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 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.73K+ 7.37% |
$605K - $707K
|
39.8K
$9.05M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.71K+ 5.28% |
$602K - $703K
|
54.1K
$12.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.71K+ 1.73% |
$600K - $701K
|
159K
$36.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.7K+ 4.2% |
$597K - $698K
|
66.9K
$15.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
2.68KNew |
$594K - $694K
|
2.68K
$610K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
2.66K+ 1.54% |
$590K - $690K
|
176K
$40.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
2.65K+ 10.74% |
$587K - $686K
|
27.3K
$6.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.65K+ 12.92% |
$587K - $685K
|
23.1K
$5.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.62K+ 3.38% |
$581K - $679K
|
80.3K
$18.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.61K+ 1.44% |
$579K - $676K
|
184K
$41.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.61K+ 19.83% |
$578K - $676K
|
15.8K
$3.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.6K+ 9.53% |
$576K - $673K
|
29.9K
$6.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.58K+ 3.7% |
$572K - $669K
|
72.4K
$16.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.58K+ 3.81% |
$571K - $667K
|
70.2K
$16M
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
2.57K+ 6.22% |
$570K - $665K
|
43.8K
$9.98M
|
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
2.56K+ 8.42% |
$568K - $663K
|
33K
$7.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
2.55K+ 1.02% |
$564K - $659K
|
252K
$57.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.52K+ 3.45% |
$559K - $653K
|
75.7K
$17.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.51K+ 4.02% |
$557K - $651K
|
65K
$14.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
PUT |
2.5KNew |
$554K - $648K
|
2.5K
$569K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
2.5K+ 9.85% |
$553K - $647K
|
27.8K
$6.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.48K+ 16.46% |
$550K - $643K
|
17.6K
$4M
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2.47K+ 2.21% |
$546K - $638K
|
114K
$26M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.45K+ 3.72% |
$544K - $635K
|
68.5K
$15.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2.43K+ 1.94% |
$539K - $629K
|
128K
$29.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.43K+ 8.68% |
$538K - $628K
|
30.4K
$6.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.42K+ 5.03% |
$537K - $627K
|
50.6K
$11.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.42K+ 3.88% |
$536K - $627K
|
64.8K
$14.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
2.42K+ 2.02% |
$536K - $626K
|
122K
$27.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.41K+ 4.78% |
$535K - $625K
|
52.9K
$12.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
2.41KNew |
$533K - $623K
|
2.41K
$548K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.4K+ 2.49% |
$533K - $622K
|
99K
$22.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
PUT |
2.4KNew |
$532K - $622K
|
2.4K
$546K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
2.39K+ 5.52% |
$531K - $620K
|
45.7K
$10.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
2.39K+ 14.27% |
$531K - $620K
|
19.2K
$4.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
2.39K+ 3.27% |
$530K - $619K
|
75.5K
$17.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
2.38KNew |
$529K - $618K
|
2.38K
$543K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
2.38K+ 0.68% |
$528K - $617K
|
351K
$79.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
2.36K+ 7.71% |
$524K - $612K
|
33K
$7.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
2.36K+ 2.71% |
$523K - $611K
|
89.6K
$20.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2.36K+ 16.53% |
$523K - $611K
|
16.6K
$3.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.35K+ 0.38% |
$521K - $609K
|
627K
$143M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2.35K+ 1.96% |
$521K - $608K
|
122K
$27.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
2.35K+ 19.46% |
$520K - $608K
|
14.4K
$3.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
2.35KNew |
$520K - $607K
|
2.35K
$534K
|
|
|
Feb 07, 2025
Q4 2024
|
Jordan Park Trust CO LLC
Portsmouth, NH |
BUY
|
- |
2.33KNew |
$517K - $605K
|
2.33K
$531K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.33K+ 14.65% |
$517K - $604K
|
18.2K
$4.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.33K+ 51.68% |
$516K - $603K
|
6.84K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
2.33K+ 8.64% |
$516K - $603K
|
29.3K
$6.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
2.3K+ 18.78% |
$509K - $595K
|
14.5K
$3.31M
|