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
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
PUT |
44.8KNew |
$9.93M - $11.6M
|
44.8K
$10.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
12KNew |
$2.67M - $3.12M
|
12K
$2.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-211- 1.0% |
$46.8K - $54.7K
|
20.9K
$5.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
28.5K+ 3.53% |
$6.31M - $7.37M
|
835K
$202M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
PUT |
-3.8K- 8.39% |
$842K - $984K
|
41.5K
$10M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-5.36K- 3.44% |
$1.19M - $1.39M
|
151K
$36.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-5.57K- 10.21% |
$1.24M - $1.44M
|
49K
$11.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-10.5K- 5.6% |
$2.33M - $2.72M
|
177K
$42.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.8K- 1.05% |
$841K - $983K
|
358K
$86.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
BUY
|
PUT |
31.8KNew |
$7.05M - $8.24M
|
31.8K
$7.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.52K- 0.85% |
$337K - $394K
|
177K
$42.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
8.54KNew |
$1.89M - $2.21M
|
8.54K
$2.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-830- 3.36% |
$184K - $215K
|
23.9K
$5.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
BUY
|
- |
760+ 0.9% |
$168K - $197K
|
84.8K
$20.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-11.8K- 4.78% |
$2.62M - $3.06M
|
235K
$56.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
241+ 0.3% |
$53.4K - $62.4K
|
80.6K
$19.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29K+ 1.35% |
$6.43M - $7.52M
|
2.17M
$525M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-410- 1.47% |
$90.9K - $106K
|
27.5K
$6.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Tiff Advisory Services Inc
|
BUY
|
- |
84.6K+ 118.86% |
$18.7M - $21.9M
|
156K
$37.6M
|
|
|
Feb 06, 2025
Q4 2024
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-711- 12.35% |
$158K - $184K
|
5.05K
$1.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-83- 1.7% |
$18.4K - $21.5K
|
4.81K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-1.09K- 1.13% |
$241K - $282K
|
95.2K
$23M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-120K- 46.41% |
$26.7M - $31.2M
|
139K
$33.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-427- 1.72% |
$94.7K - $111K
|
24.4K
$5.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-1.92K- 1.43% |
$425K - $496K
|
132K
$31.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-113- 0.69% |
$25.1K - $29.3K
|
16.2K
$3.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
8.17KNew |
$1.81M - $2.12M
|
8.17K
$1.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
884New |
$196K - $229K
|
884
$214K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
101+ 0.19% |
$22.4K - $26.2K
|
53.3K
$12.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
SELL
|
- |
-17K- 3.51% |
$3.78M - $4.41M
|
468K
$113M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.16M+ 3.32% |
$700M - $818M
|
98.1M
$23.7B
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-769- 1.82% |
$170K - $199K
|
41.5K
$10M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-3.81K- 4.72% |
$844K - $986K
|
76.8K
$18.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
340K+ 57.52% |
$75.4M - $88.1M
|
932K
$225M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
25.3K+ 0.56% |
$5.6M - $6.55M
|
4.51M
$1.09B
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
362+ 2.41% |
$80.3K - $93.8K
|
15.4K
$3.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
20+ 0.38% |
$4.43K - $5.18K
|
5.29K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.04KNew |
$1.34M - $1.56M
|
6.04K
$1.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-3.02K- 2.58% |
$668K - $781K
|
114K
$27.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-30.9K- 3.8% |
$6.85M - $8.01M
|
783K
$189M
|
|
|
Feb 06, 2025
Q4 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1.24K+ 12.17% |
$274K - $321K
|
11.4K
$2.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
SELL
|
- |
-126- 0.63% |
$27.9K - $32.6K
|
19.8K
$4.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
2.2K+ 57.44% |
$487K - $569K
|
6.02K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
4+ 0.01% |
$887 - $1.04K
|
27.4K
$6.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Torray LLC
|
BUY
|
- |
80+ 0.13% |
$17.7K - $20.7K
|
61.6K
$14.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.55K- 0.32% |
$343K - $401K
|
488K
$118M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
PUT |
6KNew |
$1.33M - $1.55M
|
6K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-87- 1.39% |
$19.3K - $22.5K
|
6.15K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-524- 0.46% |
$116K - $136K
|
114K
$27.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1.23K- 1.34% |
$272K - $317K
|
90.1K
$21.8M
|