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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
3.82K+ 3.46% |
$847K - $990K
|
114K
$30.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-6.57K- 3.14% |
$1.46M - $1.7M
|
203K
$54.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
244+ 0.31% |
$54.1K - $63.2K
|
79.2K
$21.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
920+ 194.09% |
$204K - $238K
|
1.39K
$373K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-6.12K- 2.96% |
$1.36M - $1.59M
|
201K
$53.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
PUT |
-210K- 94.63% |
$46.5M - $54.4M
|
11.9K
$3.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-7.6K- 84.89% |
$1.68M - $1.97M
|
1.35K
$362K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
9.44K+ 45.37% |
$2.09M - $2.44M
|
30.2K
$8.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.25K+ 0.46% |
$720K - $841K
|
716K
$192M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-11K- 17.8% |
$2.44M - $2.85M
|
50.7K
$13.6M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-34.7K- 94.06% |
$7.68M - $8.98M
|
2.19K
$586K
|
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-985- 8.77% |
$218K - $255K
|
10.2K
$2.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
626+ 17.74% |
$139K - $162K
|
4.15K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-45.6K- 17.98% |
$10.1M - $11.8M
|
208K
$55.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
SELL
|
- |
-595K- 26.43% |
$132M - $154M
|
1.66M
$443M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
CALL |
2KNew |
$443K - $518K
|
2K
$535K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-3.54K- 1.99% |
$785K - $917K
|
174K
$46.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
172+ 8.11% |
$38.1K - $44.6K
|
2.29K
$613K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
9.01K+ 65.23% |
$2M - $2.33M
|
22.8K
$6.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Sycomore Asset Management
|
BUY
|
- |
9.18K+ 74.68% |
$2.04M - $2.38M
|
21.5K
$5.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
BUY
|
- |
3.44K+ 32.58% |
$763K - $891K
|
14K
$3.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-27.9K- 42.93% |
$6.19M - $7.23M
|
37.1K
$9.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
39+ 2.29% |
$8.65K - $10.1K
|
1.74K
$465K
|
|
|
Jan 28, 2025
Q4 2024
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
802New |
$178K - $208K
|
802
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-3.89K- 3.63% |
$863K - $1.01M
|
103K
$27.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
844New |
$187K - $219K
|
844
$226K
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
286+ 6.59% |
$63.4K - $74.1K
|
4.63K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-2.74K- 1.5% |
$607K - $709K
|
180K
$48.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-18.2K- 49.65% |
$4.04M - $4.72M
|
18.5K
$4.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
5+ 0.09% |
$1.11K - $1.3K
|
5.54K
$1.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-965- 1.91% |
$214K - $250K
|
49.5K
$13.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
PUT |
200New |
$44.3K - $51.8K
|
200
$53.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Boit C F David
Boston, MA |
BUY
|
- |
100+ 0.33% |
$22.2K - $25.9K
|
30K
$8.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
864New |
$192K - $224K
|
864
$231K
|
|
|
Jan 24, 2025
Q4 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
SELL
|
- |
-3.39KClosed |
$752K - $878K
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-165- 2.3% |
$36.6K - $42.7K
|
7.01K
$1.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
CALL |
150New |
$33.3K - $38.9K
|
150
$40.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-53.7K- 98.24% |
$11.9M - $13.9M
|
964
$258K
|
|
|
Jan 23, 2025
Q4 2024
|
Peavine Capital, LLC
|
SELL
|
- |
-2.2K- 9.84% |
$488K - $570K
|
20.2K
$5.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
PUT |
-11.1K- 48.68% |
$2.46M - $2.88M
|
11.7K
$3.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
2.35KNew |
$520K - $607K
|
2.35K
$627K
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1- 0.07% |
$222 - $259
|
1.51K
$405K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
PUT |
500New |
$111K - $130K
|
500
$134K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.53K+ 2.8% |
$339K - $396K
|
56K
$15M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-326- 2.61% |
$72.3K - $84.4K
|
12.2K
$3.25M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
500+ 4.72% |
$111K - $130K
|
11.1K
$2.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
16.7KNew |
$3.69M - $4.31M
|
16.7K
$4.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
SELL
|
- |
-14.5K- 5.0% |
$3.21M - $3.76M
|
275K
$73.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-90- 7.66% |
$20K - $23.3K
|
1.09K
$290K
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
PUT |
1.5KNew |
$333K - $389K
|
1.5K
$401K
|
|