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 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.3K+ 3.94% |
$288K - $337K
|
34.3K
$7.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
627+ 3.06% |
$139K - $162K
|
21.1K
$4.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-337- 0.78% |
$74.7K - $87.3K
|
42.7K
$9.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-393- 1.6% |
$87.1K - $102K
|
24.1K
$5.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-415- 1.13% |
$92K - $107K
|
36.5K
$8.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
3.23KNew |
$717K - $837K
|
3.23K
$752K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-1.34K- 1.81% |
$297K - $347K
|
72.7K
$16.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-264- 5.44% |
$58.5K - $68.4K
|
4.59K
$1.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.63K- 1.81% |
$362K - $423K
|
88.7K
$20.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
9.8K+ 84.15% |
$2.17M - $2.54M
|
21.5K
$4.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
250+ 1.15% |
$55.4K - $64.8K
|
22K
$5.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-15- 0.41% |
$3.33K - $3.89K
|
3.66K
$852K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-250- 11.88% |
$55.4K - $64.8K
|
1.86K
$432K
|
|
|
Feb 03, 2025
Q4 2024
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
39.7KNew |
$8.8M - $10.3M
|
39.7K
$9.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
27KNew |
$5.98M - $6.99M
|
27K
$6.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Sam Advisors, LLC
|
SELL
|
- |
-26- 0.13% |
$5.76K - $6.73K
|
20.5K
$4.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-666- 0.71% |
$148K - $173K
|
93K
$21.6M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-1.09K- 4.48% |
$242K - $283K
|
23.2K
$5.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-21.9K- 2.31% |
$4.85M - $5.66M
|
924K
$215M
|
|
|
Feb 03, 2025
Q4 2024
|
Lipe & Dalton
|
SELL
|
- |
-1.53K- 1.99% |
$339K - $396K
|
75.1K
$17.5M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.96K- 0.58% |
$435K - $509K
|
336K
$78.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-15.9K- 34.43% |
$3.52M - $4.11M
|
30.2K
$7.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-15.7K- 2.21% |
$3.48M - $4.07M
|
694K
$161M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.24K+ 2.0% |
$497K - $580K
|
114K
$26.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
8.81K+ 97.63% |
$1.95M - $2.28M
|
17.8K
$4.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-978- 2.62% |
$217K - $253K
|
36.3K
$8.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.03K- 0.78% |
$227K - $266K
|
131K
$30.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
343+ 3.15% |
$76K - $88.8K
|
11.2K
$2.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
361+ 5.81% |
$80K - $93.5K
|
6.57K
$1.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-67- 0.14% |
$14.9K - $17.4K
|
48.7K
$11.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-8.21K- 14.25% |
$1.82M - $2.13M
|
49.4K
$11.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
5.04KNew |
$1.12M - $1.3M
|
5.04K
$1.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
20.8KNew |
$4.6M - $5.38M
|
20.8K
$4.83M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
135+ 2.73% |
$29.9K - $35K
|
5.08K
$1.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
15+ 0.42% |
$3.33K - $3.89K
|
3.56K
$828K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.81K- 1.43% |
$400K - $468K
|
125K
$29M
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-69- 0.47% |
$15.3K - $17.9K
|
14.6K
$3.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
5.44K+ 0.95% |
$1.21M - $1.41M
|
577K
$134M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-235- 3.68% |
$52.1K - $60.9K
|
6.15K
$1.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.78K+ 9.16% |
$394K - $461K
|
21.2K
$4.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7.79K- 4.08% |
$1.73M - $2.02M
|
183K
$42.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
31.8K+ 7.51% |
$7.06M - $8.25M
|
456K
$106M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-34.9K- 58.19% |
$7.74M - $9.04M
|
25.1K
$5.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.25K- 2.67% |
$943K - $1.1M
|
155K
$36.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
489+ 1.24% |
$108K - $127K
|
39.9K
$9.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-205- 1.21% |
$45.4K - $53.1K
|
16.7K
$3.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-45.6K- 17.98% |
$10.1M - $11.8M
|
208K
$48.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Matthew 25 Management Corp
|
SELL
|
- |
-1.5K- 2.34% |
$333K - $389K
|
62.5K
$14.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
351+ 0.57% |
$77.8K - $90.9K
|
62.1K
$14.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
266+ 1.75% |
$59K - $68.9K
|
15.5K
$3.6M
|