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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-55- 0.15% |
$11.4K - $12.9K
|
37.4K
$8.85M
|
|
Nov 12, 2024
Q3 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-9.39K- 4.47% |
$1.95M - $2.2M
|
201K
$47.5M
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.82K- 2.13% |
$998K - $1.13M
|
222K
$52.6M
|
|
Nov 12, 2024
Q3 2024
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-1.37K- 2.96% |
$283K - $321K
|
44.8K
$10.6M
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-669- 2.12% |
$139K - $157K
|
30.9K
$7.33M
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-866- 1.04% |
$179K - $203K
|
82.3K
$19.5M
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-4.61K- 25.47% |
$956K - $1.08M
|
13.5K
$3.2M
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-149- 1.19% |
$30.9K - $35K
|
12.4K
$2.93M
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
35.9KNew |
$7.44M - $8.43M
|
35.9K
$8.5M
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
87+ 1.37% |
$18K - $20.4K
|
6.42K
$1.52M
|
|
Nov 12, 2024
Q3 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-3.61K- 15.23% |
$749K - $848K
|
20.1K
$4.76M
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
3.13K+ 2.61% |
$649K - $735K
|
123K
$29.2M
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
PUT |
-13.5K- 40.3% |
$2.8M - $3.17M
|
20K
$4.74M
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-11.3K- 3.9% |
$2.34M - $2.65M
|
278K
$65.9M
|
|
Nov 12, 2024
Q3 2024
|
Timelo Investment Management Inc.
|
SELL
|
PUT |
-60K- 75.0% |
$12.4M - $14.1M
|
20K
$4.74M
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-2.55K- 0.98% |
$528K - $598K
|
258K
$61M
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-1.67K- 5.5% |
$345K - $391K
|
28.6K
$6.78M
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-753- 0.3% |
$156K - $177K
|
248K
$58.6M
|
|
Nov 12, 2024
Q3 2024
|
Berkshire Capital Holdings Inc
San Jose, CA |
SELL
|
- |
-57.6K- 99.98% |
$11.9M - $13.5M
|
10
$2.37K
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.44M+ 7.22% |
$920M - $1.04B
|
65.9M
$15.6B
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
517+ 1.63% |
$107K - $121K
|
32.2K
$7.62M
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-317- 0.74% |
$65.7K - $74.4K
|
42.6K
$10.1M
|
|
Nov 12, 2024
Q3 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
75+ 0.12% |
$15.5K - $17.6K
|
62.9K
$14.9M
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-187- 5.98% |
$38.8K - $43.9K
|
2.94K
$697K
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
655+ 16.3% |
$136K - $154K
|
4.67K
$1.11M
|
|
Nov 12, 2024
Q3 2024
|
Westwood Wealth Management
|
BUY
|
- |
10.3K+ 7.77% |
$2.13M - $2.41M
|
143K
$33.8M
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-435- 0.36% |
$90.1K - $102K
|
119K
$28.2M
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.73K+ 2.23% |
$773K - $876K
|
171K
$40.5M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.12M+ 18.16% |
$232M - $262M
|
7.27M
$1.72B
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.73K- 3.16% |
$773K - $876K
|
114K
$27.1M
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-82- 0.64% |
$17K - $19.3K
|
12.7K
$3M
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.94K+ 3.48% |
$609K - $690K
|
87.3K
$20.7M
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-3- 0.03% |
$622 - $704
|
11.4K
$2.7M
|
|
Nov 12, 2024
Q3 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
3.33KNew |
$690K - $781K
|
3.33K
$788K
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
832K+ 6.77% |
$172M - $195M
|
13.1M
$3.11B
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
7.49K+ 1.98% |
$1.55M - $1.76M
|
385K
$91.3M
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
96KNew |
$19.9M - $22.5M
|
96K
$22.7M
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.71K- 1.6% |
$354K - $401K
|
105K
$24.9M
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
202+ 0.94% |
$41.9K - $47.4K
|
21.6K
$5.12M
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-8.57K- 6.01% |
$1.78M - $2.01M
|
134K
$31.8M
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.9K- 3.09% |
$394K - $447K
|
59.7K
$14.1M
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-330- 2.11% |
$68.4K - $77.5K
|
15.3K
$3.62M
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.71K- 1.67% |
$769K - $871K
|
219K
$51.8M
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
CALL |
100New |
$20.7K - $23.5K
|
100
$23.7K
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-12.5K- 5.43% |
$2.59M - $2.94M
|
218K
$51.6M
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-778- 14.12% |
$161K - $183K
|
4.73K
$1.12M
|
|
Nov 12, 2024
Q3 2024
|
Pine Ridge Advisers LLC
New York, NY |
SELL
|
- |
-4.46K- 17.67% |
$923K - $1.05M
|
20.8K
$4.92M
|
|
Nov 12, 2024
Q3 2024
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-2.73K- 32.94% |
$566K - $641K
|
5.56K
$1.32M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
29.1K+ 22.04% |
$6.03M - $6.83M
|
161K
$38.2M
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
2.33K+ 14.5% |
$483K - $548K
|
18.4K
$4.36M
|