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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
SELL
|
- |
-126- 0.63% |
$27.9K - $32.6K
|
19.8K
$4.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
PUT |
6KNew |
$1.33M - $1.55M
|
6K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
27+ 1.03% |
$5.99K - $6.99K
|
2.65K
$563K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
4.38KNew |
$971K - $1.13M
|
4.38K
$931K
|
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-25.9K- 80.14% |
$5.73M - $6.7M
|
6.41K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-6- 0.19% |
$1.33K - $1.55K
|
3.07K
$653K
|
|
|
Feb 06, 2025
Q4 2024
|
Leverage Partners Absolute Return Fund Spc
|
SELL
|
CALL |
-58- 4.8% |
$12.9K - $15K
|
1.15K
$244K
|
|
|
Feb 06, 2025
Q4 2024
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
CALL |
-2.8K- 84.85% |
$621K - $725K
|
500
$106K
|
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
26.8KNew |
$5.94M - $6.94M
|
26.8K
$5.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
2.38KNew |
$529K - $618K
|
2.38K
$507K
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
248+ 10.51% |
$55K - $64.2K
|
2.61K
$554K
|
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
82+ 0.05% |
$18.2K - $21.2K
|
152K
$32.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Factorial Partners, LLC
|
SELL
|
- |
-400- 3.33% |
$88.7K - $104K
|
11.6K
$2.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.79K- 4.97% |
$396K - $463K
|
34.1K
$7.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
PUT |
2.5KNew |
$554K - $648K
|
2.5K
$531K
|
|
|
Feb 05, 2025
Q4 2024
|
Silphium Asset Management LTD
London, X0 |
SELL
|
- |
-344- 2.82% |
$76.3K - $89.1K
|
11.9K
$2.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
8.33KNew |
$1.85M - $2.16M
|
8.33K
$1.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
3.82K+ 3.46% |
$847K - $990K
|
114K
$24.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-6.57K- 3.14% |
$1.46M - $1.7M
|
203K
$43.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.62KNew |
$360K - $420K
|
1.62K
$345K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
244+ 0.31% |
$54.1K - $63.2K
|
79.2K
$16.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
409+ 16.59% |
$90.7K - $106K
|
2.87K
$611K
|
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
920+ 194.09% |
$204K - $238K
|
1.39K
$296K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-6.12K- 2.96% |
$1.36M - $1.59M
|
201K
$42.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
3.45KNew |
$764K - $893K
|
3.45K
$732K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
PUT |
-210K- 94.63% |
$46.5M - $54.4M
|
11.9K
$2.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-196- 2.06% |
$43.5K - $50.8K
|
9.33K
$1.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-7.6K- 84.89% |
$1.68M - $1.97M
|
1.35K
$287K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
9.44K+ 45.37% |
$2.09M - $2.44M
|
30.2K
$6.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-168- 6.27% |
$37.2K - $43.5K
|
2.51K
$534K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.25K+ 0.46% |
$720K - $841K
|
716K
$152M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-11K- 17.8% |
$2.44M - $2.85M
|
50.7K
$10.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-3.6K- 17.61% |
$798K - $932K
|
16.8K
$3.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Investment Management Associates Inc
|
SELL
|
- |
-46- 3.59% |
$10.2K - $11.9K
|
1.24K
$262K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-34.7K- 94.06% |
$7.68M - $8.98M
|
2.19K
$465K
|
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-985- 8.77% |
$218K - $255K
|
10.2K
$2.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
4.08KNew |
$903K - $1.06M
|
4.08K
$866K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
626+ 17.74% |
$139K - $162K
|
4.15K
$883K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
135+ 2.73% |
$29.9K - $35K
|
5.08K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-45.6K- 17.98% |
$10.1M - $11.8M
|
208K
$44.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1K+ 96.99% |
$222K - $259K
|
2.03K
$432K
|
|
|
Feb 03, 2025
Q4 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-150- 7.09% |
$33.3K - $38.9K
|
1.97K
$418K
|
|
|
Feb 03, 2025
Q4 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-268- 14.46% |
$59.4K - $69.4K
|
1.59K
$337K
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
912New |
$202K - $236K
|
912
$194K
|
|
|
Feb 03, 2025
Q4 2024
|
Fisher Funds Management LTD
Auckland, Q2 |
BUY
|
- |
372KNew |
$82.5M - $96.4M
|
372K
$79M
|
|
|
Jan 31, 2025
Q4 2024
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
SELL
|
- |
-595K- 26.43% |
$132M - $154M
|
1.66M
$352M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
CALL |
2KNew |
$443K - $518K
|
2K
$425K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
PUT |
-2- 1.96% |
$443 - $518
|
100
$21.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-3.54K- 1.99% |
$785K - $917K
|
174K
$37M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-503- 2.91% |
$112K - $130K
|
16.8K
$3.57M
|