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
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
2.68K+ 3.58% |
$463K - $601K
|
77.7K
$17.8M
|
|
Aug 05, 2025
Q2 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-1.8K- 20.04% |
$310K - $403K
|
7.18K
$1.65M
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-2.13K- 3.7% |
$367K - $477K
|
55.4K
$12.7M
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.23K- 23.02% |
$212K - $276K
|
4.12K
$946K
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-79.2K- 21.19% |
$13.6M - $17.7M
|
294K
$67.6M
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-300- 0.36% |
$51.7K - $67.2K
|
82.8K
$19M
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-104- 0.68% |
$17.9K - $23.3K
|
15.3K
$3.51M
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-198- 1.23% |
$34.1K - $44.3K
|
15.9K
$3.65M
|
|
Aug 05, 2025
Q2 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
SELL
|
- |
-20.8K- 54.58% |
$3.59M - $4.66M
|
17.3K
$3.98M
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-2.38K- 68.2% |
$411K - $534K
|
1.11K
$255K
|
|
Aug 05, 2025
Q2 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-1.75K- 3.57% |
$301K - $391K
|
47.1K
$10.8M
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.07K- 0.74% |
$184K - $239K
|
143K
$32.9M
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-3.36K- 1.9% |
$579K - $752K
|
174K
$39.9M
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-1.26K- 0.97% |
$218K - $283K
|
129K
$29.6M
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-530- 4.01% |
$91.4K - $119K
|
12.7K
$2.91M
|
|
Aug 05, 2025
Q2 2025
|
Timelo Investment Management Inc.
|
BUY
|
PUT |
10KNew |
$1.72M - $2.24M
|
10K
$2.3M
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
454+ 1.17% |
$78.3K - $102K
|
39.2K
$9M
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-9.03K- 2.78% |
$1.56M - $2.02M
|
316K
$72.6M
|
|
Aug 05, 2025
Q2 2025
|
Ar Asset Management Inc
|
BUY
|
- |
240+ 0.1% |
$41.4K - $53.7K
|
252K
$57.8M
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
BUY
|
- |
2.39K+ 22.8% |
$412K - $536K
|
12.9K
$2.96M
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
98.7K+ 1.33% |
$17M - $22.1M
|
7.53M
$1.73B
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.91K- 0.66% |
$502K - $652K
|
441K
$101M
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
PUT |
2KNew |
$345K - $448K
|
2K
$459K
|
|
Aug 05, 2025
Q2 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-17.7K- 2.52% |
$3.05M - $3.96M
|
684K
$157M
|
|
Aug 05, 2025
Q2 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-321- 0.35% |
$55.3K - $71.9K
|
91.3K
$21M
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
9.52K+ 16.5% |
$1.64M - $2.13M
|
67.2K
$15.4M
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
51K+ 27.36% |
$8.79M - $11.4M
|
237K
$54.5M
|
|
Aug 05, 2025
Q2 2025
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-192- 0.1% |
$33.1K - $43K
|
193K
$44.4M
|
|
Aug 05, 2025
Q2 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
- |
-37.4K- 64.01% |
$6.45M - $8.37M
|
21K
$4.83M
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-2.76K- 20.06% |
$476K - $618K
|
11K
$2.53M
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-17.3K- 24.46% |
$2.98M - $3.87M
|
53.4K
$12.3M
|
|
Aug 05, 2025
Q2 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-368- 0.91% |
$63.5K - $82.4K
|
40.3K
$9.25M
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
3.17K+ 7.88% |
$546K - $709K
|
43.4K
$9.96M
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-324- 3.86% |
$55.9K - $72.5K
|
8.07K
$1.85M
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-1.62K- 5.63% |
$279K - $362K
|
27.1K
$6.22M
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
25+ 1.28% |
$4.31K - $5.6K
|
1.98K
$455K
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
36K+ 230.32% |
$6.2M - $8.05M
|
51.6K
$11.8M
|
|
Aug 04, 2025
Q2 2025
|
Investment Management Associates Inc
|
SELL
|
- |
-119- 9.64% |
$20.5K - $26.6K
|
1.12K
$256K
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
7K+ 0.72% |
$1.21M - $1.57M
|
981K
$225M
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-1.38K- 2.09% |
$237K - $308K
|
64.6K
$14.8M
|
|
Aug 04, 2025
Q2 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
2.99K+ 4.28% |
$515K - $669K
|
72.8K
$16.7M
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-319- 0.55% |
$55K - $71.4K
|
58.1K
$13.3M
|
|
Aug 04, 2025
Q2 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-807- 2.63% |
$139K - $181K
|
29.8K
$6.85M
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-3.84K- 40.37% |
$662K - $860K
|
5.67K
$1.3M
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
405+ 5.98% |
$69.8K - $90.7K
|
7.18K
$1.65M
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
63+ 0.07% |
$10.9K - $14.1K
|
86.6K
$19.9M
|
|
Aug 04, 2025
Q2 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-166- 1.63% |
$28.6K - $37.2K
|
10K
$2.31M
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
8+ 0.02% |
$1.38K - $1.79K
|
50.5K
$11.6M
|
|
Aug 04, 2025
Q2 2025
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-1.58K- 15.83% |
$273K - $354K
|
8.41K
$1.93M
|
|
Aug 04, 2025
Q2 2025
|
Lathrop Investment Management Corp
|
SELL
|
- |
-17.8K- 20.27% |
$3.07M - $3.99M
|
70K
$16.1M
|