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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
PUT |
6.6KNew |
$1.46M - $1.71M
|
6.6K
$1.5M
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
6.47KNew |
$1.43M - $1.68M
|
6.47K
$1.47M
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
6+ 0.09% |
$1.33K - $1.55K
|
6.81K
$1.55M
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-25.9K- 80.14% |
$5.73M - $6.7M
|
6.41K
$1.46M
|
|
Feb 06, 2025
Q4 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
1.91K+ 2.59% |
$424K - $496K
|
75.8K
$17.3M
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
848+ 15.74% |
$188K - $220K
|
6.24K
$1.42M
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.68K+ 6.37% |
$815K - $952K
|
61.4K
$14M
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.02K- 1.77% |
$227K - $265K
|
56.9K
$13M
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
103+ 0.96% |
$22.8K - $26.7K
|
10.8K
$2.46M
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-16K- 6.06% |
$3.55M - $4.15M
|
248K
$56.5M
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
29.8K+ 6.71% |
$6.6M - $7.71M
|
473K
$108M
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-2.85K- 1.49% |
$632K - $738K
|
189K
$42.9M
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.8K+ 5.4% |
$620K - $725K
|
54.6K
$12.4M
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
3.32KNew |
$735K - $859K
|
3.32K
$755K
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-871- 1.27% |
$193K - $226K
|
67.6K
$15.4M
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-15.2K- 1.36% |
$3.37M - $3.94M
|
1.1M
$250M
|
|
Feb 06, 2025
Q4 2024
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-6- 0.19% |
$1.33K - $1.55K
|
3.07K
$700K
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
802+ 3.26% |
$178K - $208K
|
25.4K
$5.79M
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-14.4K- 0.81% |
$3.19M - $3.72M
|
1.76M
$400M
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-9.55K- 1.13% |
$2.12M - $2.47M
|
832K
$189M
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
391+ 0.92% |
$86.7K - $101K
|
42.8K
$9.74M
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-403- 1.26% |
$89.3K - $104K
|
31.5K
$7.17M
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
15.4K+ 13.73% |
$3.42M - $4M
|
128K
$29.1M
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-130- 0.64% |
$28.8K - $33.7K
|
20.2K
$4.6M
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
662+ 4.75% |
$147K - $171K
|
14.6K
$3.32M
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-442- 0.54% |
$98K - $114K
|
81.8K
$18.6M
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
SELL
|
- |
-10.6K- 0.3% |
$2.35M - $2.74M
|
3.55M
$808M
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-4.2K- 1.26% |
$931K - $1.09M
|
329K
$75M
|
|
Feb 06, 2025
Q4 2024
|
Leverage Partners Absolute Return Fund Spc
|
SELL
|
CALL |
-58- 4.8% |
$12.9K - $15K
|
1.15K
$262K
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-2.83K- 1.02% |
$627K - $733K
|
274K
$62.4M
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-50- 0.18% |
$11.1K - $13K
|
27.2K
$6.2M
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.43K- 3.55% |
$761K - $889K
|
93.3K
$21.2M
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.99K+ 8.8% |
$442K - $516K
|
24.6K
$5.6M
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-25- 0.41% |
$5.54K - $6.48K
|
6.08K
$1.38M
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
7.15K+ 2.69% |
$1.58M - $1.85M
|
273K
$62.1M
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
640+ 0.67% |
$142K - $166K
|
96.1K
$21.9M
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.6K+ 9.53% |
$576K - $673K
|
29.9K
$6.8M
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
25.9K+ 13.3% |
$5.75M - $6.72M
|
221K
$50.3M
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-14.5K- 5.03% |
$3.21M - $3.75M
|
273K
$62.2M
|
|
Feb 06, 2025
Q4 2024
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-4.9K- 2.87% |
$1.09M - $1.27M
|
166K
$37.8M
|
|
Feb 06, 2025
Q4 2024
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
CALL |
-2.8K- 84.85% |
$621K - $725K
|
500
$114K
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
44.1K+ 54.72% |
$9.78M - $11.4M
|
125K
$28.4M
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-513- 1.12% |
$114K - $133K
|
45.2K
$10.3M
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
168K+ 46.77% |
$37.3M - $43.5M
|
527K
$120M
|
|
Feb 06, 2025
Q4 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-65- 0.81% |
$14.4K - $16.8K
|
7.99K
$1.82M
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
58KNew |
$12.9M - $15M
|
58K
$13.2M
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1.29K- 7.89% |
$287K - $335K
|
15.1K
$3.43M
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
232K+ 315.76% |
$51.5M - $60.1M
|
306K
$69.6M
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
87+ 2.97% |
$19.3K - $22.5K
|
3.01K
$686K
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-262- 1.02% |
$58.1K - $67.9K
|
25.5K
$5.81M
|