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 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
218+ 3.35% |
$45.7K - $53.9K
|
6.72K
$1.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Aldrich Partners LLC
|
BUY
|
- |
1.84KNew |
$385K - $454K
|
1.84K
$422K
|
|
|
Apr 25, 2025
Q1 2025
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-490- 2.19% |
$103K - $121K
|
21.9K
$5.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
CALL |
300New |
$62.9K - $74.1K
|
300
$68.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-1.02K- 37.39% |
$213K - $251K
|
1.7K
$391K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-444- 2.02% |
$93.1K - $110K
|
21.5K
$4.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
611+ 1.37% |
$128K - $151K
|
45.3K
$10.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
47KNew |
$9.85M - $11.6M
|
47K
$10.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
882+ 2.03% |
$185K - $218K
|
44.3K
$10.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
26.6K+ 52.78% |
$5.58M - $6.58M
|
77.1K
$17.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Wt Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
114KNew |
$23.9M - $28.2M
|
114K
$26.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
SELL
|
- |
-900- 25.0% |
$189K - $222K
|
2.7K
$620K
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
BUY
|
- |
71.1K+ 6.36% |
$14.9M - $17.6M
|
1.19M
$273M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-432- 1.99% |
$90.6K - $107K
|
21.3K
$4.88M
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
612+ 12.93% |
$128K - $151K
|
5.35K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-755- 5.65% |
$158K - $187K
|
12.6K
$2.89M
|
|
|
Apr 24, 2025
Q1 2025
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
5.55KNew |
$1.16M - $1.37M
|
5.55K
$1.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-200- 2.63% |
$41.9K - $49.4K
|
7.4K
$1.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.3K+ 2.68% |
$272K - $320K
|
49.7K
$11.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Surience Private Wealth LLC
|
SELL
|
- |
-11.3K- 61.52% |
$2.36M - $2.79M
|
7.05K
$1.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
1.84K+ 59.21% |
$385K - $454K
|
4.94K
$1.13M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
478+ 14.74% |
$100K - $118K
|
3.72K
$854K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
4.06KNew |
$852K - $1M
|
4.06K
$933K
|
|
|
Apr 23, 2025
Q1 2025
|
Unison Asset Management LLC
|
SELL
|
- |
-8.9K- 30.01% |
$1.87M - $2.2M
|
20.8K
$4.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-1.26K- 16.78% |
$264K - $311K
|
6.25K
$1.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.34K- 1.18% |
$281K - $332K
|
113K
$25.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1.01K+ 14.93% |
$211K - $249K
|
7.75K
$1.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
852+ 6.01% |
$179K - $211K
|
15K
$3.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
8.93K+ 4.71% |
$1.87M - $2.21M
|
198K
$45.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.67K- 38.94% |
$560K - $660K
|
4.19K
$963K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
1.39K+ 36.01% |
$291K - $343K
|
5.24K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-255- 11.91% |
$53.5K - $63K
|
1.89K
$433K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
119+ 0.34% |
$25K - $29.4K
|
34.9K
$8.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.25K+ 1.19% |
$262K - $308K
|
106K
$24.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-1.71K- 14.07% |
$358K - $422K
|
10.4K
$2.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
CALL |
200New |
$41.9K - $49.4K
|
200
$45.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-30- 3.07% |
$6.29K - $7.41K
|
947
$217K
|
|
|
Apr 22, 2025
Q1 2025
|
Harvey Investment CO LLC
|
SELL
|
- |
-221- 1.63% |
$46.3K - $54.6K
|
13.3K
$3.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-2.41K- 3.64% |
$505K - $596K
|
63.8K
$14.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-38.4K- 3.68% |
$8.05M - $9.49M
|
1.01M
$231M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
397K+ 1245.34% |
$83.2M - $98M
|
429K
$98.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-376- 27.35% |
$78.8K - $92.9K
|
999
$229K
|
|
|
Apr 22, 2025
Q1 2025
|
Grace & White Inc
|
SELL
|
- |
-104- 0.85% |
$21.8K - $25.7K
|
12.2K
$2.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
36+ 0.15% |
$7.55K - $8.9K
|
23.6K
$5.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
28+ 0.22% |
$5.87K - $6.92K
|
13K
$2.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
CALL |
600New |
$126K - $148K
|
600
$138K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-214- 3.85% |
$44.9K - $52.9K
|
5.35K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-1.57K- 8.01% |
$330K - $389K
|
18.1K
$4.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
SELL
|
- |
-25- 0.98% |
$5.24K - $6.18K
|
2.52K
$578K
|