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 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.86K- 4.99% |
$321K - $417K
|
35.4K
$8.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-406- 4.55% |
$70K - $90.9K
|
8.52K
$1.96M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-951- 3.43% |
$164K - $213K
|
26.8K
$6.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-13.1K- 6.5% |
$2.25M - $2.92M
|
188K
$43.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-27.5K- 1.46% |
$4.74M - $6.15M
|
1.85M
$426M
|
|
|
Jul 25, 2025
Q2 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
13+ 0.1% |
$2.24K - $2.91K
|
12.8K
$2.93M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-6K- 8.02% |
$1.03M - $1.34M
|
68.8K
$15.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.28K+ 9.45% |
$221K - $287K
|
14.8K
$3.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
SELL
|
- |
-43.7K- 4.64% |
$7.54M - $9.79M
|
898K
$206M
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.91K+ 0.7% |
$329K - $427K
|
274K
$62.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
359+ 9.54% |
$61.9K - $80.4K
|
4.12K
$946K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.25K+ 3.38% |
$388K - $503K
|
68.8K
$15.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
251+ 1.19% |
$43.3K - $56.2K
|
21.4K
$4.92M
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
SELL
|
- |
-5- 0.06% |
$862 - $1.12K
|
8.13K
$1.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-3.95K- 6.28% |
$680K - $883K
|
58.9K
$13.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
800+ 0.06% |
$138K - $179K
|
1.29M
$296M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
16.2K+ 2.27% |
$2.8M - $3.63M
|
730K
$168M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
PUT |
-5.1K- 42.15% |
$879K - $1.14M
|
7K
$1.61M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-5.08K- 2.4% |
$877K - $1.14M
|
207K
$47.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-520K- 60.01% |
$89.6M - $116M
|
346K
$79.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
PUT |
-11.9K- 62.96% |
$2.05M - $2.66M
|
7K
$1.61M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.8K+ 1.8% |
$2.38M - $3.09M
|
778K
$179M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-3.19K- 49.71% |
$551K - $715K
|
3.23K
$742K
|
|
|
Jul 25, 2025
Q2 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
448+ 0.28% |
$77.2K - $100K
|
158K
$36.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-612- 3.21% |
$106K - $137K
|
18.5K
$4.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
830+ 17.8% |
$143K - $186K
|
5.49K
$1.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
696+ 1.59% |
$120K - $156K
|
44.5K
$10.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.51K- 6.36% |
$260K - $337K
|
22.2K
$5.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Elefante Mark B
Boston, MA |
SELL
|
- |
-230- 0.75% |
$39.7K - $51.5K
|
30.3K
$6.96M
|
|
|
Jul 25, 2025
Q2 2025
|
Baker Boyer National Bank
|
BUY
|
- |
47+ 0.26% |
$8.1K - $10.5K
|
18K
$4.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-53.1K- 32.64% |
$9.15M - $11.9M
|
110K
$25.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Ckw Financial Group
|
BUY
|
- |
3+ 0.02% |
$517 - $672
|
16.3K
$3.75M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-1.14K- 23.62% |
$197K - $256K
|
3.7K
$849K
|
|
|
Jul 24, 2025
Q2 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-412- 12.75% |
$71K - $92.2K
|
2.82K
$647K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.87K- 2.14% |
$494K - $642K
|
131K
$30.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-1.65K- 0.68% |
$285K - $370K
|
241K
$55.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-26- 0.29% |
$4.48K - $5.82K
|
9.03K
$2.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-186- 0.59% |
$32.1K - $41.6K
|
31.4K
$7.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-219- 1.63% |
$37.8K - $49K
|
13.2K
$3.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-2.27K- 6.11% |
$392K - $509K
|
34.9K
$8.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
331+ 18.1% |
$57.1K - $74.1K
|
2.16K
$496K
|
|
|
Jul 24, 2025
Q2 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-1.74K- 2.65% |
$300K - $390K
|
64.1K
$14.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
1.01K+ 7.4% |
$175K - $227K
|
14.7K
$3.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
49+ 0.11% |
$8.45K - $11K
|
43.9K
$10.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
12.8K+ 1.22% |
$2.2M - $2.86M
|
1.06M
$244M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
483+ 1.72% |
$83.3K - $108K
|
28.6K
$6.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-15K- 48.91% |
$2.58M - $3.35M
|
15.6K
$3.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-3.68K- 3.04% |
$634K - $823K
|
117K
$26.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.21K+ 0.87% |
$209K - $271K
|
141K
$32.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1.99K- 4.84% |
$343K - $446K
|
39.1K
$8.99M
|