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 |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
CALL |
500New |
$82.5K - $108K
|
500
$116K
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
SELL
|
- |
-243- 0.57% |
$40.1K - $52.7K
|
42.6K
$9.91M
|
|
Jul 26, 2024
Q2 2024
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-50- 1.85% |
$8.25K - $10.8K
|
2.65K
$617K
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.08K+ 2.83% |
$178K - $233K
|
39.2K
$9.11M
|
|
Jul 26, 2024
Q2 2024
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
1.36KNew |
$225K - $296K
|
1.36K
$317K
|
|
Jul 25, 2024
Q2 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
8.36KNew |
$1.38M - $1.81M
|
8.36K
$1.95M
|
|
Jul 25, 2024
Q2 2024
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
21.5K+ 8.05% |
$3.55M - $4.66M
|
289K
$67.2M
|
|
Jul 25, 2024
Q2 2024
|
Ceredex Value Advisors LLC
|
BUY
|
- |
150KNew |
$24.7M - $32.4M
|
150K
$34.8M
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
15.6K+ 46.37% |
$2.58M - $3.38M
|
49.3K
$11.5M
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-904- 0.19% |
$149K - $196K
|
481K
$112M
|
|
Jul 25, 2024
Q2 2024
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
2.01KNew |
$332K - $436K
|
2.01K
$468K
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-2.17K- 4.44% |
$357K - $469K
|
46.7K
$10.9M
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
220K+ 34.03% |
$36.3M - $47.7M
|
866K
$202M
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
PUT |
45.3K+ 423.36% |
$7.47M - $9.82M
|
56K
$13M
|
|
Jul 25, 2024
Q2 2024
|
Wt Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
380KNew |
$62.7M - $82.4M
|
380K
$88.4M
|
|
Jul 25, 2024
Q2 2024
|
Yong Rong (Hk) Asset Management LTD
|
BUY
|
- |
157KNew |
$26M - $34.1M
|
157K
$36.6M
|
|
Jul 24, 2024
Q2 2024
|
Zweig Di Menna Associates LLC
|
BUY
|
CALL |
35KNew |
$5.78M - $7.58M
|
35K
$8.14M
|
|
Jul 24, 2024
Q2 2024
|
Penbrook Management LLC
|
SELL
|
- |
-666- 13.96% |
$110K - $144K
|
4.1K
$955K
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
PUT |
400New |
$66K - $86.7K
|
400
$93K
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
BUY
|
CALL |
5.5KNew |
$908K - $1.19M
|
5.5K
$1.28M
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
SELL
|
- |
-210- 11.36% |
$34.7K - $45.5K
|
1.64K
$381K
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-2.28K- 1.76% |
$377K - $495K
|
128K
$29.7M
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-36- 1.45% |
$5.94K - $7.8K
|
2.45K
$570K
|
|
Jul 22, 2024
Q2 2024
|
Consolidated Investment Group LLC
|
SELL
|
- |
-17.9K- 21.3% |
$2.96M - $3.88M
|
66.2K
$15.4M
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-292- 2.96% |
$48.2K - $63.3K
|
9.57K
$2.23M
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
PUT |
300+ 10.0% |
$49.5K - $65K
|
3.3K
$768K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-26.5K- 4.24% |
$4.37M - $5.74M
|
598K
$139M
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
BUY
|
- |
149+ 0.89% |
$24.6K - $32.3K
|
16.9K
$3.92M
|
|
Jul 18, 2024
Q2 2024
|
La Financiere De L'Echiquier
|
SELL
|
- |
-1.55K- 11.16% |
$256K - $337K
|
12.4K
$2.88M
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
CALL |
100New |
$16.5K - $21.7K
|
100
$23.3K
|
|
Jul 17, 2024
Q2 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-150- 2.85% |
$24.8K - $32.5K
|
5.11K
$1.19M
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.09K+ 11.8% |
$180K - $236K
|
10.3K
$2.4M
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
1.18K+ 30.38% |
$194K - $255K
|
5.06K
$1.18M
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
223+ 2.21% |
$36.8K - $48.3K
|
10.3K
$2.4M
|
|
Jul 15, 2024
Q2 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-101K- 94.27% |
$16.7M - $21.9M
|
6.14K
$1.43M
|
|
Jul 15, 2024
Q2 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-85- 0.56% |
$14K - $18.4K
|
15.1K
$3.52M
|
|
Jul 15, 2024
Q2 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-50- 0.67% |
$8.25K - $10.8K
|
7.45K
$1.73M
|
|
Jul 15, 2024
Q2 2024
|
American Asset Management Inc.
|
SELL
|
- |
-71- 2.38% |
$11.7K - $15.4K
|
2.91K
$677K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
183K+ 529.95% |
$30.2M - $39.7M
|
218K
$50.7M
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-51- 0.93% |
$8.42K - $11.1K
|
5.44K
$1.26M
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$165 - $217
|
4.05K
$941K
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
PUT |
4KNew |
$660K - $867K
|
4K
$930K
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
4+ 0.01% |
$660 - $867
|
36.8K
$8.56M
|
|
Jul 09, 2024
Q2 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
265+ 0.99% |
$43.7K - $57.4K
|
27K
$6.28M
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-3.17K- 6.38% |
$523K - $687K
|
46.5K
$10.8M
|
|
Jul 08, 2024
Q2 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
988New |
$163K - $214K
|
988
$230K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
687+ 1.38% |
$113K - $149K
|
50.4K
$11.7M
|
|
Jul 03, 2024
Q2 2024
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
BUY
|
- |
100+ 1.67% |
$16.5K - $21.7K
|
6.1K
$1.42M
|
|
Q1 2024 | |||||||
Feb 05, 2025
Q1 2024
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
SELL
|
- |
-20.1KClosed |
$3.4M - $3.93M
|
0
$0
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-829- 23.16% |
$140K - $162K
|
2.75K
$640K
|