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 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-31.6K- 0.59% |
$7M - $8.18M
|
5.33M
$1.24B
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.45K+ 3.44% |
$765K - $893K
|
104K
$24.1M
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-325- 1.65% |
$72K - $84.2K
|
19.4K
$4.52M
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-1.33K- 1.21% |
$296K - $346K
|
109K
$25.3M
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
40.1KNew |
$8.89M - $10.4M
|
40.1K
$9.33M
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-200- 0.44% |
$44.3K - $51.8K
|
45.2K
$10.5M
|
|
Jan 27, 2025
Q4 2024
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-1.1K- 8.23% |
$244K - $285K
|
12.3K
$2.85M
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-18.2K- 49.65% |
$4.04M - $4.72M
|
18.5K
$4.3M
|
|
Jan 27, 2025
Q4 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
75+ 0.96% |
$16.6K - $19.4K
|
7.89K
$1.83M
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
11+ 0.07% |
$2.44K - $2.85K
|
16.4K
$3.82M
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.65K+ 12.92% |
$587K - $685K
|
23.1K
$5.38M
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-889- 3.33% |
$197K - $230K
|
25.8K
$6.01M
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
280K+ 5.7% |
$62.1M - $72.5M
|
5.19M
$1.21B
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
2.27K+ 1.58% |
$504K - $589K
|
146K
$34M
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
4.66K+ 2.36% |
$1.03M - $1.21M
|
202K
$47.1M
|
|
Jan 27, 2025
Q4 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-416- 0.78% |
$92.2K - $108K
|
53K
$12.3M
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
102+ 0.47% |
$22.6K - $26.4K
|
21.6K
$5.03M
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
165K+ 18.07% |
$36.6M - $42.7M
|
1.08M
$251M
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-6.86K- 3.73% |
$1.52M - $1.78M
|
177K
$41.2M
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-16.7K- 39.96% |
$3.7M - $4.32M
|
25.1K
$5.84M
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-200- 0.86% |
$44.3K - $51.8K
|
23.1K
$5.38M
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
10.7K+ 8.37% |
$2.37M - $2.77M
|
138K
$32.2M
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.86K+ 9.97% |
$412K - $482K
|
20.5K
$4.77M
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-30- 0.15% |
$6.65K - $7.77K
|
20K
$4.65M
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
9.11KNew |
$2.02M - $2.36M
|
9.11K
$2.12M
|
|
Jan 27, 2025
Q4 2024
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
30.6KNew |
$6.78M - $7.92M
|
30.6K
$7.11M
|
|
Jan 27, 2025
Q4 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.24K- 37.05% |
$274K - $320K
|
2.1K
$489K
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-3.9K- 11.95% |
$864K - $1.01M
|
28.7K
$6.68M
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.51K- 4.58% |
$1.22M - $1.43M
|
115K
$26.7M
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-311- 0.44% |
$68.9K - $80.6K
|
70.2K
$16.3M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
69.9K+ 7.76% |
$15.5M - $18.1M
|
971K
$226M
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
811+ 2.85% |
$180K - $210K
|
29.3K
$6.81M
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
9.28KNew |
$2.06M - $2.4M
|
9.28K
$2.16M
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-39.3K- 8.27% |
$8.72M - $10.2M
|
436K
$101M
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-636- 1.73% |
$141K - $165K
|
36.2K
$8.43M
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
381+ 4.43% |
$84.5K - $98.7K
|
8.97K
$2.09M
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
180+ 0.2% |
$39.9K - $46.6K
|
92.4K
$21.5M
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-56- 0.12% |
$12.4K - $14.5K
|
46K
$10.7M
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-574- 2.64% |
$127K - $149K
|
21.2K
$4.92M
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
BUY
|
- |
1.71K+ 8.28% |
$380K - $444K
|
22.4K
$5.21M
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.06K+ 4.0% |
$456K - $533K
|
53.4K
$12.4M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-150- 0.64% |
$33.3K - $38.9K
|
23.4K
$5.44M
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
5+ 0.09% |
$1.11K - $1.3K
|
5.54K
$1.29M
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
3.11K+ 40.48% |
$689K - $805K
|
10.8K
$2.51M
|
|
Jan 27, 2025
Q4 2024
|
Barton Investment Management
|
SELL
|
- |
-2.15K- 6.86% |
$477K - $557K
|
29.2K
$6.79M
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-7.94K- 7.76% |
$1.76M - $2.06M
|
94.3K
$21.9M
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-9- 0.31% |
$2K - $2.33K
|
2.88K
$670K
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.12K+ 5.54% |
$249K - $291K
|
21.4K
$4.98M
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
976+ 2.62% |
$216K - $253K
|
38.2K
$8.88M
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.8K+ 3.57% |
$3.29M - $3.84M
|
431K
$100M
|