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 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.75K+ 6.41% |
$302K - $392K
|
29.1K
$6.68M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-457- 7.43% |
$78.8K - $102K
|
5.69K
$1.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20.8K+ 10.73% |
$3.59M - $4.66M
|
215K
$49.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-566- 0.27% |
$97.6K - $127K
|
212K
$48.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Jordan Park Trust CO LLC
Portsmouth, NH |
SELL
|
- |
-15- 0.65% |
$2.59K - $3.36K
|
2.3K
$529K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-14.6K- 7.21% |
$2.51M - $3.26M
|
188K
$43.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-49.1K- 2.72% |
$8.47M - $11M
|
1.76M
$403M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-2.76M- 15.13% |
$476M - $618M
|
15.5M
$3.55B
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-857- 6.36% |
$148K - $192K
|
12.6K
$2.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-2.23K- 3.65% |
$384K - $499K
|
58.8K
$13.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
SELL
|
- |
-108- 1.09% |
$18.6K - $24.2K
|
9.83K
$2.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-5.17K- 1.89% |
$892K - $1.16M
|
269K
$61.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-4.02K- 3.86% |
$693K - $899K
|
100K
$23M
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-157- 1.08% |
$27.1K - $35.2K
|
14.3K
$3.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-304- 1.99% |
$52.4K - $68.1K
|
15K
$3.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.29K+ 1.15% |
$395K - $513K
|
201K
$46.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-284- 2.24% |
$49K - $63.6K
|
12.4K
$2.85M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
14.1K+ 2.7% |
$2.42M - $3.15M
|
535K
$123M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1- 0.01% |
$172 - $224
|
15.6K
$3.59M
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
BUY
|
- |
814+ 2.14% |
$140K - $182K
|
38.9K
$8.93M
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-15.7K- 89.08% |
$2.71M - $3.52M
|
1.93K
$443K
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
28+ 1.04% |
$4.83K - $6.27K
|
2.72K
$625K
|
|
|
Jul 28, 2025
Q2 2025
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-2.43K- 13.64% |
$419K - $544K
|
15.4K
$3.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-1.74K- 22.17% |
$299K - $389K
|
6.1K
$1.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-140K- 7.57% |
$24.1M - $31.3M
|
1.71M
$392M
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.62K- 1.69% |
$279K - $362K
|
93.9K
$21.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
BUY
|
- |
1.92K+ 50.82% |
$330K - $429K
|
5.69K
$1.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-653- 0.3% |
$113K - $146K
|
218K
$50.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-10.2K- 7.91% |
$1.75M - $2.27M
|
118K
$27.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-175- 6.9% |
$30.2K - $39.2K
|
2.36K
$542K
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-1.38K- 1.53% |
$237K - $308K
|
88.4K
$20.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.54K+ 1.16% |
$266K - $346K
|
134K
$30.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
SELL
|
- |
-581- 0.97% |
$100K - $130K
|
59.2K
$13.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10.1K- 3.5% |
$1.73M - $2.25M
|
277K
$63.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-6- 0.09% |
$1.03K - $1.34K
|
6.54K
$1.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-670- 2.22% |
$116K - $150K
|
29.5K
$6.78M
|
|
|
Jul 28, 2025
Q2 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
17+ 0.11% |
$2.93K - $3.81K
|
15.6K
$3.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-1.38K- 1.29% |
$239K - $310K
|
106K
$24.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-160- 1.33% |
$27.6K - $35.8K
|
11.9K
$2.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
732+ 1.57% |
$126K - $164K
|
47.5K
$10.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.22K- 1.64% |
$210K - $272K
|
72.8K
$16.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.03% |
$172 - $224
|
2.92K
$671K
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
40+ 0.49% |
$6.9K - $8.96K
|
8.28K
$1.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-325- 20.06% |
$56K - $72.8K
|
1.3K
$297K
|
|
|
Jul 28, 2025
Q2 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-41.3K- 18.36% |
$7.13M - $9.25M
|
184K
$42.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Capital Management Corp
|
SELL
|
- |
-2.25K- 64.47% |
$388K - $504K
|
1.24K
$285K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
5.2K+ 17.24% |
$897K - $1.17M
|
35.4K
$8.13M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
4.43K+ 6.89% |
$763K - $991K
|
68.7K
$15.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
28+ 4.24% |
$4.83K - $6.27K
|
688
$158K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
414K+ 57.91% |
$71.3M - $92.6M
|
1.13M
$259M
|