6.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.12K- 0.54% |
$231K - $262K
|
207K
$48.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
1+ 0.01% |
$207 - $235
|
6.9K
$1.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.03K- 1.88% |
$420K - $476K
|
106K
$24.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
131K+ 21.23% |
$27.1M - $30.7M
|
747K
$174M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.39K- 5.94% |
$910K - $1.03M
|
69.5K
$16.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Freemont Management S.A.
|
SELL
|
- |
-73K- 57.03% |
$15.1M - $17.1M
|
55K
$12.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-6.36K- 4.99% |
$1.32M - $1.49M
|
121K
$28.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-890- 2.07% |
$184K - $209K
|
42.1K
$9.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
695+ 7.33% |
$144K - $163K
|
10.2K
$2.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.69K- 12.71% |
$558K - $632K
|
18.5K
$4.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-98- 14.35% |
$20.3K - $23K
|
585
$136K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.3K- 1.94% |
$268K - $304K
|
65.3K
$15.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-4.33K- 8.8% |
$897K - $1.02M
|
44.8K
$10.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
PUT |
-29.7K- 99.0% |
$6.15M - $6.97M
|
300
$69.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
94+ 1.69% |
$19.5K - $22.1K
|
5.66K
$1.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
38+ 0.19% |
$7.87K - $8.92K
|
20.6K
$4.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-1.09K- 5.17% |
$226K - $256K
|
20K
$4.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
PUT |
-13.5K- 40.3% |
$2.8M - $3.17M
|
20K
$4.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-1.07K- 9.7% |
$221K - $250K
|
9.91K
$2.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-8- 0.64% |
$1.66K - $1.88K
|
1.25K
$291K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-15.2K- 32.49% |
$3.16M - $3.58M
|
31.6K
$7.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-65- 0.38% |
$13.5K - $15.3K
|
17.3K
$4.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-2.09K- 12.15% |
$432K - $490K
|
15.1K
$3.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Af Advisors, Inc.
|
BUY
|
- |
5+ 0.28% |
$1.04K - $1.17K
|
1.79K
$417K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-14.9K- 63.61% |
$3.09M - $3.5M
|
8.52K
$1.98M
|