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 |
---|---|---|---|---|---|---|---|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-307- 0.61% |
$64.4K - $75.9K
|
50.4K
$11.6M
|
|
Apr 30, 2025
Q1 2025
|
Graver Capital Management, LLC
Columbus, OH |
SELL
|
- |
-217- 4.41% |
$45.5K - $53.6K
|
4.7K
$1.08M
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-375- 0.34% |
$78.6K - $92.7K
|
109K
$25.1M
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-1.07K- 1.74% |
$224K - $264K
|
60.3K
$13.9M
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-711- 0.45% |
$149K - $176K
|
159K
$36.5M
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-17.8K- 2.47% |
$3.73M - $4.4M
|
702K
$161M
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
SELL
|
- |
-1.98K- 24.42% |
$416K - $490K
|
6.14K
$1.41M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
PUT |
13.7KNew |
$2.87M - $3.39M
|
13.7K
$3.15M
|
|
Apr 30, 2025
Q1 2025
|
Galibier Capital Management Ltd.
|
BUY
|
- |
1.34K+ 31.59% |
$281K - $331K
|
5.57K
$1.28M
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9.5K+ 55.92% |
$1.99M - $2.35M
|
26.5K
$6.08M
|
|
Apr 30, 2025
Q1 2025
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
51+ 3.46% |
$10.7K - $12.6K
|
1.52K
$350K
|
|
Apr 30, 2025
Q1 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
1.8KNew |
$378K - $445K
|
1.8K
$414K
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-139- 45.28% |
$29.1K - $34.3K
|
168
$38.6K
|
|
Apr 30, 2025
Q1 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
33+ 3.01% |
$6.92K - $8.15K
|
1.13K
$259K
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-1.18K- 7.69% |
$247K - $291K
|
14.2K
$3.25M
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
49.3KNew |
$10.3M - $12.2M
|
49.3K
$11.3M
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
45.2K+ 68.8% |
$9.48M - $11.2M
|
111K
$25.5M
|
|
Apr 30, 2025
Q1 2025
|
Crosspoint Financial, LLC
Tustin, CA |
SELL
|
- |
-97- 7.11% |
$20.3K - $24K
|
1.27K
$291K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
PUT |
5K+ 5000.0% |
$1.05M - $1.24M
|
5.1K
$1.17M
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
7.87K+ 0.44% |
$1.65M - $1.95M
|
1.78M
$409M
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
264New |
$55.4K - $65.2K
|
264
$60.6K
|
|
Apr 29, 2025
Q1 2025
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-1.08K- 8.8% |
$226K - $267K
|
11.2K
$2.57M
|
|
Apr 29, 2025
Q1 2025
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-15.1K- 92.74% |
$3.16M - $3.72M
|
1.18K
$271K
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-63- 2.6% |
$13.2K - $15.6K
|
2.36K
$541K
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-3.65K- 9.91% |
$766K - $903K
|
33.2K
$7.63M
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1.81K- 2.41% |
$380K - $448K
|
73.3K
$16.8M
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-2- 0.03% |
$419 - $494
|
7K
$1.61M
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-3.96K- 77.43% |
$831K - $979K
|
1.16K
$265K
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.37K- 1.05% |
$288K - $339K
|
129K
$29.7M
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
235+ 1.01% |
$49.3K - $58.1K
|
23.6K
$5.42M
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-350- 0.72% |
$73.4K - $86.5K
|
48.5K
$11.1M
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
54.7K+ 20.35% |
$11.5M - $13.5M
|
324K
$74.3M
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-27- 2.55% |
$5.66K - $6.67K
|
1.03K
$237K
|
|
Apr 29, 2025
Q1 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
SELL
|
- |
-350- 3.17% |
$73.4K - $86.5K
|
10.7K
$2.46M
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
21.9KNew |
$4.59M - $5.41M
|
21.9K
$5.03M
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-797- 1.33% |
$167K - $197K
|
59.1K
$13.6M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
PUT |
300New |
$62.9K - $74.1K
|
300
$68.9K
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-79- 1.61% |
$16.6K - $19.5K
|
4.83K
$1.11M
|
|
Apr 28, 2025
Q1 2025
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-15.4K- 91.86% |
$3.22M - $3.79M
|
1.36K
$312K
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.26K- 6.36% |
$264K - $311K
|
18.5K
$4.26M
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
1.59KNew |
$334K - $393K
|
1.59K
$366K
|
|
Apr 28, 2025
Q1 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-2.07K- 10.21% |
$433K - $511K
|
18.2K
$4.17M
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
7+ 0.04% |
$1.47K - $1.73K
|
15.6K
$3.58M
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-419- 0.05% |
$87.9K - $104K
|
923K
$212M
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-329- 0.91% |
$69K - $81.3K
|
35.8K
$8.23M
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
CALL |
-7.4K- 98.67% |
$1.55M - $1.83M
|
100
$23K
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
357+ 1.08% |
$74.9K - $88.2K
|
33.5K
$7.68M
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
SELL
|
- |
-53- 0.84% |
$11.1K - $13.1K
|
6.25K
$1.44M
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-7.68K- 12.53% |
$1.61M - $1.9M
|
53.6K
$12.3M
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
PUT |
1.8KNew |
$377K - $445K
|
1.8K
$413K
|