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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21.8K+ 5.53% |
$4.83M - $5.64M
|
416K
$88.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
172+ 8.11% |
$38.1K - $44.6K
|
2.29K
$487K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
9.01K+ 65.23% |
$2M - $2.33M
|
22.8K
$4.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-100- 2.31% |
$22.2K - $25.9K
|
4.24K
$900K
|
|
|
Jan 30, 2025
Q4 2024
|
Vista Finance, LLC
|
SELL
|
- |
-39- 0.67% |
$8.65K - $10.1K
|
5.76K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
186KNew |
$41.3M - $48.3M
|
186K
$39.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Sycomore Asset Management
|
BUY
|
- |
9.18K+ 74.68% |
$2.04M - $2.38M
|
21.5K
$4.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$222 - $259
|
14.9K
$3.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
BUY
|
- |
3.44K+ 32.58% |
$763K - $891K
|
14K
$2.97M
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
154+ 2.77% |
$34.1K - $39.9K
|
5.72K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
53+ 3.77% |
$11.7K - $13.7K
|
1.46K
$310K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
561New |
$124K - $145K
|
561
$119K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-27.9K- 42.93% |
$6.19M - $7.23M
|
37.1K
$7.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
39+ 2.29% |
$8.65K - $10.1K
|
1.74K
$370K
|
|
|
Jan 28, 2025
Q4 2024
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
802New |
$178K - $208K
|
802
$170K
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
6.95K+ 23.95% |
$1.54M - $1.8M
|
36K
$7.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
970New |
$215K - $251K
|
970
$206K
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-300- 2.06% |
$66.5K - $77.7K
|
14.3K
$3.03M
|
|
|
Jan 28, 2025
Q4 2024
|
North Growth Management Ltd.
|
SELL
|
- |
-7K- 15.91% |
$1.55M - $1.81M
|
37K
$7.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
CALL |
-400- 66.67% |
$88.7K - $104K
|
200
$42.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
SELL
|
- |
-142- 0.56% |
$31.5K - $36.8K
|
25.4K
$5.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-3.89K- 3.63% |
$863K - $1.01M
|
103K
$21.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
844New |
$187K - $219K
|
844
$179K
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
286+ 6.59% |
$63.4K - $74.1K
|
4.63K
$983K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-2.74K- 1.5% |
$607K - $709K
|
180K
$38.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-18.2K- 49.65% |
$4.04M - $4.72M
|
18.5K
$3.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-200- 0.86% |
$44.3K - $51.8K
|
23.1K
$4.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
5+ 0.09% |
$1.11K - $1.3K
|
5.54K
$1.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
PUT |
7.2KNew |
$1.6M - $1.86M
|
7.2K
$1.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-965- 1.91% |
$214K - $250K
|
49.5K
$10.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
PUT |
200New |
$44.3K - $51.8K
|
200
$42.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
2+ 0.07% |
$443 - $518
|
2.98K
$632K
|
|
|
Jan 24, 2025
Q4 2024
|
Boit C F David
Boston, MA |
BUY
|
- |
100+ 0.33% |
$22.2K - $25.9K
|
30K
$6.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
148+ 1.02% |
$32.8K - $38.3K
|
14.6K
$3.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-52- 1.89% |
$11.5K - $13.5K
|
2.7K
$573K
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
864New |
$192K - $224K
|
864
$184K
|
|
|
Jan 24, 2025
Q4 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
SELL
|
- |
-3.39KClosed |
$752K - $878K
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.62KNew |
$359K - $420K
|
1.62K
$344K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
200+ 11.11% |
$44.3K - $51.8K
|
2K
$425K
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-80- 3.06% |
$17.7K - $20.7K
|
2.54K
$539K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-601- 3.1% |
$133K - $156K
|
18.8K
$3.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-165- 2.3% |
$36.6K - $42.7K
|
7.01K
$1.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-65- 1.82% |
$14.4K - $16.8K
|
3.51K
$746K
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
8.3KNew |
$1.84M - $2.15M
|
8.3K
$1.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
CALL |
150New |
$33.3K - $38.9K
|
150
$31.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-11- 0.37% |
$2.44K - $2.85K
|
2.96K
$628K
|
|
|
Jan 23, 2025
Q4 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-53.7K- 98.24% |
$11.9M - $13.9M
|
964
$205K
|
|
|
Jan 23, 2025
Q4 2024
|
Peavine Capital, LLC
|
SELL
|
- |
-2.2K- 9.84% |
$488K - $570K
|
20.2K
$4.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
1.01KNew |
$225K - $262K
|
1.01K
$215K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
143+ 0.52% |
$31.7K - $37K
|
27.7K
$5.89M
|