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 29, 2025
Q2 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-22.1K- 7.55% |
$3.81M - $4.94M
|
271K
$62.1M
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
6.29K+ 4.86% |
$1.08M - $1.41M
|
136K
$31.1M
|
|
Jul 29, 2025
Q2 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
881+ 0.75% |
$152K - $197K
|
118K
$27.1M
|
|
Jul 29, 2025
Q2 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-6.44K- 18.59% |
$1.11M - $1.44M
|
28.2K
$6.47M
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-8.86K- 6.86% |
$1.53M - $1.98M
|
120K
$27.6M
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-74- 0.11% |
$12.8K - $16.6K
|
68.1K
$15.6M
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.03K+ 0.73% |
$177K - $230K
|
142K
$32.7M
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-745- 0.95% |
$128K - $167K
|
77.4K
$17.8M
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
19+ 0.55% |
$3.28K - $4.25K
|
3.48K
$800K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-43.2K- 17.85% |
$7.44M - $9.67M
|
199K
$45.6M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
45.1K+ 4.5% |
$7.78M - $10.1M
|
1.05M
$241M
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-8.65K- 2.42% |
$1.49M - $1.94M
|
348K
$79.9M
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-247- 1.41% |
$42.6K - $55.3K
|
17.3K
$3.96M
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
197+ 0.89% |
$34K - $44.1K
|
22.3K
$5.13M
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-4.87K- 3.0% |
$839K - $1.09M
|
158K
$36.2M
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-104- 0.22% |
$17.9K - $23.3K
|
47.5K
$10.9M
|
|
Jul 29, 2025
Q2 2025
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-7.65K- 19.72% |
$1.32M - $1.71M
|
31.1K
$7.15M
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
723K+ 3.35% |
$125M - $162M
|
22.3M
$5.11B
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
17.2K+ 15.0% |
$2.96M - $3.85M
|
132K
$30.3M
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-492- 0.55% |
$84.8K - $110K
|
88.9K
$20.4M
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.21K+ 3.65% |
$725K - $941K
|
119K
$27.4M
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
40.4K+ 109.23% |
$6.97M - $9.05M
|
77.5K
$17.8M
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
3.14K+ 18.68% |
$541K - $702K
|
19.9K
$4.58M
|
|
Jul 29, 2025
Q2 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-23- 0.04% |
$3.97K - $5.15K
|
61.8K
$14.2M
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
3.12K+ 8.41% |
$538K - $699K
|
40.3K
$9.25M
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-326- 1.53% |
$56.2K - $73K
|
21K
$4.81M
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-34.8K- 52.98% |
$6.01M - $7.8M
|
30.9K
$7.1M
|
|
Jul 29, 2025
Q2 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
1+ 0.01% |
$172 - $224
|
10.4K
$2.38M
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
5.37KNew |
$925K - $1.2M
|
5.37K
$1.23M
|
|
Jul 29, 2025
Q2 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-128- 7.89% |
$22.1K - $28.7K
|
1.49K
$343K
|
|
Jul 29, 2025
Q2 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
BUY
|
- |
134KNew |
$23.1M - $29.9M
|
134K
$30.7M
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
6.69K+ 5.02% |
$1.15M - $1.5M
|
140K
$32.1M
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-75- 0.25% |
$12.9K - $16.8K
|
30.5K
$7M
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
133+ 5.66% |
$22.9K - $29.8K
|
2.48K
$570K
|
|
Jul 29, 2025
Q2 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
2.62K+ 20.09% |
$452K - $587K
|
15.7K
$3.6M
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-858- 1.43% |
$148K - $192K
|
59.2K
$13.6M
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
11+ 0.14% |
$1.9K - $2.46K
|
8.11K
$1.86M
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
31+ 0.54% |
$5.35K - $6.94K
|
5.8K
$1.33M
|
|
Jul 29, 2025
Q2 2025
|
Oriental Harbor Investment Fund
Hong Kong, K3 |
SELL
|
- |
-133- 0.04% |
$22.9K - $29.8K
|
338K
$77.7M
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1.18K+ 5.42% |
$203K - $264K
|
22.9K
$5.26M
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
268+ 4.18% |
$46.2K - $60K
|
6.68K
$1.53M
|
|
Jul 29, 2025
Q2 2025
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.39K+ 1.61% |
$240K - $312K
|
88.1K
$20.2M
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-3.97K- 1.22% |
$684K - $888K
|
320K
$73.6M
|
|
Jul 29, 2025
Q2 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-33.9K- 13.36% |
$5.84M - $7.58M
|
220K
$50.5M
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
3.73K+ 1.4% |
$643K - $835K
|
271K
$62.2M
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-78.1K- 41.84% |
$13.5M - $17.5M
|
109K
$24.9M
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-1.06K- 0.96% |
$183K - $238K
|
110K
$25.2M
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.07K+ 9.91% |
$184K - $240K
|
11.9K
$2.72M
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Hutchinson
|
SELL
|
- |
-117- 0.34% |
$20.2K - $26.2K
|
34.7K
$7.97M
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
125+ 2.62% |
$21.6K - $28K
|
4.89K
$1.12M
|