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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
22.3K+ 152.59% |
$3.57M - $4.32M
|
36.9K
$8.91M
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
15.2KNew |
$2.43M - $2.94M
|
15.2K
$3.66M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
145KNew |
$23.3M - $28.2M
|
145K
$35.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
765+ 1.54% |
$122K - $148K
|
50.5K
$12.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
126K+ 101.16% |
$20.2M - $24.5M
|
251K
$60.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Edmp, Inc.
|
BUY
|
- |
1.34KNew |
$215K - $261K
|
1.34K
$324K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-4.09K- 2.82% |
$655K - $794K
|
141K
$34M
|
|
|
Jul 24, 2023
Q2 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
4.27KNew |
$683K - $828K
|
4.27K
$1.03M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
5.74K+ 17.41% |
$919K - $1.11M
|
38.7K
$9.35M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
22.5K+ 29.29% |
$3.61M - $4.37M
|
99.5K
$24M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
5.74K+ 17.41% |
$919K - $1.11M
|
38.7K
$9.35M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2.08K+ 3.02% |
$333K - $403K
|
70.8K
$17.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
8.41KNew |
$1.35M - $1.63M
|
8.41K
$2.03M
|
|
|
Jul 20, 2023
Q2 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
453+ 31.28% |
$72.5K - $87.9K
|
1.9K
$459K
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
PUT |
500New |
$80.1K - $97K
|
500
$121K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-319- 78.96% |
$51.1K - $61.9K
|
85
$20.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
260+ 4.96% |
$41.6K - $50.4K
|
5.5K
$1.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Guo Line Advisory Pte LTD
Singapore, U0 |
BUY
|
- |
66.7K+ 21.87% |
$10.7M - $12.9M
|
372K
$89.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.2KNew |
$192K - $233K
|
1.2K
$290K
|
|
|
Jul 14, 2023
Q2 2023
|
Nns Holding
Camana Bay, E9 |
BUY
|
- |
996New |
$159K - $193K
|
996
$241K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
PUT |
15.1KNew |
$2.42M - $2.93M
|
15.1K
$3.65M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-741- 5.92% |
$119K - $144K
|
11.8K
$2.84M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
PUT |
100New |
$16K - $19.4K
|
100
$24.2K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
175+ 1.92% |
$28K - $33.9K
|
9.27K
$2.24M
|
|
| Q1 2023 | |||||||
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
11.9K+ 7.25% |
$1.49M - $1.96M
|
176K
$42.6M
|
|
|
Oct 10, 2024
Q1 2023
|
Tamar Securities, LLC
|
SELL
|
CALL |
-1.5K- 93.75% |
$188K - $247K
|
100
$24.2K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
PUT |
1.7KNew |
$213K - $280K
|
1.7K
$411K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
1.01K+ 3.65% |
$127K - $167K
|
28.8K
$6.95M
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
1+ 0.06% |
$125 - $165
|
1.56K
$377K
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-128- 0.32% |
$16K - $21.1K
|
39.3K
$9.49M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-283- 0.48% |
$35.4K - $46.7K
|
58.5K
$14.1M
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
PUT |
5.1KNew |
$638K - $841K
|
5.1K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
70.2K+ 11.56% |
$8.78M - $11.6M
|
678K
$164M
|
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
1.5K+ 25.0% |
$188K - $247K
|
7.5K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-1.68K- 9.41% |
$210K - $277K
|
16.2K
$3.9M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
2.67MNew |
$334M - $441M
|
2.67M
$646M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
PUT |
10KNew |
$1.25M - $1.65M
|
10K
$2.42M
|
|
|
May 15, 2023
Q1 2023
|
Tiger Global
Tiger Global Management LLC | New York, Ny
|
BUY
|
- |
851KNew |
$106M - $140M
|
851K
$206M
|
|
|
May 15, 2023
Q1 2023
|
Ogborne Capital Management, LLC
San Francisco, CA |
BUY
|
- |
100KNew |
$12.5M - $16.5M
|
100K
$24.2M
|
|
|
May 15, 2023
Q1 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-8.5K- 81.96% |
$1.06M - $1.4M
|
1.87K
$452K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
PUT |
-1.6K- 50.0% |
$200K - $264K
|
1.6K
$386K
|
|
|
May 12, 2023
Q1 2023
|
Columbus Hill Capital Management, L.P.
Short Hills, NJ |
BUY
|
PUT |
17.5KNew |
$2.19M - $2.89M
|
17.5K
$4.23M
|
|
|
May 12, 2023
Q1 2023
|
Carmignac Gestion
Paris, I0 |
BUY
|
CALL |
10KNew |
$1.25M - $1.65M
|
10K
$2.42M
|
|
|
May 12, 2023
Q1 2023
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
1.2KNew |
$150K - $198K
|
1.2K
$290K
|
|
|
May 12, 2023
Q1 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
8KNew |
$1M - $1.32M
|
8K
$1.93M
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
9.11KNew |
$1.14M - $1.5M
|
9.11K
$2.2M
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
SELL
|
- |
-1.31K- 1.15% |
$163K - $216K
|
113K
$27.2M
|
|
|
May 12, 2023
Q1 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
8.79KNew |
$1.1M - $1.45M
|
8.79K
$2.12M
|
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-103Closed |
$12.9K - $17K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
1.5KNew |
$188K - $247K
|
1.5K
$362K
|
|