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 21, 2025
Q3 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-822- 4.1% |
$166K - $211K
|
19.2K
$5.06M
|
|
Oct 21, 2025
Q3 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-2K- 24.11% |
$405K - $514K
|
6.3K
$1.65M
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-31- 0.45% |
$6.27K - $7.96K
|
6.89K
$1.81M
|
|
Oct 21, 2025
Q3 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-115- 0.92% |
$23.3K - $29.5K
|
12.4K
$3.26M
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
138K+ 19.08% |
$27.9M - $35.4M
|
861K
$226M
|
|
Oct 21, 2025
Q3 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-130- 0.07% |
$26.3K - $33.4K
|
183K
$48.1M
|
|
Oct 21, 2025
Q3 2025
|
Asset Management Advisors, LLC
|
SELL
|
- |
-24- 0.07% |
$4.86K - $6.16K
|
33.5K
$8.81M
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
794+ 0.64% |
$161K - $204K
|
125K
$32.8M
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
940+ 6.43% |
$190K - $241K
|
15.6K
$4.09M
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
235+ 1.72% |
$47.6K - $60.4K
|
13.9K
$3.65M
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
BUY
|
- |
514+ 0.14% |
$104K - $132K
|
363K
$95.4M
|
|
Oct 21, 2025
Q3 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-7.65K- 14.6% |
$1.55M - $1.97M
|
44.7K
$11.8M
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-58- 1.57% |
$11.7K - $14.9K
|
3.64K
$957K
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-686- 0.45% |
$139K - $176K
|
153K
$40.1M
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
640+ 5.11% |
$130K - $164K
|
13.2K
$3.46M
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
20.5K+ 4.53% |
$4.15M - $5.26M
|
473K
$124M
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
15+ 0.07% |
$3.04K - $3.85K
|
20.6K
$5.41M
|
|
Oct 21, 2025
Q3 2025
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-100- 6.25% |
$20.2K - $25.7K
|
1.5K
$394K
|
|
Oct 21, 2025
Q3 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-10.7K- 9.3% |
$2.17M - $2.75M
|
104K
$27.4M
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.26K+ 10.99% |
$254K - $322K
|
12.7K
$3.33M
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-398- 0.54% |
$80.5K - $102K
|
73.6K
$19.4M
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
326K+ 12.08% |
$65.9M - $83.6M
|
3.02M
$794M
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-689- 0.59% |
$139K - $177K
|
116K
$30.4M
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.26K- 2.37% |
$254K - $323K
|
51.9K
$13.6M
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
464+ 0.98% |
$93.9K - $119K
|
47.6K
$12.5M
|
|
Oct 21, 2025
Q3 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-831- 1.52% |
$168K - $213K
|
54K
$14.2M
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
222+ 0.99% |
$44.9K - $57K
|
22.6K
$5.93M
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
BUY
|
- |
172+ 0.24% |
$34.8K - $44.2K
|
72K
$18.9M
|
|
Oct 21, 2025
Q3 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-311- 0.62% |
$62.9K - $79.9K
|
50K
$13.1M
|
|
Oct 21, 2025
Q3 2025
|
Better Wealth, LLC
|
SELL
|
- |
-11.8K- 8.16% |
$2.39M - $3.03M
|
133K
$34.9M
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
314+ 0.5% |
$63.5K - $80.7K
|
63.7K
$16.7M
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-154- 1.04% |
$31.2K - $39.6K
|
14.7K
$3.86M
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
5.88K+ 2.02% |
$1.19M - $1.51M
|
297K
$78M
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
917+ 2.47% |
$186K - $236K
|
38.1K
$10M
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-2.85K- 7.07% |
$577K - $732K
|
37.5K
$9.85M
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-49- 1.19% |
$9.92K - $12.6K
|
4.07K
$1.07M
|
|
Oct 21, 2025
Q3 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
875New |
$177K - $225K
|
875
$230K
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.83K+ 2.17% |
$1.58M - $2.01M
|
369K
$97M
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
11+ 0.01% |
$2.23K - $2.83K
|
105K
$27.6M
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-968- 6.45% |
$196K - $249K
|
14K
$3.69M
|
|
Oct 21, 2025
Q3 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
SELL
|
- |
-512- 20.13% |
$104K - $132K
|
2.03K
$534K
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
19K+ 196.27% |
$3.85M - $4.89M
|
28.8K
$7.55M
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-316- 0.54% |
$64K - $81.2K
|
58.3K
$15.3M
|
|
Oct 21, 2025
Q3 2025
|
North Growth Management Ltd.
|
SELL
|
- |
-3K- 8.11% |
$607K - $771K
|
34K
$8.93M
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.4K- 1.9% |
$284K - $361K
|
72.5K
$19.1M
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-2.62K- 5.87% |
$530K - $672K
|
41.9K
$11M
|
|
Oct 21, 2025
Q3 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-109- 0.16% |
$22.1K - $28K
|
66.2K
$17.4M
|
|
Oct 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
521+ 3.11% |
$105K - $134K
|
17.3K
$4.54M
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
BUY
|
- |
1.41K+ 5.84% |
$284K - $361K
|
25.5K
$6.69M
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-257- 1.81% |
$52K - $66K
|
13.9K
$3.66M
|