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 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.3K+ 6.27% |
$509K - $595K
|
38.9K
$8.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2.28K+ 7.92% |
$506K - $591K
|
31.1K
$7.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
2.28K+ 7.44% |
$506K - $591K
|
32.9K
$7.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
2.27K+ 1.58% |
$504K - $589K
|
146K
$33.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.25K+ 12.17% |
$499K - $584K
|
20.8K
$4.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.24K+ 6.74% |
$497K - $581K
|
35.5K
$8.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.24K+ 2.0% |
$497K - $580K
|
114K
$26M
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2.23K+ 0.61% |
$495K - $579K
|
370K
$84.1M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2.21K+ 4.12% |
$490K - $572K
|
55.9K
$12.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
PUT |
2.2KNew |
$488K - $570K
|
2.2K
$501K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
2.2K+ 57.44% |
$487K - $569K
|
6.02K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.17K+ 3.75% |
$482K - $563K
|
60.2K
$13.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
2.16K+ 14.99% |
$480K - $560K
|
16.6K
$3.78M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.16K+ 1.54% |
$479K - $560K
|
143K
$32.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
2.16K+ 164.63% |
$479K - $559K
|
3.47K
$790K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2.14K+ 2.56% |
$475K - $555K
|
85.7K
$19.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.14K+ 3.82% |
$474K - $553K
|
58.1K
$13.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
2.13K+ 10.59% |
$472K - $552K
|
22.3K
$5.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.13K+ 3.2% |
$472K - $551K
|
68.5K
$15.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
2.12KNew |
$471K - $550K
|
2.12K
$483K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
2.12K+ 7.3% |
$470K - $549K
|
31.1K
$7.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
2.11K+ 0.96% |
$468K - $546K
|
221K
$50.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
2.11K+ 1.77% |
$467K - $546K
|
121K
$27.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
2.11K+ 2.69% |
$467K - $546K
|
80.6K
$18.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.09K+ 9.73% |
$464K - $542K
|
23.6K
$5.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.07K+ 14.18% |
$458K - $535K
|
16.6K
$3.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
2.06KNew |
$457K - $534K
|
2.06K
$469K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.06K+ 4.0% |
$456K - $533K
|
53.4K
$12.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2.06K+ 10.2% |
$456K - $532K
|
22.2K
$5.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.05K+ 3.49% |
$455K - $532K
|
60.9K
$13.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.05K+ 20.16% |
$455K - $532K
|
12.2K
$2.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
2.04KNew |
$453K - $529K
|
2.04K
$465K
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
2.03K+ 0.92% |
$450K - $525K
|
223K
$50.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.02K+ 3.16% |
$448K - $524K
|
66K
$15M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
2.02K+ 8.64% |
$447K - $523K
|
25.4K
$5.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.01K+ 6.47% |
$446K - $521K
|
33.1K
$7.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
CALL |
2KNew |
$443K - $518K
|
2K
$455K
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
2K+ 7.14% |
$443K - $518K
|
30K
$6.83M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
2K+ 1.31% |
$442K - $517K
|
155K
$35.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.99K+ 8.8% |
$442K - $516K
|
24.6K
$5.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
1.99K+ 46.37% |
$441K - $516K
|
6.29K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.99K+ 8.0% |
$440K - $515K
|
26.8K
$6.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.99K+ 5.85% |
$440K - $514K
|
35.9K
$8.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
1.96K+ 12.52% |
$435K - $508K
|
17.6K
$4.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.95K+ 4.04% |
$432K - $505K
|
50.2K
$11.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
1.94K+ 5.79% |
$431K - $503K
|
35.5K
$8.08M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.93K+ 6.59% |
$427K - $499K
|
31.2K
$7.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
1.91K+ 2.59% |
$424K - $496K
|
75.8K
$17.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.89K+ 9.61% |
$420K - $491K
|
21.6K
$4.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
1.89K+ 97.47% |
$419K - $490K
|
3.83K
$872K
|