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 |
---|---|---|---|---|---|---|---|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
652+ 1.12% |
$112K - $146K
|
59.1K
$13.6M
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
643+ 2.12% |
$111K - $144K
|
31K
$7.13M
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
642+ 3.61% |
$111K - $144K
|
18.4K
$4.23M
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
641+ 2.06% |
$111K - $144K
|
31.8K
$7.3M
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
640+ 1.4% |
$110K - $143K
|
46.5K
$10.7M
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
639+ 19.26% |
$110K - $143K
|
3.96K
$908K
|
|
Aug 13, 2025
Q2 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
634+ 7.73% |
$109K - $142K
|
8.84K
$2.03M
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
633+ 0.74% |
$109K - $142K
|
86.2K
$19.8M
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
632+ 0.3% |
$109K - $141K
|
212K
$48.6M
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
630+ 8.84% |
$109K - $141K
|
7.76K
$1.78M
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
628+ 1.71% |
$108K - $141K
|
37.3K
$8.57M
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
626+ 3.44% |
$108K - $140K
|
18.8K
$4.33M
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
BUY
|
- |
625+ 0.48% |
$108K - $140K
|
132K
$30.3M
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
624+ 6.81% |
$108K - $140K
|
9.79K
$2.25M
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
622+ 14.68% |
$107K - $139K
|
4.86K
$1.12M
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
618+ 0.06% |
$107K - $138K
|
997K
$229M
|
|
Aug 07, 2025
Q2 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
610+ 0.75% |
$105K - $137K
|
81.5K
$18.7M
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
610+ 1.29% |
$105K - $137K
|
48K
$11M
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
608+ 8.11% |
$105K - $136K
|
8.11K
$1.86M
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
605+ 2.04% |
$104K - $135K
|
30.3K
$6.96M
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
604+ 2.42% |
$104K - $135K
|
25.6K
$5.87M
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
603+ 9.96% |
$104K - $135K
|
6.66K
$1.53M
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
602+ 2.3% |
$104K - $135K
|
26.8K
$6.15M
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
PUT |
600+ 300.0% |
$103K - $134K
|
800
$184K
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
CALL |
600New |
$103K - $134K
|
600
$138K
|
|
Jul 29, 2025
Q2 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
600+ 3.62% |
$103K - $134K
|
17.2K
$3.95M
|
|
Jul 29, 2025
Q2 2025
|
Sam Advisors, LLC
|
BUY
|
- |
598+ 2.97% |
$103K - $134K
|
20.7K
$4.76M
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
597+ 10.72% |
$103K - $134K
|
6.17K
$1.42M
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
589+ 4.29% |
$102K - $132K
|
14.3K
$3.29M
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
589+ 1.53% |
$102K - $132K
|
39.1K
$8.98M
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
588New |
$101K - $132K
|
588
$135K
|
|
Aug 06, 2025
Q2 2025
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
584+ 13.01% |
$101K - $131K
|
5.07K
$1.17M
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
580+ 8.81% |
$100K - $130K
|
7.16K
$1.65M
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
579+ 3.13% |
$99.8K - $130K
|
19.1K
$4.38M
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
578+ 1.85% |
$99.7K - $129K
|
31.8K
$7.29M
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
578+ 9.51% |
$99.7K - $129K
|
6.66K
$1.53M
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
576+ 0.74% |
$99.3K - $129K
|
78.8K
$18.1M
|
|
Aug 01, 2025
Q2 2025
|
William Allan, LLC
|
BUY
|
- |
571+ 1.49% |
$98.5K - $128K
|
38.9K
$8.92M
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
569+ 6.07% |
$98.1K - $127K
|
9.94K
$2.28M
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
569+ 0.68% |
$98.1K - $127K
|
83.7K
$19.2M
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
568+ 1.86% |
$97.9K - $127K
|
31.1K
$7.15M
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
566+ 0.9% |
$97.6K - $127K
|
63.4K
$14.6M
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
566+ 1.58% |
$97.6K - $127K
|
36.5K
$8.38M
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
BUY
|
- |
565+ 2.02% |
$97.4K - $126K
|
28.5K
$6.55M
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
565+ 1.9% |
$97.4K - $126K
|
30.2K
$6.95M
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
560+ 2.25% |
$96.6K - $125K
|
25.4K
$5.84M
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
559+ 1.58% |
$96.4K - $125K
|
35.9K
$8.26M
|
|
Aug 14, 2025
Q2 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
558+ 2.21% |
$96.2K - $125K
|
25.8K
$5.92M
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
554+ 2.03% |
$95.5K - $124K
|
27.9K
$6.41M
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
554+ 0.31% |
$95.5K - $124K
|
178K
$40.8M
|