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 10, 2025
Q4 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-285- 2.85% |
$63.2K - $73.8K
|
9.71K
$2.21M
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
3.47K+ 26.91% |
$769K - $899K
|
16.4K
$3.73M
|
|
Feb 10, 2025
Q4 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-6.64K- 2.15% |
$1.47M - $1.72M
|
301K
$68.6M
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
5.21KNew |
$1.15M - $1.35M
|
5.21K
$1.18M
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
3.3KNew |
$732K - $856K
|
3.3K
$752K
|
|
Feb 10, 2025
Q4 2024
|
Terra Alpha Investments LLC
Washington, DC |
BUY
|
- |
23KNew |
$5.11M - $5.96M
|
23K
$5.24M
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
14.2KNew |
$3.14M - $3.67M
|
14.2K
$3.22M
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-1.07K- 1.85% |
$237K - $277K
|
56.8K
$12.9M
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.05K+ 1.05% |
$232K - $271K
|
101K
$22.9M
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-919- 13.27% |
$204K - $238K
|
6.01K
$1.37M
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.36K+ 22.25% |
$523K - $611K
|
13K
$2.95M
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-500- 7.33% |
$111K - $130K
|
6.32K
$1.44M
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11.9K+ 2.21% |
$2.64M - $3.09M
|
552K
$126M
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
527+ 1.47% |
$117K - $137K
|
36.3K
$8.27M
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
62.6K+ 123.35% |
$13.9M - $16.2M
|
113K
$25.8M
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.1K+ 3.25% |
$243K - $284K
|
34.8K
$7.92M
|
|
Feb 10, 2025
Q4 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
458+ 18.86% |
$102K - $119K
|
2.89K
$657K
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
26+ 0.55% |
$5.76K - $6.73K
|
4.78K
$1.09M
|
|
Feb 10, 2025
Q4 2024
|
Haven Capital Group, Inc.
Camarillo, CA |
BUY
|
- |
46.9KNew |
$10.4M - $12.1M
|
46.9K
$10.7M
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
15.3KNew |
$3.39M - $3.96M
|
15.3K
$3.48M
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-54- 0.23% |
$12K - $14K
|
23.3K
$5.31M
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
440+ 2.18% |
$97.5K - $114K
|
20.6K
$4.69M
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
18+ 0.1% |
$3.99K - $4.66K
|
18K
$4.09M
|
|
Feb 07, 2025
Q4 2024
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
- |
99.2KNew |
$22M - $25.7M
|
99.2K
$22.6M
|
|
Feb 07, 2025
Q4 2024
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
CALL |
100KNew |
$22.2M - $25.9M
|
100K
$22.8M
|
|
Feb 07, 2025
Q4 2024
|
Greenwoods Asset Management Hong Kong Ltd.
Hong Kong, K3 |
SELL
|
- |
-12.4K- 1.64% |
$2.75M - $3.21M
|
744K
$169M
|
|
Feb 07, 2025
Q4 2024
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-140K- 19.4% |
$31.1M - $36.4M
|
583K
$133M
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
368K+ 8.29% |
$81.6M - $95.3M
|
4.81M
$1.09B
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-9.51K- 0.94% |
$2.11M - $2.46M
|
997K
$227M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-370K- 1.87% |
$81.9M - $95.7M
|
19.4M
$4.41B
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
62.6KNew |
$13.9M - $16.2M
|
62.6K
$14.3M
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-623- 3.62% |
$138K - $161K
|
16.6K
$3.77M
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-1.27K- 1.41% |
$281K - $328K
|
88.4K
$20.1M
|
|
Feb 07, 2025
Q4 2024
|
Arjuna Capital
|
SELL
|
- |
-2.87K- 2.07% |
$636K - $743K
|
136K
$31M
|
|
Feb 07, 2025
Q4 2024
|
Ns Partners LTD
|
SELL
|
- |
-4.89K- 0.84% |
$1.08M - $1.27M
|
579K
$132M
|
|
Feb 07, 2025
Q4 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-34K- 1.01% |
$7.54M - $8.81M
|
3.35M
$762M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
103K+ 54.59% |
$22.8M - $26.6M
|
291K
$66.2M
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-156K- 86.36% |
$34.6M - $40.4M
|
24.6K
$5.61M
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-293- 1.16% |
$65K - $75.9K
|
24.9K
$5.66M
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
23.7K+ 1.35% |
$5.25M - $6.13M
|
1.77M
$404M
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
18.9K+ 18.4% |
$4.2M - $4.9M
|
122K
$27.7M
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-341- 0.1% |
$75.6K - $88.3K
|
346K
$78.8M
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.16K- 1.92% |
$257K - $300K
|
59.2K
$13.5M
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
5.79K+ 49.6% |
$1.28M - $1.5M
|
17.5K
$3.97M
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
17.8K+ 8.35% |
$3.94M - $4.6M
|
230K
$52.4M
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.42K+ 5.45% |
$315K - $368K
|
27.4K
$6.25M
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
197K+ 0.37% |
$43.7M - $51.1M
|
53.5M
$12.2B
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.05K- 1.91% |
$233K - $273K
|
54.1K
$12.3M
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
8.53KNew |
$1.89M - $2.21M
|
8.53K
$1.94M
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
328New |
$72.7K - $85K
|
328
$74.7K
|