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 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
886+ 9.65% |
$196K - $229K
|
10.1K
$2.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-1.51K- 10.5% |
$335K - $391K
|
12.9K
$2.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-1.56K- 6.28% |
$347K - $405K
|
23.4K
$5.43M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
6.75KNew |
$1.5M - $1.75M
|
6.75K
$1.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-218- 0.33% |
$48.3K - $56.5K
|
65.9K
$15.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-4.6K- 1.89% |
$1.02M - $1.19M
|
239K
$55.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
213K+ 3.01% |
$47.3M - $55.2M
|
7.3M
$1.7B
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-2.25K- 1.04% |
$500K - $584K
|
214K
$49.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
149K+ 3.85% |
$33.1M - $38.7M
|
4.02M
$936M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.74K- 4.25% |
$385K - $450K
|
39.1K
$9.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-134- 0.88% |
$29.7K - $34.7K
|
15.1K
$3.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.94K+ 8.56% |
$652K - $762K
|
37.3K
$8.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
2.84K+ 4.93% |
$629K - $735K
|
60.4K
$14.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
29.3K+ 1.52% |
$6.51M - $7.6M
|
1.96M
$456M
|
|
|
Jan 31, 2025
Q4 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-4.89K- 5.02% |
$1.08M - $1.27M
|
92.6K
$21.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.51K- 2.16% |
$334K - $390K
|
68.2K
$15.9M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.03K+ 0.4% |
$1.34M - $1.56M
|
1.52M
$352M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
PUT |
-2- 1.96% |
$443 - $518
|
100
$23.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-64- 1.71% |
$14.2K - $16.6K
|
3.68K
$857K
|
|
|
Jan 31, 2025
Q4 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
16.8K+ 23.22% |
$3.72M - $4.35M
|
89.1K
$20.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-343- 1.08% |
$76K - $88.8K
|
31.3K
$7.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-109K- 9.54% |
$24.2M - $28.3M
|
1.04M
$241M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
PUT |
5.1KNew |
$1.13M - $1.32M
|
5.1K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-65- 1.26% |
$14.4K - $16.8K
|
5.1K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
223+ 0.48% |
$49.4K - $57.8K
|
47K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
BUY
|
- |
25.7K+ 16.05% |
$5.69M - $6.65M
|
186K
$43.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-316- 2.69% |
$70.1K - $81.9K
|
11.4K
$2.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-3.23K- 0.63% |
$717K - $837K
|
507K
$118M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
23.2K+ 11.92% |
$5.14M - $6M
|
218K
$50.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
833+ 0.41% |
$185K - $216K
|
202K
$46.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
54+ 0.6% |
$12K - $14K
|
9K
$2.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-12.5K- 1.93% |
$2.76M - $3.23M
|
631K
$147M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.42K- 0.69% |
$315K - $369K
|
204K
$47.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.75K- 0.95% |
$388K - $453K
|
182K
$42.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.03K+ 4.05% |
$229K - $267K
|
26.5K
$6.16M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
66.8KNew |
$14.8M - $17.3M
|
66.8K
$15.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-329- 0.25% |
$72.9K - $85.2K
|
132K
$30.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
79+ 2.38% |
$17.5K - $20.5K
|
3.4K
$790K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
262+ 1.27% |
$58.1K - $67.9K
|
20.9K
$4.87M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
135+ 1.92% |
$29.9K - $35K
|
7.17K
$1.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1.46K- 1.46% |
$323K - $378K
|
98.3K
$22.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-3.95K- 1.02% |
$875K - $1.02M
|
382K
$88.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-665- 1.1% |
$147K - $172K
|
59.7K
$13.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-2.49K- 2.61% |
$553K - $646K
|
93.2K
$21.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
BUY
|
- |
476+ 0.57% |
$106K - $123K
|
84K
$19.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-582- 2.8% |
$129K - $151K
|
20.2K
$4.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-3.54K- 1.99% |
$785K - $917K
|
174K
$40.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-3.17K- 1.53% |
$704K - $822K
|
204K
$47.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-418K- 92.92% |
$92.7M - $108M
|
31.9K
$7.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
4.47K+ 9.85% |
$992K - $1.16M
|
49.9K
$11.6M
|