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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-52.1K- 14.48% |
$8.35M - $10.1M
|
308K
$70.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-548- 1.13% |
$87.7K - $106K
|
48K
$10.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
PUT |
-900- 90.0% |
$144K - $175K
|
100
$22.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-115- 1.0% |
$18.4K - $22.3K
|
11.4K
$2.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-4.09K- 1.33% |
$654K - $792K
|
302K
$68.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Bradley Mark J.
|
SELL
|
- |
-13.5K- 32.69% |
$2.17M - $2.62M
|
27.9K
$6.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
1.2KNew |
$192K - $233K
|
1.2K
$274K
|
|
|
Aug 07, 2023
Q2 2023
|
Lane Generational LLC
|
SELL
|
- |
-57- 1.13% |
$9.13K - $11.1K
|
4.99K
$1.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-16- 16.49% |
$2.56K - $3.1K
|
81
$18.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
1.5KNew |
$240K - $291K
|
1.5K
$341K
|
|
|
Aug 04, 2023
Q2 2023
|
Armstrong Shaw Associates Inc
|
SELL
|
- |
-5.86K- 11.01% |
$938K - $1.14M
|
47.4K
$10.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
128+ 6.4% |
$20.5K - $24.8K
|
2.13K
$485K
|
|
|
Aug 03, 2023
Q2 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
1.35KNew |
$215K - $261K
|
1.35K
$306K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
78.9KNew |
$12.6M - $15.3M
|
78.9K
$18M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.01K+ 2.21% |
$482K - $584K
|
139K
$31.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.56K+ 1.63% |
$249K - $302K
|
97.3K
$22.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-48.3K- 2.5% |
$7.73M - $9.37M
|
1.88M
$428M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-447- 7.45% |
$71.6K - $86.7K
|
5.55K
$1.26M
|
|
|
Jul 31, 2023
Q2 2023
|
Daniels&Tansey,Llp
|
BUY
|
- |
121+ 3.94% |
$19.4K - $23.5K
|
3.19K
$727K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-7.52K- 13.74% |
$1.2M - $1.46M
|
47.2K
$10.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
PUT |
100+ 0.78% |
$16K - $19.4K
|
12.9K
$2.94M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
22.3K+ 152.59% |
$3.57M - $4.32M
|
36.9K
$8.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
15.2KNew |
$2.43M - $2.94M
|
15.2K
$3.45M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
145KNew |
$23.3M - $28.2M
|
145K
$33.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
765+ 1.54% |
$122K - $148K
|
50.5K
$11.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
126K+ 101.16% |
$20.2M - $24.5M
|
251K
$57.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Edmp, Inc.
|
BUY
|
- |
1.34KNew |
$215K - $261K
|
1.34K
$306K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-4.09K- 2.82% |
$655K - $794K
|
141K
$32.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
4.27KNew |
$683K - $828K
|
4.27K
$972K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
5.74K+ 17.41% |
$919K - $1.11M
|
38.7K
$8.82M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
22.5K+ 29.29% |
$3.61M - $4.37M
|
99.5K
$22.7M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
5.74K+ 17.41% |
$919K - $1.11M
|
38.7K
$8.82M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2.08K+ 3.02% |
$333K - $403K
|
70.8K
$16.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
8.41KNew |
$1.35M - $1.63M
|
8.41K
$1.92M
|
|
|
Jul 20, 2023
Q2 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
453+ 31.28% |
$72.5K - $87.9K
|
1.9K
$433K
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
PUT |
500New |
$80.1K - $97K
|
500
$114K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-319- 78.96% |
$51.1K - $61.9K
|
85
$19.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
260+ 4.96% |
$41.6K - $50.4K
|
5.5K
$1.25M
|
|
|
Jul 17, 2023
Q2 2023
|
Guo Line Advisory Pte LTD
Singapore, U0 |
BUY
|
- |
66.7K+ 21.87% |
$10.7M - $12.9M
|
372K
$84.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.2KNew |
$192K - $233K
|
1.2K
$273K
|
|
|
Jul 14, 2023
Q2 2023
|
Nns Holding
Camana Bay, E9 |
BUY
|
- |
996New |
$159K - $193K
|
996
$227K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
PUT |
15.1KNew |
$2.42M - $2.93M
|
15.1K
$3.44M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-741- 5.92% |
$119K - $144K
|
11.8K
$2.68M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
PUT |
100New |
$16K - $19.4K
|
100
$22.8K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
175+ 1.92% |
$28K - $33.9K
|
9.27K
$2.11M
|
|
| Q1 2023 | |||||||
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
11.9K+ 7.25% |
$1.49M - $1.96M
|
176K
$40.1M
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
317K+ 5.4% |
$39.6M - $52.3M
|
6.19M
$1.41B
|
|
|
Oct 10, 2024
Q1 2023
|
Tamar Securities, LLC
|
SELL
|
CALL |
-1.5K- 93.75% |
$188K - $247K
|
100
$22.8K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
PUT |
1.7KNew |
$213K - $280K
|
1.7K
$387K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
1.01K+ 3.65% |
$127K - $167K
|
28.8K
$6.55M
|
|