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
|
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
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-59.9K- 0.62% |
$10.3M - $13.4M
|
9.68M
$2.22B
|
|
|
Jul 29, 2025
Q2 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-1.05K- 23.48% |
$181K - $235K
|
3.42K
$784K
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
345+ 3.34% |
$59.5K - $77.2K
|
10.7K
$2.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1+ 0.02% |
$172 - $224
|
6.21K
$1.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Albert D Mason Inc
|
SELL
|
- |
-220- 4.5% |
$37.9K - $49.3K
|
4.67K
$1.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
415+ 13.23% |
$71.6K - $92.9K
|
3.55K
$816K
|
|
|
Jul 29, 2025
Q2 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.39K- 1.78% |
$239K - $310K
|
76.6K
$17.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-19.5K- 6.42% |
$3.36M - $4.37M
|
284K
$65.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-5.2K- 11.77% |
$897K - $1.16M
|
39K
$8.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-44.2K- 12.82% |
$7.62M - $9.89M
|
300K
$69M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-554- 4.94% |
$95.5K - $124K
|
10.7K
$2.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
939+ 1.24% |
$162K - $210K
|
76.4K
$17.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.09K- 1.44% |
$188K - $244K
|
74.7K
$17.2M
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
5+ 0.05% |
$862 - $1.12K
|
9.24K
$2.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
778+ 0.47% |
$134K - $174K
|
166K
$38.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
1.9KNew |
$328K - $426K
|
1.9K
$437K
|
|
|
Jul 29, 2025
Q2 2025
|
Progressive Investment Management Corp
|
SELL
|
- |
-2.18K- 1.41% |
$375K - $487K
|
152K
$34.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
SELL
|
- |
-2.44K- 3.97% |
$420K - $545K
|
59K
$13.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.37K+ 1.96% |
$235K - $306K
|
71.2K
$16.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-441- 1.22% |
$76K - $98.7K
|
35.7K
$8.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
27+ 1.6% |
$4.66K - $6.05K
|
1.71K
$393K
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
95+ 1.45% |
$16.4K - $21.3K
|
6.65K
$1.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-727- 4.24% |
$125K - $163K
|
16.4K
$3.77M
|
|
|
Jul 29, 2025
Q2 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
339+ 0.55% |
$58.5K - $75.9K
|
62.3K
$14.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1K- 4.01% |
$173K - $224K
|
23.9K
$5.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-124- 0.47% |
$21.4K - $27.8K
|
26K
$5.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.77K- 2.72% |
$304K - $395K
|
63.1K
$14.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.41K+ 2.2% |
$933K - $1.21M
|
251K
$57.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-2.74K- 7.03% |
$472K - $613K
|
36.2K
$8.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
482+ 4.0% |
$83.1K - $108K
|
12.5K
$2.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Sam Advisors, LLC
|
BUY
|
- |
598+ 2.97% |
$103K - $134K
|
20.7K
$4.76M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
SELL
|
- |
-12.4K- 23.21% |
$2.15M - $2.79M
|
41.2K
$9.46M
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-15- 0.03% |
$2.59K - $3.36K
|
58.5K
$13.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.59K+ 10.51% |
$273K - $355K
|
16.7K
$3.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
441+ 2.44% |
$76K - $98.7K
|
18.5K
$4.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
125+ 40.98% |
$21.6K - $28K
|
430
$98.7K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-28.9K- 7.06% |
$4.98M - $6.47M
|
380K
$87.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-8.21K- 27.51% |
$1.42M - $1.84M
|
21.6K
$4.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
108+ 0.15% |
$18.6K - $24.2K
|
72.1K
$16.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
370+ 2.77% |
$63.8K - $82.8K
|
13.7K
$3.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Palmer Knight CO
|
BUY
|
- |
5.54K+ 16.65% |
$955K - $1.24M
|
38.8K
$8.91M
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
BUY
|
- |
4.9K+ 12.0% |
$845K - $1.1M
|
45.7K
$10.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-732- 9.56% |
$126K - $164K
|
6.92K
$1.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-144K- 3.99% |
$24.8M - $32.3M
|
3.47M
$796M
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-115- 3.59% |
$19.8K - $25.7K
|
3.09K
$709K
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
6.54K+ 53.38% |
$1.13M - $1.46M
|
18.8K
$4.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
SELL
|
- |
-588- 0.78% |
$101K - $132K
|
74.7K
$17.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
14.5K+ 8.42% |
$2.51M - $3.26M
|
187K
$43M
|