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
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.55K- 0.32% |
$343K - $401K
|
488K
$111M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
PUT |
6KNew |
$1.33M - $1.55M
|
6K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-87- 1.39% |
$19.3K - $22.5K
|
6.15K
$1.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-524- 0.46% |
$116K - $136K
|
114K
$25.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1.23K- 1.34% |
$272K - $317K
|
90.1K
$20.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
74.4KNew |
$16.5M - $19.3M
|
74.4K
$16.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.44K- 1.15% |
$540K - $631K
|
209K
$47.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
782+ 2.79% |
$173K - $203K
|
28.8K
$6.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
316K+ 2.83% |
$70M - $81.8M
|
11.5M
$2.61B
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.4K+ 2.15% |
$310K - $362K
|
66.5K
$15.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.36K+ 1.02% |
$302K - $353K
|
134K
$30.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-36.6K- 41.47% |
$8.11M - $9.47M
|
51.6K
$11.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-179- 1.46% |
$39.7K - $46.4K
|
12.1K
$2.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.74K+ 25.22% |
$1.05M - $1.23M
|
23.5K
$5.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
4.46K+ 10.62% |
$988K - $1.15M
|
46.4K
$10.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.71K+ 16.53% |
$380K - $444K
|
12.1K
$2.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
1.02K+ 4.38% |
$225K - $263K
|
24.2K
$5.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
9.21K+ 4.03% |
$2.04M - $2.39M
|
238K
$54.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-93.1K- 1.72% |
$20.6M - $24.1M
|
5.33M
$1.21B
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
51+ 0.72% |
$11.3K - $13.2K
|
7.17K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.42K- 1.78% |
$314K - $367K
|
78.2K
$17.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
176+ 2.03% |
$39K - $45.6K
|
8.85K
$2.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
115+ 1.66% |
$25.5K - $29.8K
|
7.05K
$1.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-340- 0.86% |
$75.4K - $88.1K
|
39.3K
$8.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
300+ 1.84% |
$66.5K - $77.7K
|
16.6K
$3.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
27+ 1.03% |
$5.99K - $6.99K
|
2.65K
$604K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-11.6K- 15.85% |
$2.58M - $3.02M
|
61.8K
$14.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-294- 0.52% |
$65.2K - $76.2K
|
56K
$12.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-1.27K- 0.37% |
$280K - $328K
|
343K
$78.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
16.8K+ 55.89% |
$3.72M - $4.34M
|
46.8K
$10.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
883+ 0.92% |
$196K - $229K
|
96.5K
$22M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
6.3K+ 15.8% |
$1.4M - $1.63M
|
46.2K
$10.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
771+ 3.27% |
$171K - $200K
|
24.4K
$5.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-138- 1.58% |
$30.6K - $35.7K
|
8.6K
$1.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
22.8K+ 0.89% |
$5.06M - $5.91M
|
2.58M
$588M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
13.2K+ 22.99% |
$2.92M - $3.41M
|
70.4K
$16M
|
|
|
Feb 06, 2025
Q4 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
10K+ 5.37% |
$2.22M - $2.59M
|
196K
$44.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.2K+ 2.42% |
$2.47M - $2.89M
|
472K
$108M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.07K- 0.74% |
$458K - $535K
|
278K
$63.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-16.6K- 9.2% |
$3.68M - $4.3M
|
164K
$37.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
CALL |
-8.2K- 22.28% |
$1.82M - $2.12M
|
28.6K
$6.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
SELL
|
- |
-181- 2.71% |
$40.1K - $46.9K
|
6.5K
$1.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-1.61K- 4.88% |
$357K - $418K
|
31.5K
$7.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-439- 0.85% |
$97.3K - $114K
|
51K
$11.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-5- 0.43% |
$1.11K - $1.3K
|
1.16K
$263K
|
|
|
Feb 06, 2025
Q4 2024
|
Menlo Advisors LLC
|
BUY
|
- |
41+ 0.08% |
$9.09K - $10.6K
|
54.6K
$12.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-5.5K- 13.02% |
$1.22M - $1.42M
|
36.7K
$8.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
235K+ 5.61% |
$52.1M - $60.9M
|
4.43M
$1.01B
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
4.38KNew |
$971K - $1.13M
|
4.38K
$997K
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
1K+ 9.8% |
$223K - $260K
|
11.3K
$2.56M
|