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 22, 2025
Q4 2024
|
Libra Wealth LLC
|
SELL
|
- |
-1.31K- 4.7% |
$290K - $339K
|
26.5K
$6.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-871- 1.18% |
$193K - $226K
|
72.8K
$17.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-593- 0.59% |
$131K - $154K
|
99.3K
$23.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
33+ 0.1% |
$7.32K - $8.55K
|
31.9K
$7.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
18+ 0.08% |
$3.99K - $4.66K
|
22.3K
$5.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.1K- 3.24% |
$245K - $286K
|
33K
$7.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-398- 10.89% |
$88.2K - $103K
|
3.26K
$772K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
7.37K+ 7.17% |
$1.63M - $1.91M
|
110K
$26.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
388+ 3.17% |
$86K - $100K
|
12.6K
$2.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-180- 1.1% |
$39.9K - $46.6K
|
16.3K
$3.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.73K+ 2.81% |
$826K - $965K
|
136K
$32.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-463- 0.63% |
$103K - $120K
|
72.6K
$17.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-445- 1.17% |
$98.7K - $115K
|
37.6K
$8.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
58.5KNew |
$13M - $15.1M
|
58.5K
$13.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Chico Wealth Ria
|
SELL
|
- |
-210- 3.61% |
$46.6K - $54.4K
|
5.61K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-2.76K- 3.04% |
$611K - $714K
|
87.9K
$20.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
BUY
|
- |
430+ 0.3% |
$95.3K - $111K
|
143K
$34M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-30.2K- 2.93% |
$6.7M - $7.83M
|
1M
$238M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-423- 0.04% |
$93.8K - $110K
|
1.16M
$276M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-48- 0.09% |
$10.6K - $12.4K
|
54.5K
$12.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-62- 2.08% |
$13.7K - $16.1K
|
2.92K
$692K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-1.19K- 5.64% |
$263K - $307K
|
19.8K
$4.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
5.92K+ 16.52% |
$1.31M - $1.53M
|
41.7K
$9.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
1.94K+ 5.79% |
$431K - $503K
|
35.5K
$8.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.17K- 2.18% |
$703K - $822K
|
142K
$33.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
PUT |
-300- 11.11% |
$66.5K - $77.7K
|
2.4K
$568K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.28K- 6.9% |
$283K - $331K
|
17.2K
$4.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-18.5K- 16.91% |
$4.1M - $4.79M
|
90.8K
$21.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.09% |
$11.1K - $13K
|
58K
$13.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-75- 0.14% |
$16.6K - $19.4K
|
53K
$12.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
892+ 0.65% |
$198K - $231K
|
139K
$32.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-100- 6.57% |
$22.2K - $25.9K
|
1.42K
$337K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-4.54K- 13.53% |
$1.01M - $1.18M
|
29K
$6.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
562K+ 4.73% |
$124M - $145M
|
12.4M
$2.95B
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8.96K+ 2.69% |
$1.99M - $2.32M
|
342K
$81.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
36.6K+ 25.93% |
$8.12M - $9.49M
|
178K
$42.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-56- 0.33% |
$12.4K - $14.5K
|
16.9K
$4.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
28.3K+ 3.36% |
$6.27M - $7.33M
|
870K
$206M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
5.8K+ 27.36% |
$1.29M - $1.5M
|
27K
$6.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
56+ 2.86% |
$12.4K - $14.5K
|
2.01K
$477K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-209- 1.27% |
$46.3K - $54.1K
|
16.3K
$3.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
SELL
|
- |
-28.7K- 2.96% |
$6.36M - $7.43M
|
941K
$223M
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-10- 0.11% |
$2.22K - $2.59K
|
9.04K
$2.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
35+ 0.23% |
$7.76K - $9.07K
|
15.1K
$3.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Ug Investment Advisers Ltd.
Taipei, F5 |
SELL
|
- |
-27.4K- 11.9% |
$6.07M - $7.09M
|
203K
$48M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.69K+ 5.07% |
$374K - $437K
|
35K
$8.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-597- 4.7% |
$132K - $155K
|
12.1K
$2.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
102+ 0.8% |
$22.6K - $26.4K
|
12.8K
$3.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.38K+ 0.56% |
$307K - $358K
|
250K
$59.2M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
578+ 2.07% |
$128K - $150K
|
28.6K
$6.76M
|