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 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
BUY
|
- |
1.26M+ 26.52% |
$280M - $328M
|
6.03M
$1.4B
|
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-100- 2.31% |
$22.2K - $25.9K
|
4.24K
$986K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
14.8K+ 2.1% |
$3.28M - $3.83M
|
720K
$167M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
288+ 0.07% |
$63.8K - $74.6K
|
395K
$91.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
3+ 0.09% |
$665 - $777
|
3.31K
$769K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-58- 2.71% |
$12.9K - $15K
|
2.09K
$485K
|
|
|
Jan 30, 2025
Q4 2024
|
Sage Advisors, LLC
Boulder, CO |
SELL
|
- |
-2.08K- 4.51% |
$462K - $540K
|
44.1K
$10.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
3.91K+ 1.79% |
$866K - $1.01M
|
222K
$51.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2.68K- 1.56% |
$594K - $694K
|
169K
$39.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
51+ 0.32% |
$11.3K - $13.2K
|
15.9K
$3.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-18.4K- 9.41% |
$4.08M - $4.76M
|
177K
$41.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.04K+ 1.41% |
$1.12M - $1.31M
|
362K
$84.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-121- 0.85% |
$26.8K - $31.3K
|
14.1K
$3.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
19.7KNew |
$4.38M - $5.11M
|
19.7K
$4.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-2.79K- 2.87% |
$618K - $722K
|
94.5K
$22M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-48.2K- 40.0% |
$10.7M - $12.5M
|
72.4K
$16.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-16K- 2.61% |
$3.55M - $4.15M
|
598K
$139M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-578K- 2.0% |
$128M - $150M
|
28.4M
$6.6B
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-67- 0.23% |
$14.9K - $17.4K
|
29K
$6.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-19.7K- 8.39% |
$4.36M - $5.09M
|
215K
$49.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-3.22K- 22.48% |
$713K - $833K
|
11.1K
$2.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
14.2KNew |
$3.15M - $3.67M
|
14.2K
$3.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-40- 0.1% |
$8.87K - $10.4K
|
38.9K
$9.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-578- 0.55% |
$128K - $150K
|
104K
$24.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-194- 0.58% |
$43K - $50.2K
|
33.1K
$7.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-8.8K- 8.6% |
$1.95M - $2.28M
|
93.4K
$21.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.85K- 3.45% |
$409K - $478K
|
51.6K
$12M
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
34.3K+ 32.58% |
$7.6M - $8.88M
|
139K
$32.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.7K+ 6.27% |
$377K - $441K
|
28.8K
$6.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 1.99% |
$351K - $410K
|
78.2K
$18.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.24K+ 6.74% |
$497K - $581K
|
35.5K
$8.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-884- 0.34% |
$196K - $229K
|
258K
$60M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-66- 0.32% |
$14.6K - $17.1K
|
20.9K
$4.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
3.22KNew |
$715K - $835K
|
3.22K
$750K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-541- 1.04% |
$120K - $140K
|
51.5K
$12M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-2.55K- 2.58% |
$565K - $660K
|
96.3K
$22.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-887- 0.9% |
$197K - $230K
|
97.2K
$22.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
8.6KNew |
$1.91M - $2.23M
|
8.6K
$2M
|
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
309+ 5.67% |
$68.5K - $80K
|
5.76K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Vista Finance, LLC
|
SELL
|
- |
-39- 0.67% |
$8.65K - $10.1K
|
5.76K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-213- 0.69% |
$47.2K - $55.2K
|
30.6K
$7.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.34K- 0.74% |
$519K - $606K
|
313K
$72.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
94+ 3.13% |
$20.8K - $24.3K
|
3.1K
$721K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
13.9K+ 14.67% |
$3.08M - $3.6M
|
109K
$25.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Check Capital Management Inc
|
SELL
|
- |
-3.8K- 12.03% |
$842K - $984K
|
27.8K
$6.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-174- 1.48% |
$38.6K - $45.1K
|
11.6K
$2.7M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-561- 1.66% |
$124K - $145K
|
33.3K
$7.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
6.6K+ 0.46% |
$1.46M - $1.71M
|
1.44M
$336M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.46K- 1.99% |
$324K - $378K
|
72.1K
$16.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.75K- 4.41% |
$609K - $711K
|
59.5K
$13.8M
|