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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-187- 5.98% |
$38.8K - $43.9K
|
2.94K
$684K
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
655+ 16.3% |
$136K - $154K
|
4.67K
$1.09M
|
|
Nov 12, 2024
Q3 2024
|
Westwood Wealth Management
|
BUY
|
- |
10.3K+ 7.77% |
$2.13M - $2.41M
|
143K
$33.1M
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-435- 0.36% |
$90.1K - $102K
|
119K
$27.7M
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.73K+ 2.23% |
$773K - $876K
|
171K
$39.8M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.12M+ 18.16% |
$232M - $262M
|
7.27M
$1.69B
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.73K- 3.16% |
$773K - $876K
|
114K
$26.6M
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-82- 0.64% |
$17K - $19.3K
|
12.7K
$2.94M
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.94K+ 3.48% |
$609K - $690K
|
87.3K
$20.3M
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-3- 0.03% |
$622 - $704
|
11.4K
$2.65M
|
|
Nov 12, 2024
Q3 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
3.33KNew |
$690K - $781K
|
3.33K
$774K
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
832K+ 6.77% |
$172M - $195M
|
13.1M
$3.05B
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
7.49K+ 1.98% |
$1.55M - $1.76M
|
385K
$89.7M
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
96KNew |
$19.9M - $22.5M
|
96K
$22.3M
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.71K- 1.6% |
$354K - $401K
|
105K
$24.5M
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
202+ 0.94% |
$41.9K - $47.4K
|
21.6K
$5.03M
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-8.57K- 6.01% |
$1.78M - $2.01M
|
134K
$31.2M
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.9K- 3.09% |
$394K - $447K
|
59.7K
$13.9M
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-330- 2.11% |
$68.4K - $77.5K
|
15.3K
$3.55M
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.71K- 1.67% |
$769K - $871K
|
219K
$50.8M
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
CALL |
100New |
$20.7K - $23.5K
|
100
$23.3K
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-12.5K- 5.43% |
$2.59M - $2.94M
|
218K
$50.7M
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-778- 14.12% |
$161K - $183K
|
4.73K
$1.1M
|
|
Nov 12, 2024
Q3 2024
|
Pine Ridge Advisers LLC
New York, NY |
SELL
|
- |
-4.46K- 17.67% |
$923K - $1.05M
|
20.8K
$4.83M
|
|
Nov 12, 2024
Q3 2024
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-2.73K- 32.94% |
$566K - $641K
|
5.56K
$1.29M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
29.1K+ 22.04% |
$6.03M - $6.83M
|
161K
$37.5M
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
2.33K+ 14.5% |
$483K - $548K
|
18.4K
$4.29M
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.18K- 0.21% |
$659K - $747K
|
1.48M
$345M
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
12+ 0.15% |
$2.49K - $2.82K
|
8.13K
$1.89M
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.19K+ 4.6% |
$247K - $280K
|
27.1K
$6.29M
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-7.14K- 23.9% |
$1.48M - $1.68M
|
22.7K
$5.29M
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-430- 1.87% |
$89.1K - $101K
|
22.6K
$5.26M
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
89.6K+ 136.38% |
$18.6M - $21M
|
155K
$36.1M
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-292- 0.16% |
$60.5K - $68.6K
|
177K
$41.1M
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-14.4K- 8.46% |
$2.98M - $3.37M
|
156K
$36.2M
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-572- 1.35% |
$119K - $134K
|
41.9K
$9.76M
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
PUT |
-16.9K- 99.41% |
$3.5M - $3.97M
|
100
$23.3K
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-3.26K- 7.79% |
$676K - $766K
|
38.6K
$8.98M
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-187- 4.49% |
$38.8K - $43.9K
|
3.97K
$924K
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
30+ 0.24% |
$6.22K - $7.04K
|
12.5K
$2.92M
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
74.4K+ 19.27% |
$15.4M - $17.5M
|
461K
$107M
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
57+ 0.03% |
$11.8K - $13.4K
|
165K
$38.4M
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
122K+ 4035.87% |
$25.2M - $28.6M
|
125K
$29M
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
1.01K+ 2.12% |
$209K - $237K
|
48.7K
$11.3M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
CALL |
18KNew |
$3.73M - $4.23M
|
18K
$4.19M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
160+ 0.78% |
$33.2K - $37.6K
|
20.6K
$4.8M
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-801K- 96.44% |
$166M - $188M
|
29.6K
$6.89M
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.64K+ 1.08% |
$341K - $386K
|
154K
$35.8M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
PUT |
2.6K+ 15.12% |
$539K - $611K
|
19.8K
$4.61M
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
1.34K+ 3.17% |
$278K - $315K
|
43.7K
$10.2M
|