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 24, 2025
Q4 2024
|
Coerente Capital Management
|
SELL
|
- |
-10- 0.35% |
$2.22K - $2.59K
|
2.86K
$664K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
31+ 0.39% |
$6.87K - $8.03K
|
7.97K
$1.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
868+ 5.35% |
$192K - $225K
|
17.1K
$3.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-5.36K- 0.4% |
$1.19M - $1.39M
|
1.34M
$312M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
20.3K+ 70.82% |
$4.49M - $5.25M
|
48.9K
$11.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
404+ 1.54% |
$89.6K - $105K
|
26.6K
$6.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
19KNew |
$4.2M - $4.91M
|
19K
$4.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-97- 1.05% |
$21.5K - $25.1K
|
9.16K
$2.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-939- 3.02% |
$208K - $243K
|
30.1K
$7.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
497+ 1.18% |
$110K - $129K
|
42.8K
$9.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
28.4K+ 5.36% |
$6.3M - $7.36M
|
558K
$130M
|
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
148+ 1.02% |
$32.8K - $38.3K
|
14.6K
$3.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.16K- 0.42% |
$258K - $301K
|
276K
$64.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-204- 0.92% |
$45.2K - $52.8K
|
22K
$5.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
286+ 4.22% |
$63.4K - $74.1K
|
7.06K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
874+ 0.1% |
$194K - $226K
|
841K
$196M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
364+ 2.64% |
$80.7K - $94.3K
|
14.1K
$3.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-181- 5.57% |
$40.1K - $46.9K
|
3.07K
$714K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
639+ 0.39% |
$142K - $166K
|
164K
$38.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
6+ 0.01% |
$1.33K - $1.55K
|
44.5K
$10.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-15.5K- 13.73% |
$3.44M - $4.02M
|
97.5K
$22.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
10.8K+ 12.45% |
$2.4M - $2.8M
|
97.7K
$22.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
200+ 3.25% |
$44.3K - $51.8K
|
6.35K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
541+ 1.56% |
$120K - $140K
|
35.3K
$8.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
78+ 0.4% |
$17.3K - $20.2K
|
19.8K
$4.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.35K+ 4.13% |
$300K - $350K
|
34.1K
$7.93M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-797- 2.51% |
$177K - $206K
|
30.9K
$7.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
108K+ 1230.69% |
$24M - $28M
|
117K
$27.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-52- 1.89% |
$11.5K - $13.5K
|
2.7K
$627K
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-855- 2.09% |
$190K - $221K
|
40K
$9.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
27.8KNew |
$6.16M - $7.2M
|
27.8K
$6.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-6- 0.03% |
$1.33K - $1.55K
|
22.4K
$5.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
369+ 1.2% |
$81.8K - $95.6K
|
31K
$7.21M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
45.9K+ 12.94% |
$10.2M - $11.9M
|
401K
$93.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
7.29K+ 1.04% |
$1.62M - $1.89M
|
710K
$165M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1.55K- 4.54% |
$344K - $402K
|
32.6K
$7.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
2.42K+ 2.02% |
$536K - $626K
|
122K
$28.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-255K- 19.03% |
$56.5M - $66M
|
1.08M
$252M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.16K+ 7.97% |
$256K - $300K
|
15.7K
$3.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
3.21K+ 4.1% |
$712K - $831K
|
81.6K
$19M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-350- 13.36% |
$77.6K - $90.7K
|
2.27K
$528K
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
663+ 27.71% |
$147K - $172K
|
3.06K
$711K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.24K+ 1.36% |
$275K - $321K
|
92.6K
$21.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-4.49K- 6.72% |
$996K - $1.16M
|
62.4K
$14.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
238+ 0.47% |
$52.8K - $61.6K
|
50.7K
$11.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
3.2KNew |
$709K - $829K
|
3.2K
$744K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-5.37K- 1.79% |
$1.19M - $1.39M
|
295K
$68.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-41- 0.3% |
$9.09K - $10.6K
|
13.7K
$3.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5.83K- 4.25% |
$1.29M - $1.51M
|
131K
$30.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.54K- 5.29% |
$341K - $398K
|
27.5K
$6.39M
|