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 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
642+ 0.36% |
$142K - $166K
|
180K
$43M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-2.89K- 1.13% |
$640K - $748K
|
253K
$60.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-188- 0.37% |
$41.7K - $48.7K
|
50.4K
$12.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
17+ 0.11% |
$3.77K - $4.4K
|
14.8K
$3.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.7K+ 4.88% |
$2.59M - $3.02M
|
251K
$60M
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-28.1K- 30.82% |
$6.24M - $7.29M
|
63.1K
$15.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.36K+ 4.35% |
$302K - $353K
|
32.7K
$7.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-158- 0.83% |
$35K - $40.9K
|
18.9K
$4.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-74- 1.23% |
$16.4K - $19.2K
|
5.94K
$1.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-987- 1.14% |
$219K - $256K
|
85.3K
$20.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
3.67K+ 36.92% |
$813K - $950K
|
13.6K
$3.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-10.5K- 82.94% |
$2.32M - $2.71M
|
2.15K
$515K
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-717- 3.72% |
$159K - $186K
|
18.6K
$4.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
30.7KNew |
$6.81M - $7.95M
|
30.7K
$7.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
1.01KNew |
$223K - $261K
|
1.01K
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-2.45K- 3.82% |
$544K - $636K
|
61.7K
$14.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-4.2K- 32.42% |
$932K - $1.09M
|
8.76K
$2.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
9.33K+ 1.33% |
$2.07M - $2.42M
|
711K
$170M
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-148- 0.43% |
$32.8K - $38.3K
|
33.9K
$8.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.69K- 3.77% |
$374K - $437K
|
43.1K
$10.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-49- 0.2% |
$10.9K - $12.7K
|
24.2K
$5.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
9.16K+ 5.72% |
$2.03M - $2.37M
|
169K
$40.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
136+ 0.46% |
$30.1K - $35.2K
|
29.4K
$7.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
2.11K+ 1.77% |
$467K - $546K
|
121K
$29.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-483- 1.86% |
$107K - $125K
|
25.4K
$6.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-13- 0.1% |
$2.88K - $3.37K
|
12.9K
$3.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.07K- 4.89% |
$237K - $277K
|
20.8K
$4.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-1.35K- 1.23% |
$300K - $350K
|
109K
$26M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-10.1K- 0.22% |
$2.23M - $2.61M
|
4.61M
$1.1B
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-12K- 29.78% |
$2.65M - $3.1M
|
28.2K
$6.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-931- 2.75% |
$206K - $241K
|
32.9K
$7.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-813- 0.79% |
$180K - $211K
|
103K
$24.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
987+ 6.41% |
$219K - $256K
|
16.4K
$3.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
645+ 4.52% |
$143K - $167K
|
14.9K
$3.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
515+ 11.67% |
$114K - $133K
|
4.93K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
25+ 1.63% |
$5.54K - $6.48K
|
1.56K
$374K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-92.8K- 8.28% |
$20.6M - $24M
|
1.03M
$246M
|
|
|
Jan 29, 2025
Q4 2024
|
Channing Global Advisors, LLC
|
BUY
|
- |
6.22K+ 42.03% |
$1.38M - $1.61M
|
21K
$5.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
122+ 0.4% |
$27K - $31.6K
|
30.7K
$7.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4.56K- 2.36% |
$1.01M - $1.18M
|
189K
$45.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
689+ 5.43% |
$153K - $178K
|
13.4K
$3.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-152- 0.57% |
$33.7K - $39.4K
|
26.4K
$6.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
17.8KNew |
$3.95M - $4.62M
|
17.8K
$4.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
25.9KNew |
$5.73M - $6.7M
|
25.9K
$6.19M
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-651- 4.56% |
$144K - $169K
|
13.6K
$3.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
973+ 5.29% |
$216K - $252K
|
19.4K
$4.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Grace & White Inc
|
SELL
|
- |
-2K- 14.0% |
$443K - $518K
|
12.3K
$2.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.13K+ 0.76% |
$250K - $292K
|
149K
$35.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
7+ 0.03% |
$1.55K - $1.81K
|
25.4K
$6.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
162+ 2.12% |
$35.9K - $42K
|
7.79K
$1.86M
|