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 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
24.9K+ 5.73% |
$5.51M - $6.44M
|
459K
$111M
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-6.84K- 0.32% |
$1.52M - $1.77M
|
2.13M
$514M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3.26K- 2.85% |
$722K - $844K
|
111K
$26.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-101- 0.23% |
$22.4K - $26.2K
|
43.3K
$10.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-799- 29.25% |
$177K - $207K
|
1.93K
$467K
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
8.86KNew |
$1.97M - $2.3M
|
8.86K
$2.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
7K+ 0.65% |
$1.55M - $1.81M
|
1.08M
$261M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
CALL |
1.8K+ 900.0% |
$399K - $466K
|
2K
$483K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.96K+ 4.88% |
$2.21M - $2.58M
|
214K
$51.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
87.3K+ 7.84% |
$19.4M - $22.6M
|
1.2M
$290M
|
|
|
Feb 07, 2025
Q4 2024
|
Ycg, LLC
|
SELL
|
- |
-287- 0.15% |
$63.6K - $74.3K
|
197K
$47.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-27.7K- 4.42% |
$6.13M - $7.17M
|
599K
$145M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.8K+ 4.45% |
$399K - $466K
|
42.2K
$10.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
1.05K+ 0.67% |
$232K - $271K
|
157K
$38M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-3.65K- 2.17% |
$810K - $946K
|
164K
$39.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-25.2K- 49.24% |
$5.59M - $6.53M
|
26K
$6.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.74K- 1.47% |
$386K - $451K
|
117K
$28.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
33+ 0.24% |
$7.32K - $8.55K
|
14K
$3.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-281- 2.7% |
$62.3K - $72.8K
|
10.1K
$2.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
255K+ 3181.02% |
$56.6M - $66.1M
|
263K
$63.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-44.2K- 13.94% |
$9.8M - $11.4M
|
273K
$65.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.12K+ 8.8% |
$471K - $550K
|
26.3K
$6.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
11.2KNew |
$2.49M - $2.9M
|
11.2K
$2.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
8.06KNew |
$1.79M - $2.09M
|
8.06K
$1.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3.89KNew |
$862K - $1.01M
|
3.89K
$939K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-19.4K- 19.92% |
$4.29M - $5.01M
|
77.8K
$18.8M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-9.92K- 0.18% |
$2.2M - $2.57M
|
5.54M
$1.34B
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
4.08K+ 3.6% |
$904K - $1.06M
|
117K
$28.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-145K- 16.51% |
$32.1M - $37.5M
|
732K
$177M
|
|
|
Feb 06, 2025
Q4 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-179K- 93.07% |
$39.8M - $46.5M
|
13.4K
$3.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
417+ 7.53% |
$92.4K - $108K
|
5.96K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Dje Kapital Ag
82049 Pullach, 2M |
BUY
|
- |
542KNew |
$120M - $140M
|
542K
$131M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
19K+ 13.43% |
$4.22M - $4.93M
|
161K
$38.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-23K- 1.25% |
$5.11M - $5.97M
|
1.81M
$438M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-439- 1.41% |
$97.3K - $114K
|
30.6K
$7.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-341- 0.46% |
$75.6K - $88.3K
|
74.2K
$17.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-746- 5.12% |
$165K - $193K
|
13.8K
$3.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
20.2K+ 52.03% |
$4.47M - $5.23M
|
58.9K
$14.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
48+ 0.1% |
$10.6K - $12.4K
|
48.9K
$11.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Gruss & Co., LLC
|
BUY
|
- |
1K+ 27.03% |
$222K - $259K
|
4.7K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-150- 0.16% |
$33.3K - $38.9K
|
94.4K
$22.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-159- 0.32% |
$35.2K - $41.2K
|
50.3K
$12.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
57+ 0.13% |
$12.6K - $14.8K
|
43.2K
$10.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
4.23K+ 2.95% |
$938K - $1.1M
|
148K
$35.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
124+ 0.36% |
$27.5K - $32.1K
|
34.1K
$8.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-204- 4.23% |
$45.2K - $52.8K
|
4.62K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
28.6K+ 12.99% |
$6.35M - $7.42M
|
249K
$60.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-26- 0.54% |
$5.76K - $6.73K
|
4.76K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1+ 0.08% |
$222 - $259
|
1.24K
$299K
|
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
106KNew |
$23.4M - $27.3M
|
106K
$25.5M
|