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 07, 2025
Q4 2024
|
Capital Management Corp
|
BUY
|
- |
62+ 1.65% |
$13.7K - $16.1K
|
3.82K
$870K
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-3.31K- 1.22% |
$733K - $857K
|
267K
$60.8M
|
|
Feb 07, 2025
Q4 2024
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
46.9KNew |
$10.4M - $12.1M
|
46.9K
$10.7M
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
15.4KNew |
$3.41M - $3.98M
|
15.4K
$3.5M
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
1.89K+ 97.47% |
$419K - $490K
|
3.83K
$872K
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.59K+ 3.38% |
$795K - $929K
|
110K
$25M
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
602+ 3.13% |
$133K - $156K
|
19.8K
$4.52M
|
|
Feb 07, 2025
Q4 2024
|
Jordan Park Trust CO LLC
Portsmouth, NH |
BUY
|
- |
2.33KNew |
$517K - $605K
|
2.33K
$531K
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
75+ 0.32% |
$16.6K - $19.4K
|
23.2K
$5.27M
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-3.48K- 4.46% |
$772K - $902K
|
74.6K
$17M
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-3.19K- 1.46% |
$707K - $826K
|
216K
$49.1M
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-201- 3.02% |
$44.6K - $52.1K
|
6.46K
$1.47M
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-122K- 10.93% |
$27.1M - $31.7M
|
996K
$227M
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
57.3KNew |
$12.7M - $14.8M
|
57.3K
$13M
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-11.6K- 47.41% |
$2.58M - $3.02M
|
12.9K
$2.94M
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
10.4KNew |
$2.3M - $2.69M
|
10.4K
$2.36M
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
9.84KNew |
$2.18M - $2.55M
|
9.84K
$2.24M
|
|
Feb 07, 2025
Q4 2024
|
Lgt Capital Partners Ltd.
|
SELL
|
- |
-43.9K- 7.45% |
$9.72M - $11.4M
|
545K
$124M
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-294- 0.28% |
$65.2K - $76.2K
|
105K
$23.9M
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
324K+ 4.03% |
$71.8M - $83.9M
|
8.36M
$1.9B
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
33KNew |
$7.31M - $8.54M
|
33K
$7.51M
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-465- 0.63% |
$103K - $120K
|
73.3K
$16.7M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-623K- 10.65% |
$138M - $161M
|
5.23M
$1.19B
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.1K- 1.51% |
$245K - $286K
|
71.9K
$16.4M
|
|
Feb 07, 2025
Q4 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-216K- 9.45% |
$47.9M - $56M
|
2.07M
$472M
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.22K- 6.77% |
$1.16M - $1.35M
|
71.9K
$16.4M
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-14K- 3.0% |
$3.09M - $3.61M
|
452K
$103M
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.92K- 99.69% |
$425K - $496K
|
6
$1.37K
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-758- 1.95% |
$168K - $196K
|
38.2K
$8.69M
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-20.7K- 62.96% |
$4.58M - $5.36M
|
12.2K
$2.77M
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
BUY
|
- |
132+ 0.23% |
$29.3K - $34.2K
|
56.4K
$12.8M
|
|
Feb 07, 2025
Q4 2024
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-32- 2.08% |
$7.09K - $8.29K
|
1.51K
$343K
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
1.04K+ 56.0% |
$231K - $270K
|
2.9K
$660K
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.14K- 1.28% |
$1.14M - $1.33M
|
397K
$90.5M
|
|
Feb 07, 2025
Q4 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-473- 1.02% |
$105K - $123K
|
45.7K
$10.4M
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-473- 0.73% |
$105K - $123K
|
64.3K
$14.6M
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-54- 0.24% |
$12K - $14K
|
22.2K
$5.06M
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
SELL
|
- |
-900- 7.47% |
$200K - $233K
|
11.1K
$2.54M
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-15.2K- 26.52% |
$3.37M - $3.94M
|
42.2K
$9.6M
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-23.3K- 7.39% |
$5.16M - $6.03M
|
292K
$66.4M
|
|
Feb 07, 2025
Q4 2024
|
Saybrook Capital
|
SELL
|
- |
-1.44K- 0.86% |
$319K - $373K
|
165K
$37.6M
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-6.46K- 9.3% |
$1.43M - $1.67M
|
63K
$14.3M
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
154+ 0.05% |
$34.1K - $39.9K
|
309K
$70.3M
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-2.84K- 1.92% |
$630K - $737K
|
145K
$33.1M
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
79+ 0.28% |
$17.5K - $20.5K
|
28K
$6.38M
|
|
Feb 07, 2025
Q4 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-594- 1.41% |
$132K - $154K
|
41.6K
$9.48M
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
36.2KNew |
$8.02M - $9.37M
|
36.2K
$8.24M
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.58K+ 9.19% |
$793K - $926K
|
42.5K
$9.67M
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-7.37K- 1.24% |
$1.63M - $1.91M
|
586K
$133M
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3.95K- 5.84% |
$877K - $1.02M
|
63.8K
$14.5M
|