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 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
221+ 0.56% |
$46.3K - $54.6K
|
39.4K
$9.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
129+ 2.85% |
$27K - $31.9K
|
4.66K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
SELL
|
- |
-550- 1.51% |
$115K - $136K
|
35.9K
$8.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-1.35K- 9.12% |
$283K - $334K
|
13.4K
$3.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1.53K- 64.02% |
$321K - $378K
|
860
$197K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
PUT |
1.9KNew |
$398K - $469K
|
1.9K
$436K
|
|
|
Apr 21, 2025
Q1 2025
|
Ug Investment Advisers Ltd.
Taipei, F5 |
SELL
|
- |
-105K- 51.93% |
$22.1M - $26M
|
97.4K
$22.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.08K- 2.69% |
$227K - $268K
|
39.2K
$9.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-300- 10.2% |
$62.9K - $74.1K
|
2.64K
$606K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
23+ 0.09% |
$4.82K - $5.68K
|
25.8K
$5.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-26.9K- 20.72% |
$5.65M - $6.66M
|
103K
$23.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-169- 2.35% |
$35.4K - $41.8K
|
7.01K
$1.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.01K+ 0.76% |
$212K - $250K
|
135K
$31M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.3K+ 118.18% |
$273K - $321K
|
2.4K
$551K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-11- 0.7% |
$2.31K - $2.72K
|
1.56K
$357K
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
BUY
|
- |
468+ 2.09% |
$98.1K - $116K
|
22.8K
$5.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
3+ 0.09% |
$629 - $741
|
3.31K
$760K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
PUT |
9.7KNew |
$2.03M - $2.4M
|
9.7K
$2.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.45MNew |
$515M - $606M
|
2.45M
$564M
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-13.2K- 11.91% |
$2.76M - $3.25M
|
97.4K
$22.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-15.1K- 7.17% |
$3.16M - $3.73M
|
195K
$44.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-8.27K- 19.6% |
$1.73M - $2.04M
|
33.9K
$7.79M
|
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
860+ 63.47% |
$180K - $213K
|
2.22K
$509K
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-2- 0.05% |
$419 - $494
|
3.74K
$858K
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1.03KNew |
$216K - $254K
|
1.03K
$236K
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-300- 2.7% |
$62.9K - $74.1K
|
10.8K
$2.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-569- 3.85% |
$119K - $141K
|
14.2K
$3.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Mc Broom & Associates, LLC
|
BUY
|
- |
695+ 1.84% |
$146K - $172K
|
38.4K
$8.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
PUT |
-6K- 34.29% |
$1.26M - $1.48M
|
11.5K
$2.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Tenon Financial LLC
Metuchen, NJ |
SELL
|
- |
-1.32K- 10.19% |
$278K - $327K
|
11.7K
$2.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-270- 0.81% |
$56.6K - $66.7K
|
33.1K
$7.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-321K- 4.74% |
$67.3M - $79.3M
|
6.45M
$1.48B
|
|
|
Apr 15, 2025
Q1 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-186- 9.38% |
$39K - $46K
|
1.8K
$413K
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.8K- 2.74% |
$378K - $445K
|
64K
$14.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
759+ 11.73% |
$159K - $188K
|
7.23K
$1.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
825+ 20.15% |
$173K - $204K
|
4.92K
$1.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
PUT |
4.9K+ 204.17% |
$1.03M - $1.21M
|
7.3K
$1.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-1.77K- 0.6% |
$371K - $437K
|
292K
$67M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-479- 0.28% |
$100K - $118K
|
172K
$39.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
15.5K+ 191.98% |
$3.25M - $3.83M
|
23.6K
$5.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
111+ 0.52% |
$23.3K - $27.4K
|
21.4K
$4.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
420+ 35.47% |
$88.1K - $104K
|
1.6K
$368K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-391- 0.35% |
$82K - $96.6K
|
111K
$25.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-1.95K- 3.64% |
$408K - $481K
|
51.5K
$11.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
2.39K+ 9.72% |
$501K - $591K
|
27K
$6.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.54K- 4.26% |
$323K - $381K
|
34.6K
$7.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1+ 0.26% |
$210 - $247
|
384
$88.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-3.39K- 59.88% |
$711K - $838K
|
2.27K
$522K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
397+ 2.73% |
$83.2K - $98.1K
|
14.9K
$3.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
100New |
$21K - $24.7K
|
100
$23K
|