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 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
1.33KNew |
$166K - $219K
|
1.33K
$302K
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
39+ 2.74% |
$4.88K - $6.43K
|
1.46K
$332K
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
CALL |
-8K- 80.0% |
$1M - $1.32M
|
2K
$455K
|
|
Apr 27, 2023
Q1 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
1.33KNew |
$167K - $220K
|
1.33K
$303K
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-125- 0.19% |
$15.6K - $20.6K
|
66.4K
$15.1M
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
PUT |
3.4KNew |
$425K - $561K
|
3.4K
$774K
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
CALL |
20KNew |
$2.5M - $3.3M
|
20K
$4.55M
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
CALL |
-100- 33.33% |
$12.5K - $16.5K
|
200
$45.5K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.85K- 6.0% |
$356K - $470K
|
44.6K
$10.2M
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-370- 0.2% |
$46.3K - $61K
|
181K
$41.2M
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
CALL |
-4Closed |
$500 - $660
|
0
$0
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
BUY
|
PUT |
2KNew |
$250K - $330K
|
2K
$455K
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
186+ 0.14% |
$23.3K - $30.7K
|
130K
$29.5M
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-3.29K- 5.52% |
$411K - $543K
|
56.3K
$12.8M
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-5.64K- 70.98% |
$706K - $931K
|
2.31K
$525K
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-500- 0.6% |
$62.5K - $82.5K
|
82.8K
$18.9M
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-375- 5.15% |
$46.9K - $61.8K
|
6.91K
$1.57M
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-6.1K- 4.37% |
$763K - $1.01M
|
134K
$30.4M
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
371+ 0.29% |
$46.4K - $61.2K
|
127K
$28.8M
|
|
Apr 14, 2023
Q1 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
71+ 4.39% |
$8.88K - $11.7K
|
1.69K
$385K
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
2+ 0.1% |
$250 - $330
|
1.93K
$439K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
731+ 3.85% |
$91.4K - $121K
|
19.7K
$4.49M
|
|
Apr 06, 2023
Q1 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.77K- 39.17% |
$221K - $292K
|
2.75K
$626K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-17.6K- 2.39% |
$2.2M - $2.91M
|
720K
$164M
|
|
Apr 05, 2023
Q1 2023
|
Astrantus Investment Management Srl
Milano, L6 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-1.97K- 1.48% |
$246K - $325K
|
131K
$29.9M
|
|
Q4 2022 | |||||||
Feb 11, 2025
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.96K+ 1.72% |
$247K - $305K
|
116K
$26.4M
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-15K- 14.72% |
$1.89M - $2.34M
|
86.9K
$19.8M
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
2.04KNew |
$257K - $317K
|
2.04K
$463K
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
20.7KNew |
$2.61M - $3.23M
|
20.7K
$4.72M
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
28New |
$3.53K - $4.36K
|
28
$6.37K
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
2.62K+ 4.27% |
$330K - $408K
|
63.8K
$14.5M
|
|
Feb 15, 2023
Q4 2022
|
Fithian, LLC
New York, NY |
BUY
|
- |
1.7KNew |
$214K - $265K
|
1.7K
$387K
|
|
Feb 14, 2023
Q4 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
140KNew |
$17.6M - $21.8M
|
140K
$31.9M
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
CALL |
-2.8K- 84.85% |
$353K - $436K
|
500
$114K
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-423- 2.0% |
$53.3K - $65.9K
|
20.7K
$4.72M
|
|
Feb 14, 2023
Q4 2022
|
Garnet Equity Capital Holdings, Inc.
|
BUY
|
PUT |
23K+ 1150.0% |
$2.9M - $3.58M
|
25K
$5.69M
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-6.7K- 3.27% |
$844K - $1.04M
|
198K
$45.1M
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
35.2K+ 32.33% |
$4.44M - $5.48M
|
144K
$32.8M
|
|
Feb 14, 2023
Q4 2022
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
123+ 12.55% |
$15.5K - $19.2K
|
1.1K
$251K
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
520+ 2.04% |
$65.5K - $81K
|
26K
$5.92M
|
|
Feb 14, 2023
Q4 2022
|
Swisspartners Ltd.
Vaduz, N2 |
SELL
|
- |
-1.39K- 13.09% |
$175K - $216K
|
9.23K
$2.1M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.88K- 1.04% |
$489K - $605K
|
368K
$83.8M
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
5.02K+ 13.44% |
$632K - $782K
|
42.3K
$9.64M
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-4.59K- 66.75% |
$578K - $715K
|
2.29K
$520K
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital LP
Toronto, A6 |
BUY
|
PUT |
5+ 2.6% |
$630 - $779
|
197
$44.8K
|
|
Feb 14, 2023
Q4 2022
|
Srb Corp
Boston, MA |
BUY
|
- |
2.96KNew |
$374K - $462K
|
2.96K
$675K
|
|
Feb 14, 2023
Q4 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
PUT |
5KNew |
$630K - $779K
|
5K
$1.14M
|
|
Feb 14, 2023
Q4 2022
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
3.48KNew |
$438K - $541K
|
3.48K
$791K
|
|
Feb 14, 2023
Q4 2022
|
Armor Advisors, L.L.C.
New York, NY |
BUY
|
PUT |
20KNew |
$2.52M - $3.11M
|
20K
$4.55M
|