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 26, 2024
Q4 2023
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
1.76KNew |
$294K - $349K
|
1.76K
$370K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-2.34K- 8.35% |
$390K - $463K
|
25.7K
$5.39M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
CALL |
1KNew |
$167K - $198K
|
1K
$210K
|
|
|
Jan 25, 2024
Q4 2023
|
Gilfoyle & CO LLC
New York, NY |
BUY
|
- |
50+ 22.94% |
$8.34K - $9.91K
|
268
$56.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-792- 1.58% |
$132K - $157K
|
49.5K
$10.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-10.9K- 4.89% |
$1.82M - $2.16M
|
212K
$44.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-1.25K- 22.82% |
$209K - $248K
|
4.23K
$888K
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-2.15K- 10.07% |
$358K - $425K
|
19.2K
$4.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-595- 0.8% |
$99.3K - $118K
|
73.8K
$15.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-1.31K- 5.17% |
$219K - $260K
|
24.1K
$5.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Bonness Enterprises Inc
|
SELL
|
- |
-500- 0.91% |
$83.4K - $99.1K
|
54.4K
$11.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-1.01K- 2.15% |
$169K - $200K
|
45.9K
$9.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.13KNew |
$188K - $223K
|
1.13K
$237K
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-245- 3.52% |
$40.9K - $48.5K
|
6.72K
$1.41M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
4.26K+ 7.37% |
$710K - $843K
|
62K
$13M
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
7.17K+ 4.86% |
$1.2M - $1.42M
|
155K
$32.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
98+ 0.42% |
$16.4K - $19.4K
|
23.7K
$4.97M
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
16.2KNew |
$2.7M - $3.2M
|
16.2K
$3.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.08KNew |
$180K - $214K
|
1.08K
$227K
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
58+ 0.69% |
$9.68K - $11.5K
|
8.51K
$1.79M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.62K- 4.26% |
$1.11M - $1.31M
|
149K
$31.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
2.31K+ 19.3% |
$385K - $457K
|
14.2K
$2.99M
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
CALL |
300+ 100.0% |
$50.1K - $59.4K
|
600
$126K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.66K- 11.62% |
$278K - $330K
|
12.7K
$2.66M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
35.6K+ 14.76% |
$5.94M - $7.05M
|
277K
$58.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
188+ 1.75% |
$31.4K - $37.2K
|
10.9K
$2.29M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-9.87K- 0.51% |
$1.65M - $1.95M
|
1.91M
$402M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
7.72K+ 19.28% |
$1.29M - $1.53M
|
47.8K
$10M
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-496- 1.03% |
$82.8K - $98.3K
|
47.8K
$10M
|
|
|
Jan 02, 2024
Q4 2023
|
Wyrmwood Management LLC
New York, NY |
BUY
|
- |
69+ 69.0% |
$11.5K - $13.7K
|
169
$35.5K
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-4.15K- 65.43% |
$692K - $822K
|
2.19K
$460K
|
|
| Q3 2023 | |||||||
|
Jan 08, 2025
Q3 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-68- 25.37% |
$11.6K - $13.4K
|
200
$42K
|
|
|
Nov 14, 2024
Q3 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
CALL |
357New |
$60.8K - $70.1K
|
357
$75K
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
188+ 2.08% |
$32K - $36.9K
|
9.22K
$1.94M
|
|
|
Aug 08, 2024
Q3 2023
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
- |
900New |
$153K - $177K
|
900
$189K
|
|
|
Aug 08, 2024
Q3 2023
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
PUT |
23.8KNew |
$4.05M - $4.67M
|
23.8K
$5M
|
|
|
Jun 21, 2024
Q3 2023
|
Envoi LLC
Minneapolis, MN |
SELL
|
- |
-4.48KClosed |
$764K - $881K
|
0
$0
|
|
|
Nov 22, 2023
Q3 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
PUT |
800KNew |
$136M - $157M
|
800K
$168M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-426- 10.59% |
$72.6K - $83.7K
|
3.6K
$756K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-147K- 71.8% |
$25.1M - $28.9M
|
57.8K
$12.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
CALL |
200New |
$34.1K - $39.3K
|
200
$42K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-1.1K- 1.28% |
$187K - $216K
|
84.6K
$17.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-16.9K- 22.68% |
$2.88M - $3.32M
|
57.6K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
2.55K+ 1.63% |
$435K - $501K
|
159K
$33.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Samjo Capital LLC
|
BUY
|
- |
1.28KNew |
$218K - $251K
|
1.28K
$269K
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
CALL |
200New |
$34.1K - $39.3K
|
200
$42K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
162K+ 66.8% |
$27.5M - $31.7M
|
403K
$84.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
PUT |
-131K- 16.23% |
$22.3M - $25.7M
|
675K
$142M
|
|
|
Nov 14, 2023
Q3 2023
|
Analog Century Management LP
New York, NY |
SELL
|
- |
-287- 1.18% |
$48.9K - $56.4K
|
24.1K
$5.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
PUT |
1.8KNew |
$307K - $354K
|
1.8K
$378K
|
|