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 |
---|---|---|---|---|---|---|---|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.76K- 1.14% |
$303K - $393K
|
153K
$35M
|
|
Aug 13, 2025
Q2 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-1.4K- 11.6% |
$241K - $313K
|
10.7K
$2.45M
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-749K- 12.96% |
$129M - $168M
|
5.03M
$1.16B
|
|
Aug 13, 2025
Q2 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
491+ 1.53% |
$84.7K - $110K
|
32.5K
$7.46M
|
|
Aug 13, 2025
Q2 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-2- 0.02% |
$345 - $448
|
12.1K
$2.79M
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
597+ 10.72% |
$103K - $134K
|
6.17K
$1.42M
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
403+ 11.17% |
$69.5K - $90.2K
|
4.01K
$921K
|
|
Aug 13, 2025
Q2 2025
|
Brentview Investment Management LLC
Northfield, IL |
SELL
|
- |
-4.7K- 9.85% |
$810K - $1.05M
|
43K
$9.87M
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-4.05K- 13.88% |
$699K - $907K
|
25.1K
$5.77M
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
9.71K+ 96.18% |
$1.67M - $2.17M
|
19.8K
$4.55M
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
3.47M+ 22.95% |
$599M - $777M
|
18.6M
$4.27B
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
8.31K+ 2.4% |
$1.43M - $1.86M
|
354K
$81.3M
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.35K+ 2.04% |
$405K - $525K
|
117K
$26.9M
|
|
Aug 13, 2025
Q2 2025
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
1.98M+ 5.72% |
$342M - $444M
|
36.6M
$8.42B
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
302K+ 3.53% |
$52.1M - $67.6M
|
8.85M
$2.03B
|
|
Aug 13, 2025
Q2 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-2.67M- 99.68% |
$461M - $598M
|
8.53K
$1.96M
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.85K+ 4.25% |
$492K - $639K
|
70K
$16.1M
|
|
Aug 13, 2025
Q2 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
482+ 0.52% |
$83.1K - $108K
|
92.9K
$21.3M
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
5.89K+ 428.31% |
$1.01M - $1.32M
|
7.26K
$1.67M
|
|
Aug 13, 2025
Q2 2025
|
Winslow Capital Management, LLC
Minneapolis, MN |
BUY
|
- |
450K+ 6.66% |
$77.6M - $101M
|
7.2M
$1.65B
|
|
Aug 13, 2025
Q2 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-54- 0.07% |
$9.31K - $12.1K
|
82.7K
$19M
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-1.11K- 11.74% |
$191K - $249K
|
8.34K
$1.92M
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
24.8KNew |
$4.28M - $5.55M
|
24.8K
$5.7M
|
|
Aug 13, 2025
Q2 2025
|
Robotti Robert
New York, NY |
BUY
|
- |
2+ 0.19% |
$345 - $448
|
1.05K
$242K
|
|
Aug 13, 2025
Q2 2025
|
Arjuna Capital
|
SELL
|
- |
-4.81K- 4.0% |
$829K - $1.08M
|
115K
$26.5M
|
|
Aug 13, 2025
Q2 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-14K- 6.04% |
$2.42M - $3.14M
|
218K
$50.2M
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
SELL
|
- |
-196- 0.29% |
$33.8K - $43.9K
|
68.2K
$15.7M
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
222+ 3.23% |
$38.3K - $49.7K
|
7.09K
$1.63M
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-245K- 4.77% |
$42.3M - $55M
|
4.9M
$1.13B
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
492+ 1.22% |
$84.8K - $110K
|
40.7K
$9.34M
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-288- 0.9% |
$49.7K - $64.5K
|
31.7K
$7.29M
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
109K+ 189.81% |
$18.9M - $24.5M
|
167K
$38.4M
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-14.8K- 5.31% |
$2.54M - $3.3M
|
263K
$60.4M
|
|
Aug 13, 2025
Q2 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.69K+ 1.89% |
$292K - $379K
|
91.4K
$21M
|
|
Aug 13, 2025
Q2 2025
|
Seven Grand Managers, LLC
Bronxville, NY |
BUY
|
- |
40KNew |
$6.9M - $8.96M
|
40K
$9.19M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-938K- 15.63% |
$162M - $210M
|
5.06M
$1.16B
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.88K- 3.1% |
$497K - $646K
|
90.2K
$20.7M
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
10.3K+ 5.78% |
$1.77M - $2.3M
|
188K
$43.1M
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.78K- 2.03% |
$308K - $399K
|
86K
$19.7M
|
|
Aug 13, 2025
Q2 2025
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-541- 8.75% |
$93.3K - $121K
|
5.64K
$1.3M
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-33.3K- 2.01% |
$5.74M - $7.45M
|
1.62M
$373M
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
CALL |
-1.2K- 11.11% |
$207K - $269K
|
9.6K
$2.2M
|
|
Aug 13, 2025
Q2 2025
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
2.57K+ 14.67% |
$443K - $576K
|
20.1K
$4.61M
|
|
Aug 13, 2025
Q2 2025
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-6.94K- 17.91% |
$1.2M - $1.55M
|
31.8K
$7.3M
|
|
Aug 13, 2025
Q2 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
41.7K+ 5.98% |
$7.19M - $9.34M
|
739K
$170M
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-2.27M- 8.25% |
$391M - $508M
|
25.2M
$5.8B
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.24K+ 0.67% |
$214K - $278K
|
188K
$43.1M
|
|
Aug 13, 2025
Q2 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-4.67K- 4.9% |
$806K - $1.05M
|
90.7K
$20.8M
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-1.01K- 2.32% |
$174K - $226K
|
42.5K
$9.75M
|
|
Aug 13, 2025
Q2 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-29.2K- 38.17% |
$5.04M - $6.55M
|
47.4K
$10.9M
|