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
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-27K- 0.39% |
$4.66M - $6.05M
|
6.87M
$1.58B
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-41K- 64.4% |
$7.06M - $9.17M
|
22.6K
$5.2M
|
|
Aug 06, 2025
Q2 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-511- 8.01% |
$88.1K - $114K
|
5.87K
$1.35M
|
|
Aug 06, 2025
Q2 2025
|
Baer Investment Advisory LLC
Corte Madera, CA |
BUY
|
CALL |
0New |
$0 - $0
|
0
$0
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
11.6K+ 9.87% |
$1.99M - $2.59M
|
129K
$29.6M
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-50- 0.22% |
$8.62K - $11.2K
|
22.6K
$5.18M
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-4.64K- 1.61% |
$800K - $1.04M
|
284K
$65.2M
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-13.4K- 25.66% |
$2.32M - $3.01M
|
38.9K
$8.93M
|
|
Aug 05, 2025
Q2 2025
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-5.78K- 10.46% |
$997K - $1.29M
|
49.5K
$11.4M
|
|
Aug 05, 2025
Q2 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
2.69K+ 14.29% |
$463K - $602K
|
21.5K
$4.93M
|
|
Aug 05, 2025
Q2 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
SELL
|
- |
-12K- 3.61% |
$2.06M - $2.68M
|
319K
$73.4M
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
BUY
|
- |
6.09K+ 482.73% |
$1.05M - $1.36M
|
7.35K
$1.69M
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-280K- 44.71% |
$48.3M - $62.7M
|
346K
$79.5M
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-835- 4.12% |
$144K - $187K
|
19.4K
$4.46M
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
BUY
|
- |
1.41KNew |
$244K - $316K
|
1.41K
$324K
|
|
Aug 05, 2025
Q2 2025
|
Westwood Wealth Management
|
SELL
|
- |
-7.36K- 5.92% |
$1.27M - $1.65M
|
117K
$26.8M
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
110K+ 12.23% |
$18.9M - $24.5M
|
1.01M
$231M
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
PUT |
1.2K+ 1.74% |
$207K - $269K
|
70.3K
$16.1M
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-250- 0.78% |
$43.1K - $56K
|
31.9K
$7.33M
|
|
Aug 05, 2025
Q2 2025
|
Meridian Management CO
|
BUY
|
- |
13+ 0.07% |
$2.24K - $2.91K
|
17.6K
$4.04M
|
|
Aug 05, 2025
Q2 2025
|
Tredje Ap Fonden
|
SELL
|
- |
-415K- 12.35% |
$71.6M - $93M
|
2.95M
$677M
|
|
Aug 05, 2025
Q2 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
63+ 0.14% |
$10.9K - $14.1K
|
46.7K
$10.7M
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
717+ 11.48% |
$124K - $161K
|
6.96K
$1.6M
|
|
Aug 05, 2025
Q2 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-6.75K- 8.45% |
$1.16M - $1.51M
|
73.1K
$16.8M
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
264+ 0.78% |
$45.5K - $59.1K
|
34K
$7.81M
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
179+ 1.14% |
$30.9K - $40.1K
|
15.9K
$3.65M
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
15.1K+ 22.11% |
$2.61M - $3.38M
|
83.5K
$19.2M
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-5.86K- 0.32% |
$1.01M - $1.31M
|
1.85M
$424M
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-788- 3.91% |
$136K - $176K
|
19.3K
$4.44M
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-32.5K- 0.74% |
$5.6M - $7.28M
|
4.38M
$1.01B
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-990- 5.71% |
$171K - $222K
|
16.4K
$3.76M
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-101K- 7.48% |
$17.4M - $22.6M
|
1.25M
$287M
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
SELL
|
- |
-20- 3.03% |
$3.45K - $4.48K
|
641
$147K
|
|
Aug 05, 2025
Q2 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.33K+ 40.31% |
$230K - $299K
|
4.64K
$1.07M
|
|
Aug 05, 2025
Q2 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-50- 0.06% |
$8.62K - $11.2K
|
84.2K
$19.3M
|
|
Aug 05, 2025
Q2 2025
|
Core Alternative Capital
|
SELL
|
- |
-9.65K- 9.25% |
$1.66M - $2.16M
|
94.7K
$21.7M
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-689- 4.32% |
$119K - $154K
|
15.3K
$3.51M
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-482K- 94.28% |
$83.1M - $108M
|
29.3K
$6.73M
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-332- 2.41% |
$57.2K - $74.3K
|
13.4K
$3.09M
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-26.8K- 62.36% |
$4.62M - $6M
|
16.2K
$3.72M
|
|
Aug 05, 2025
Q2 2025
|
Chase Investment Counsel Corp
|
SELL
|
- |
-14.1K- 82.89% |
$2.42M - $3.15M
|
2.9K
$666K
|
|
Aug 05, 2025
Q2 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-1.1K- 2.31% |
$190K - $247K
|
46.6K
$10.7M
|
|
Aug 05, 2025
Q2 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
2.92K+ 0.54% |
$504K - $655K
|
541K
$124M
|
|
Aug 05, 2025
Q2 2025
|
X Square Capital, LLC
|
BUY
|
- |
219+ 1.9% |
$37.8K - $49K
|
11.8K
$2.7M
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.03K+ 0.89% |
$350K - $455K
|
230K
$52.8M
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-43K- 6.19% |
$7.42M - $9.63M
|
652K
$150M
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
CALL |
31KNew |
$5.35M - $6.94M
|
31K
$7.12M
|
|
Aug 05, 2025
Q2 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-1.98K- 0.23% |
$341K - $442K
|
854K
$196M
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
568+ 1.86% |
$97.9K - $127K
|
31.1K
$7.15M
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
8+ 0.37% |
$1.38K - $1.79K
|
2.16K
$497K
|