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
|
Fiduciary Wealth Partners, LLC
Newton, MA |
SELL
|
- |
-5.06K- 31.49% |
$872K - $1.13M
|
11K
$2.53M
|
|
|
Jul 31, 2025
Q2 2025
|
University Of Texas
|
SELL
|
- |
-180- 4.39% |
$31K - $40.3K
|
3.92K
$901K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-143K- 30.1% |
$24.7M - $32M
|
332K
$76.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-228- 9.07% |
$39.3K - $51K
|
2.29K
$525K
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
299+ 1.63% |
$51.6K - $66.9K
|
18.6K
$4.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
326+ 0.99% |
$56.2K - $73K
|
33.1K
$7.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
10.1K+ 12.35% |
$1.75M - $2.27M
|
92.3K
$21.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-64.2K- 4.45% |
$11.1M - $14.4M
|
1.38M
$317M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
142K+ 3.33% |
$24.5M - $31.9M
|
4.41M
$1.01B
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-338- 0.28% |
$58.3K - $75.7K
|
120K
$27.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-4.63K- 1.12% |
$798K - $1.04M
|
409K
$94M
|
|
|
Jul 31, 2025
Q2 2025
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-169- 7.32% |
$29.1K - $37.8K
|
2.14K
$492K
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
78+ 0.74% |
$13.4K - $17.5K
|
10.6K
$2.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.31K- 2.13% |
$226K - $293K
|
60.1K
$13.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-266- 1.85% |
$45.9K - $59.6K
|
14.1K
$3.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
167K+ 1.33% |
$28.8M - $37.4M
|
12.7M
$2.92B
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
BUY
|
- |
819+ 17.86% |
$141K - $183K
|
5.4K
$1.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.08K+ 1.64% |
$186K - $242K
|
66.8K
$15.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
16.8K+ 3.76% |
$2.9M - $3.77M
|
465K
$107M
|
|
|
Jul 31, 2025
Q2 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
49+ 0.06% |
$8.45K - $11K
|
81.6K
$18.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-31.3K- 6.64% |
$5.39M - $7M
|
440K
$101M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
161K+ 52.52% |
$27.8M - $36.1M
|
469K
$108M
|
|
|
Jul 31, 2025
Q2 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
SELL
|
- |
-118- 0.53% |
$20.3K - $26.4K
|
22.1K
$5.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Baer Investment Advisory LLC
Corte Madera, CA |
SELL
|
- |
-159- 1.2% |
$27.4K - $35.6K
|
13.1K
$3.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-1.58K- 49.28% |
$273K - $354K
|
1.63K
$374K
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-850- 9.04% |
$147K - $190K
|
8.55K
$1.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Trb Advisors LP
New York, NY |
SELL
|
- |
-152K- 49.03% |
$26.2M - $34M
|
158K
$36.3M
|
|
|
Jul 30, 2025
Q2 2025
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-141- 2.2% |
$24.3K - $31.6K
|
6.26K
$1.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-2.7K- 15.43% |
$465K - $604K
|
14.8K
$3.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-499- 0.71% |
$86K - $112K
|
70.2K
$16.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Bck Partners, Inc.
|
BUY
|
- |
2+ 0.05% |
$345 - $448
|
4.24K
$973K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-18.9K- 10.76% |
$3.26M - $4.23M
|
157K
$36M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-4.02K- 2.52% |
$694K - $901K
|
156K
$35.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
972K+ 9.81% |
$168M - $218M
|
10.9M
$2.5B
|
|
|
Jul 30, 2025
Q2 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-5.33K- 9.62% |
$919K - $1.19M
|
50K
$11.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
6.42K+ 13.46% |
$1.11M - $1.44M
|
54.1K
$12.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-11.6K- 4.98% |
$2M - $2.59M
|
221K
$50.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Darrow Company, Inc.
|
BUY
|
- |
243+ 7.13% |
$41.9K - $54.4K
|
3.65K
$838K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
6.51K+ 2.57% |
$1.12M - $1.46M
|
260K
$59.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-14.9K- 1.87% |
$2.56M - $3.33M
|
781K
$179M
|
|
|
Jul 30, 2025
Q2 2025
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-77.2K- 56.48% |
$13.3M - $17.3M
|
59.5K
$13.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
51.8K+ 8.2% |
$8.93M - $11.6M
|
683K
$157M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-142- 0.3% |
$24.5K - $31.8K
|
47K
$10.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
32+ 2.95% |
$5.52K - $7.16K
|
1.12K
$256K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-283- 1.01% |
$48.8K - $63.4K
|
27.6K
$6.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
294+ 6.37% |
$50.7K - $65.8K
|
4.91K
$1.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-7.82K- 62.47% |
$1.35M - $1.75M
|
4.7K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
6+ 0.08% |
$1.03K - $1.34K
|
7.39K
$1.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
4.65K+ 1.32% |
$801K - $1.04M
|
358K
$82.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-91.9K- 10.64% |
$15.9M - $20.6M
|
772K
$177M
|