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 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
402+ 5.76% |
$89.1K - $104K
|
7.39K
$1.68M
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
400+ 1.11% |
$88.7K - $104K
|
36.4K
$8.3M
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
395+ 16.29% |
$87.6K - $102K
|
2.82K
$643K
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
395+ 2.91% |
$87.6K - $102K
|
14K
$3.19M
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
394+ 2.26% |
$87.3K - $102K
|
17.8K
$4.06M
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
393+ 2.57% |
$87.1K - $102K
|
15.7K
$3.58M
|
|
Jan 07, 2025
Q4 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
393+ 1.29% |
$87.1K - $102K
|
30.9K
$7.04M
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
392+ 2.7% |
$86.9K - $102K
|
14.9K
$3.4M
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
389+ 1.16% |
$86.2K - $101K
|
34K
$7.76M
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
389+ 3.19% |
$86.2K - $101K
|
12.6K
$2.87M
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
388+ 3.17% |
$86K - $100K
|
12.6K
$2.88M
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
386+ 2.56% |
$85.6K - $100K
|
15.4K
$3.52M
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
383New |
$84.9K - $99.2K
|
383
$87.3K
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
383+ 8.99% |
$84.9K - $99.2K
|
4.65K
$1.06M
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
381+ 4.43% |
$84.5K - $98.7K
|
8.97K
$2.05M
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
377+ 0.7% |
$83.6K - $97.7K
|
54.2K
$12.4M
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
373+ 6.48% |
$82.7K - $96.6K
|
6.13K
$1.4M
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
371+ 1.21% |
$82.2K - $96.1K
|
30.9K
$7.05M
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
369+ 1.2% |
$81.8K - $95.6K
|
31K
$7.07M
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
366+ 1.91% |
$81.1K - $94.8K
|
19.5K
$4.44M
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
366+ 1.81% |
$81.1K - $94.8K
|
20.5K
$4.68M
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
366+ 3.81% |
$81.1K - $94.8K
|
9.98K
$2.28M
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
364+ 2.64% |
$80.7K - $94.3K
|
14.1K
$3.22M
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
361+ 5.81% |
$80K - $93.5K
|
6.57K
$1.5M
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
361+ 0.5% |
$80K - $93.5K
|
72.4K
$16.5M
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
359+ 3.04% |
$79.6K - $93K
|
12.2K
$2.77M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
356+ 0.61% |
$78.9K - $92.2K
|
58.4K
$13.3M
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
354+ 7.92% |
$78.5K - $91.7K
|
4.82K
$1.1M
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
352+ 5.36% |
$78K - $91.2K
|
6.92K
$1.58M
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
351+ 0.57% |
$77.8K - $90.9K
|
62.1K
$14.2M
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
351+ 3.37% |
$77.8K - $90.9K
|
10.8K
$2.45M
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
346+ 0.96% |
$76.7K - $89.6K
|
36.5K
$8.33M
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
344+ 1.62% |
$76.3K - $89.1K
|
21.5K
$4.91M
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
344+ 1.27% |
$76.3K - $89.1K
|
27.4K
$6.25M
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
343+ 3.15% |
$76K - $88.8K
|
11.2K
$2.56M
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
341+ 0.48% |
$75.6K - $88.3K
|
72K
$16.4M
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
340+ 2.95% |
$75.4K - $88.1K
|
11.9K
$2.7M
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
BUY
|
- |
337+ 1.98% |
$74.7K - $87.3K
|
17.4K
$3.96M
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
335+ 0.85% |
$74.3K - $86.8K
|
40K
$9.11M
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
327+ 8.31% |
$72.5K - $84.7K
|
4.26K
$971K
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
326+ 8.79% |
$72.3K - $84.4K
|
4.04K
$920K
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
325+ 1.43% |
$72K - $84.2K
|
23K
$5.24M
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
316+ 2.37% |
$70.1K - $81.9K
|
13.6K
$3.11M
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
314+ 2.52% |
$69.6K - $81.3K
|
12.8K
$2.91M
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
313+ 0.54% |
$69.4K - $81.1K
|
58K
$13.2M
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
310+ 0.85% |
$68.7K - $80.3K
|
36.6K
$8.35M
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
310+ 2.45% |
$68.7K - $80.3K
|
13K
$2.96M
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
309+ 5.67% |
$68.5K - $80K
|
5.76K
$1.31M
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
309+ 0.38% |
$68.5K - $80K
|
80.7K
$18.4M
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
305+ 1.58% |
$67.6K - $79K
|
19.6K
$4.47M
|