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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
229+ 0.25% |
$46.3K - $58.8K
|
91.4K
$24M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
105K+ 57.14% |
$21.2M - $26.9M
|
288K
$75.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-2.16K- 10.96% |
$438K - $555K
|
17.6K
$4.62M
|
|
|
Oct 20, 2025
Q3 2025
|
Weybosset Research & Management LLC
|
SELL
|
- |
-671- 28.46% |
$136K - $172K
|
1.69K
$443K
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.13K+ 1.76% |
$431K - $547K
|
123K
$32.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-100- 4.02% |
$20.2K - $25.7K
|
2.39K
$627K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.86K+ 4.7% |
$984K - $1.25M
|
108K
$28.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-307- 0.91% |
$62.1K - $78.9K
|
33.3K
$8.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-2.21K- 1.03% |
$448K - $568K
|
212K
$55.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.65K+ 4.04% |
$1.14M - $1.45M
|
145K
$38.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-103- 0.27% |
$20.8K - $26.5K
|
38.1K
$10M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-946- 0.81% |
$191K - $243K
|
115K
$30.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
27+ 0.38% |
$5.46K - $6.94K
|
7.13K
$1.87M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.8K+ 11.97% |
$566K - $718K
|
26.1K
$6.87M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.08K+ 7.14% |
$219K - $278K
|
16.2K
$4.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
4.56K+ 14.61% |
$923K - $1.17M
|
35.8K
$9.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-24.3K- 76.5% |
$4.92M - $6.24M
|
7.47K
$1.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-28.9K- 0.83% |
$5.85M - $7.42M
|
3.44M
$903M
|
|
|
Oct 20, 2025
Q3 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.98K- 42.07% |
$400K - $508K
|
2.72K
$715K
|
|
|
Oct 20, 2025
Q3 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
2+ 0.06% |
$405 - $514
|
3.26K
$857K
|
|
|
Oct 20, 2025
Q3 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-355- 0.39% |
$71.8K - $91.2K
|
89.7K
$23.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
117+ 1.5% |
$23.7K - $30.1K
|
7.92K
$2.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
3.34K+ 25.57% |
$676K - $858K
|
16.4K
$4.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
4.93K+ 9.45% |
$998K - $1.27M
|
57.1K
$15M
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-438- 1.22% |
$88.6K - $113K
|
35.5K
$9.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-319- 14.6% |
$64.6K - $81.9K
|
1.87K
$490K
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-5.56K- 30.32% |
$1.12M - $1.43M
|
12.8K
$3.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-462- 1.76% |
$93.5K - $119K
|
25.8K
$6.79M
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-1.38K- 13.27% |
$279K - $354K
|
9.01K
$2.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
828+ 1.86% |
$168K - $213K
|
45.4K
$11.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.6K+ 4.86% |
$324K - $411K
|
34.5K
$9.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
3.9K+ 12.47% |
$788K - $1M
|
35.1K
$9.23M
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-953- 0.15% |
$193K - $245K
|
650K
$171M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.15K+ 16.07% |
$233K - $295K
|
8.3K
$2.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
187K+ 101.06% |
$37.8M - $47.9M
|
371K
$97.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-624- 8.08% |
$126K - $160K
|
7.1K
$1.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-166- 0.33% |
$33.6K - $42.6K
|
49.8K
$13.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
10+ 0.18% |
$2.02K - $2.57K
|
5.7K
$1.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-80- 7.77% |
$16.2K - $20.5K
|
950
$250K
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
624+ 7.03% |
$126K - $160K
|
9.5K
$2.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-1.48K- 2.48% |
$299K - $379K
|
58K
$15.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-1.24K- 2.78% |
$251K - $319K
|
43.4K
$11.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-5.21K- 5.59% |
$1.06M - $1.34M
|
88K
$23.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
4.08K+ 15.17% |
$826K - $1.05M
|
31K
$8.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-651- 5.88% |
$132K - $167K
|
10.4K
$2.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
367+ 4.2% |
$74.3K - $94.3K
|
9.1K
$2.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-3.19K- 25.9% |
$646K - $820K
|
9.13K
$2.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-6.19K- 1.96% |
$1.25M - $1.59M
|
310K
$81.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.9K- 2.84% |
$385K - $488K
|
65.1K
$17.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-189- 0.19% |
$38.2K - $48.5K
|
100K
$26.3M
|