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
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.8K+ 11.97% |
$566K - $718K
|
26.1K
$6.87M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.08K+ 7.14% |
$219K - $278K
|
16.2K
$4.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
4.56K+ 14.61% |
$923K - $1.17M
|
35.8K
$9.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-24.3K- 76.5% |
$4.92M - $6.24M
|
7.47K
$1.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-28.9K- 0.83% |
$5.85M - $7.42M
|
3.44M
$903M
|
|
|
Oct 20, 2025
Q3 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.98K- 42.07% |
$400K - $508K
|
2.72K
$715K
|
|
|
Oct 20, 2025
Q3 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
2+ 0.06% |
$405 - $514
|
3.26K
$857K
|
|
|
Oct 20, 2025
Q3 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-355- 0.39% |
$71.8K - $91.2K
|
89.7K
$23.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
117+ 1.5% |
$23.7K - $30.1K
|
7.92K
$2.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
3.34K+ 25.57% |
$676K - $858K
|
16.4K
$4.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
4.93K+ 9.45% |
$998K - $1.27M
|
57.1K
$15M
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-438- 1.22% |
$88.6K - $113K
|
35.5K
$9.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-319- 14.6% |
$64.6K - $81.9K
|
1.87K
$490K
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-5.56K- 30.32% |
$1.12M - $1.43M
|
12.8K
$3.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-462- 1.76% |
$93.5K - $119K
|
25.8K
$6.79M
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-1.38K- 13.27% |
$279K - $354K
|
9.01K
$2.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
828+ 1.86% |
$168K - $213K
|
45.4K
$11.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.6K+ 4.86% |
$324K - $411K
|
34.5K
$9.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
3.9K+ 12.47% |
$788K - $1M
|
35.1K
$9.23M
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-953- 0.15% |
$193K - $245K
|
650K
$171M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.15K+ 16.07% |
$233K - $295K
|
8.3K
$2.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
187K+ 101.06% |
$37.8M - $47.9M
|
371K
$97.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-624- 8.08% |
$126K - $160K
|
7.1K
$1.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-166- 0.33% |
$33.6K - $42.6K
|
49.8K
$13.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
10+ 0.18% |
$2.02K - $2.57K
|
5.7K
$1.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-80- 7.77% |
$16.2K - $20.5K
|
950
$250K
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
624+ 7.03% |
$126K - $160K
|
9.5K
$2.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-1.48K- 2.48% |
$299K - $379K
|
58K
$15.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-1.24K- 2.78% |
$251K - $319K
|
43.4K
$11.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-5.21K- 5.59% |
$1.06M - $1.34M
|
88K
$23.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
4.08K+ 15.17% |
$826K - $1.05M
|
31K
$8.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-651- 5.88% |
$132K - $167K
|
10.4K
$2.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
367+ 4.2% |
$74.3K - $94.3K
|
9.1K
$2.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-3.19K- 25.9% |
$646K - $820K
|
9.13K
$2.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-6.19K- 1.96% |
$1.25M - $1.59M
|
310K
$81.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.9K- 2.84% |
$385K - $488K
|
65.1K
$17.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-189- 0.19% |
$38.2K - $48.5K
|
100K
$26.3M
|
|
|
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
|