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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$210 - $247
|
4.05K
$929K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
933+ 3.27% |
$196K - $231K
|
29.5K
$6.77M
|
|
|
May 06, 2025
Q1 2025
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
1.37KNew |
$288K - $340K
|
1.37K
$316K
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-648- 22.45% |
$136K - $160K
|
2.24K
$514K
|
|
|
May 06, 2025
Q1 2025
|
Ghe, LLC
|
BUY
|
- |
992+ 124.0% |
$208K - $245K
|
1.79K
$412K
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-2.44K- 11.45% |
$511K - $603K
|
18.9K
$4.33M
|
|
|
May 06, 2025
Q1 2025
|
Reik & Co., LLC
|
SELL
|
- |
-150- 0.83% |
$31.5K - $37.1K
|
17.8K
$4.1M
|
|
|
May 05, 2025
Q1 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-145- 4.37% |
$30.4K - $35.8K
|
3.17K
$729K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
SELL
|
- |
-435- 8.93% |
$91.2K - $107K
|
4.44K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-17.3K- 94.86% |
$3.64M - $4.28M
|
939
$216K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-6.39K- 28.18% |
$1.34M - $1.58M
|
16.3K
$3.74M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-3.32K- 2.25% |
$696K - $820K
|
144K
$33.1M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
PUT |
2.1KNew |
$440K - $519K
|
2.1K
$482K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.16K- 29.62% |
$242K - $285K
|
2.74K
$630K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5.4K- 2.17% |
$1.13M - $1.33M
|
243K
$55.8M
|
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
220+ 4.77% |
$46.1K - $54.4K
|
4.83K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-4.39K- 22.16% |
$919K - $1.08M
|
15.4K
$3.54M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
103+ 17.08% |
$21.6K - $25.5K
|
706
$162K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-250- 0.61% |
$52.4K - $61.8K
|
41K
$9.42M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
7.66K+ 42.76% |
$1.61M - $1.89M
|
25.6K
$5.87M
|
|
|
May 02, 2025
Q1 2025
|
Provident Trust CO
|
BUY
|
- |
87+ 0.29% |
$18.2K - $21.5K
|
29.8K
$6.84M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-6.28K- 50.06% |
$1.32M - $1.55M
|
6.26K
$1.44M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
PUT |
2.2KNew |
$461K - $544K
|
2.2K
$505K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
8.37K+ 197.2% |
$1.75M - $2.07M
|
12.6K
$2.9M
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.12K- 4.33% |
$236K - $278K
|
24.8K
$5.7M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
8.65K+ 9.24% |
$1.81M - $2.14M
|
102K
$23.5M
|
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
17.6KNew |
$3.69M - $4.35M
|
17.6K
$4.04M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-5.73K- 7.2% |
$1.2M - $1.42M
|
73.8K
$17M
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-12- 0.09% |
$2.52K - $2.97K
|
13.1K
$3.02M
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
7.9KNew |
$1.66M - $1.95M
|
7.9K
$1.81M
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-18.6K- 19.75% |
$3.9M - $4.6M
|
75.6K
$17.4M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
234+ 1.14% |
$49.1K - $57.8K
|
20.7K
$4.76M
|
|
|
May 02, 2025
Q1 2025
|
General American Investors CO Inc
|
SELL
|
- |
-25K- 7.91% |
$5.24M - $6.18M
|
291K
$66.8M
|
|
|
May 02, 2025
Q1 2025
|
General American Investors CO Inc
|
BUY
|
PUT |
40KNew |
$8.39M - $9.88M
|
40K
$9.19M
|
|
|
May 02, 2025
Q1 2025
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-19.1K- 0.9% |
$4.01M - $4.72M
|
2.11M
$484M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-447- 14.26% |
$93.7K - $110K
|
2.69K
$617K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
1.03K+ 18.6% |
$215K - $253K
|
6.54K
$1.5M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
166+ 1.0% |
$34.8K - $41K
|
16.8K
$3.87M
|
|
|
May 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-125- 5.82% |
$26.2K - $30.9K
|
2.02K
$465K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
307+ 3.86% |
$64.4K - $75.9K
|
8.27K
$1.9M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
26+ 0.18% |
$5.45K - $6.42K
|
14.7K
$3.38M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
18New |
$3.77K - $4.45K
|
18
$4.13K
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
SELL
|
- |
-1.98K- 7.25% |
$414K - $488K
|
25.3K
$5.8M
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-106- 0.17% |
$22.2K - $26.2K
|
62.9K
$14.5M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-22.8K- 16.41% |
$4.78M - $5.63M
|
116K
$26.7M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
PUT |
4.7KNew |
$985K - $1.16M
|
4.7K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.12KNew |
$234K - $276K
|
1.12K
$256K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
8.88K+ 9.78% |
$1.86M - $2.19M
|
99.7K
$22.9M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-6.16K- 19.08% |
$1.29M - $1.52M
|
26.1K
$6M
|
|
|
May 01, 2025
Q1 2025
|
Eos Management, L.P.
|
SELL
|
- |
-17.8K- 33.84% |
$3.74M - $4.4M
|
34.8K
$8M
|