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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-14- 0.05% |
$1.76K - $2.18K
|
30K
$6.83M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
CALL |
200New |
$25.2K - $31.1K
|
200
$45.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-20.5K- 4.95% |
$2.58M - $3.19M
|
392K
$89.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
PUT |
300New |
$37.8K - $46.7K
|
300
$68.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-40.6K- 22.96% |
$5.12M - $6.33M
|
136K
$31M
|
|
|
Jan 30, 2023
Q4 2022
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.64KNew |
$206K - $255K
|
1.64K
$372K
|
|
|
Jan 27, 2023
Q4 2022
|
Andar Capital Management Hk LTD
Hong Kong, K3 |
BUY
|
- |
30KNew |
$3.78M - $4.67M
|
30K
$6.83M
|
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
SELL
|
- |
-211- 9.75% |
$26.6K - $32.9K
|
1.95K
$445K
|
|
|
Jan 27, 2023
Q4 2022
|
Wells Trecaso Financial Group, LLC
|
SELL
|
CALL |
-500- 50.0% |
$63K - $77.9K
|
500
$114K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-16.2K- 11.65% |
$2.04M - $2.52M
|
123K
$27.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-636- 12.89% |
$80.2K - $99.1K
|
4.3K
$979K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-3.61K- 1.89% |
$455K - $562K
|
187K
$42.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
PUT |
700New |
$88.2K - $109K
|
700
$159K
|
|
|
Jan 26, 2023
Q4 2022
|
True Signal LP
New York, NY |
BUY
|
- |
28.2KNew |
$3.55M - $4.39M
|
28.2K
$6.42M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
14.7K+ 9.92% |
$1.85M - $2.28M
|
163K
$37M
|
|
|
Jan 24, 2023
Q4 2022
|
Linden Rose Investment LLC
|
SELL
|
- |
-6.46K- 4.99% |
$814K - $1.01M
|
123K
$28M
|
|
|
Jan 24, 2023
Q4 2022
|
Lannebo Fonder Ab
|
SELL
|
- |
-15K- 6.82% |
$1.89M - $2.34M
|
205K
$46.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-250- 1.91% |
$31.5K - $38.9K
|
12.8K
$2.92M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
3.02K+ 27.49% |
$380K - $470K
|
14K
$3.18M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
CALL |
2KNew |
$252K - $311K
|
2K
$455K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-3.53K- 5.63% |
$445K - $549K
|
59.1K
$13.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-1.83K- 4.81% |
$231K - $285K
|
36.2K
$8.25M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.27K- 0.72% |
$161K - $198K
|
176K
$40M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-4.17K- 3.14% |
$525K - $649K
|
129K
$29.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-672- 23.16% |
$84.7K - $105K
|
2.23K
$508K
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-337K- 27.12% |
$42.4M - $52.4M
|
904K
$206M
|
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
16K+ 338.41% |
$2.02M - $2.49M
|
20.7K
$4.72M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
26+ 0.06% |
$3.28K - $4.05K
|
40.5K
$9.21M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
4.02K+ 32.66% |
$507K - $626K
|
16.3K
$3.72M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
24.3K+ 25.52% |
$3.07M - $3.79M
|
120K
$27.2M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
1.42K+ 6.59% |
$179K - $221K
|
22.9K
$5.22M
|
|
|
Jan 19, 2023
Q4 2022
|
Brave Asset Management Inc
|
SELL
|
PUT |
-2.5K- 50.0% |
$315K - $389K
|
2.5K
$569K
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-3.58K- 46.34% |
$451K - $557K
|
4.14K
$943K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.05K- 0.07% |
$132K - $163K
|
1.4M
$318M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
23.3K+ 803.45% |
$2.94M - $3.63M
|
26.2K
$5.96M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-577- 0.71% |
$72.7K - $89.9K
|
80.9K
$18.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-150- 1.74% |
$18.9K - $23.4K
|
8.45K
$1.92M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-998- 6.71% |
$126K - $155K
|
13.9K
$3.16M
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
129+ 2.05% |
$16.3K - $20.1K
|
6.43K
$1.46M
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
24+ 0.11% |
$3.02K - $3.74K
|
21.5K
$4.9M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
400New |
$50.4K - $62.3K
|
400
$91.1K
|
|
|
Jan 04, 2023
Q4 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
PUT |
200New |
$25.2K - $31.1K
|
200
$45.5K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-105K- 28.14% |
$14.6M - $18.4M
|
269K
$61.2M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-885K- 48.81% |
$122M - $155M
|
928K
$211M
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
17.5K+ 132.56% |
$2.42M - $3.06M
|
30.7K
$7M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-39.1K- 2.69% |
$5.4M - $6.83M
|
1.42M
$322M
|
|
|
Nov 29, 2022
Q3 2022
|
Salem Capital Management Inc
|
SELL
|
- |
-200- 2.68% |
$27.6K - $34.9K
|
7.26K
$1.65M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
13.5K+ 6.55% |
$1.86M - $2.35M
|
219K
$49.9M
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-750- 7.91% |
$104K - $131K
|
8.73K
$1.99M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-1.26K- 0.39% |
$174K - $220K
|
323K
$73.5M
|
|