Latest Institutional Purchases of Apple Inc. (AAPL)
This list provides information on the latest institutional transactions involving Apple Inc. (AAPL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.36K+ 18.24% |
$234K - $304K
|
8.81K
$2.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.36K+ 2.04% |
$234K - $303K
|
67.8K
$15.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.35K+ 3.99% |
$233K - $302K
|
35.2K
$8.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.35K+ 1.97% |
$232K - $301K
|
69.8K
$16M
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.34K+ 3.93% |
$232K - $301K
|
35.6K
$8.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.34K+ 4.46% |
$231K - $300K
|
31.3K
$7.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.34K+ 2.1% |
$230K - $299K
|
65K
$14.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.33K+ 40.31% |
$230K - $299K
|
4.64K
$1.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
1.33K+ 1.2% |
$230K - $298K
|
113K
$25.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.33K+ 1.04% |
$229K - $298K
|
129K
$29.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.32K+ 41.09% |
$228K - $296K
|
4.54K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Sirios Capital Management L P
Boston, MA |
BUY
|
- |
1.32K+ 12.42% |
$227K - $295K
|
11.9K
$2.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
1.31KNew |
$225K - $293K
|
1.31K
$300K
|
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.31K+ 4.81% |
$225K - $292K
|
28.4K
$6.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
1.31K+ 8.34% |
$225K - $292K
|
17K
$3.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
1.3K+ 7.54% |
$224K - $291K
|
18.6K
$4.26M
|
|
|
Aug 01, 2025
Q2 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.29K+ 1.65% |
$223K - $290K
|
79.9K
$18.3M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.28K+ 18.19% |
$221K - $287K
|
8.34K
$1.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.28K+ 1.09% |
$221K - $287K
|
119K
$27.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Pembroke Management, LTD
|
BUY
|
- |
1.28K+ 139.96% |
$221K - $287K
|
2.2K
$505K
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.28K+ 9.45% |
$221K - $287K
|
14.8K
$3.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.28K+ 4.1% |
$221K - $287K
|
32.5K
$7.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
1.27K+ 0.24% |
$219K - $285K
|
539K
$124M
|
|
|
Aug 15, 2025
Q2 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.27K+ 2.18% |
$219K - $285K
|
59.6K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
1.27K+ 30.11% |
$219K - $284K
|
5.48K
$1.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
1.27KNew |
$218K - $283K
|
1.27K
$291K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.27K+ 8.38% |
$218K - $283K
|
16.4K
$3.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.26K+ 5.73% |
$218K - $283K
|
23.3K
$5.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
1.26KNew |
$218K - $283K
|
1.26K
$290K
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.26K+ 11.3% |
$218K - $283K
|
12.4K
$2.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
1.26K+ 6.8% |
$217K - $282K
|
19.8K
$4.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.25K+ 1.3% |
$215K - $279K
|
97.3K
$22.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.24K+ 0.67% |
$214K - $278K
|
188K
$43.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.24K+ 4.82% |
$214K - $278K
|
26.9K
$6.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
1.24K+ 1.75% |
$214K - $277K
|
72.2K
$16.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
1.24K+ 1.31% |
$213K - $277K
|
95.7K
$22M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.24K+ 1.55% |
$213K - $277K
|
80.9K
$18.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1.23K+ 40.24% |
$212K - $275K
|
4.29K
$985K
|
|
|
Jul 31, 2025
Q2 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
1.23K+ 3.74% |
$212K - $275K
|
34K
$7.82M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.23K+ 36.56% |
$211K - $274K
|
4.58K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.22K+ 1.44% |
$211K - $274K
|
86K
$19.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.22K+ 64.7% |
$210K - $273K
|
3.1K
$713K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.22K+ 4.76% |
$210K - $273K
|
26.8K
$6.15M
|
|
|
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
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
1.21K+ 2.29% |
$208K - $271K
|
54.1K
$12.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
1.21KNew |
$208K - $270K
|
1.21K
$277K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.2K+ 10.09% |
$207K - $269K
|
13.1K
$3.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
1.2K+ 39.76% |
$207K - $269K
|
4.22K
$969K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
PUT |
1.2K+ 1.74% |
$207K - $269K
|
70.3K
$16.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
CALL |
1.2KNew |
$207K - $269K
|
1.2K
$276K
|