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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
PUT |
19.1KNew |
$3.23M - $3.73M
|
19.1K
$4.44M
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
12.5KNew |
$2.11M - $2.44M
|
12.5K
$2.9M
|
|
|
May 06, 2024
Q1 2024
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
140+ 4.96% |
$23.7K - $27.3K
|
2.96K
$689K
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
150KNew |
$25.3M - $29.3M
|
150K
$34.9M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.87K- 8.63% |
$316K - $365K
|
19.8K
$4.61M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.41K- 22.95% |
$408K - $471K
|
8.1K
$1.88M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
26.4K+ 988.76% |
$4.46M - $5.15M
|
29K
$6.76M
|
|
|
May 03, 2024
Q1 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-6.54K- 90.76% |
$1.11M - $1.28M
|
666
$155K
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-105- 1.25% |
$17.7K - $20.5K
|
8.27K
$1.92M
|
|
|
May 03, 2024
Q1 2024
|
General American Investors CO Inc
|
SELL
|
PUT |
-30K- 37.5% |
$5.07M - $5.86M
|
50K
$11.6M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
CALL |
8K+ 400.0% |
$1.35M - $1.56M
|
10K
$2.33M
|
|
|
May 02, 2024
Q1 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-514- 6.47% |
$86.9K - $100K
|
7.44K
$1.73M
|
|
|
May 02, 2024
Q1 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-20- 5.71% |
$3.38K - $3.9K
|
330
$76.8K
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
1.62KNew |
$273K - $316K
|
1.62K
$376K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
2.54KNew |
$429K - $496K
|
2.54K
$591K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
400New |
$67.6K - $78.1K
|
400
$93K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-281- 0.04% |
$47.5K - $54.8K
|
740K
$172M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
PUT |
100New |
$16.9K - $19.5K
|
100
$23.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
3.59K+ 7.95% |
$607K - $701K
|
48.7K
$11.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-170- 0.73% |
$28.7K - $33.2K
|
23K
$5.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-35- 1.6% |
$5.92K - $6.83K
|
2.16K
$502K
|
|
|
Apr 29, 2024
Q1 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
100+ 4.06% |
$16.9K - $19.5K
|
2.57K
$597K
|
|
|
Apr 29, 2024
Q1 2024
|
Reik & Co., LLC
|
SELL
|
- |
-390- 2.12% |
$65.9K - $76.1K
|
18K
$4.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Page Arthur B
|
SELL
|
- |
-1.4K- 5.3% |
$237K - $274K
|
25.1K
$5.83M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-3.41K- 36.51% |
$576K - $665K
|
5.93K
$1.38M
|
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
15.9K+ 515.28% |
$2.7M - $3.11M
|
19K
$4.43M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
128+ 1.18% |
$21.6K - $25K
|
11K
$2.55M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
559+ 1.62% |
$94.5K - $109K
|
35.1K
$8.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.04K- 3.51% |
$514K - $594K
|
83.7K
$19.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
207+ 1.24% |
$35K - $40.4K
|
16.9K
$3.93M
|
|
|
Apr 25, 2024
Q1 2024
|
Regis Management CO LLC
|
BUY
|
- |
6.14K+ 29.55% |
$1.04M - $1.2M
|
26.9K
$6.26M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
6.2K+ 82.0% |
$1.05M - $1.21M
|
13.8K
$3.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
SELL
|
PUT |
-200KClosed |
$33.8M - $39M
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-258- 4.29% |
$43.6K - $50.4K
|
5.75K
$1.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-4- 0.21% |
$676 - $781
|
1.87K
$435K
|
|
|
Apr 24, 2024
Q1 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
11.4KNew |
$1.93M - $2.23M
|
11.4K
$2.65M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-147- 0.99% |
$24.8K - $28.7K
|
14.7K
$3.43M
|
|
|
Apr 22, 2024
Q1 2024
|
Paradiem, LLC
|
SELL
|
- |
-410- 1.16% |
$69.3K - $80K
|
35K
$8.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
30.5K+ 112.13% |
$5.15M - $5.95M
|
57.7K
$13.4M
|
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
SELL
|
- |
-368- 4.4% |
$62.2K - $71.8K
|
8K
$1.86M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
1K+ 14.99% |
$169K - $195K
|
7.67K
$1.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-9.99K- 20.12% |
$1.69M - $1.95M
|
39.7K
$9.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-2.2K- 78.57% |
$372K - $429K
|
600
$140K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
1.8KNew |
$304K - $351K
|
1.8K
$419K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-14.9K- 55.61% |
$2.52M - $2.92M
|
11.9K
$2.77M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
CALL |
1KNew |
$169K - $195K
|
1K
$233K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
116KNew |
$19.7M - $22.7M
|
116K
$27.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
18+ 0.24% |
$3.04K - $3.51K
|
7.58K
$1.76M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
PUT |
12.8KNew |
$2.16M - $2.5M
|
12.8K
$2.98M
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-2.77K- 1.44% |
$467K - $540K
|
190K
$44.1M
|