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
|
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
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 0.16% |
$363K - $461K
|
1.1M
$289M
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
749+ 0.54% |
$152K - $192K
|
140K
$36.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
346+ 2.74% |
$70K - $88.9K
|
13K
$3.41M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.81K+ 3.93% |
$569K - $722K
|
74.4K
$19.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-262- 0.45% |
$53K - $67.3K
|
57.6K
$15.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.17K- 0.29% |
$237K - $301K
|
402K
$106M
|
|
|
Oct 17, 2025
Q3 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.64K- 3.77% |
$331K - $420K
|
41.8K
$11M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-22.7K- 1.64% |
$4.6M - $5.84M
|
1.36M
$358M
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-145- 2.26% |
$29.3K - $37.2K
|
6.27K
$1.65M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-824- 3.05% |
$167K - $212K
|
26.2K
$6.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
523+ 10.51% |
$106K - $134K
|
5.5K
$1.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-863- 1.76% |
$175K - $222K
|
48.3K
$12.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-760- 3.09% |
$154K - $195K
|
23.9K
$6.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
47+ 0.21% |
$9.51K - $12.1K
|
22.8K
$5.99M
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-217- 2.09% |
$43.9K - $55.7K
|
10.1K
$2.67M
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.93K+ 3.28% |
$390K - $495K
|
60.6K
$15.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
503+ 2.98% |
$102K - $129K
|
17.4K
$4.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-14.4K- 13.03% |
$2.91M - $3.7M
|
96.1K
$25.2M
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-16.8K- 3.36% |
$3.39M - $4.31M
|
482K
$127M
|
|
|
Oct 17, 2025
Q3 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-600- 4.01% |
$121K - $154K
|
14.4K
$3.77M
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
10.9K+ 86.23% |
$2.21M - $2.8M
|
23.6K
$6.19M
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-2.1K- 0.74% |
$424K - $539K
|
282K
$74.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-22.6K- 31.48% |
$4.58M - $5.82M
|
49.3K
$12.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.17K+ 22.38% |
$237K - $301K
|
6.4K
$1.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
356+ 7.76% |
$72K - $91.4K
|
4.95K
$1.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
4.25K+ 12.66% |
$861K - $1.09M
|
37.9K
$9.95M
|