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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-73- 0.92% |
$12.6K - $16.3K
|
7.88K
$1.81M
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-300- 0.64% |
$51.7K - $67.2K
|
46.9K
$10.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-620- 3.62% |
$107K - $139K
|
16.5K
$3.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.73K- 5.96% |
$298K - $386K
|
27.2K
$6.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
BUY
|
- |
3.4K+ 9.87% |
$587K - $762K
|
37.9K
$8.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.84K- 1.84% |
$490K - $636K
|
152K
$34.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
15.9K+ 3.09% |
$2.74M - $3.56M
|
530K
$122M
|
|
|
Jul 31, 2025
Q2 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-6.63K- 3.69% |
$1.14M - $1.48M
|
173K
$39.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
37.5K+ 88.39% |
$6.46M - $8.39M
|
79.9K
$18.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11.2K- 0.98% |
$1.92M - $2.5M
|
1.13M
$259M
|
|
|
Jul 31, 2025
Q2 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
84+ 0.18% |
$14.5K - $18.8K
|
45.5K
$10.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.47K- 54.18% |
$253K - $328K
|
1.24K
$285K
|
|
|
Jul 31, 2025
Q2 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
22+ 0.65% |
$3.79K - $4.93K
|
3.39K
$778K
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-3.96K- 9.97% |
$682K - $886K
|
35.7K
$8.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
SELL
|
- |
-163- 5.02% |
$28.1K - $36.5K
|
3.08K
$708K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-2.55K- 13.43% |
$440K - $571K
|
16.4K
$3.77M
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
1.13K+ 1.85% |
$194K - $252K
|
61.9K
$14.2M
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
228+ 0.43% |
$39.3K - $51K
|
53.8K
$12.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-346- 11.7% |
$59.7K - $77.5K
|
2.61K
$600K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
992+ 1.64% |
$171K - $222K
|
61.6K
$14.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
818+ 7.41% |
$141K - $183K
|
11.9K
$2.72M
|
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
17.2KNew |
$2.96M - $3.84M
|
17.2K
$3.94M
|
|
|
Jul 31, 2025
Q2 2025
|
Af Advisors, Inc.
|
SELL
|
- |
-15- 0.85% |
$2.59K - $3.36K
|
1.75K
$403K
|
|
|
Jul 31, 2025
Q2 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.87K+ 2.85% |
$322K - $418K
|
67.3K
$15.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-194- 0.17% |
$33.4K - $43.4K
|
113K
$25.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
3.19KNew |
$550K - $715K
|
3.19K
$733K
|
|
|
Jul 31, 2025
Q2 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
760+ 10.85% |
$131K - $170K
|
7.77K
$1.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2.45K- 2.5% |
$422K - $548K
|
95.4K
$21.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
22.3K+ 41.11% |
$3.84M - $4.99M
|
76.5K
$17.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
783+ 14.59% |
$135K - $175K
|
6.15K
$1.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-321- 2.34% |
$55.3K - $71.9K
|
13.4K
$3.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.43K- 2.21% |
$247K - $320K
|
63.4K
$14.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
350+ 0.64% |
$60.3K - $78.4K
|
55.4K
$12.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Shaker Investments LLC
|
SELL
|
- |
-9.71K- 35.46% |
$1.67M - $2.17M
|
17.7K
$4.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-940- 0.37% |
$162K - $210K
|
256K
$58.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-62.4K- 12.59% |
$10.8M - $14M
|
433K
$99.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-605- 0.7% |
$104K - $135K
|
86.1K
$19.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-617- 0.66% |
$106K - $138K
|
92.2K
$21.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-1.06K- 2.11% |
$183K - $237K
|
49.1K
$11.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
25+ 0.52% |
$4.31K - $5.6K
|
4.82K
$1.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
7.44K+ 28.72% |
$1.28M - $1.66M
|
33.3K
$7.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-840- 23.39% |
$145K - $188K
|
2.75K
$632K
|
|
|
Jul 31, 2025
Q2 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2+ 0.02% |
$345 - $448
|
12.6K
$2.89M
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-580- 2.35% |
$100K - $130K
|
24.1K
$5.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
429+ 2.43% |
$74K - $96K
|
18.1K
$4.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-175- 5.01% |
$30.2K - $39.2K
|
3.32K
$761K
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-47- 0.43% |
$8.1K - $10.5K
|
10.8K
$2.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Saybrook Capital
|
SELL
|
- |
-13.8K- 8.36% |
$2.39M - $3.1M
|
152K
$34.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-41.2K- 10.14% |
$7.1M - $9.22M
|
365K
$83.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-4.17K- 4.34% |
$719K - $934K
|
92K
$21.1M
|