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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-1.15K- 0.94% |
$232K - $294K
|
121K
$31.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-471- 3.03% |
$95.3K - $121K
|
15.1K
$3.97M
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-119- 1.01% |
$24.1K - $30.6K
|
11.6K
$3.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3.32K- 14.89% |
$671K - $852K
|
19K
$4.98M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-16.3K- 14.19% |
$3.3M - $4.18M
|
98.5K
$25.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
35K+ 2.85% |
$7.09M - $9M
|
1.26M
$332M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
69K+ 8.69% |
$14M - $17.7M
|
863K
$227M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
PUT |
-200- 2.44% |
$40.5K - $51.4K
|
8K
$2.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-4.53K- 17.68% |
$916K - $1.16M
|
21.1K
$5.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
4.88K+ 30.66% |
$987K - $1.25M
|
20.8K
$5.46M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-888- 0.33% |
$180K - $228K
|
267K
$70.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Suncoast Equity Management
|
BUY
|
- |
1.02K+ 0.59% |
$207K - $263K
|
174K
$45.6M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-1.85K- 9.39% |
$373K - $474K
|
17.8K
$4.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-270- 0.92% |
$54.6K - $69.4K
|
28.9K
$7.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-204- 1.62% |
$41.3K - $52.4K
|
12.4K
$3.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-13- 0.17% |
$2.63K - $3.34K
|
7.67K
$2.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-992- 0.49% |
$201K - $255K
|
202K
$53.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-393- 2.02% |
$79.5K - $101K
|
19K
$5M
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
318+ 1.39% |
$64.4K - $81.7K
|
23.2K
$6.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-2.64K- 2.06% |
$534K - $677K
|
125K
$32.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Applied Capital LLC
|
SELL
|
- |
-29- 2.79% |
$5.87K - $7.45K
|
1.01K
$266K
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
BUY
|
- |
45.3K+ 27.1% |
$9.17M - $11.6M
|
212K
$55.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
72+ 0.93% |
$14.6K - $18.5K
|
7.81K
$2.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.1K- 1.12% |
$223K - $283K
|
96.8K
$25.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
4.57K+ 7.74% |
$925K - $1.17M
|
63.7K
$16.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6.24K+ 11.16% |
$1.26M - $1.6M
|
62.2K
$16.3M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
15.1K+ 18.09% |
$3.06M - $3.88M
|
98.6K
$25.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
493+ 6.2% |
$99.8K - $127K
|
8.45K
$2.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-993- 4.84% |
$201K - $255K
|
19.5K
$5.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.18K+ 3.93% |
$845K - $1.07M
|
110K
$29M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-870- 1.93% |
$176K - $223K
|
44.1K
$11.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-357- 0.66% |
$72.2K - $91.7K
|
53.9K
$14.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
32.3K+ 150.65% |
$6.53M - $8.29M
|
53.7K
$14.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-51- 0.61% |
$10.3K - $13.1K
|
8.29K
$2.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
1.64K+ 1.75% |
$332K - $422K
|
95.7K
$25.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-1.31K- 0.6% |
$264K - $335K
|
215K
$56.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-21- 0.25% |
$4.25K - $5.39K
|
8.51K
$2.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-324- 1.47% |
$65.6K - $83.2K
|
21.7K
$5.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
2.28K+ 4.66% |
$461K - $585K
|
51.1K
$13.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
26+ 0.4% |
$5.26K - $6.68K
|
6.53K
$1.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Thoma Capital Management LLC
Towson, MD |
SELL
|
- |
-1.98K- 14.15% |
$400K - $507K
|
12K
$3.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
4.32K+ 268.74% |
$875K - $1.11M
|
5.93K
$1.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Brave Asset Management Inc
|
BUY
|
- |
5.55K+ 6.85% |
$1.12M - $1.43M
|
86.6K
$22.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.19K+ 1.8% |
$444K - $563K
|
124K
$32.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-306- 0.27% |
$61.9K - $78.6K
|
112K
$29.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-1.28K- 8.99% |
$259K - $328K
|
12.9K
$3.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
303+ 0.49% |
$61.3K - $77.8K
|
61.8K
$16.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.79K- 1.45% |
$362K - $459K
|
121K
$31.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14.8K+ 2.65% |
$3M - $3.81M
|
574K
$151M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
PUT |
1.6KNew |
$324K - $411K
|
1.6K
$420K
|