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 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
|
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
SELL
|
- |
-425- 4.49% |
$94.2K - $110K
|
9.04K
$2.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-176- 1.12% |
$39K - $45.6K
|
15.5K
$3.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
8.57K+ 17.52% |
$1.9M - $2.22M
|
57.4K
$13.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
BUY
|
- |
194+ 1.42% |
$43K - $50.2K
|
13.8K
$3.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
613+ 2.33% |
$136K - $159K
|
26.9K
$6.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-43.8K- 16.15% |
$9.71M - $11.3M
|
227K
$53.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-18- 0.13% |
$3.99K - $4.66K
|
13.7K
$3.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-41.1K- 1.46% |
$9.1M - $10.6M
|
2.76M
$655M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-229- 5.65% |
$50.8K - $59.3K
|
3.82K
$905K
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-718- 1.48% |
$159K - $186K
|
47.7K
$11.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-635- 3.44% |
$141K - $164K
|
17.8K
$4.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
59+ 0.57% |
$13.1K - $15.3K
|
10.5K
$2.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-130- 0.24% |
$28.8K - $33.7K
|
54.3K
$12.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-34- 0.05% |
$7.54K - $8.81K
|
70.3K
$16.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
SELL
|
- |
-2.86K- 2.9% |
$634K - $741K
|
95.9K
$22.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-120- 1.25% |
$26.6K - $31.1K
|
9.45K
$2.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-283- 0.54% |
$62.7K - $73.3K
|
52.2K
$12.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-481- 0.83% |
$107K - $125K
|
57.3K
$13.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-4.6K- 3.61% |
$1.02M - $1.19M
|
123K
$29.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
PUT |
10K+ 50.0% |
$2.22M - $2.59M
|
30K
$7.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
18+ 0.13% |
$3.99K - $4.66K
|
14.2K
$3.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
187+ 1.88% |
$41.5K - $48.4K
|
10.1K
$2.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-503- 0.68% |
$112K - $130K
|
73K
$17.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-1.28K- 9.29% |
$284K - $332K
|
12.5K
$2.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.02K- 1.16% |
$448K - $523K
|
172K
$40.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
73+ 0.9% |
$16.2K - $18.9K
|
8.17K
$1.94M
|