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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.14K+ 0.72% |
$650K - $737K
|
441K
$102M
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
1+ 0.07% |
$207 - $235
|
1.51K
$351K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.68K+ 17.03% |
$555K - $629K
|
18.4K
$4.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
655+ 1.82% |
$136K - $154K
|
36.7K
$8.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-33- 2.77% |
$6.84K - $7.75K
|
1.16K
$269K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
529+ 9.39% |
$110K - $124K
|
6.16K
$1.43M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
16.7K+ 32.76% |
$3.46M - $3.92M
|
67.6K
$15.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-35.8K- 16.11% |
$7.42M - $8.41M
|
187K
$43.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Summit Rock Advisors, LP
|
BUY
|
- |
107+ 0.08% |
$22.2K - $25.1K
|
142K
$32.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-60- 0.72% |
$12.4K - $14.1K
|
8.27K
$1.92M
|
|
|
Oct 30, 2024
Q3 2024
|
Old West Investment Management, LLC
Los Angeles, CA |
SELL
|
- |
-500- 3.73% |
$104K - $117K
|
12.9K
$3M
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-584- 0.3% |
$121K - $137K
|
194K
$45M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
5.25K+ 25.27% |
$1.09M - $1.23M
|
26K
$6.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-874- 4.14% |
$181K - $205K
|
20.2K
$4.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
306+ 1.07% |
$63.4K - $71.9K
|
28.9K
$6.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
PUT |
100+ 2.0% |
$20.7K - $23.5K
|
5.1K
$1.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-807- 1.7% |
$167K - $189K
|
46.6K
$10.8M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-34.1K- 11.79% |
$7.06M - $8M
|
255K
$59.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-228- 4.79% |
$47.2K - $53.5K
|
4.53K
$1.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
312+ 1.19% |
$64.7K - $73.3K
|
26.6K
$6.19M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-7.51K- 1.59% |
$1.56M - $1.76M
|
465K
$108M
|
|
|
Oct 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-41.4K- 4.06% |
$8.57M - $9.72M
|
978K
$228M
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-2.06K- 1.77% |
$428K - $484K
|
114K
$26.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
700+ 5.04% |
$145K - $164K
|
14.6K
$3.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Capitol Family Office, Inc.
|
SELL
|
- |
-21- 0.16% |
$4.35K - $4.93K
|
13.2K
$3.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.32K+ 168.07% |
$1.1M - $1.25M
|
8.48K
$1.97M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-3.25K- 1.06% |
$673K - $763K
|
304K
$70.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-3.49K- 3.27% |
$723K - $820K
|
103K
$24M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-7.87K- 12.43% |
$1.63M - $1.85M
|
55.5K
$12.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-280- 5.79% |
$58K - $65.7K
|
4.56K
$1.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
509+ 5.98% |
$105K - $120K
|
9.03K
$2.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
537+ 5.2% |
$111K - $126K
|
10.9K
$2.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-292- 0.32% |
$60.5K - $68.6K
|
90.5K
$21.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
405+ 0.09% |
$83.9K - $95.1K
|
470K
$109M
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.79K+ 6.58% |
$577K - $654K
|
45.1K
$10.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
1.48K+ 12.8% |
$306K - $347K
|
13K
$3.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-223- 1.56% |
$46.2K - $52.4K
|
14.1K
$3.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
1.1KNew |
$227K - $257K
|
1.1K
$255K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
62.3K+ 1.4% |
$12.9M - $14.6M
|
4.51M
$1.05B
|
|
|
Oct 28, 2024
Q3 2024
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-30- 0.52% |
$6.22K - $7.04K
|
5.76K
$1.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
BUY
|
- |
745+ 3.58% |
$154K - $175K
|
21.5K
$5.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
PUT |
-10- 25.0% |
$2.07K - $2.35K
|
30
$6.98K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-238- 0.26% |
$49.3K - $55.9K
|
90.2K
$21M
|
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
86+ 3.09% |
$17.8K - $20.2K
|
2.87K
$667K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-864- 6.52% |
$179K - $203K
|
12.4K
$2.88M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-864- 6.52% |
$179K - $203K
|
12.4K
$2.88M
|
|
|
Oct 28, 2024
Q3 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-1.55K- 52.9% |
$321K - $364K
|
1.38K
$321K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
6.77KNew |
$1.4M - $1.59M
|
6.77K
$1.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
PUT |
300New |
$62.2K - $70.4K
|
300
$69.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-830- 14.93% |
$172K - $195K
|
4.73K
$1.1M
|