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 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
773K+ 310.71% |
$133M - $173M
|
1.02M
$235M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-29.6K- 1.28% |
$5.11M - $6.63M
|
2.29M
$525M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1.23K- 9.48% |
$212K - $275K
|
11.7K
$2.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
640+ 1.4% |
$110K - $143K
|
46.5K
$10.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
143+ 0.62% |
$24.7K - $32K
|
23.1K
$5.31M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-738- 3.11% |
$127K - $165K
|
23K
$5.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
736+ 14.35% |
$127K - $165K
|
5.87K
$1.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
2.65K+ 32.27% |
$457K - $594K
|
10.9K
$2.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
1.84K+ 1.36% |
$316K - $411K
|
137K
$31.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-106- 7.16% |
$18.3K - $23.7K
|
1.38K
$316K
|
|
|
Aug 05, 2025
Q2 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
5.63K+ 14.58% |
$970K - $1.26M
|
44.2K
$10.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
296+ 0.79% |
$51K - $66.3K
|
37.9K
$8.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-66- 0.29% |
$11.4K - $14.8K
|
22.8K
$5.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
BUY
|
- |
3.6K+ 7.87% |
$621K - $806K
|
49.4K
$11.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
BUY
|
- |
463+ 3.17% |
$79.8K - $104K
|
15.1K
$3.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
4.25K+ 2.23% |
$733K - $952K
|
195K
$44.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.14K+ 2.87% |
$196K - $254K
|
40.7K
$9.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-586- 2.28% |
$101K - $131K
|
25.1K
$5.77M
|
|
|
Aug 05, 2025
Q2 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-22.6K- 4.7% |
$3.89M - $5.05M
|
457K
$105M
|
|
|
Aug 05, 2025
Q2 2025
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
54+ 0.06% |
$9.31K - $12.1K
|
88.3K
$20.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-18.2K- 5.07% |
$3.14M - $4.07M
|
340K
$78.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-3.72K- 15.82% |
$642K - $833K
|
19.8K
$4.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
125+ 2.16% |
$21.6K - $28K
|
5.9K
$1.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Tufton Capital Management
|
SELL
|
- |
-6.05K- 5.93% |
$1.04M - $1.36M
|
96K
$22M
|
|
|
Aug 05, 2025
Q2 2025
|
Chapman Investment Management, LLC
|
SELL
|
- |
-4.03K- 10.25% |
$695K - $902K
|
35.3K
$8.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-590- 5.46% |
$102K - $132K
|
10.2K
$2.34M
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
259+ 3.3% |
$44.7K - $58K
|
8.11K
$1.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
6.04K+ 17.62% |
$1.04M - $1.35M
|
40.3K
$9.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
12.2K+ 6.33% |
$2.1M - $2.72M
|
204K
$46.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-3- 0.06% |
$517 - $672
|
5.04K
$1.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.22K+ 64.7% |
$210K - $273K
|
3.1K
$713K
|
|
|
Aug 05, 2025
Q2 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
2+ 0.02% |
$345 - $448
|
13.2K
$3.04M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
2.65K+ 5.16% |
$457K - $593K
|
54K
$12.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-5.35K- 8.7% |
$922K - $1.2M
|
56.1K
$12.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
6.81K+ 43.43% |
$1.17M - $1.52M
|
22.5K
$5.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-3.18K- 7.33% |
$548K - $712K
|
40.2K
$9.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-119- 0.34% |
$20.5K - $26.6K
|
35.2K
$8.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-2.43K- 1.69% |
$418K - $543K
|
141K
$32.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-175- 3.97% |
$30.2K - $39.2K
|
4.23K
$972K
|
|
|
Aug 05, 2025
Q2 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
1.71KNew |
$294K - $382K
|
1.71K
$392K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-26.8K- 21.34% |
$4.63M - $6.01M
|
98.9K
$22.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
497+ 2.65% |
$85.7K - $111K
|
19.3K
$4.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-139- 2.5% |
$24K - $31.1K
|
5.43K
$1.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.81K- 10.82% |
$313K - $406K
|
14.9K
$3.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.54K- 2.84% |
$610K - $792K
|
121K
$27.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Dillon & Associates Inc
|
SELL
|
- |
-1.69K- 0.63% |
$291K - $377K
|
265K
$60.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Once Capital Management, LLC
|
BUY
|
- |
50+ 0.06% |
$8.62K - $11.2K
|
80.9K
$18.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.34K- 7.33% |
$231K - $300K
|
17K
$3.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
100+ 1.86% |
$17.2K - $22.4K
|
5.47K
$1.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
231+ 5.65% |
$39.8K - $51.7K
|
4.32K
$992K
|