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 14, 2025
Q3 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.2K- 6.23% |
$243K - $309K
|
18.1K
$4.76M
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-237- 0.57% |
$48K - $60.9K
|
41K
$10.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.07K+ 1.98% |
$216K - $274K
|
54.9K
$14.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-315- 1.91% |
$63.7K - $80.9K
|
16.2K
$4.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-37.1K- 73.73% |
$7.51M - $9.53M
|
13.2K
$3.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
214+ 0.67% |
$43.3K - $55K
|
32.2K
$8.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Clark & Stuart, Inc
Portland, ME |
SELL
|
- |
-55- 0.57% |
$11.1K - $14.1K
|
9.53K
$2.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Tabr Capital Management, LLC
Orange, CA |
SELL
|
- |
-395- 6.14% |
$79.9K - $101K
|
6.04K
$1.59M
|
|
|
Oct 14, 2025
Q3 2025
|
Drum Hill Capital, LLC
Westport, CT |
SELL
|
- |
-440- 10.8% |
$89K - $113K
|
3.64K
$955K
|
|
|
Oct 14, 2025
Q3 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
4.73K+ 395.9% |
$957K - $1.21M
|
5.92K
$1.56M
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-264- 3.69% |
$53.4K - $67.8K
|
6.9K
$1.81M
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
12+ 0.1% |
$2.43K - $3.08K
|
12.6K
$3.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
353+ 19.44% |
$71.4K - $90.7K
|
2.17K
$570K
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
90+ 2.68% |
$18.2K - $23.1K
|
3.45K
$907K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
28+ 3.79% |
$5.67K - $7.19K
|
767
$202K
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-2.82K- 14.17% |
$571K - $725K
|
17.1K
$4.49M
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
12.4K+ 17.86% |
$2.52M - $3.19M
|
82.1K
$21.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-158- 0.49% |
$32K - $40.6K
|
32.3K
$8.48M
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.83K+ 8.26% |
$572K - $726K
|
37.1K
$9.74M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
3.71K+ 1.37% |
$752K - $954K
|
274K
$72M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
BUY
|
- |
1.75K+ 10.72% |
$354K - $449K
|
18.1K
$4.74M
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
BUY
|
- |
306+ 1.03% |
$61.9K - $78.6K
|
30.1K
$7.92M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-329- 0.31% |
$66.6K - $84.5K
|
106K
$27.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
18.5KNew |
$3.74M - $4.75M
|
18.5K
$4.86M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.1K- 1.97% |
$830K - $1.05M
|
204K
$53.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.08K- 2.71% |
$219K - $278K
|
38.9K
$10.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
986+ 2.07% |
$200K - $253K
|
48.6K
$12.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
4.07K+ 12.26% |
$824K - $1.05M
|
37.3K
$9.79M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.02K+ 5.38% |
$813K - $1.03M
|
78.7K
$20.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
691+ 14.28% |
$140K - $177K
|
5.53K
$1.45M
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
527+ 2.06% |
$107K - $135K
|
26.1K
$6.86M
|
|
|
Oct 10, 2025
Q3 2025
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
115+ 0.47% |
$23.3K - $29.5K
|
24.7K
$6.49M
|
|
|
Oct 10, 2025
Q3 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-250- 2.34% |
$50.6K - $64.2K
|
10.4K
$2.74M
|
|
|
Oct 10, 2025
Q3 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
2.89K+ 2.29% |
$585K - $743K
|
129K
$33.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
SELL
|
- |
-7.19K- 0.51% |
$1.45M - $1.85M
|
1.41M
$372M
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.25K- 4.92% |
$253K - $321K
|
24.1K
$6.34M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
SELL
|
- |
-5K- 13.77% |
$1.01M - $1.28M
|
31.3K
$8.22M
|
|
|
Oct 10, 2025
Q3 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-1.59K- 2.09% |
$322K - $408K
|
74.6K
$19.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-7.5K- 0.85% |
$1.52M - $1.93M
|
879K
$231M
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
5+ 0.05% |
$1.01K - $1.28K
|
9.78K
$2.57M
|
|
|
Oct 10, 2025
Q3 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-276- 12.19% |
$55.9K - $70.9K
|
1.99K
$523K
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
BUY
|
- |
11+ 0.11% |
$2.23K - $2.83K
|
9.97K
$2.62M
|
|
|
Oct 10, 2025
Q3 2025
|
Jvl Associates LLC
|
SELL
|
- |
-2.39K- 4.78% |
$484K - $615K
|
47.7K
$12.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
178+ 1.15% |
$36K - $45.7K
|
15.6K
$4.11M
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
SELL
|
- |
-240- 0.26% |
$48.6K - $61.6K
|
92.4K
$24.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
105KNew |
$21.2M - $26.9M
|
105K
$27.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-550- 1.08% |
$111K - $141K
|
50.3K
$13.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2.59K- 1.51% |
$524K - $665K
|
169K
$44.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.75K- 6.11% |
$355K - $450K
|
26.9K
$7.07M
|
|
|
Oct 10, 2025
Q3 2025
|
Stolper CO
|
SELL
|
- |
-266- 0.45% |
$53.8K - $68.3K
|
58.5K
$15.4M
|