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
|
My Personal Cfo, LLC
|
SELL
|
- |
-50.2K- 90.11% |
$10.2M - $12.9M
|
5.51K
$1.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-1.35K- 1.45% |
$273K - $347K
|
91.4K
$24M
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-625- 0.73% |
$126K - $161K
|
85.5K
$22.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
7.72K+ 6.17% |
$1.56M - $1.98M
|
133K
$34.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-762- 0.27% |
$154K - $196K
|
278K
$73.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Aldrich Partners LLC
|
BUY
|
- |
203+ 11.05% |
$41.1K - $52.1K
|
2.04K
$536K
|
|
|
Oct 20, 2025
Q3 2025
|
Chico Wealth Ria
|
SELL
|
- |
-23- 0.43% |
$4.65K - $5.91K
|
5.37K
$1.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
78.6KNew |
$15.9M - $20.2M
|
78.6K
$20.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Refined Wealth Management
|
BUY
|
- |
100+ 3.64% |
$20.2K - $25.7K
|
2.85K
$749K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-401- 4.41% |
$81.2K - $103K
|
8.7K
$2.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
3.09K+ 14.02% |
$625K - $793K
|
25.1K
$6.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-65- 1.21% |
$13.2K - $16.7K
|
5.3K
$1.39M
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
SELL
|
- |
-390- 0.26% |
$78.9K - $100K
|
152K
$40M
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
223+ 3.35% |
$45.1K - $57.3K
|
6.88K
$1.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
980+ 3.84% |
$198K - $252K
|
26.5K
$6.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
7.02K+ 11.32% |
$1.42M - $1.8M
|
69K
$18.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-289- 0.69% |
$58.5K - $74.2K
|
41.7K
$11M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1K- 0.53% |
$203K - $257K
|
187K
$49.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
PUT |
-2.6K- 52.0% |
$526K - $668K
|
2.4K
$631K
|
|
|
Oct 20, 2025
Q3 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
46+ 0.06% |
$9.31K - $11.8K
|
81.7K
$21.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-4.36K- 4.17% |
$882K - $1.12M
|
100K
$26.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-965- 4.06% |
$195K - $248K
|
22.8K
$5.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
53+ 0.27% |
$10.7K - $13.6K
|
19.9K
$5.23M
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
65+ 0.3% |
$13.2K - $16.7K
|
21.8K
$5.72M
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
13.5K+ 14.67% |
$2.73M - $3.47M
|
105K
$27.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-2K- 1.92% |
$405K - $515K
|
102K
$26.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-111- 0.37% |
$22.5K - $28.5K
|
30.3K
$7.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
225+ 5.09% |
$45.5K - $57.8K
|
4.64K
$1.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-96- 1.71% |
$19.4K - $24.7K
|
5.51K
$1.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
SELL
|
- |
-230- 9.64% |
$46.5K - $59.1K
|
2.16K
$567K
|
|
|
Oct 17, 2025
Q3 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-446- 0.04% |
$90.3K - $115K
|
1.03M
$270M
|
|
|
Oct 17, 2025
Q3 2025
|
Trb Advisors LP
New York, NY |
SELL
|
- |
-5K- 3.16% |
$1.01M - $1.28M
|
153K
$40.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
588+ 0.5% |
$119K - $151K
|
119K
$31.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-1.62K- 2.15% |
$327K - $415K
|
73.6K
$19.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-4.3K- 0.93% |
$869K - $1.1M
|
460K
$121M
|
|
|
Oct 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-720- 0.65% |
$146K - $185K
|
110K
$29M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.13K- 13.37% |
$229K - $291K
|
7.34K
$1.93M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2.05K+ 3.88% |
$416K - $528K
|
55K
$14.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.47K- 11.53% |
$297K - $377K
|
11.3K
$2.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
2.59K+ 8.9% |
$523K - $664K
|
31.7K
$8.32M
|
|
|
Oct 17, 2025
Q3 2025
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
SELL
|
- |
-1.86K- 4.77% |
$377K - $479K
|
37.2K
$9.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
9.92K+ 5.38% |
$2.01M - $2.55M
|
194K
$51.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Shaker Investments LLC
|
BUY
|
- |
1.7K+ 9.6% |
$343K - $436K
|
19.4K
$5.09M
|
|
|
Oct 17, 2025
Q3 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
129+ 1.96% |
$26.1K - $33.1K
|
6.7K
$1.76M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
795+ 0.92% |
$161K - $204K
|
87.4K
$23M
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-522- 0.94% |
$106K - $134K
|
54.8K
$14.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.69K- 1.61% |
$342K - $434K
|
103K
$27.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-223- 0.45% |
$45.1K - $57.3K
|
49.8K
$13.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
57+ 0.13% |
$11.5K - $14.6K
|
44.2K
$11.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
112+ 0.83% |
$22.7K - $28.8K
|
13.7K
$3.59M
|