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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
370+ 5.25% |
$62.5K - $72.2K
|
7.42K
$1.72M
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
3.46KNew |
$585K - $676K
|
3.46K
$806K
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
BUY
|
- |
10.1K+ 111.94% |
$1.71M - $1.97M
|
19.1K
$4.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-2.38K- 5.2% |
$402K - $464K
|
43.3K
$10.1M
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
2.77K+ 13.93% |
$468K - $541K
|
22.7K
$5.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-4.18K- 64.56% |
$706K - $816K
|
2.3K
$534K
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
CALL |
1.8KNew |
$304K - $351K
|
1.8K
$419K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
PUT |
1KNew |
$169K - $195K
|
1K
$233K
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
67.5KNew |
$11.4M - $13.2M
|
67.5K
$15.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
43.4KNew |
$7.33M - $8.46M
|
43.4K
$10.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
4+ 0.04% |
$676 - $781
|
11.4K
$2.64M
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
18.5K+ 200.02% |
$3.13M - $3.62M
|
27.8K
$6.47M
|
|
|
Apr 11, 2024
Q1 2024
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
SELL
|
- |
-124- 3.42% |
$21K - $24.2K
|
3.5K
$814K
|
|
|
Apr 11, 2024
Q1 2024
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
12K+ 24.0% |
$2.03M - $2.34M
|
62K
$14.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-532- 26.73% |
$89.9K - $104K
|
1.46K
$339K
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
CALL |
-3- 8.57% |
$507 - $586
|
32
$7.44K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-150- 0.6% |
$25.4K - $29.3K
|
25K
$5.81M
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
556+ 31.56% |
$94K - $109K
|
2.32K
$539K
|
|
| Q4 2023 | |||||||
|
Feb 10, 2025
Q4 2023
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
32.2KNew |
$5.37M - $6.38M
|
32.2K
$7.49M
|
|
|
Feb 07, 2025
Q4 2023
|
Croban
Fremont, OH |
BUY
|
- |
7.3KNew |
$1.22M - $1.45M
|
7.3K
$1.7M
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
31+ 0.19% |
$5.17K - $6.14K
|
16.5K
$3.83M
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
PUT |
-13.8M- 93.22% |
$2.29B - $2.72B
|
1M
$233M
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
305+ 1.63% |
$50.9K - $60.4K
|
19K
$4.42M
|
|
|
May 09, 2024
Q4 2023
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.58KNew |
$263K - $312K
|
1.58K
$367K
|
|
|
May 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-19.2K- 6.75% |
$3.2M - $3.8M
|
264K
$61.5M
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
24KNew |
$4M - $4.75M
|
24K
$5.58M
|
|
|
May 03, 2024
Q4 2023
|
Fiat Wealth Management LLC
Wayzata, MN |
BUY
|
- |
2.61KNew |
$435K - $516K
|
2.61K
$606K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-618- 2.03% |
$103K - $122K
|
29.8K
$6.93M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-276- 1.72% |
$46.1K - $54.7K
|
15.8K
$3.67M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
2.12K+ 3.54% |
$353K - $419K
|
62K
$14.4M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
3.67KNew |
$612K - $727K
|
3.67K
$853K
|
|
|
Mar 15, 2024
Q4 2023
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-43- 1.03% |
$7.18K - $8.52K
|
4.15K
$965K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-548- 7.96% |
$91.5K - $109K
|
6.33K
$1.47M
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
298K+ 620.21% |
$49.7M - $59M
|
346K
$80.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-11.3K- 22.49% |
$1.88M - $2.24M
|
38.9K
$9.05M
|
|
|
Feb 15, 2024
Q4 2023
|
Angle Point Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
5.1KNew |
$851K - $1.01M
|
5.1K
$1.19M
|
|
|
Feb 15, 2024
Q4 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
100+ 1.93% |
$16.7K - $19.8K
|
5.29K
$1.23M
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
PUT |
16KNew |
$2.67M - $3.17M
|
16K
$3.72M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
11KNew |
$1.84M - $2.19M
|
11K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-780- 19.85% |
$130K - $155K
|
3.15K
$733K
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
600+ 1132.08% |
$100K - $119K
|
653
$152K
|
|
|
Feb 14, 2024
Q4 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
PUT |
-90K- 50.0% |
$15M - $17.8M
|
90K
$20.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Totem Point Management, LLC
New York, NY |
SELL
|
- |
-4.4K- 24.38% |
$734K - $871K
|
13.6K
$3.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
11KNew |
$1.84M - $2.19M
|
11K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Disciplined Growth Investors Inc
Minneapolis, MN |
SELL
|
- |
-642- 30.48% |
$107K - $127K
|
1.46K
$341K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
71.5KNew |
$11.9M - $14.2M
|
71.5K
$16.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Herald Investment Management LTD
|
SELL
|
- |
-6.5K- 20.63% |
$1.08M - $1.29M
|
25K
$5.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Salzhauer Michael
|
SELL
|
- |
-10- 0.29% |
$1.67K - $1.98K
|
3.42K
$795K
|
|
|
Feb 14, 2024
Q4 2023
|
Rokos Capital Management LLP
London, X0 |
BUY
|
PUT |
1.44M+ 168.8% |
$240M - $285M
|
2.29M
$533M
|
|
|
Feb 14, 2024
Q4 2023
|
Needham Investment Management LLC
New York, NY |
SELL
|
- |
-2.25K- 6.82% |
$376K - $446K
|
30.8K
$7.15M
|
|