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 14, 2025
Q1 2025
|
Fenimore Asset Management Inc
|
SELL
|
- |
-292- 2.12% |
$61.2K - $72.2K
|
13.5K
$3.1M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
PUT |
1.8KNew |
$377K - $445K
|
1.8K
$413K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
313+ 2.19% |
$65.6K - $77.3K
|
14.6K
$3.36M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-1K- 3.68% |
$210K - $248K
|
26.2K
$6.03M
|
|
|
Apr 11, 2025
Q1 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
25+ 0.37% |
$5.24K - $6.18K
|
6.87K
$1.58M
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-202- 2.44% |
$42.4K - $49.9K
|
8.08K
$1.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
PUT |
-900- 37.5% |
$189K - $222K
|
1.5K
$344K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-1.34K- 36.66% |
$282K - $332K
|
2.32K
$533K
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
SELL
|
- |
-870- 25.06% |
$182K - $215K
|
2.6K
$598K
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
10.3K+ 890.46% |
$2.15M - $2.54M
|
11.4K
$2.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
233+ 13.22% |
$48.9K - $57.6K
|
2K
$458K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
4.84K+ 5.98% |
$1.01M - $1.2M
|
85.7K
$19.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
47K+ 17.17% |
$9.85M - $11.6M
|
320K
$73.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
908+ 5.17% |
$190K - $224K
|
18.5K
$4.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
415+ 1.13% |
$87K - $103K
|
37K
$8.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
PUT |
600New |
$126K - $148K
|
600
$138K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
PUT |
-100- 25.0% |
$21K - $24.7K
|
300
$68.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
CALL |
35K+ 14.0% |
$7.34M - $8.65M
|
285K
$65.5M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-3.2K- 1.98% |
$670K - $789K
|
158K
$36.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-248- 1.62% |
$52K - $61.3K
|
15K
$3.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
BUY
|
- |
1+ 0.03% |
$210 - $247
|
3.59K
$823K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
PUT |
1.6K+ 800.0% |
$335K - $395K
|
1.8K
$413K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-340- 8.13% |
$71.3K - $84K
|
3.84K
$882K
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
SELL
|
- |
-502- 6.14% |
$105K - $124K
|
7.67K
$1.76M
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-10.2K- 8.77% |
$2.15M - $2.53M
|
106K
$24.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-12.1K- 44.19% |
$2.53M - $2.98M
|
15.2K
$3.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-32- 0.91% |
$6.71K - $7.91K
|
3.47K
$798K
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
CALL |
200New |
$41.9K - $49.4K
|
200
$45.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.55K- 10.28% |
$325K - $383K
|
13.5K
$3.11M
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-290- 1.07% |
$60.8K - $71.7K
|
26.7K
$6.14M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
740+ 0.78% |
$155K - $183K
|
95.2K
$21.9M
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
SELL
|
- |
-8.03K- 6.4% |
$1.68M - $1.98M
|
117K
$27M
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
SELL
|
- |
-50- 1.22% |
$10.5K - $12.4K
|
4.05K
$931K
|
|
| Q4 2024 | |||||||
|
Aug 14, 2025
Q4 2024
|
Rk Capital Management, Llc/Fl
Weston, FL |
BUY
|
- |
370KNew |
$82M - $95.8M
|
370K
$85M
|
|
|
Aug 14, 2025
Q4 2024
|
Rk Capital Management, Llc/Fl
Weston, FL |
BUY
|
PUT |
370KNew |
$82.1M - $95.9M
|
370K
$85.1M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-141K- 8.87% |
$31.3M - $36.6M
|
1.45M
$333M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
PUT |
-2.2K- 50.0% |
$488K - $570K
|
2.2K
$505K
|
|
|
Jul 16, 2025
Q4 2024
|
Smith Asset Management Co., LLC
Chiefland, FL |
SELL
|
- |
-1.67K- 23.08% |
$371K - $433K
|
5.57K
$1.28M
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
36.2KNew |
$8.03M - $9.38M
|
36.2K
$8.32M
|
|
|
Jun 10, 2025
Q4 2024
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
336KNew |
$74.4M - $86.9M
|
336K
$77.1M
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
14.1KNew |
$3.12M - $3.64M
|
14.1K
$3.23M
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
BUY
|
PUT |
10.4KNew |
$2.31M - $2.69M
|
10.4K
$2.39M
|
|
|
May 28, 2025
Q4 2024
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
1.31KNew |
$290K - $339K
|
1.31K
$300K
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
SELL
|
- |
-2.68K- 2.71% |
$594K - $694K
|
96.1K
$22.1M
|
|
|
Apr 30, 2025
Q4 2024
|
Bosman Wealth Management, LLC
Redlands, CA |
BUY
|
- |
249+ 3.22% |
$55.2K - $64.5K
|
7.99K
$1.83M
|
|
|
Apr 23, 2025
Q4 2024
|
Galilei Investment Office LLP
London, X0 |
BUY
|
- |
8.45KNew |
$1.87M - $2.19M
|
8.45K
$1.94M
|
|
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-1.43K- 49.83% |
$317K - $370K
|
1.44K
$330K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
19.4KNew |
$4.3M - $5.02M
|
19.4K
$4.45M
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
927New |
$206K - $240K
|
927
$213K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
20.2KNew |
$4.48M - $5.24M
|
20.2K
$4.64M
|
|