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
|
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
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-708- 0.09% |
$122K - $159K
|
807K
$185M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
145+ 0.48% |
$25K - $32.5K
|
30.7K
$7.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-959- 3.65% |
$165K - $215K
|
25.3K
$5.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-5.22K- 23.45% |
$899K - $1.17M
|
17K
$3.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.35K+ 1.97% |
$232K - $301K
|
69.8K
$16M
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-152- 0.21% |
$26.2K - $34K
|
73K
$16.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-1- 0.08% |
$172 - $224
|
1.31K
$301K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-632- 0.83% |
$109K - $141K
|
75.4K
$17.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-3.34K- 4.43% |
$577K - $749K
|
72.1K
$16.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-325- 2.24% |
$56K - $72.8K
|
14.2K
$3.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Family Capital Trust CO
|
SELL
|
- |
-2.52K- 5.11% |
$434K - $564K
|
46.7K
$10.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
19.6K+ 15.49% |
$3.38M - $4.39M
|
146K
$33.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-9.49M- 99.74% |
$1.64B - $2.12B
|
25K
$5.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 1.81% |
$323K - $420K
|
106K
$24.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-3.71K- 14.74% |
$639K - $830K
|
21.4K
$4.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-12.2K- 8.13% |
$2.11M - $2.74M
|
138K
$31.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Asset Management Advisors, LLC
|
SELL
|
- |
-405- 1.19% |
$69.8K - $90.7K
|
33.6K
$7.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
106KNew |
$18.3M - $23.8M
|
106K
$24.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.03K- 1.94% |
$178K - $231K
|
52K
$11.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
3.07K+ 10.27% |
$528K - $686K
|
32.9K
$7.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-992- 2.46% |
$171K - $222K
|
39.3K
$9.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
97.9K+ 51.66% |
$16.9M - $21.9M
|
287K
$66M
|
|
|
Jul 29, 2025
Q2 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
260+ 1.65% |
$44.8K - $58.2K
|
16K
$3.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.15K- 38.63% |
$371K - $482K
|
3.42K
$785K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-704- 0.85% |
$121K - $158K
|
82.3K
$18.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
652+ 1.12% |
$112K - $146K
|
59.1K
$13.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-2.42K- 16.04% |
$418K - $542K
|
12.7K
$2.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-257- 0.38% |
$44.3K - $57.5K
|
67.6K
$15.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.34K+ 2.1% |
$230K - $299K
|
65K
$14.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
SELL
|
- |
-1.36K- 11.19% |
$235K - $305K
|
10.8K
$2.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
300+ 1.03% |
$51.7K - $67.2K
|
29.3K
$6.74M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.02K+ 1.83% |
$692K - $899K
|
224K
$51.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
PUT |
18.3KNew |
$3.16M - $4.1M
|
18.3K
$4.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-4.42K- 6.09% |
$761K - $988K
|
68.1K
$15.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.1K- 3.68% |
$363K - $471K
|
55.1K
$12.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-38.6K- 0.94% |
$6.66M - $8.65M
|
4.07M
$934M
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-14.4K- 12.08% |
$2.48M - $3.22M
|
105K
$24M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
853+ 3.56% |
$147K - $191K
|
24.8K
$5.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.67K+ 7.8% |
$460K - $598K
|
36.9K
$8.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Sage Advisors, LLC
Boulder, CO |
SELL
|
- |
-18.4K- 40.75% |
$3.17M - $4.11M
|
26.7K
$6.13M
|
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
9.11K+ 39.88% |
$1.57M - $2.04M
|
31.9K
$7.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
8.37K+ 3.49% |
$1.44M - $1.87M
|
248K
$57.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Jag Capital Management, LLC
|
BUY
|
CALL |
1KNew |
$172K - $224K
|
1K
$230K
|
|
|
Jul 28, 2025
Q2 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-4.28K- 6.91% |
$738K - $958K
|
57.7K
$13.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-85.9K- 8.17% |
$14.8M - $19.2M
|
966K
$222M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
64.2K+ 27.64% |
$11.1M - $14.4M
|
296K
$68.1M
|