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 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
104+ 6.77% |
$21.8K - $25.7K
|
1.64K
$328K
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
104+ 11.76% |
$21.8K - $25.7K
|
988
$198K
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
103+ 17.08% |
$21.6K - $25.5K
|
706
$141K
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
103+ 0.6% |
$21.6K - $25.5K
|
17.3K
$3.46M
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
102+ 0.04% |
$21.4K - $25.2K
|
228K
$45.6M
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
101+ 0.43% |
$21.2K - $25K
|
23.7K
$4.74M
|
|
May 13, 2025
Q1 2025
|
Bright Valley Capital LTD
Hong Kong, K3 |
BUY
|
- |
100New |
$21K - $24.7K
|
100
$20K
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
100+ 0.31% |
$21K - $24.7K
|
32.4K
$6.49M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
PUT |
100+ 0.83% |
$21K - $24.7K
|
12.1K
$2.42M
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
100New |
$21K - $24.7K
|
100
$20K
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
98+ 1.39% |
$20.5K - $24.2K
|
7.17K
$1.44M
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
98+ 0.25% |
$20.5K - $24.2K
|
39.2K
$7.84M
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
98+ 0.59% |
$20.5K - $24.2K
|
16.7K
$3.34M
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
97+ 0.59% |
$20.3K - $24K
|
16.7K
$3.34M
|
|
May 12, 2025
Q1 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
97+ 0.18% |
$20.3K - $24K
|
52.8K
$10.6M
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
97+ 1.02% |
$20.3K - $24K
|
9.63K
$1.93M
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
97+ 1.39% |
$20.3K - $24K
|
7.06K
$1.41M
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
97+ 7.66% |
$20.3K - $24K
|
1.36K
$273K
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
96+ 0.85% |
$20.1K - $23.7K
|
11.4K
$2.27M
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
95+ 1.32% |
$19.9K - $23.5K
|
7.3K
$1.46M
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
95+ 0.24% |
$19.9K - $23.5K
|
40.2K
$8.05M
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
94+ 0.73% |
$19.7K - $23.2K
|
13K
$2.6M
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
94+ 0.16% |
$19.7K - $23.2K
|
59.8K
$12M
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
93+ 0.64% |
$19.5K - $23K
|
14.6K
$2.93M
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
93+ 0.65% |
$19.5K - $23K
|
14.4K
$2.88M
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
92+ 0.52% |
$19.3K - $22.7K
|
17.7K
$3.55M
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
92+ 0.08% |
$19.3K - $22.7K
|
112K
$22.4M
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
92+ 0.09% |
$19.3K - $22.7K
|
101K
$20.3M
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
91+ 0.48% |
$19.1K - $22.5K
|
19.1K
$3.83M
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
91+ 1.99% |
$19.1K - $22.5K
|
4.66K
$934K
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
90+ 0.9% |
$18.9K - $22.2K
|
10K
$2.01M
|
|
May 02, 2025
Q1 2025
|
Provident Trust CO
|
BUY
|
- |
87+ 0.29% |
$18.2K - $21.5K
|
29.8K
$5.97M
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
87+ 0.92% |
$18.2K - $21.5K
|
9.51K
$1.91M
|
|
Apr 08, 2025
Q1 2025
|
Asset Management Advisors, LLC
|
BUY
|
- |
87+ 0.26% |
$18.2K - $21.5K
|
34K
$6.8M
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
85+ 3.21% |
$17.8K - $21K
|
2.73K
$547K
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
85+ 0.07% |
$17.8K - $21K
|
114K
$22.8M
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
84+ 1.67% |
$17.6K - $20.8K
|
5.13K
$1.03M
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
83+ 0.08% |
$17.4K - $20.5K
|
103K
$20.5M
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
82+ 1.01% |
$17.2K - $20.3K
|
8.24K
$1.65M
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
81+ 2.37% |
$17K - $20K
|
3.49K
$700K
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
81+ 0.55% |
$17K - $20K
|
14.8K
$2.97M
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
81+ 0.03% |
$17K - $20K
|
304K
$60.9M
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
80+ 0.49% |
$16.8K - $19.8K
|
16.4K
$3.29M
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
80+ 0.13% |
$16.8K - $19.8K
|
61.4K
$12.3M
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
80+ 0.94% |
$16.8K - $19.8K
|
8.58K
$1.72M
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
80+ 0.04% |
$16.8K - $19.8K
|
186K
$37.3M
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
79+ 0.35% |
$16.6K - $19.5K
|
22.7K
$4.54M
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
78+ 1.48% |
$16.4K - $19.3K
|
5.37K
$1.07M
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
78+ 0.92% |
$16.4K - $19.3K
|
8.56K
$1.72M
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
78+ 0.64% |
$16.4K - $19.3K
|
12.3K
$2.47M
|