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
|
Sage Mountain Advisors LLC
|
BUY
|
- |
15.2K+ 13.58% |
$3.38M - $3.94M
|
127K
$29M
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
453+ 0.8% |
$100K - $117K
|
57.4K
$13.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
640+ 1.77% |
$142K - $166K
|
36.9K
$8.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
260+ 0.57% |
$57.6K - $67.3K
|
46K
$10.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
11.3K+ 87.14% |
$2.5M - $2.92M
|
24.2K
$5.51M
|
|
|
Feb 07, 2025
Q4 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-18.7K- 6.39% |
$4.14M - $4.83M
|
273K
$62.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-14.4K- 41.77% |
$3.2M - $3.74M
|
20.1K
$4.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
9.46K+ 31.95% |
$2.1M - $2.45M
|
39.1K
$8.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
909+ 0.71% |
$202K - $235K
|
129K
$29.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.02K- 8.08% |
$226K - $264K
|
11.6K
$2.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
6.75KNew |
$1.5M - $1.75M
|
6.75K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
22.3KNew |
$4.95M - $5.78M
|
22.3K
$5.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$665 - $777
|
9.83K
$2.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
460K+ 13.54% |
$102M - $119M
|
3.85M
$877M
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-740- 0.82% |
$164K - $192K
|
90K
$20.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2.23K+ 0.61% |
$495K - $579K
|
370K
$84.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
501+ 2.69% |
$111K - $130K
|
19.1K
$4.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
545+ 7.43% |
$121K - $141K
|
7.88K
$1.79M
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
4+ 0.01% |
$887 - $1.04K
|
30.5K
$6.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-2.37K- 20.69% |
$526K - $614K
|
9.09K
$2.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.1K+ 3.37% |
$245K - $286K
|
33.8K
$7.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Objectivity Squared, LLC
Charleston, SC |
SELL
|
- |
-12- 0.08% |
$2.66K - $3.11K
|
15.6K
$3.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-3.42K- 5.8% |
$757K - $885K
|
55.5K
$12.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-66- 0.76% |
$14.6K - $17.1K
|
8.59K
$1.96M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-352- 1.88% |
$78K - $91.2K
|
18.4K
$4.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
31.6KNew |
$7M - $8.18M
|
31.6K
$7.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
1.38KNew |
$305K - $356K
|
1.38K
$313K
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3.95K+ 45.92% |
$875K - $1.02M
|
12.5K
$2.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-36.4K- 68.9% |
$8.07M - $9.43M
|
16.4K
$3.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-1.02K- 3.52% |
$227K - $265K
|
28.1K
$6.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Parker Investment Management, LLC
|
BUY
|
- |
157+ 1.77% |
$34.8K - $40.7K
|
9.01K
$2.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-960- 0.6% |
$213K - $249K
|
160K
$36.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.93K- 12.25% |
$427K - $499K
|
13.8K
$3.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
4.39K+ 0.39% |
$973K - $1.14M
|
1.12M
$256M
|
|
|
Feb 07, 2025
Q4 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-13.7K- 92.41% |
$3.03M - $3.54M
|
1.12K
$256K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.27K- 1.98% |
$282K - $329K
|
63K
$14.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-27K- 1.42% |
$5.99M - $6.99M
|
1.87M
$426M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
256+ 2.34% |
$56.8K - $66.3K
|
11.2K
$2.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
525+ 24.24% |
$116K - $136K
|
2.69K
$613K
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
261KNew |
$57.8M - $67.6M
|
261K
$59.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
42+ 0.25% |
$9.31K - $10.9K
|
16.9K
$3.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-602- 0.87% |
$133K - $156K
|
68.5K
$15.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
PUT |
-3.5K- 35.0% |
$776K - $907K
|
6.5K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
84.2K+ 9.71% |
$18.7M - $21.8M
|
952K
$217M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
346+ 0.89% |
$76.7K - $89.6K
|
39K
$8.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
449+ 2.93% |
$99.5K - $116K
|
15.8K
$3.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
4.21K+ 64.69% |
$933K - $1.09M
|
10.7K
$2.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
20.4KNew |
$4.52M - $5.29M
|
20.4K
$4.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-822- 1.91% |
$182K - $213K
|
42.3K
$9.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
46K+ 5.42% |
$10.2M - $11.9M
|
893K
$203M
|