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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
PUT |
3K+ 150.0% |
$622K - $704K
|
5K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
4.97K+ 9.1% |
$1.03M - $1.17M
|
59.6K
$15.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Monolith Management LTD
Hong Kong, K3 |
BUY
|
- |
74.3KNew |
$15.4M - $17.4M
|
74.3K
$19.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
SELL
|
- |
-21.5K- 37.26% |
$4.46M - $5.05M
|
36.2K
$9.68M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
943K+ 54.17% |
$195M - $221M
|
2.68M
$718M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-405- 1.07% |
$83.9K - $95.1K
|
37.6K
$10.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
11.3KNew |
$2.34M - $2.65M
|
11.3K
$3.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1.33K- 0.97% |
$275K - $311K
|
135K
$36M
|
|
|
Nov 08, 2024
Q3 2024
|
Smh Capital Advisors Inc
|
BUY
|
- |
13+ 1.31% |
$2.69K - $3.05K
|
1K
$269K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-68- 0.45% |
$14.1K - $16K
|
15.2K
$4.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-7.52K- 3.36% |
$1.56M - $1.77M
|
217K
$57.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
SELL
|
PUT |
-75K- 36.95% |
$15.5M - $17.6M
|
128K
$34.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
5.09KNew |
$1.06M - $1.2M
|
5.09K
$1.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-47.7K- 77.61% |
$9.88M - $11.2M
|
13.7K
$3.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
688New |
$143K - $162K
|
688
$184K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
5.05K+ 23.01% |
$1.05M - $1.18M
|
27K
$7.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
37+ 1.32% |
$7.67K - $8.69K
|
2.83K
$758K
|
|
|
Nov 06, 2024
Q3 2024
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-100- 2.78% |
$20.7K - $23.5K
|
3.5K
$936K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
48+ 0.46% |
$9.95K - $11.3K
|
10.4K
$2.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
CALL |
54.7KNew |
$11.3M - $12.8M
|
54.7K
$14.6M
|
|
|
Nov 05, 2024
Q3 2024
|
John Armitage
Egerton Capital (Uk) LLP
|
BUY
|
- |
202KNew |
$41.8M - $47.4M
|
202K
$54M
|
|
|
Nov 05, 2024
Q3 2024
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-117- 4.71% |
$24.2K - $27.5K
|
2.37K
$634K
|
|
|
Nov 05, 2024
Q3 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-3.24K- 74.22% |
$671K - $760K
|
1.12K
$301K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
CALL |
1.5KNew |
$311K - $352K
|
1.5K
$401K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
695+ 7.33% |
$144K - $163K
|
10.2K
$2.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
PUT |
-29.7K- 99.0% |
$6.15M - $6.97M
|
300
$80.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-15.2K- 32.49% |
$3.16M - $3.58M
|
31.6K
$8.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-4.4K- 0.94% |
$913K - $1.03M
|
465K
$124M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
82.2K+ 2.17% |
$17M - $19.3M
|
3.88M
$1.04B
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
75.5K+ 9.09% |
$15.6M - $17.7M
|
906K
$242M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
199+ 1.05% |
$41.2K - $46.7K
|
19.2K
$5.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.22K- 1.73% |
$253K - $287K
|
69.2K
$18.5M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-727- 2.02% |
$151K - $171K
|
35.2K
$9.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-162- 0.83% |
$33.6K - $38K
|
19.3K
$5.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Valliance Asset Management LTD
|
SELL
|
- |
-15K- 60.0% |
$3.11M - $3.52M
|
10K
$2.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.23K- 3.29% |
$255K - $289K
|
36.2K
$9.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
1+ 0.07% |
$207 - $235
|
1.51K
$403K
|
|
|
Oct 30, 2024
Q3 2024
|
Summit Rock Advisors, LP
|
BUY
|
- |
107+ 0.08% |
$22.2K - $25.1K
|
142K
$37.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Old West Investment Management, LLC
Los Angeles, CA |
SELL
|
- |
-500- 3.73% |
$104K - $117K
|
12.9K
$3.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
PUT |
100+ 2.0% |
$20.7K - $23.5K
|
5.1K
$1.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-2.06K- 1.77% |
$428K - $484K
|
114K
$30.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-280- 5.79% |
$58K - $65.7K
|
4.56K
$1.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-292- 0.32% |
$60.5K - $68.6K
|
90.5K
$24.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
405+ 0.09% |
$83.9K - $95.1K
|
470K
$126M
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-223- 1.56% |
$46.2K - $52.4K
|
14.1K
$3.77M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
PUT |
-10- 25.0% |
$2.07K - $2.35K
|
30
$8.02K
|
|
|
Oct 28, 2024
Q3 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-1.55K- 52.9% |
$321K - $364K
|
1.38K
$369K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
6.77KNew |
$1.4M - $1.59M
|
6.77K
$1.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
PUT |
300New |
$62.2K - $70.4K
|
300
$80.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
209+ 4.61% |
$43.3K - $49.1K
|
4.75K
$1.27M
|
|