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
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-4.25K- 10.32% |
$733K - $952K
|
36.9K
$8.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-36.3K- 2.02% |
$6.27M - $8.14M
|
1.77M
$405M
|
|
|
Jul 29, 2025
Q2 2025
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
14.4K+ 0.28% |
$2.49M - $3.23M
|
5.25M
$1.21B
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-862- 1.68% |
$149K - $193K
|
50.3K
$11.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
671+ 13.49% |
$116K - $150K
|
5.65K
$1.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-2.56K- 1.68% |
$441K - $572K
|
150K
$34.3M
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
SELL
|
- |
-1.23K- 4.42% |
$211K - $274K
|
26.5K
$6.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-21.8K- 8.94% |
$3.77M - $4.89M
|
222K
$51.1M
|
|
|
Jul 29, 2025
Q2 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
600+ 3.62% |
$103K - $134K
|
17.2K
$3.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
217+ 0.31% |
$37.4K - $48.6K
|
69.9K
$16M
|
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-21- 0.12% |
$3.62K - $4.7K
|
17.6K
$4.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-59- 0.66% |
$10.2K - $13.2K
|
8.81K
$2.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-215- 1.86% |
$37.1K - $48.1K
|
11.4K
$2.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.01K+ 4.85% |
$173K - $225K
|
21.7K
$4.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-82- 0.41% |
$14.1K - $18.4K
|
19.9K
$4.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 6.01% |
$1.77M - $2.3M
|
181K
$41.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
BUY
|
- |
625+ 0.48% |
$108K - $140K
|
132K
$30.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
32.2K+ 4.85% |
$5.55M - $7.2M
|
695K
$160M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
CALL |
1KNew |
$172K - $224K
|
1K
$230K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
56+ 0.09% |
$9.66K - $12.5K
|
62K
$14.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
SELL
|
- |
-13K- 1.97% |
$2.23M - $2.9M
|
647K
$148M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-1.54K- 1.92% |
$265K - $344K
|
78.6K
$18M
|
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
660+ 25.29% |
$114K - $148K
|
3.27K
$751K
|
|
|
Jul 29, 2025
Q2 2025
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
1+ 0.07% |
$172 - $224
|
1.35K
$310K
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-3.86K- 23.23% |
$665K - $863K
|
12.7K
$2.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-224- 0.26% |
$38.6K - $50.2K
|
87.1K
$20M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
7.12K+ 6.13% |
$1.23M - $1.59M
|
123K
$28.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
246+ 1.9% |
$42.4K - $55.1K
|
13.2K
$3.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
108+ 0.01% |
$18.6K - $24.2K
|
1.62M
$373M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-1.78K- 2.21% |
$307K - $399K
|
78.7K
$18.1M
|
|
|
Jul 29, 2025
Q2 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-2.32K- 6.95% |
$400K - $520K
|
31.1K
$7.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.69K- 1.44% |
$463K - $602K
|
184K
$42.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
4.74K+ 67.92% |
$817K - $1.06M
|
11.7K
$2.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Community Bank Of Raymore
|
BUY
|
- |
770+ 4.83% |
$133K - $172K
|
16.7K
$3.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.16K+ 2.77% |
$1.23M - $1.6M
|
266K
$61M
|
|
|
Jul 29, 2025
Q2 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-6.23K- 5.61% |
$1.07M - $1.4M
|
105K
$24.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-399- 6.59% |
$68.8K - $89.3K
|
5.66K
$1.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-107- 9.38% |
$18.4K - $24K
|
1.03K
$237K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-258- 0.41% |
$44.5K - $57.8K
|
62K
$14.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
303+ 2.57% |
$52.2K - $67.8K
|
12.1K
$2.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
2.17KNew |
$373K - $485K
|
2.17K
$497K
|
|
|
Jul 29, 2025
Q2 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-1.79K- 8.22% |
$309K - $401K
|
20K
$4.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-524- 8.03% |
$90.3K - $117K
|
6K
$1.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.12% |
$690 - $896
|
3.3K
$757K
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3.5K+ 43.47% |
$603K - $783K
|
11.5K
$2.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
4.51K+ 10.3% |
$777K - $1.01M
|
48.3K
$11.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-6.95K- 6.12% |
$1.2M - $1.56M
|
107K
$24.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-36- 0.84% |
$6.21K - $8.06K
|
4.24K
$974K
|
|
|
Jul 29, 2025
Q2 2025
|
Mcia Inc
|
SELL
|
- |
-8- 0.03% |
$1.38K - $1.79K
|
24.3K
$5.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
54+ 0.13% |
$9.31K - $12.1K
|
40.2K
$9.24M
|