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
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.28K- 1.35% |
$506K - $591K
|
167K
$38.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-13.6K- 3.72% |
$3.02M - $3.53M
|
353K
$82M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
20.4K+ 25.65% |
$4.52M - $5.28M
|
99.9K
$23.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-784- 2.29% |
$174K - $203K
|
33.5K
$7.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
12.7K+ 26.85% |
$2.81M - $3.28M
|
59.9K
$13.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-40- 0.9% |
$8.87K - $10.4K
|
4.41K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
8.49K+ 6.2% |
$1.88M - $2.2M
|
145K
$33.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
17.6KNew |
$3.91M - $4.56M
|
17.6K
$4.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
10KNew |
$2.23M - $2.6M
|
10K
$2.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
36.4KNew |
$8.08M - $9.44M
|
36.4K
$8.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-965- 1.91% |
$214K - $250K
|
49.5K
$11.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-55- 0.26% |
$12.2K - $14.2K
|
21.3K
$4.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Harbor Island Capital LLC
|
SELL
|
- |
-403- 0.41% |
$89.3K - $104K
|
97.3K
$22.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-911- 1.39% |
$202K - $236K
|
64.6K
$15M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
131K+ 229.62% |
$29.1M - $34M
|
188K
$43.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-2.28K- 3.19% |
$505K - $590K
|
69.2K
$16.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-5.94K- 2.54% |
$1.32M - $1.54M
|
228K
$53M
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
3.2KNew |
$709K - $828K
|
3.2K
$744K
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-13- 0.3% |
$2.88K - $3.37K
|
4.36K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
PUT |
200New |
$44.3K - $51.8K
|
200
$46.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-9.16K- 3.41% |
$2.03M - $2.37M
|
259K
$60.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
6.89K+ 5.14% |
$1.53M - $1.78M
|
141K
$32.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
14.1K+ 4.07% |
$3.12M - $3.65M
|
360K
$83.8M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.93K+ 6.59% |
$427K - $499K
|
31.2K
$7.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-4.53K- 10.27% |
$1M - $1.17M
|
39.6K
$9.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
248+ 5.15% |
$55K - $64.2K
|
5.06K
$1.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
2+ 0.07% |
$443 - $518
|
2.98K
$692K
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-123- 3.3% |
$27.3K - $31.9K
|
3.6K
$838K
|
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
101+ 7.19% |
$22.4K - $26.2K
|
1.51K
$350K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-3.8K- 2.73% |
$842K - $983K
|
135K
$31.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.25K+ 12.17% |
$499K - $584K
|
20.8K
$4.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Telligent Fund, LP
Hong Kong, K3 |
BUY
|
- |
10KNew |
$2.22M - $2.59M
|
10K
$2.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
795+ 0.77% |
$176K - $206K
|
104K
$24.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.08K+ 1.79% |
$239K - $280K
|
61.5K
$14.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
20.4K+ 20.39% |
$4.53M - $5.29M
|
121K
$28.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.49K+ 9.91% |
$773K - $904K
|
38.7K
$9M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
1.68K+ 3.04% |
$372K - $435K
|
57K
$13.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Boit C F David
Boston, MA |
BUY
|
- |
100+ 0.33% |
$22.2K - $25.9K
|
30K
$6.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
443+ 12.01% |
$98.2K - $115K
|
4.13K
$961K
|
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-937- 1.13% |
$208K - $243K
|
82.3K
$19.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-675- 0.9% |
$150K - $175K
|
74.7K
$17.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-22- 0.39% |
$4.88K - $5.7K
|
5.58K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
290+ 1.02% |
$64.3K - $75.1K
|
28.8K
$6.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
80.8K+ 14.94% |
$17.9M - $20.9M
|
621K
$145M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-591- 1.2% |
$131K - $153K
|
48.6K
$11.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-3.78K- 0.94% |
$837K - $978K
|
397K
$92.5M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
125+ 0.51% |
$27.7K - $32.4K
|
24.8K
$5.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-4.5K- 5.03% |
$998K - $1.17M
|
85.1K
$19.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-3.9K- 4.85% |
$865K - $1.01M
|
76.5K
$17.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
112+ 0.19% |
$24.8K - $29K
|
60.4K
$14.1M
|