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 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.8K+ 2.21% |
$621K - $726K
|
130K
$30.2M
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
927+ 5.98% |
$206K - $240K
|
16.4K
$3.82M
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-9.39K- 3.7% |
$2.08M - $2.43M
|
244K
$56.8M
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-10.7K- 0.86% |
$2.38M - $2.78M
|
1.23M
$287M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
27.9K+ 3.79% |
$6.2M - $7.24M
|
766K
$178M
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-4.21K- 17.13% |
$933K - $1.09M
|
20.4K
$4.74M
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
687+ 2.74% |
$152K - $178K
|
25.8K
$5.99M
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.64K+ 4.99% |
$363K - $424K
|
34.4K
$8.01M
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.17K+ 3.75% |
$482K - $563K
|
60.2K
$14M
|
|
Jan 28, 2025
Q4 2024
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-497- 1.06% |
$110K - $129K
|
46.4K
$10.8M
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
889New |
$197K - $230K
|
889
$207K
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
3.5K+ 25.36% |
$776K - $907K
|
17.3K
$4.02M
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-420- 1.33% |
$93.1K - $109K
|
31.1K
$7.24M
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2.96K+ 26.88% |
$657K - $768K
|
14K
$3.25M
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.87K+ 20.75% |
$413K - $483K
|
10.9K
$2.52M
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-2.3K- 1.02% |
$511K - $597K
|
223K
$51.9M
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-584- 2.49% |
$129K - $151K
|
22.9K
$5.32M
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-212- 0.66% |
$47K - $54.9K
|
32K
$7.45M
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-379- 1.5% |
$84K - $98.2K
|
24.9K
$5.8M
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
8+ 0.11% |
$1.77K - $2.07K
|
7.33K
$1.71M
|
|
Jan 28, 2025
Q4 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
SELL
|
- |
-655- 17.99% |
$145K - $170K
|
2.99K
$694K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
8.17KNew |
$1.81M - $2.12M
|
8.17K
$1.9M
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
11KNew |
$2.45M - $2.86M
|
11K
$2.57M
|
|
Jan 28, 2025
Q4 2024
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
20.1KNew |
$4.45M - $5.2M
|
20.1K
$4.67M
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
32.9KNew |
$7.28M - $8.51M
|
32.9K
$7.64M
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-198- 1.09% |
$43.9K - $51.3K
|
18K
$4.19M
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
34.6K+ 3.05% |
$7.66M - $8.95M
|
1.17M
$272M
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.47KNew |
$327K - $382K
|
1.47K
$343K
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
844New |
$187K - $219K
|
844
$196K
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.65K- 1.12% |
$365K - $426K
|
145K
$33.8M
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-149- 3.94% |
$33K - $38.6K
|
3.64K
$846K
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-3.58K- 9.03% |
$793K - $927K
|
36K
$8.38M
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-13.2K- 14.6% |
$2.93M - $3.43M
|
77.4K
$18M
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-9.08K- 16.64% |
$2.01M - $2.35M
|
45.5K
$10.6M
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-344K- 11.54% |
$76.3M - $89.1M
|
2.64M
$614M
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
416+ 4.53% |
$92.2K - $108K
|
9.59K
$2.23M
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-22- 1.52% |
$4.88K - $5.7K
|
1.42K
$331K
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-22.5K- 29.64% |
$4.99M - $5.83M
|
53.4K
$12.4M
|
|
Jan 27, 2025
Q4 2024
|
Windward Capital Management CO
|
SELL
|
- |
-14K- 1.37% |
$3.11M - $3.64M
|
1.01M
$235M
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
286+ 6.59% |
$63.4K - $74.1K
|
4.63K
$1.08M
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
23.4K+ 15.03% |
$5.19M - $6.06M
|
179K
$41.6M
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-2.74K- 1.5% |
$607K - $709K
|
180K
$41.9M
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-389- 2.93% |
$86.2K - $101K
|
12.9K
$3M
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
4.15K+ 72.23% |
$921K - $1.08M
|
9.91K
$2.3M
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-43- 0.34% |
$9.53K - $11.1K
|
12.8K
$2.97M
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
742+ 1.49% |
$164K - $192K
|
50.7K
$11.8M
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
3+ 0.06% |
$665 - $777
|
5.24K
$1.22M
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
942+ 16.73% |
$209K - $244K
|
6.57K
$1.53M
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-1.02K- 3.09% |
$227K - $265K
|
32.1K
$7.47M
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
344+ 1.27% |
$76.3K - $89.1K
|
27.4K
$6.37M
|