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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-341- 1.36% |
$58.8K - $76.3K
|
24.7K
$5.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
713+ 0.67% |
$123K - $160K
|
107K
$22.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
49K+ 3.48% |
$8.45M - $11M
|
1.46M
$304M
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-19.6K- 53.22% |
$3.39M - $4.4M
|
17.3K
$3.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.03% |
$172 - $224
|
3.48K
$725K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
530KNew |
$91.4M - $119M
|
530K
$111M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
3+ 0.04% |
$517 - $672
|
8.5K
$1.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-2.84K- 7.38% |
$489K - $635K
|
35.6K
$7.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
16.1K+ 127.53% |
$2.77M - $3.59M
|
28.6K
$5.98M
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
SELL
|
- |
-17- 0.11% |
$2.93K - $3.81K
|
15.9K
$3.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-36- 0.39% |
$6.21K - $8.06K
|
9.23K
$1.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
519+ 0.41% |
$89.5K - $116K
|
126K
$26.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
382+ 0.96% |
$65.9K - $85.5K
|
40K
$8.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
63+ 0.09% |
$10.9K - $14.1K
|
71.9K
$15M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.76K+ 3.94% |
$303K - $393K
|
46.4K
$9.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
589+ 1.53% |
$102K - $132K
|
39.1K
$8.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
17.2K+ 14.41% |
$2.97M - $3.86M
|
137K
$28.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
787+ 1.33% |
$136K - $176K
|
60K
$12.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-3.15K- 3.0% |
$543K - $705K
|
102K
$21.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Rja Asset Management LLC
Stamford, CT |
SELL
|
- |
-147K- 11.58% |
$25.4M - $32.9M
|
1.12M
$234M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.34K- 14.53% |
$403K - $524K
|
13.8K
$2.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
105+ 0.84% |
$18.1K - $23.5K
|
12.6K
$2.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-153- 1.64% |
$26.4K - $34.3K
|
9.17K
$1.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-2.07K- 1.11% |
$356K - $462K
|
184K
$38.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5.09K+ 1.13% |
$877K - $1.14M
|
456K
$95.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
SELL
|
- |
-1.34K- 2.85% |
$230K - $299K
|
45.5K
$9.49M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-14.4K- 3.48% |
$2.48M - $3.22M
|
399K
$83.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
25+ 0.17% |
$4.31K - $5.6K
|
15K
$3.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-1.45K- 4.53% |
$250K - $325K
|
30.6K
$6.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-864- 1.21% |
$149K - $193K
|
70.5K
$14.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-67.6K- 97.26% |
$11.7M - $15.1M
|
1.9K
$397K
|
|
|
Jul 14, 2025
Q2 2025
|
Chico Wealth Ria
|
SELL
|
- |
-217- 3.87% |
$37.4K - $48.6K
|
5.39K
$1.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
923+ 5.22% |
$159K - $207K
|
18.6K
$3.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-34- 1.03% |
$5.86K - $7.61K
|
3.26K
$680K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-400- 1.74% |
$69K - $89.6K
|
22.6K
$4.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-229- 2.85% |
$39.5K - $51.3K
|
7.8K
$1.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-475- 0.9% |
$81.9K - $106K
|
52.3K
$10.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-101- 1.74% |
$17.4K - $22.6K
|
5.69K
$1.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-778- 0.72% |
$134K - $174K
|
108K
$22.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.36K- 2.24% |
$234K - $304K
|
59.1K
$12.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3.31K- 3.71% |
$571K - $741K
|
85.9K
$17.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.68K+ 12.42% |
$289K - $375K
|
15.2K
$3.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-2.54K- 1.97% |
$437K - $568K
|
126K
$26.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
12.9K+ 32.95% |
$2.23M - $2.89M
|
52.1K
$10.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-34.3K- 95.03% |
$5.92M - $7.68M
|
1.8K
$374K
|
|
|
Jul 14, 2025
Q2 2025
|
Kieckhefer Group LLC
Mequon, WI |
SELL
|
- |
-350- 9.43% |
$60.3K - $78.4K
|
3.36K
$701K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-361- 0.92% |
$62.2K - $80.8K
|
39.1K
$8.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-17- 0.59% |
$2.93K - $3.81K
|
2.86K
$596K
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
PUT |
800New |
$138K - $179K
|
800
$167K
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-1.45K- 5.87% |
$249K - $324K
|
23.2K
$4.83M
|