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 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-24- 0.13% |
$4.14K - $5.37K
|
18.8K
$4.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
SELL
|
- |
-840- 1.43% |
$145K - $188K
|
57.9K
$13.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
42.7K+ 17.15% |
$7.35M - $9.55M
|
291K
$66.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-78.3K- 96.54% |
$13.5M - $17.5M
|
2.8K
$643K
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-698- 4.11% |
$120K - $156K
|
16.3K
$3.74M
|
|
|
Aug 06, 2025
Q2 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
366+ 7.06% |
$63.1K - $81.9K
|
5.55K
$1.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
173+ 0.85% |
$29.8K - $38.7K
|
20.4K
$4.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.28K+ 4.1% |
$221K - $287K
|
32.5K
$7.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
98.8K+ 56.35% |
$17M - $22.1M
|
274K
$62.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
68.8K+ 3.55% |
$11.9M - $15.4M
|
2.01M
$461M
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-1.18K- 2.65% |
$203K - $264K
|
43.4K
$9.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-531- 0.41% |
$91.6K - $119K
|
128K
$29.4M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.36K+ 18.24% |
$234K - $304K
|
8.81K
$2.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.3K- 4.1% |
$225K - $292K
|
30.5K
$7.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-157- 0.88% |
$27.1K - $35.2K
|
17.7K
$4.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
58+ 0.33% |
$10K - $13K
|
17.8K
$4.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
SELL
|
- |
-24- 0.05% |
$4.14K - $5.37K
|
52.5K
$12.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-4.39K- 2.24% |
$757K - $983K
|
192K
$44M
|
|
|
Aug 06, 2025
Q2 2025
|
Parnassus Investments, LLC
|
SELL
|
- |
-124K- 3.33% |
$21.4M - $27.8M
|
3.61M
$829M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
2.41K+ 15.8% |
$416K - $540K
|
17.7K
$4.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
54+ 0.03% |
$9.31K - $12.1K
|
184K
$42.3M
|
|
|
Aug 06, 2025
Q2 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-1.07K- 1.83% |
$184K - $239K
|
57.2K
$13.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
5.89K+ 5.15% |
$1.02M - $1.32M
|
120K
$27.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
147K+ 23.53% |
$25.4M - $32.9M
|
772K
$177M
|
|
|
Aug 06, 2025
Q2 2025
|
Warm Springs Advisors Inc.
Larkspur, CA |
SELL
|
- |
-867- 3.3% |
$149K - $194K
|
25.4K
$5.83M
|
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
BUY
|
- |
875+ 9.65% |
$151K - $196K
|
9.95K
$2.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-49- 0.2% |
$8.45K - $11K
|
25K
$5.74M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
30K+ 3.95% |
$5.17M - $6.72M
|
789K
$181M
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
SELL
|
- |
-168- 0.26% |
$29K - $37.6K
|
63.4K
$14.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
752+ 16.29% |
$130K - $168K
|
5.37K
$1.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-662- 3.74% |
$114K - $148K
|
17.1K
$3.92M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-5.83K- 8.52% |
$1.01M - $1.31M
|
62.6K
$14.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-266- 0.45% |
$45.9K - $59.6K
|
59.4K
$13.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
10+ 0.16% |
$1.72K - $2.24K
|
6.26K
$1.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-4.81K- 8.18% |
$828K - $1.08M
|
53.9K
$12.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-29.5K- 7.32% |
$5.08M - $6.59M
|
373K
$85.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
14.5K+ 20.99% |
$2.5M - $3.25M
|
83.7K
$19.2M
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-162- 5.33% |
$27.9K - $36.3K
|
2.88K
$661K
|
|
|
Aug 06, 2025
Q2 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
4.45K+ 17.8% |
$768K - $997K
|
29.5K
$6.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
4.05K+ 61.04% |
$699K - $907K
|
10.7K
$2.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
1.42K+ 5.76% |
$244K - $317K
|
26K
$5.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.58K+ 18.95% |
$1.13M - $1.47M
|
41.3K
$9.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
SELL
|
- |
-370- 0.47% |
$63.8K - $82.8K
|
78.2K
$18M
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-273- 4.42% |
$47.1K - $61.1K
|
5.91K
$1.36M
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
BUY
|
- |
1+ 0.09% |
$172 - $224
|
1.14K
$262K
|
|
|
Aug 06, 2025
Q2 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-6.52K- 4.55% |
$1.12M - $1.46M
|
137K
$31.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-3.64K- 2.72% |
$628K - $815K
|
130K
$29.9M
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
8.53K+ 55.46% |
$1.47M - $1.91M
|
23.9K
$5.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-4.1K- 0.55% |
$706K - $917K
|
735K
$169M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-207- 0.2% |
$35.7K - $46.3K
|
102K
$23.4M
|