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 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
769+ 2.83% |
$170K - $199K
|
28K
$6.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-64- 0.68% |
$14.2K - $16.6K
|
9.31K
$2.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
22.6K+ 4.6% |
$5.01M - $5.85M
|
514K
$122M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.78K+ 1.22% |
$395K - $462K
|
148K
$35.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.58K+ 3.7% |
$572K - $669K
|
72.4K
$17.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.42K+ 0.65% |
$316K - $369K
|
221K
$52.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-3.41K- 14.26% |
$757K - $884K
|
20.5K
$4.86M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-506- 3.48% |
$112K - $131K
|
14K
$3.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
2.65K+ 10.74% |
$587K - $686K
|
27.3K
$6.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-1.7K- 3.89% |
$377K - $440K
|
42K
$9.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-5.42K- 2.83% |
$1.2M - $1.4M
|
186K
$44M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-6.25K- 8.92% |
$1.39M - $1.62M
|
63.8K
$15.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Bernzott Capital Advisors
|
BUY
|
- |
1.3KNew |
$289K - $338K
|
1.3K
$309K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
462+ 0.35% |
$102K - $120K
|
134K
$31.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
226+ 12.77% |
$50.1K - $58.5K
|
2K
$473K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.6K- 2.72% |
$356K - $415K
|
57.3K
$13.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-5.17K- 11.33% |
$1.15M - $1.34M
|
40.4K
$9.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.41K+ 4.78% |
$535K - $625K
|
52.9K
$12.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
711+ 0.7% |
$158K - $184K
|
102K
$24.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4K- 5.75% |
$886K - $1.04M
|
65.5K
$15.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-3.14K- 16.32% |
$696K - $813K
|
16.1K
$3.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.52K+ 28.24% |
$337K - $394K
|
6.91K
$1.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-271- 0.35% |
$60.1K - $70.2K
|
77.8K
$18.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
111+ 2.08% |
$24.6K - $28.8K
|
5.44K
$1.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
493+ 0.85% |
$109K - $128K
|
58.8K
$13.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-198- 7.56% |
$43.9K - $51.3K
|
2.42K
$573K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-196- 0.36% |
$43.5K - $50.8K
|
53.6K
$12.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-2K- 3.01% |
$444K - $518K
|
64.5K
$15.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-46.4K- 20.58% |
$10.3M - $12M
|
179K
$42.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
884+ 1.48% |
$196K - $229K
|
60.7K
$14.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.54KNew |
$340K - $398K
|
1.54K
$364K
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-2K- 61.41% |
$443K - $518K
|
1.26K
$298K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
7.7KNew |
$1.71M - $1.99M
|
7.7K
$1.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
2.06KNew |
$457K - $534K
|
2.06K
$488K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
35.3KNew |
$7.83M - $9.15M
|
35.3K
$8.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
6.17K+ 25.39% |
$1.37M - $1.6M
|
30.5K
$7.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-290- 0.94% |
$64.3K - $75.1K
|
30.6K
$7.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
180K+ 5.82% |
$40M - $46.7M
|
3.28M
$776M
|
|
|
Jan 13, 2025
Q4 2024
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-331- 6.43% |
$73.4K - $85.7K
|
4.82K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-172- 1.74% |
$38.1K - $44.6K
|
9.71K
$2.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
395+ 2.91% |
$87.6K - $102K
|
14K
$3.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-658- 2.71% |
$146K - $170K
|
23.7K
$5.6M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
110+ 3.32% |
$24.4K - $28.5K
|
3.43K
$811K
|
|
|
Jan 13, 2025
Q4 2024
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
8.72KNew |
$1.93M - $2.26M
|
8.72K
$2.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
231+ 2.06% |
$51.2K - $59.8K
|
11.4K
$2.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.1K- 1.97% |
$687K - $803K
|
155K
$36.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
32.7K+ 16.92% |
$7.25M - $8.48M
|
226K
$53.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-15.4K- 2.64% |
$3.41M - $3.98M
|
568K
$135M
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
4+ 0.07% |
$887 - $1.04K
|
5.55K
$1.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
669+ 9.17% |
$148K - $173K
|
7.97K
$1.89M
|