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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
962+ 19.1% |
$202K - $238K
|
6K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
959+ 2.17% |
$201K - $237K
|
45.1K
$9.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
954+ 6.63% |
$200K - $236K
|
15.4K
$3.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
954+ 0.72% |
$200K - $236K
|
133K
$26.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
949+ 8.35% |
$199K - $234K
|
12.3K
$2.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
942+ 0.84% |
$198K - $233K
|
114K
$22.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
938+ 0.46% |
$197K - $232K
|
203K
$40.6M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
936+ 2.67% |
$196K - $231K
|
36K
$7.2M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
935+ 4.08% |
$196K - $231K
|
23.8K
$4.78M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
933+ 0.73% |
$196K - $231K
|
129K
$25.9M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
933+ 3.27% |
$196K - $231K
|
29.5K
$5.91M
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
930+ 7.13% |
$195K - $230K
|
14K
$2.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
930+ 28.35% |
$195K - $230K
|
4.21K
$843K
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
928+ 10.0% |
$195K - $229K
|
10.2K
$2.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
927+ 10.87% |
$194K - $229K
|
9.45K
$1.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
925+ 1.04% |
$194K - $229K
|
90.2K
$18.1M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
924+ 1.85% |
$194K - $228K
|
51K
$10.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
924+ 3.69% |
$194K - $228K
|
26K
$5.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
922+ 21.07% |
$193K - $228K
|
5.3K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
920New |
$193K - $227K
|
920
$184K
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
919+ 19.3% |
$193K - $227K
|
5.68K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
919+ 2.82% |
$193K - $227K
|
33.5K
$6.71M
|
|
|
May 14, 2025
Q1 2025
|
Pembroke Management, LTD
|
BUY
|
- |
916New |
$192K - $226K
|
916
$183K
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
914+ 6.92% |
$192K - $226K
|
14.1K
$2.83M
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
910+ 4.63% |
$191K - $225K
|
20.6K
$4.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
909+ 1.2% |
$191K - $225K
|
76.7K
$15.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
909+ 3.81% |
$191K - $225K
|
24.8K
$4.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
908+ 5.17% |
$190K - $224K
|
18.5K
$3.7M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
906+ 0.86% |
$190K - $224K
|
106K
$21.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
906+ 0.71% |
$190K - $224K
|
128K
$25.6M
|
|
|
May 15, 2025
Q1 2025
|
Innovator Capital Management, LLC
Wheaton, IL |
BUY
|
- |
905+ 24.92% |
$190K - $224K
|
4.54K
$909K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
904+ 0.18% |
$190K - $223K
|
501K
$100M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
901+ 5.04% |
$189K - $223K
|
18.8K
$3.76M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
898+ 0.51% |
$188K - $222K
|
177K
$35.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
898+ 1.31% |
$188K - $222K
|
69.5K
$13.9M
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
892+ 0.51% |
$187K - $220K
|
176K
$35.2M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
889+ 2.33% |
$186K - $220K
|
39.1K
$7.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
886+ 11.77% |
$186K - $219K
|
8.41K
$1.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
882+ 2.03% |
$185K - $218K
|
44.3K
$8.87M
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
880+ 1.63% |
$185K - $217K
|
54.8K
$11M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
875+ 7.24% |
$183K - $216K
|
13K
$2.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
875+ 0.46% |
$183K - $216K
|
190K
$38M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
873+ 2.57% |
$183K - $216K
|
34.8K
$6.98M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
865+ 1.95% |
$181K - $214K
|
45.3K
$9.08M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
862+ 1.26% |
$181K - $213K
|
69.2K
$13.9M
|
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
860+ 63.47% |
$180K - $213K
|
2.22K
$444K
|
|
|
May 09, 2025
Q1 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
857+ 1.86% |
$180K - $212K
|
46.8K
$9.38M
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
857+ 18.85% |
$180K - $212K
|
5.4K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
855+ 1.46% |
$179K - $211K
|
59.3K
$11.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
852+ 6.01% |
$179K - $211K
|
15K
$3.01M
|