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 11, 2025
Q2 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-17.5K- 27.26% |
$3.02M - $3.92M
|
46.7K
$10.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
277+ 22.34% |
$47.8K - $62K
|
1.52K
$348K
|
|
|
Aug 11, 2025
Q2 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
911+ 4.0% |
$157K - $204K
|
23.7K
$5.44M
|
|
|
Aug 11, 2025
Q2 2025
|
October Effect LTD
Virginia Beach, VA |
BUY
|
- |
1.96KNew |
$337K - $438K
|
1.96K
$449K
|
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-17.5K- 4.65% |
$3.02M - $3.93M
|
360K
$82.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
57+ 0.25% |
$9.83K - $12.8K
|
23.2K
$5.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-1.52K- 3.94% |
$262K - $340K
|
37.1K
$8.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-224- 15.0% |
$38.6K - $50.2K
|
1.27K
$291K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-43- 0.11% |
$7.41K - $9.63K
|
39.5K
$9.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
544+ 4.07% |
$93.8K - $122K
|
13.9K
$3.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-19.5K- 1.31% |
$3.36M - $4.36M
|
1.47M
$337M
|
|
|
Aug 11, 2025
Q2 2025
|
Talos Asset Management LP
New York, NY |
BUY
|
- |
99.4KNew |
$17.1M - $22.3M
|
99.4K
$22.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-815- 1.13% |
$141K - $182K
|
71.2K
$16.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
SELL
|
- |
-28- 0.2% |
$4.83K - $6.27K
|
13.9K
$3.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
173+ 2.79% |
$29.8K - $38.7K
|
6.38K
$1.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.02K+ 2.0% |
$175K - $228K
|
51.8K
$11.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-777- 1.36% |
$134K - $174K
|
56.4K
$12.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-3.47K- 2.22% |
$599K - $778K
|
153K
$35.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-4.39K- 2.7% |
$757K - $983K
|
158K
$36.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
846+ 3.53% |
$146K - $189K
|
24.8K
$5.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.34K+ 3.93% |
$232K - $301K
|
35.6K
$8.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
778+ 3.85% |
$134K - $174K
|
21K
$4.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
430+ 0.31% |
$74.1K - $96.3K
|
138K
$31.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-18.5K- 35.19% |
$3.19M - $4.14M
|
34.1K
$7.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
496+ 1.84% |
$85.5K - $111K
|
27.5K
$6.32M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.74K+ 7.25% |
$818K - $1.06M
|
70.2K
$16.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
53+ 1.07% |
$9.14K - $11.9K
|
5.01K
$1.15M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-4.55K- 4.05% |
$784K - $1.02M
|
108K
$24.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5+ 0.16% |
$862 - $1.12K
|
3.19K
$733K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5K+ 0.87% |
$862K - $1.12M
|
578K
$133M
|
|
|
Aug 11, 2025
Q2 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-100- 0.36% |
$17.2K - $22.4K
|
27.6K
$6.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-128K- 5.77% |
$22.1M - $28.6M
|
2.09M
$480M
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
100+ 1.18% |
$17.2K - $22.4K
|
8.56K
$1.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
1.42K+ 0.75% |
$244K - $317K
|
189K
$43.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
3.49K+ 73.45% |
$601K - $781K
|
8.24K
$1.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.2K+ 10.09% |
$207K - $269K
|
13.1K
$3.01M
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-480- 3.94% |
$82.8K - $107K
|
11.7K
$2.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-54- 0.47% |
$9.31K - $12.1K
|
11.5K
$2.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-8.32K- 6.23% |
$1.44M - $1.86M
|
125K
$28.8M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-23.8K- 7.76% |
$4.1M - $5.32M
|
283K
$64.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Highview Capital Management LLC
|
BUY
|
- |
1.11K+ 2.2% |
$192K - $249K
|
51.8K
$11.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-5.21K- 11.1% |
$898K - $1.17M
|
41.7K
$9.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
315+ 0.12% |
$54.3K - $70.5K
|
272K
$62.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-153K- 25.44% |
$26.4M - $34.3M
|
448K
$103M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
391+ 0.57% |
$67.4K - $87.5K
|
69.5K
$16M
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
345+ 2.19% |
$59.5K - $77.2K
|
16.1K
$3.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
PUT |
8.6KNew |
$1.48M - $1.93M
|
8.6K
$1.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
24+ 0.03% |
$4.14K - $5.37K
|
84.2K
$19.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
359+ 8.93% |
$61.9K - $80.4K
|
4.38K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
173+ 1.46% |
$29.8K - $38.7K
|
12K
$2.76M
|