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
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.84K+ 9.63% |
$2.18M - $2.55M
|
112K
$26M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
24.8K+ 5.68% |
$5.5M - $6.43M
|
462K
$108M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-489- 3.23% |
$108K - $127K
|
14.6K
$3.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-359- 2.75% |
$79.6K - $93K
|
12.7K
$2.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
1+ 0.08% |
$222 - $259
|
1.24K
$288K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1K+ 96.99% |
$222K - $259K
|
2.03K
$472K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
9+ 0.16% |
$2K - $2.33K
|
5.77K
$1.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-150- 7.09% |
$33.3K - $38.9K
|
1.97K
$458K
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-189- 1.21% |
$41.9K - $49K
|
15.4K
$3.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.84K- 5.36% |
$407K - $476K
|
32.4K
$7.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-108- 1.29% |
$23.9K - $28K
|
8.27K
$1.92M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-62- 0.81% |
$13.7K - $16.1K
|
7.59K
$1.76M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.41K+ 14.69% |
$311K - $364K
|
11K
$2.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-268- 14.46% |
$59.4K - $69.4K
|
1.59K
$369K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-4- 0.01% |
$887 - $1.04K
|
30.4K
$7.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-1.65K- 3.83% |
$365K - $426K
|
41.3K
$9.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
41+ 0.48% |
$9.09K - $10.6K
|
8.66K
$2.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
912New |
$202K - $236K
|
912
$212K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
7.7KNew |
$1.71M - $1.99M
|
7.7K
$1.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
10.2KNew |
$2.26M - $2.64M
|
10.2K
$2.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
20.9KNew |
$4.63M - $5.41M
|
20.9K
$4.85M
|
|
|
Feb 03, 2025
Q4 2024
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
BUY
|
- |
57.8KNew |
$12.8M - $15M
|
57.8K
$13.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Fisher Funds Management LTD
Auckland, Q2 |
BUY
|
- |
372KNew |
$82.5M - $96.4M
|
372K
$86.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
SELL
|
- |
-595K- 26.43% |
$132M - $154M
|
1.66M
$385M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
27.1K+ 14.85% |
$6.02M - $7.03M
|
210K
$48.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
CALL |
2KNew |
$443K - $518K
|
2K
$465K
|
|
|
Jan 31, 2025
Q4 2024
|
Baillie Gifford & CO
|
BUY
|
- |
75.2K+ 10.08% |
$16.7M - $19.5M
|
821K
$191M
|
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
44+ 0.22% |
$9.75K - $11.4K
|
19.8K
$4.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.45K+ 3.72% |
$544K - $635K
|
68.5K
$15.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
685+ 3.26% |
$152K - $177K
|
21.7K
$5.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-146- 0.87% |
$32.4K - $37.8K
|
16.6K
$3.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
213K+ 114.35% |
$47.2M - $55.1M
|
399K
$92.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-4.12K- 2.9% |
$914K - $1.07M
|
138K
$32.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
21.7MNew |
$4.82B - $5.63B
|
21.7M
$5.05B
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-35- 0.36% |
$7.76K - $9.07K
|
9.69K
$2.25M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
213K+ 3.98% |
$47.3M - $55.2M
|
5.58M
$1.3B
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-2.34K- 1.98% |
$518K - $605K
|
115K
$26.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-2.16K- 6.59% |
$480K - $560K
|
30.6K
$7.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-1.38K- 1.74% |
$306K - $357K
|
77.8K
$18.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
2.13K+ 10.59% |
$472K - $552K
|
22.3K
$5.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-3.79K- 16.27% |
$841K - $982K
|
19.5K
$4.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
941+ 4.59% |
$209K - $244K
|
21.4K
$4.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
199+ 0.84% |
$44.1K - $51.5K
|
24K
$5.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
1.16K+ 2.35% |
$256K - $299K
|
50.3K
$11.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-500- 3.0% |
$111K - $130K
|
16.2K
$3.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-3.96K- 2.84% |
$877K - $1.02M
|
135K
$31.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-792- 1.35% |
$176K - $205K
|
58K
$13.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-254- 0.33% |
$56.3K - $65.8K
|
76K
$17.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-462- 1.12% |
$102K - $120K
|
40.9K
$9.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-438- 0.85% |
$97.1K - $113K
|
51K
$11.9M
|