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 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
303+ 1.07% |
$67.2K - $78.5K
|
28.7K
$6.8M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
BUY
|
- |
3.1K+ 12.95% |
$688K - $804K
|
27.1K
$6.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
115+ 0.16% |
$25.5K - $29.8K
|
73K
$17.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.67K+ 0.59% |
$369K - $432K
|
282K
$66.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-351- 0.02% |
$77.8K - $90.9K
|
1.74M
$411M
|
|
|
Jan 15, 2025
Q4 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-4.21K- 10.14% |
$933K - $1.09M
|
37.3K
$8.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-219- 0.4% |
$48.6K - $56.7K
|
54.9K
$13M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.34K+ 1.0% |
$296K - $346K
|
135K
$31.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-3.11K- 2.38% |
$689K - $806K
|
127K
$30.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-639- 1.49% |
$142K - $166K
|
42.2K
$9.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5.63K+ 4.69% |
$1.25M - $1.46M
|
126K
$29.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
402+ 5.76% |
$89.1K - $104K
|
7.39K
$1.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
5.05K+ 8.44% |
$1.12M - $1.31M
|
64.8K
$15.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-1.4K- 24.84% |
$310K - $363K
|
4.24K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-14.2K- 2.12% |
$3.15M - $3.68M
|
657K
$156M
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-256- 3.86% |
$56.8K - $66.3K
|
6.37K
$1.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-211K- 31.14% |
$46.8M - $54.6M
|
467K
$111M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.16K+ 6.95% |
$922K - $1.08M
|
64K
$15.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.37K+ 0.98% |
$304K - $355K
|
141K
$33.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
745+ 6.0% |
$165K - $193K
|
13.2K
$3.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
35+ 0.5% |
$7.76K - $9.07K
|
6.97K
$1.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4.25K+ 34.49% |
$943K - $1.1M
|
16.6K
$3.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-2.01K- 32.79% |
$446K - $521K
|
4.12K
$977K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
39.9K+ 3.4% |
$8.84M - $10.3M
|
1.21M
$287M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
15.4K+ 2.74% |
$3.41M - $3.98M
|
576K
$137M
|
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-285- 4.64% |
$63.2K - $73.8K
|
5.86K
$1.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-471- 6.13% |
$104K - $122K
|
7.21K
$1.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
240K+ 148.59% |
$53.2M - $62.2M
|
401K
$95.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-14- 0.02% |
$3.1K - $3.63K
|
68.6K
$16.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
BUY
|
- |
132+ 0.65% |
$29.3K - $34.2K
|
20.6K
$4.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-803- 0.61% |
$178K - $208K
|
131K
$31M
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-983- 1.46% |
$218K - $255K
|
66.5K
$15.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
949+ 8.38% |
$210K - $246K
|
12.3K
$2.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
2+ 0.06% |
$443 - $518
|
3.47K
$822K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-2.37K- 7.74% |
$525K - $613K
|
28.2K
$6.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.02K- 3.2% |
$226K - $264K
|
30.9K
$7.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-377- 1.63% |
$83.6K - $97.7K
|
22.7K
$5.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-7.07K- 3.05% |
$1.57M - $1.83M
|
224K
$53.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.61K+ 1.44% |
$579K - $676K
|
184K
$43.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
5.51K+ 4.47% |
$1.22M - $1.43M
|
129K
$30.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
48+ 1.29% |
$10.6K - $12.4K
|
3.78K
$894K
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-2.6K- 9.66% |
$576K - $673K
|
24.3K
$5.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
27+ 0.28% |
$5.99K - $6.99K
|
9.84K
$2.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-70- 0.13% |
$15.5K - $18.1K
|
52.8K
$12.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-112- 7.53% |
$24.8K - $29K
|
1.38K
$326K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-122- 0.52% |
$27K - $31.6K
|
23.3K
$5.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
40+ 0.51% |
$8.87K - $10.4K
|
7.94K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
351+ 3.37% |
$77.8K - $90.9K
|
10.8K
$2.55M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-396- 9.53% |
$87.8K - $103K
|
3.76K
$891K
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
259+ 0.39% |
$57.4K - $67.1K
|
65.8K
$15.6M
|