Latest Institutional Purchases of Apple Inc. (AAPL)
This list provides information on the latest institutional transactions involving Apple Inc. (AAPL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
665+ 0.85% |
$147K - $172K
|
79K
$19.4M
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
663+ 10.66% |
$147K - $172K
|
6.88K
$1.69M
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
663+ 0.32% |
$147K - $172K
|
208K
$51.1M
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
663+ 27.71% |
$147K - $172K
|
3.06K
$750K
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
662+ 4.75% |
$147K - $171K
|
14.6K
$3.58M
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
659+ 10.26% |
$146K - $171K
|
7.08K
$1.74M
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
658+ 4.52% |
$146K - $170K
|
15.2K
$3.73M
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
657+ 1.34% |
$146K - $170K
|
49.6K
$12.2M
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
656+ 1.63% |
$145K - $170K
|
40.8K
$10M
|
|
Feb 10, 2025
Q4 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
655+ 0.96% |
$145K - $170K
|
68.7K
$16.9M
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
652+ 0.19% |
$145K - $169K
|
353K
$86.6M
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
651+ 4.77% |
$144K - $169K
|
14.3K
$3.51M
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
650New |
$144K - $168K
|
650
$160K
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
650+ 14.25% |
$144K - $168K
|
5.21K
$1.28M
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
647+ 4.08% |
$143K - $168K
|
16.5K
$4.05M
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
646+ 9.93% |
$143K - $167K
|
7.15K
$1.76M
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
645+ 4.52% |
$143K - $167K
|
14.9K
$3.66M
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
642+ 1.64% |
$142K - $166K
|
39.9K
$9.79M
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
642+ 0.36% |
$142K - $166K
|
180K
$44.1M
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
640+ 1.77% |
$142K - $166K
|
36.9K
$9.06M
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
640+ 0.67% |
$142K - $166K
|
96.1K
$23.6M
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
639+ 0.39% |
$142K - $166K
|
164K
$40.3M
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
635+ 6.06% |
$141K - $164K
|
11.1K
$2.73M
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
634+ 1.68% |
$141K - $164K
|
38.3K
$9.4M
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
634+ 7.18% |
$141K - $164K
|
9.46K
$2.32M
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
633+ 2.21% |
$140K - $164K
|
29.2K
$7.17M
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
633+ 1.2% |
$140K - $164K
|
53.5K
$13.1M
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
630+ 1.7% |
$140K - $163K
|
37.7K
$9.26M
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
628+ 12.25% |
$139K - $163K
|
5.75K
$1.41M
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
628+ 5.54% |
$139K - $163K
|
12K
$2.94M
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
627+ 3.06% |
$139K - $162K
|
21.1K
$5.18M
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
626+ 17.74% |
$139K - $162K
|
4.15K
$1.02M
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
624+ 1.07% |
$138K - $162K
|
58.8K
$14.4M
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
622+ 1.05% |
$138K - $161K
|
59.9K
$14.7M
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
621+ 0.33% |
$138K - $161K
|
186K
$45.8M
|
|
Feb 13, 2025
Q4 2024
|
Fortune 45 LLC
|
BUY
|
- |
614+ 4.6% |
$136K - $159K
|
14K
$3.43M
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
613+ 2.33% |
$136K - $159K
|
26.9K
$6.62M
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
607+ 0.77% |
$135K - $157K
|
79.1K
$19.4M
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
603+ 3.27% |
$134K - $156K
|
19K
$4.67M
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
603New |
$134K - $156K
|
603
$148K
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
603+ 3.65% |
$134K - $156K
|
17.1K
$4.2M
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
602+ 3.13% |
$133K - $156K
|
19.8K
$4.87M
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
600+ 1.01% |
$133K - $155K
|
59.8K
$14.7M
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
596+ 1.36% |
$132K - $154K
|
44.3K
$10.9M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
596+ 5.37% |
$132K - $154K
|
11.7K
$2.87M
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
594+ 11.35% |
$132K - $154K
|
5.83K
$1.43M
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
592+ 2.31% |
$131K - $153K
|
26.2K
$6.44M
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
592+ 8.84% |
$131K - $153K
|
7.29K
$1.79M
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
590+ 8.68% |
$131K - $153K
|
7.39K
$1.81M
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
589New |
$131K - $153K
|
589
$145K
|