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 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
4.93KNew |
$1.09M - $1.28M
|
4.93K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.93K- 1.12% |
$427K - $499K
|
170K
$38.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
SELL
|
- |
-1.87K- 1.78% |
$414K - $483K
|
103K
$23.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
9.47K+ 3.38% |
$2.1M - $2.45M
|
290K
$66M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
349+ 1.09% |
$77.4K - $90.4K
|
32.3K
$7.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2.35K+ 1.96% |
$521K - $608K
|
122K
$27.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
149+ 0.43% |
$33K - $38.6K
|
34.7K
$7.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-598- 0.59% |
$133K - $155K
|
99.9K
$22.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
248+ 10.51% |
$55K - $64.2K
|
2.61K
$593K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
2.36K+ 7.71% |
$524K - $612K
|
33K
$7.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-416- 1.31% |
$92.2K - $108K
|
31.4K
$7.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-1.51K- 2.72% |
$335K - $392K
|
54.1K
$12.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-248- 0.51% |
$55K - $64.2K
|
48.2K
$11M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.4K- 11.03% |
$309K - $361K
|
11.3K
$2.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
106+ 10.01% |
$23.5K - $27.5K
|
1.17K
$265K
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
8.87KNew |
$1.97M - $2.3M
|
8.87K
$2.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
6.31KNew |
$1.4M - $1.63M
|
6.31K
$1.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-78- 0.09% |
$17.3K - $20.2K
|
83.9K
$19.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-1.89K- 2.14% |
$419K - $489K
|
86.3K
$19.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
565+ 3.06% |
$125K - $146K
|
19K
$4.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.61K- 0.54% |
$800K - $935K
|
671K
$153M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-1.79K- 0.61% |
$397K - $464K
|
292K
$66.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-2.8K- 0.62% |
$620K - $725K
|
452K
$103M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-14.4K- 32.6% |
$3.2M - $3.74M
|
29.8K
$6.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-341- 1.42% |
$75.6K - $88.3K
|
23.7K
$5.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-6.83K- 4.57% |
$1.51M - $1.77M
|
143K
$32.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-27.7K- 29.96% |
$6.13M - $7.16M
|
64.6K
$14.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-3.38K- 3.29% |
$749K - $875K
|
99.2K
$22.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
1.99K+ 46.37% |
$441K - $516K
|
6.29K
$1.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-2.89K- 2.24% |
$642K - $750K
|
126K
$28.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-282- 6.61% |
$62.5K - $73K
|
3.98K
$907K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
16+ 0.09% |
$3.55K - $4.14K
|
17.1K
$3.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-268- 7.51% |
$59.4K - $69.4K
|
3.3K
$751K
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
237+ 2.37% |
$52.5K - $61.4K
|
10.2K
$2.33M
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-6.98K- 1.05% |
$1.55M - $1.81M
|
657K
$149M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-64.4K- 3.33% |
$14.3M - $16.7M
|
1.87M
$425M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.6M+ 54880.1% |
$355M - $415M
|
1.6M
$365M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
27.2K+ 2.97% |
$6.04M - $7.05M
|
943K
$215M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-39- 0.19% |
$8.65K - $10.1K
|
20.6K
$4.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
16+ 0.74% |
$3.55K - $4.14K
|
2.17K
$494K
|
|
|
Feb 05, 2025
Q4 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-182- 0.49% |
$40.3K - $47.1K
|
37.2K
$8.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
23.6KNew |
$5.23M - $6.11M
|
23.6K
$5.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-447- 2.48% |
$99.1K - $116K
|
17.6K
$4.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-1.21K- 1.95% |
$268K - $314K
|
61K
$13.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
82+ 0.05% |
$18.2K - $21.2K
|
152K
$34.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.91K- 0.84% |
$645K - $754K
|
345K
$78.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.97K- 14.62% |
$436K - $510K
|
11.5K
$2.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
106+ 0.41% |
$23.5K - $27.5K
|
25.7K
$5.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
4.08KNew |
$903K - $1.06M
|
4.08K
$928K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
109+ 0.59% |
$24.2K - $28.2K
|
18.7K
$4.25M
|