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
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-5.9K- 0.95% |
$1.19M - $1.51M
|
616K
$162M
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
4.24K+ 1.34% |
$858K - $1.09M
|
320K
$84.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
68+ 0.24% |
$13.8K - $17.5K
|
27.9K
$7.32M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.73K- 2.15% |
$351K - $445K
|
79K
$20.8M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
826+ 11.09% |
$167K - $212K
|
8.28K
$2.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-648- 0.63% |
$131K - $166K
|
102K
$26.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
297+ 0.54% |
$60.1K - $76.3K
|
54.8K
$14.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.48K+ 45.17% |
$299K - $379K
|
4.74K
$1.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
755+ 2.57% |
$153K - $194K
|
30.1K
$7.91M
|
|
|
Oct 21, 2025
Q3 2025
|
Braun Stacey Associates Inc
|
BUY
|
- |
7.29K+ 1.2% |
$1.48M - $1.87M
|
613K
$161M
|
|
|
Oct 21, 2025
Q3 2025
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-1.46K- 25.45% |
$295K - $375K
|
4.28K
$1.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-382- 1.42% |
$77.3K - $98.1K
|
26.6K
$6.98M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21.1K+ 21.13% |
$4.26M - $5.41M
|
121K
$31.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.01% |
$607 - $771
|
29.2K
$7.66M
|
|
|
Oct 21, 2025
Q3 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-1.09K- 13.88% |
$220K - $279K
|
6.73K
$1.77M
|
|
|
Oct 21, 2025
Q3 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
SELL
|
- |
-40- 0.71% |
$8.1K - $10.3K
|
5.63K
$1.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-21.2K- 21.5% |
$4.29M - $5.45M
|
77.4K
$20.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
9.4K+ 20.22% |
$1.9M - $2.41M
|
55.9K
$14.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-14.5K- 22.98% |
$2.93M - $3.72M
|
48.5K
$12.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-472- 0.57% |
$95.5K - $121K
|
82.7K
$21.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-664- 18.0% |
$134K - $171K
|
3.03K
$795K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-145- 0.67% |
$29.3K - $37.2K
|
21.5K
$5.65M
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
193+ 3.27% |
$39.1K - $49.6K
|
6.1K
$1.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-14.8K- 22.47% |
$2.99M - $3.8M
|
51K
$13.4M
|
|
|
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
|