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
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.63K- 2.77% |
$582K - $680K
|
92.1K
$21M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
3.87K+ 59.87% |
$857K - $1M
|
10.3K
$2.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
9.7K+ 3178.69% |
$2.15M - $2.51M
|
10K
$2.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-860- 3.89% |
$191K - $223K
|
21.2K
$4.84M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-49.9K- 0.83% |
$11.1M - $12.9M
|
5.99M
$1.36B
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-32K- 4.14% |
$7.09M - $8.29M
|
741K
$169M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
8.05K+ 92.38% |
$1.78M - $2.09M
|
16.8K
$3.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
7.17KNew |
$1.59M - $1.86M
|
7.17K
$1.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
19.8KNew |
$4.39M - $5.13M
|
19.8K
$4.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
6.5KNew |
$1.44M - $1.68M
|
6.5K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-2- 0.01% |
$443 - $518
|
17.6K
$4.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
94.8KNew |
$21M - $24.6M
|
94.8K
$21.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Eos Management, L.P.
|
SELL
|
- |
-11.2K- 17.59% |
$2.49M - $2.91M
|
52.6K
$12M
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-198- 1.99% |
$43.9K - $51.3K
|
9.77K
$2.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.41K+ 0.25% |
$312K - $365K
|
557K
$127M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
340+ 2.27% |
$75.4K - $88.1K
|
15.3K
$3.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
31+ 0.68% |
$6.87K - $8.03K
|
4.61K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
162K+ 34.37% |
$35.9M - $41.9M
|
632K
$144M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-634- 1.09% |
$141K - $164K
|
57.7K
$13.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-313- 1.19% |
$69.4K - $81.1K
|
26K
$5.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-7.66K- 6.56% |
$1.7M - $1.98M
|
109K
$24.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
4.01K+ 362.33% |
$889K - $1.04M
|
5.12K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
942+ 0.5% |
$209K - $244K
|
188K
$42.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
5.17KNew |
$1.15M - $1.34M
|
5.17K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-8.84K- 4.92% |
$1.96M - $2.29M
|
171K
$38.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-14.6K- 8.43% |
$3.24M - $3.78M
|
159K
$36.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
3.88K+ 6.68% |
$859K - $1M
|
61.9K
$14.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Bender Robert & Associates
|
SELL
|
- |
-143K- 35.34% |
$31.8M - $37.2M
|
262K
$59.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.01M- 81.36% |
$223M - $261M
|
231K
$52.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
114K+ 8.52% |
$25.3M - $29.5M
|
1.45M
$330M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
PUT |
2.2KNew |
$488K - $570K
|
2.2K
$501K
|
|
|
Feb 07, 2025
Q4 2024
|
Guild Investment Management, Inc.
|
SELL
|
- |
-244- 1.41% |
$54.1K - $63.2K
|
17.1K
$3.88M
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
SELL
|
- |
-343- 1.84% |
$76K - $88.8K
|
18.3K
$4.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.01K+ 7.51% |
$225K - $262K
|
14.5K
$3.3M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
428K+ 3.9% |
$94.9M - $111M
|
11.4M
$2.6B
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
400+ 0.13% |
$88.7K - $104K
|
313K
$71.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
24.9K+ 5.73% |
$5.51M - $6.44M
|
459K
$104M
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-6.84K- 0.32% |
$1.52M - $1.77M
|
2.13M
$484M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3.26K- 2.85% |
$722K - $844K
|
111K
$25.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-101- 0.23% |
$22.4K - $26.2K
|
43.3K
$9.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-799- 29.25% |
$177K - $207K
|
1.93K
$440K
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
8.86KNew |
$1.97M - $2.3M
|
8.86K
$2.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
7K+ 0.65% |
$1.55M - $1.81M
|
1.08M
$246M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
CALL |
1.8K+ 900.0% |
$399K - $466K
|
2K
$455K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.96K+ 4.88% |
$2.21M - $2.58M
|
214K
$48.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
87.3K+ 7.84% |
$19.4M - $22.6M
|
1.2M
$273M
|
|
|
Feb 07, 2025
Q4 2024
|
Ycg, LLC
|
SELL
|
- |
-287- 0.15% |
$63.6K - $74.3K
|
197K
$44.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-27.7K- 4.42% |
$6.13M - $7.17M
|
599K
$136M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.8K+ 4.45% |
$399K - $466K
|
42.2K
$9.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
1.05K+ 0.67% |
$232K - $271K
|
157K
$35.8M
|