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 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
5.93KNew |
$1.31M - $1.54M
|
5.93K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-619- 1.54% |
$137K - $160K
|
39.6K
$9.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
954+ 3.64% |
$211K - $247K
|
27.1K
$6.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-175- 0.29% |
$38.8K - $45.3K
|
60.5K
$14.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-3K- 2.54% |
$666K - $778K
|
115K
$27.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-1.59K- 7.35% |
$353K - $412K
|
20K
$4.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
PUT |
2.4KNew |
$532K - $622K
|
2.4K
$568K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
69.2K+ 14.78% |
$15.3M - $17.9M
|
537K
$127M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
94+ 0.03% |
$20.8K - $24.3K
|
349K
$82.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-3.56K- 4.79% |
$789K - $922K
|
70.8K
$16.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.89K+ 9.61% |
$420K - $491K
|
21.6K
$5.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-1.49K- 4.65% |
$330K - $386K
|
30.5K
$7.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.95K+ 4.04% |
$432K - $505K
|
50.2K
$11.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-35- 0.09% |
$7.76K - $9.07K
|
36.9K
$8.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-377- 5.65% |
$83.6K - $97.7K
|
6.3K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4+ 0.11% |
$887 - $1.04K
|
3.51K
$832K
|
|
|
Jan 17, 2025
Q4 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
4.31KNew |
$956K - $1.12M
|
4.31K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-600- 9.58% |
$133K - $155K
|
5.67K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
1.75K+ 3.34% |
$388K - $454K
|
54.2K
$12.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-290- 0.18% |
$64.3K - $75.1K
|
158K
$37.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-14.5K- 31.03% |
$3.21M - $3.76M
|
32.2K
$7.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.13K+ 5.17% |
$251K - $294K
|
23.1K
$5.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-809- 1.3% |
$179K - $210K
|
61.6K
$14.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-4.4K- 2.14% |
$976K - $1.14M
|
201K
$47.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
223+ 0.62% |
$49.4K - $57.8K
|
36.4K
$8.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
937+ 4.6% |
$208K - $243K
|
21.3K
$5.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-1.76K- 3.09% |
$390K - $456K
|
55.1K
$13.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-33- 0.46% |
$7.32K - $8.55K
|
7.18K
$1.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
2.66K+ 1.54% |
$590K - $690K
|
176K
$41.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-83- 0.81% |
$18.4K - $21.5K
|
10.1K
$2.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
539+ 1.8% |
$119K - $140K
|
30.5K
$7.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
15.2KNew |
$3.38M - $3.94M
|
15.2K
$3.61M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.4K+ 3.96% |
$311K - $363K
|
36.8K
$8.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
480+ 0.57% |
$106K - $124K
|
85.2K
$20.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
BUY
|
- |
1+ 0.03% |
$222 - $259
|
3.58K
$849K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-140- 0.33% |
$31K - $36.3K
|
42.2K
$9.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
166+ 0.41% |
$36.8K - $43K
|
40.3K
$9.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-444K- 66.9% |
$98.5M - $115M
|
220K
$52.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-74- 0.18% |
$16.4K - $19.2K
|
40.8K
$9.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.09% |
$443 - $518
|
2.25K
$533K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
150+ 0.25% |
$33.3K - $38.9K
|
60.1K
$14.2M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-7.16K- 5.63% |
$1.59M - $1.85M
|
120K
$28.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-583- 0.14% |
$129K - $151K
|
423K
$100M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
592+ 8.84% |
$131K - $153K
|
7.29K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-1.25K- 5.71% |
$278K - $324K
|
20.7K
$4.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
911+ 2.66% |
$202K - $236K
|
35.2K
$8.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
44.4K+ 14.87% |
$9.85M - $11.5M
|
343K
$81.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-300- 8.29% |
$66.5K - $77.7K
|
3.32K
$786K
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
21.4KNew |
$4.75M - $5.55M
|
21.4K
$5.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-347- 1.73% |
$76.9K - $89.9K
|
19.8K
$4.68M
|