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 23, 2025
Q4 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-53.7K- 98.24% |
$11.9M - $13.9M
|
964
$228K
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7.26K+ 10.91% |
$1.61M - $1.88M
|
73.8K
$17.5M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.1K- 4.73% |
$243K - $284K
|
22.1K
$5.23M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-124- 0.82% |
$27.5K - $32.1K
|
14.9K
$3.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
8.92K+ 2.02% |
$1.98M - $2.31M
|
452K
$107M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-361- 1.53% |
$80K - $93.5K
|
23.3K
$5.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
441+ 0.58% |
$97.8K - $114K
|
77K
$18.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2.96K+ 1.72% |
$656K - $767K
|
175K
$41.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.43K- 3.33% |
$317K - $371K
|
41.6K
$9.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-169- 2.32% |
$37.5K - $43.8K
|
7.11K
$1.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
41+ 2.07% |
$9.09K - $10.6K
|
2.02K
$478K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.42K+ 3.42% |
$314K - $367K
|
42.9K
$10.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
189+ 1.31% |
$41.9K - $49K
|
14.6K
$3.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
110+ 1.58% |
$24.4K - $28.5K
|
7.07K
$1.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
43.4KNew |
$9.61M - $11.2M
|
43.4K
$10.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-94- 1.01% |
$20.8K - $24.3K
|
9.26K
$2.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.58K+ 3.81% |
$571K - $667K
|
70.2K
$16.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-2.22K- 18.47% |
$491K - $574K
|
9.78K
$2.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
BUY
|
- |
433+ 31.72% |
$96K - $112K
|
1.8K
$426K
|
|
|
Jan 23, 2025
Q4 2024
|
Scharf Investments, LLC
|
BUY
|
- |
527+ 3.14% |
$117K - $137K
|
17.3K
$4.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.39K- 1.83% |
$309K - $361K
|
74.8K
$17.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-6.23K- 4.6% |
$1.38M - $1.61M
|
129K
$30.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
418+ 3.41% |
$92.7K - $108K
|
12.7K
$3M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-24.4K- 0.56% |
$5.41M - $6.32M
|
4.35M
$1.03B
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.51K- 2.58% |
$334K - $390K
|
56.8K
$13.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Peavine Capital, LLC
|
SELL
|
- |
-2.2K- 9.84% |
$488K - $570K
|
20.2K
$4.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
1.01KNew |
$225K - $262K
|
1.01K
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
12.5K+ 26.69% |
$2.77M - $3.24M
|
59.3K
$14.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.51K+ 4.23% |
$778K - $909K
|
86.6K
$20.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
143+ 0.52% |
$31.7K - $37K
|
27.7K
$6.57M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-230- 1.39% |
$51K - $59.6K
|
16.3K
$3.85M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-617- 0.91% |
$137K - $160K
|
67K
$15.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.35K- 7.95% |
$299K - $349K
|
15.6K
$3.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.14K- 0.57% |
$254K - $296K
|
201K
$47.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.5K+ 5.62% |
$3M - $3.51M
|
255K
$60.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
607+ 0.77% |
$135K - $157K
|
79.1K
$18.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
797+ 0.68% |
$177K - $206K
|
117K
$27.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.54K+ 7.75% |
$341K - $399K
|
21.4K
$5.07M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
39.5K+ 17.23% |
$8.76M - $10.2M
|
269K
$63.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-882- 1.47% |
$196K - $228K
|
58.9K
$14M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2.21K+ 4.12% |
$490K - $572K
|
55.9K
$13.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-22- 2.37% |
$4.88K - $5.7K
|
908
$215K
|
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-222- 13.47% |
$49.2K - $57.5K
|
1.43K
$338K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-180- 0.76% |
$39.9K - $46.6K
|
23.6K
$5.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1+ 0.02% |
$222 - $259
|
4.33K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
2+ 0.04% |
$443 - $518
|
4.55K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-244- 1.93% |
$54.1K - $63.2K
|
12.4K
$2.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.13K+ 3.2% |
$472K - $551K
|
68.5K
$16.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
83.2KNew |
$18.4M - $21.5M
|
83.2K
$19.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
3.99KNew |
$885K - $1.03M
|
3.99K
$945K
|