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 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-320- 0.77% |
$66.3K - $75.1K
|
41.3K
$9.61M
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.49K+ 0.84% |
$309K - $350K
|
179K
$41.7M
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.64K- 1.15% |
$339K - $385K
|
141K
$32.8M
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-74- 0.71% |
$15.3K - $17.4K
|
10.3K
$2.4M
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
95+ 1.37% |
$19.7K - $22.3K
|
7.01K
$1.63M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.8K+ 3.7% |
$2.65M - $3.01M
|
359K
$83.5M
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
CALL |
1K+ 28.57% |
$207K - $235K
|
4.5K
$1.05M
|
|
Oct 15, 2024
Q3 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-3.29K- 3.38% |
$683K - $773K
|
94K
$21.9M
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-799- 37.99% |
$166K - $188K
|
1.3K
$303K
|
|
Oct 11, 2024
Q3 2024
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
138KNew |
$28.6M - $32.4M
|
138K
$32.1M
|
|
Oct 11, 2024
Q3 2024
|
Viking Fund Management LLC
|
SELL
|
- |
-2K- 8.7% |
$414K - $470K
|
21K
$4.89M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.14K+ 2.54% |
$442K - $501K
|
86.2K
$20M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
360K+ 3.89% |
$74.6M - $84.5M
|
9.62M
$2.24B
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
2.12K+ 5.58% |
$438K - $497K
|
40K
$9.32M
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-105- 1.41% |
$21.8K - $24.7K
|
7.35K
$1.71M
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-584- 7.13% |
$121K - $137K
|
7.61K
$1.77M
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
58.6KNew |
$12.1M - $13.8M
|
58.6K
$13.6M
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-8.02K- 14.39% |
$1.66M - $1.88M
|
47.7K
$11.1M
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
572+ 20.22% |
$119K - $134K
|
3.4K
$791K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.77K- 2.61% |
$780K - $884K
|
141K
$32.7M
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
22.5K+ 22.06% |
$4.67M - $5.29M
|
125K
$29M
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-4.11K- 0.21% |
$851K - $965K
|
1.93M
$450M
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-3- 0.2% |
$622 - $704
|
1.53K
$355K
|
|
Oct 10, 2024
Q3 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-560- 0.45% |
$116K - $131K
|
123K
$28.6M
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
116+ 0.13% |
$24K - $27.2K
|
91.3K
$21.2M
|
|
Oct 09, 2024
Q3 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-580- 27.36% |
$120K - $136K
|
1.54K
$358K
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-427- 1.98% |
$88.5K - $100K
|
21.2K
$4.92M
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
752+ 9.95% |
$156K - $177K
|
8.31K
$1.93M
|
|
Oct 09, 2024
Q3 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$207 - $235
|
8.24K
$1.92M
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-4.23K- 1.93% |
$876K - $993K
|
214K
$49.9M
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
101+ 0.16% |
$20.9K - $23.7K
|
63.9K
$14.9M
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-231- 0.66% |
$47.9K - $54.2K
|
34.8K
$8.09M
|
|
Oct 08, 2024
Q3 2024
|
Fcf Advisors LLC
|
BUY
|
- |
2+ 0.0% |
$414 - $470
|
117K
$27.2M
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-128- 0.16% |
$26.5K - $30.1K
|
77.8K
$18.1M
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.77K+ 8.12% |
$573K - $650K
|
36.8K
$8.57M
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
205+ 2.06% |
$42.5K - $48.1K
|
10.2K
$2.36M
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.5K+ 4.11% |
$933K - $1.06M
|
114K
$26.5M
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.75K+ 6.76% |
$363K - $411K
|
27.7K
$6.43M
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-24- 0.1% |
$4.97K - $5.64K
|
25.1K
$5.84M
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-1.27K- 0.75% |
$262K - $297K
|
167K
$39M
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
274+ 6.82% |
$56.8K - $64.3K
|
4.29K
$999K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
65.3K+ 13.71% |
$13.5M - $15.3M
|
542K
$126M
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-389- 0.39% |
$80.6K - $91.3K
|
100K
$23.3M
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
521+ 0.82% |
$108K - $122K
|
64.4K
$15M
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-29- 1.3% |
$6.01K - $6.81K
|
2.2K
$512K
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
1.46K+ 32.22% |
$303K - $343K
|
5.99K
$1.39M
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-235- 1.2% |
$48.7K - $55.2K
|
19.4K
$4.51M
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-8.23K- 10.15% |
$1.71M - $1.93M
|
72.9K
$17M
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-2.49K- 10.79% |
$517K - $585K
|
20.6K
$4.8M
|