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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
SELL
|
- |
-2.98K- 5.04% |
$603K - $765K
|
56.2K
$14.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
18K+ 6.97% |
$3.64M - $4.62M
|
276K
$72.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-715- 0.31% |
$145K - $184K
|
229K
$60.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-13.5K- 33.02% |
$2.72M - $3.46M
|
27.3K
$7.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
742K+ 10.8% |
$150M - $191M
|
7.62M
$2B
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
45.8K+ 6.22% |
$9.27M - $11.8M
|
782K
$205M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
PUT |
12.8KNew |
$2.59M - $3.29M
|
12.8K
$3.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
119+ 0.4% |
$24.1K - $30.6K
|
29.8K
$7.84M
|
|
|
Oct 20, 2025
Q3 2025
|
Sander Capital Advisors Inc
Seattle, WA |
SELL
|
- |
-19.3K- 13.63% |
$3.91M - $4.97M
|
123K
$32.2M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-117- 0.16% |
$23.7K - $30.1K
|
74.7K
$19.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
104+ 4.4% |
$21K - $26.7K
|
2.47K
$649K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-129- 4.63% |
$26.1K - $33.1K
|
2.66K
$698K
|
|
|
Oct 20, 2025
Q3 2025
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-853- 2.06% |
$173K - $219K
|
40.5K
$10.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.39K- 5.7% |
$281K - $356K
|
22.9K
$6.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
5.69K+ 408.33% |
$1.15M - $1.46M
|
7.08K
$1.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
504+ 1.0% |
$102K - $129K
|
51K
$13.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
BUY
|
- |
126+ 0.55% |
$25.5K - $32.4K
|
23.1K
$6.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.69K- 0.36% |
$544K - $690K
|
749K
$197M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
64+ 0.77% |
$13K - $16.4K
|
8.41K
$2.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
168+ 0.28% |
$34K - $43.2K
|
60.2K
$15.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-48K- 1.35% |
$9.71M - $12.3M
|
3.5M
$919M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-923- 1.25% |
$187K - $237K
|
73.1K
$19.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
1.31K+ 1.18% |
$265K - $337K
|
112K
$29.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Advocate Group LLC
|
SELL
|
- |
-1.38K- 3.27% |
$280K - $356K
|
40.9K
$10.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
467+ 14.76% |
$94.5K - $120K
|
3.63K
$954K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-10.9K- 7.05% |
$2.21M - $2.8M
|
144K
$37.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-204- 0.34% |
$41.3K - $52.4K
|
59.8K
$15.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-1.02K- 0.83% |
$206K - $261K
|
122K
$32M
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
323+ 0.61% |
$65.4K - $83K
|
53.4K
$14M
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
BUY
|
- |
56+ 0.35% |
$11.3K - $14.4K
|
16.2K
$4.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
11.1K+ 10.59% |
$2.24M - $2.85M
|
116K
$30.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-545- 3.41% |
$110K - $140K
|
15.5K
$4.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-4.04K- 3.97% |
$818K - $1.04M
|
97.7K
$25.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
670+ 3.95% |
$136K - $172K
|
17.6K
$4.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
1.39KNew |
$281K - $357K
|
1.39K
$365K
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
730+ 2.45% |
$148K - $188K
|
30.5K
$8.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-62- 0.26% |
$12.5K - $15.9K
|
23.5K
$6.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-25- 1.22% |
$5.06K - $6.42K
|
2.03K
$533K
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
890+ 6.4% |
$180K - $229K
|
14.8K
$3.89M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-1.37K- 2.86% |
$277K - $352K
|
46.6K
$12.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
206+ 1.31% |
$41.7K - $52.9K
|
15.9K
$4.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1.61K- 4.25% |
$325K - $412K
|
36.1K
$9.49M
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
356+ 1.02% |
$72K - $91.4K
|
35.3K
$9.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
245+ 34.8% |
$49.6K - $62.9K
|
949
$249K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.38K+ 1.01% |
$279K - $354K
|
138K
$36.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
SELL
|
- |
-88- 0.5% |
$17.8K - $22.6K
|
17.6K
$4.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
61+ 2.03% |
$12.3K - $15.7K
|
3.07K
$806K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
3.29K+ 54.63% |
$666K - $846K
|
9.32K
$2.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
107+ 0.96% |
$21.7K - $27.5K
|
11.3K
$2.96M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
SELL
|
- |
-178- 0.75% |
$36K - $45.7K
|
23.7K
$6.22M
|