Latest Institutional Purchases of Apple Inc. (AAPL)
This list provides information on the latest institutional transactions involving Apple Inc. (AAPL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.53K+ 2.8% |
$339K - $396K
|
56K
$12.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.52K+ 28.24% |
$337K - $394K
|
6.91K
$1.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
PUT |
1.5KNew |
$333K - $389K
|
1.5K
$342K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.5K+ 6.94% |
$331K - $387K
|
23.1K
$5.26M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
1.49K+ 3.49% |
$329K - $385K
|
44K
$10M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
1.48K+ 2.47% |
$329K - $384K
|
61.5K
$14M
|
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.47KNew |
$327K - $382K
|
1.47K
$336K
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.47K+ 10.35% |
$327K - $382K
|
15.7K
$3.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.45K+ 5.71% |
$321K - $375K
|
26.8K
$6.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 2.77% |
$319K - $372K
|
53.3K
$12.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.44K+ 0.45% |
$318K - $372K
|
322K
$73.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.42K+ 0.65% |
$316K - $369K
|
221K
$50.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.42K+ 3.42% |
$314K - $367K
|
42.9K
$9.78M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.41K+ 14.69% |
$311K - $364K
|
11K
$2.5M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.4K+ 3.96% |
$311K - $363K
|
36.8K
$8.39M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.39K+ 3.41% |
$307K - $359K
|
42K
$9.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.38K+ 0.56% |
$307K - $358K
|
250K
$57M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.38K+ 13.93% |
$306K - $357K
|
11.3K
$2.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
1.38K+ 16.05% |
$305K - $357K
|
9.96K
$2.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
1.38K+ 60.1% |
$305K - $356K
|
3.66K
$835K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.37K+ 0.98% |
$304K - $355K
|
141K
$32.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.37K+ 4.64% |
$304K - $355K
|
30.9K
$7.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.37K+ 27.49% |
$303K - $354K
|
6.33K
$1.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.36K+ 4.35% |
$302K - $353K
|
32.7K
$7.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.35K+ 0.89% |
$300K - $351K
|
153K
$35M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.35K+ 4.13% |
$300K - $350K
|
34.1K
$7.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.35K+ 1.04% |
$300K - $350K
|
131K
$29.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.35K+ 4.94% |
$299K - $350K
|
28.7K
$6.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.34K+ 1.0% |
$296K - $346K
|
135K
$30.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.33K+ 17.24% |
$294K - $344K
|
9.03K
$2.06M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.32K+ 5.91% |
$294K - $343K
|
23.7K
$5.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
1.32KNew |
$293K - $343K
|
1.32K
$302K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.32K+ 2.67% |
$293K - $342K
|
50.8K
$11.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Bernzott Capital Advisors
|
BUY
|
- |
1.3KNew |
$289K - $338K
|
1.3K
$297K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.3K+ 3.94% |
$288K - $337K
|
34.3K
$7.82M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.28K+ 1.12% |
$284K - $332K
|
116K
$26.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.28K+ 6.29% |
$284K - $332K
|
21.6K
$4.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
1.25K+ 0.35% |
$277K - $323K
|
361K
$82.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.24K+ 1.36% |
$275K - $321K
|
92.6K
$21.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.23K+ 2.89% |
$273K - $319K
|
43.8K
$9.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.21K+ 1.53% |
$267K - $312K
|
80.2K
$18.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
1.2K+ 0.77% |
$266K - $311K
|
158K
$35.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
CALL |
1.2KNew |
$266K - $311K
|
1.2K
$274K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.16K+ 7.97% |
$256K - $300K
|
15.7K
$3.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
1.16K+ 2.35% |
$256K - $299K
|
50.3K
$11.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
1.15KNew |
$256K - $299K
|
1.15K
$263K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
1.15K+ 0.28% |
$255K - $297K
|
414K
$94.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.15K+ 24.46% |
$254K - $297K
|
5.83K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.13K+ 5.17% |
$251K - $294K
|
23.1K
$5.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.13K+ 0.76% |
$250K - $292K
|
149K
$34M
|