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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-9- 0.87% |
$1.82K - $2.31K
|
1.03K
$269K
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-31.8K- 53.15% |
$6.44M - $8.18M
|
28.1K
$7.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-289- 1.08% |
$58.5K - $74.2K
|
26.4K
$6.94M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
907+ 1.32% |
$184K - $233K
|
69.7K
$18.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
SELL
|
- |
-212- 1.49% |
$42.9K - $54.5K
|
14K
$3.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
BUY
|
- |
1.19K+ 0.32% |
$240K - $305K
|
376K
$98.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
17+ 0.16% |
$3.44K - $4.37K
|
10.9K
$2.87M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.01K+ 24.16% |
$609K - $772K
|
15.5K
$4.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
662+ 1.83% |
$134K - $170K
|
36.9K
$9.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.07K- 1.65% |
$217K - $276K
|
64K
$16.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
SELL
|
- |
-914- 3.59% |
$185K - $235K
|
24.5K
$6.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-68- 0.17% |
$13.8K - $17.5K
|
38.8K
$10.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.06% |
$4.65K - $5.91K
|
38.4K
$10.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
585+ 5.21% |
$118K - $150K
|
11.8K
$3.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-6.24K- 1.63% |
$1.26M - $1.6M
|
377K
$99.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
100+ 0.19% |
$20.2K - $25.7K
|
51.9K
$13.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.37K+ 2.02% |
$1.09M - $1.38M
|
271K
$71.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.9K+ 6.36% |
$385K - $489K
|
31.8K
$8.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
687+ 5.45% |
$139K - $176K
|
13.3K
$3.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
890+ 4.55% |
$180K - $229K
|
20.4K
$5.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
9.85K+ 6.84% |
$1.99M - $2.53M
|
154K
$40.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-34.5K- 14.59% |
$6.99M - $8.87M
|
202K
$53.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-475- 3.25% |
$96.1K - $122K
|
14.2K
$3.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-24.2K- 3.6% |
$4.9M - $6.23M
|
649K
$171M
|
|
|
Oct 22, 2025
Q3 2025
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
27+ 0.85% |
$5.46K - $6.94K
|
3.22K
$846K
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.23K- 6.93% |
$249K - $315K
|
16.5K
$4.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.52K+ 3.5% |
$509K - $647K
|
74.5K
$19.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-404- 0.29% |
$81.8K - $104K
|
138K
$36.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.08K- 3.78% |
$218K - $276K
|
27.3K
$7.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
499+ 14.59% |
$101K - $128K
|
3.92K
$1.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-2.51K- 1.73% |
$508K - $645K
|
143K
$37.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
36+ 0.07% |
$7.29K - $9.25K
|
48.3K
$12.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
160+ 0.79% |
$32.4K - $41.1K
|
20.4K
$5.37M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
724+ 0.3% |
$147K - $186K
|
241K
$63.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
1.95K+ 2.7% |
$395K - $501K
|
74.2K
$19.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-609- 1.75% |
$123K - $156K
|
34.2K
$8.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-6- 0.03% |
$1.21K - $1.54K
|
17.5K
$4.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-13.4K- 1.09% |
$2.71M - $3.44M
|
1.22M
$320M
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.21K- 0.74% |
$245K - $311K
|
163K
$42.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
SELL
|
- |
-299- 1.33% |
$60.5K - $76.8K
|
22.1K
$5.82M
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-4.33K- 40.54% |
$875K - $1.11M
|
6.34K
$1.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-6.76K- 27.05% |
$1.37M - $1.74M
|
18.2K
$4.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
293+ 0.75% |
$59.3K - $75.3K
|
39.3K
$10.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-8.26K- 4.8% |
$1.67M - $2.12M
|
164K
$43M
|
|
|
Oct 22, 2025
Q3 2025
|
Rheos Capital Works Inc.
|
BUY
|
- |
59K+ 58.13% |
$11.9M - $15.2M
|
161K
$42.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.14K+ 1.41% |
$231K - $293K
|
82.1K
$21.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-5.75K- 9.82% |
$1.16M - $1.48M
|
52.8K
$13.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.79K+ 5.15% |
$1.17M - $1.49M
|
118K
$31.1M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-65.6K- 79.01% |
$13.3M - $16.9M
|
17.4K
$4.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-10.1K- 5.85% |
$2.04M - $2.59M
|
162K
$42.7M
|