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, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
4.81K+ 14.9% |
$803K - $953K
|
37.1K
$8.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-2.89K- 5.27% |
$482K - $572K
|
51.8K
$12.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
PUT |
453KNew |
$75.5M - $89.7M
|
453K
$105M
|
|
|
Feb 06, 2024
Q4 2023
|
Discovery Value Fund
Singapore, U0 |
SELL
|
- |
-1.5K- 9.38% |
$250K - $297K
|
14.5K
$3.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-10.9K- 2.36% |
$1.82M - $2.17M
|
452K
$105M
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
1.22KNew |
$203K - $241K
|
1.22K
$283K
|
|
|
Feb 05, 2024
Q4 2023
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-68- 3.76% |
$11.3K - $13.5K
|
1.74K
$405K
|
|
|
Feb 02, 2024
Q4 2023
|
Poplar Forest Capital LLC
|
SELL
|
- |
-800- 13.64% |
$134K - $158K
|
5.07K
$1.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
PUT |
7.2KNew |
$1.2M - $1.43M
|
7.2K
$1.67M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-8.14K- 3.45% |
$1.36M - $1.61M
|
228K
$53M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
19.8KNew |
$3.31M - $3.93M
|
19.8K
$4.61M
|
|
|
Feb 01, 2024
Q4 2023
|
Emory University
Atlanta, GA |
SELL
|
- |
-667- 33.76% |
$111K - $132K
|
1.31K
$304K
|
|
|
Feb 01, 2024
Q4 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-195K- 52.96% |
$32.6M - $38.7M
|
173K
$40.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
PUT |
-1.7K- 19.54% |
$284K - $337K
|
7K
$1.63M
|
|
|
Feb 01, 2024
Q4 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
568+ 4.0% |
$94.8K - $113K
|
14.8K
$3.44M
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-19.7K- 24.89% |
$3.29M - $3.91M
|
59.5K
$13.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
PUT |
22.5KNew |
$3.76M - $4.46M
|
22.5K
$5.23M
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
206New |
$34.4K - $40.8K
|
206
$47.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-198K- 52.9% |
$33.1M - $39.3M
|
177K
$41.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Lattice Capital Management, LLC
|
BUY
|
- |
1.7K+ 2.44% |
$284K - $337K
|
71.4K
$16.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
19.2K+ 3.09% |
$3.2M - $3.8M
|
640K
$149M
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
155+ 12.44% |
$25.9K - $30.7K
|
1.4K
$326K
|
|
|
Jan 29, 2024
Q4 2023
|
Westwood Management Corp
|
SELL
|
- |
-58.5K- 56.7% |
$9.76M - $11.6M
|
44.6K
$10.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.71K+ 2.54% |
$285K - $338K
|
69.1K
$16.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
1.76KNew |
$294K - $349K
|
1.76K
$410K
|
|
|
Jan 26, 2024
Q4 2023
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
613+ 34.09% |
$102K - $121K
|
2.41K
$561K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-2.34K- 8.35% |
$390K - $463K
|
25.7K
$5.97M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
CALL |
1KNew |
$167K - $198K
|
1K
$233K
|
|
|
Jan 25, 2024
Q4 2023
|
Gilfoyle & CO LLC
New York, NY |
BUY
|
- |
50+ 22.94% |
$8.34K - $9.91K
|
268
$62.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
1+ 0.08% |
$167 - $198
|
1.31K
$304K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-792- 1.58% |
$132K - $157K
|
49.5K
$11.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-1.08K- 4.94% |
$179K - $213K
|
20.7K
$4.81M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-10.9K- 4.89% |
$1.82M - $2.16M
|
212K
$49.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
CALL |
500New |
$83.4K - $99.1K
|
500
$116K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-1.25K- 22.82% |
$209K - $248K
|
4.23K
$983K
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-2.15K- 10.07% |
$358K - $425K
|
19.2K
$4.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-595- 0.8% |
$99.3K - $118K
|
73.8K
$17.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-1.31K- 5.17% |
$219K - $260K
|
24.1K
$5.61M
|
|
|
Jan 22, 2024
Q4 2023
|
Bonness Enterprises Inc
|
SELL
|
- |
-500- 0.91% |
$83.4K - $99.1K
|
54.4K
$12.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
29+ 0.04% |
$4.84K - $5.75K
|
70.6K
$16.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-1.01K- 2.15% |
$169K - $200K
|
45.9K
$10.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
CALL |
-200- 50.0% |
$33.4K - $39.6K
|
200
$46.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.13KNew |
$188K - $223K
|
1.13K
$262K
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-245- 3.52% |
$40.9K - $48.5K
|
6.72K
$1.56M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
4.26K+ 7.37% |
$710K - $843K
|
62K
$14.4M
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
7.17K+ 4.86% |
$1.2M - $1.42M
|
155K
$36M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
179K+ 14.33% |
$29.9M - $35.5M
|
1.43M
$332M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
98+ 0.42% |
$16.4K - $19.4K
|
23.7K
$5.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
16.2KNew |
$2.7M - $3.2M
|
16.2K
$3.76M
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.08KNew |
$180K - $214K
|
1.08K
$251K
|