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 |
|---|---|---|---|---|---|---|---|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.71K- 2.29% |
$358K - $422K
|
73K
$14.2M
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-3- 0.02% |
$629 - $741
|
12.2K
$2.38M
|
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
969+ 98.78% |
$203K - $239K
|
1.95K
$381K
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
SELL
|
- |
-174- 2.65% |
$36.5K - $43K
|
6.39K
$1.25M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
1.56K+ 12.56% |
$328K - $386K
|
14K
$2.74M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.25K- 3.89% |
$262K - $309K
|
30.9K
$6.03M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
2.2K+ 6.29% |
$461K - $544K
|
37.2K
$7.26M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-743- 0.9% |
$156K - $184K
|
81.6K
$15.9M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-6.92K- 8.48% |
$1.45M - $1.71M
|
74.7K
$14.6M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-944K- 16.53% |
$198M - $233M
|
4.77M
$931M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-93.9K- 33.33% |
$19.7M - $23.2M
|
188K
$36.7M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.69K- 1.09% |
$355K - $419K
|
153K
$30M
|
|
|
May 21, 2025
Q1 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-46- 2.12% |
$9.65K - $11.4K
|
2.13K
$416K
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-228- 0.98% |
$47.8K - $56.3K
|
23.1K
$4.51M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.81K+ 2.05% |
$380K - $447K
|
90K
$17.6M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-1.73K- 2.8% |
$362K - $427K
|
60K
$11.7M
|
|
|
May 21, 2025
Q1 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
2+ 0.06% |
$419 - $494
|
3.3K
$643K
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-1.4K- 4.55% |
$293K - $345K
|
29.3K
$5.73M
|
|
|
May 21, 2025
Q1 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-3.19K- 3.37% |
$668K - $787K
|
91.5K
$17.9M
|
|
|
May 20, 2025
Q1 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-20K- 1.54% |
$4.19M - $4.94M
|
1.28M
$249M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.28K- 7.52% |
$269K - $317K
|
15.8K
$3.08M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-14.2K- 1.33% |
$2.98M - $3.51M
|
1.06M
$206M
|
|
|
May 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
212+ 0.24% |
$44.5K - $52.4K
|
89.9K
$17.6M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
274K+ 567.02% |
$57.5M - $67.7M
|
322K
$62.9M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5.84K+ 4.5% |
$1.22M - $1.44M
|
136K
$26.5M
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
93.2KNew |
$19.5M - $23M
|
93.2K
$18.2M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-25.6K- 1.36% |
$5.36M - $6.31M
|
1.85M
$361M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.08K- 24.32% |
$646K - $761K
|
9.59K
$1.87M
|
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-10.9K- 18.42% |
$2.29M - $2.69M
|
48.3K
$9.43M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
4.1K+ 18.93% |
$861K - $1.01M
|
25.8K
$5.04M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.05K+ 4.07% |
$640K - $754K
|
78.1K
$15.2M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
7.01K+ 84.0% |
$1.47M - $1.73M
|
15.3K
$3M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-48.9K- 13.45% |
$10.3M - $12.1M
|
315K
$61.5M
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-160K- 5.35% |
$33.5M - $39.5M
|
2.83M
$552M
|
|
|
May 20, 2025
Q1 2025
|
Cbm Financial, LLC
Austin, TX |
BUY
|
- |
5.33KNew |
$1.12M - $1.32M
|
5.33K
$1.04M
|
|
|
May 19, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1- 0.02% |
$210 - $247
|
6.02K
$1.18M
|
|
|
May 19, 2025
Q1 2025
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-14.5K- 19.29% |
$3.04M - $3.58M
|
60.6K
$11.8M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
2.49KNew |
$522K - $615K
|
2.49K
$486K
|
|
|
May 19, 2025
Q1 2025
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-20.6K- 72.37% |
$4.33M - $5.1M
|
7.88K
$1.54M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-91.3M- 87.23% |
$19.2B - $22.6B
|
13.4M
$2.61B
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-18.7K- 39.15% |
$3.91M - $4.61M
|
29K
$5.66M
|
|
|
May 19, 2025
Q1 2025
|
Oriental Harbor Investment Fund
Hong Kong, K3 |
BUY
|
- |
141K+ 37.54% |
$29.6M - $34.9M
|
517K
$101M
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
7.24KNew |
$1.52M - $1.79M
|
7.24K
$1.41M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-3.31K- 7.06% |
$694K - $818K
|
43.6K
$8.51M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-75- 0.59% |
$15.7K - $18.5K
|
12.5K
$2.45M
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
2.07K+ 3.64% |
$433K - $510K
|
58.8K
$11.5M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.92K+ 2.13% |
$821K - $967K
|
188K
$36.7M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
65.4K+ 101.36% |
$13.7M - $16.2M
|
130K
$25.4M
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-4- 0.01% |
$839 - $988
|
31.4K
$6.13M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-39.5K- 10.37% |
$8.29M - $9.77M
|
342K
$66.8M
|