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 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
|
|
|
Oct 17, 2025
Q3 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-1.97K- 17.53% |
$399K - $507K
|
9.28K
$2.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
4.49K+ 47.46% |
$908K - $1.15M
|
13.9K
$3.66M
|
|
|
Oct 17, 2025
Q3 2025
|
Tealwood Asset Management Inc
|
BUY
|
- |
3.48K+ 34.39% |
$703K - $893K
|
13.6K
$3.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-3.73K- 4.29% |
$755K - $958K
|
83.1K
$21.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-50- 0.18% |
$10.1K - $12.8K
|
27.6K
$7.25M
|
|
|
Oct 17, 2025
Q3 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
BUY
|
- |
19+ 0.27% |
$3.85K - $4.88K
|
7.12K
$1.87M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
737+ 0.73% |
$149K - $189K
|
102K
$26.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.06% |
$1.42K - $1.8K
|
12.3K
$3.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
168+ 0.13% |
$34K - $43.2K
|
126K
$33.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-146- 2.45% |
$29.5K - $37.5K
|
5.82K
$1.53M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
429+ 1.32% |
$86.8K - $110K
|
32.8K
$8.62M
|
|
|
Oct 17, 2025
Q3 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
671+ 3.56% |
$136K - $172K
|
19.5K
$5.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-3.84K- 35.46% |
$778K - $987K
|
7K
$1.84M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.51K- 1.2% |
$306K - $389K
|
124K
$32.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-183- 4.0% |
$37K - $47K
|
4.4K
$1.15M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-852- 0.55% |
$172K - $219K
|
154K
$40.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.07K- 1.06% |
$217K - $276K
|
100K
$26.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
937+ 4.02% |
$190K - $241K
|
24.3K
$6.38M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-63- 2.42% |
$12.7K - $16.2K
|
2.54K
$667K
|
|
|
Oct 17, 2025
Q3 2025
|
Chesapeake Asset Management LLC
New York, NY |
SELL
|
- |
-166- 0.57% |
$33.6K - $42.6K
|
29K
$7.63M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.43K+ 7.1% |
$290K - $368K
|
21.6K
$5.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Fruth Investment Management
|
SELL
|
- |
-9.47K- 28.57% |
$1.92M - $2.43M
|
23.7K
$6.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.42K+ 1.85% |
$288K - $365K
|
78.3K
$20.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
76.2K+ 4004.15% |
$15.4M - $19.6M
|
78.1K
$20.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-677- 7.6% |
$137K - $174K
|
8.23K
$2.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.13K+ 19.12% |
$228K - $290K
|
7.03K
$1.85M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
3.1K+ 44.48% |
$627K - $795K
|
10.1K
$2.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-268- 0.05% |
$54.2K - $68.8K
|
493K
$129M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
17KNew |
$3.44M - $4.37M
|
17K
$4.47M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
797+ 3.08% |
$161K - $205K
|
26.7K
$7.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
235+ 0.32% |
$47.6K - $60.4K
|
73.4K
$19.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
1.27K+ 2.88% |
$258K - $327K
|
45.5K
$12M
|
|
|
Oct 17, 2025
Q3 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1+ 0.01% |
$202 - $257
|
6.77K
$1.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
1.61K+ 2.04% |
$325K - $413K
|
80.3K
$21.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-788- 1.13% |
$159K - $202K
|
69.1K
$18.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-328- 2.8% |
$66.4K - $84.3K
|
11.4K
$2.99M
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
13.7K+ 19.05% |
$2.77M - $3.52M
|
85.6K
$22.5M
|