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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-1.67K- 8.03% |
$350K - $412K
|
19.1K
$4.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-431- 1.36% |
$90.4K - $107K
|
31.2K
$6.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
487+ 10.06% |
$102K - $120K
|
5.33K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.63K- 2.41% |
$341K - $402K
|
65.8K
$14.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
221+ 0.56% |
$46.3K - $54.6K
|
39.4K
$8.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-1.21K- 10.54% |
$254K - $299K
|
10.3K
$2.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
1.83K+ 22.34% |
$383K - $451K
|
9.99K
$2.14M
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
2+ 0.09% |
$419 - $494
|
2.12K
$455K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-3.76K- 12.22% |
$788K - $929K
|
27K
$5.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
710+ 2.33% |
$149K - $175K
|
31.2K
$6.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
13.9K+ 56.39% |
$2.91M - $3.43M
|
38.5K
$8.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
44.4K+ 14.78% |
$9.3M - $11M
|
344K
$73.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-17.8K- 20.33% |
$3.74M - $4.4M
|
69.8K
$15M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-2.38K- 7.78% |
$500K - $589K
|
28.3K
$6.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-6.15K- 1.57% |
$1.29M - $1.52M
|
384K
$82.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.21K+ 5.08% |
$254K - $299K
|
25K
$5.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
19.9K+ 1.06% |
$4.16M - $4.91M
|
1.89M
$406M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
PUT |
500New |
$105K - $124K
|
500
$107K
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-2.25K- 15.06% |
$471K - $555K
|
12.7K
$2.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
129+ 2.85% |
$27K - $31.9K
|
4.66K
$999K
|
|
|
Apr 21, 2025
Q1 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
SELL
|
- |
-550- 1.51% |
$115K - $136K
|
35.9K
$7.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
128+ 2.99% |
$26.8K - $31.6K
|
4.41K
$945K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-51.7K- 2.79% |
$10.8M - $12.8M
|
1.8M
$387M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-19.6K- 67.62% |
$4.12M - $4.85M
|
9.4K
$2.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-406- 1.98% |
$85.1K - $100K
|
20.1K
$4.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-370- 2.98% |
$77.6K - $91.4K
|
12.1K
$2.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-656- 3.64% |
$138K - $162K
|
17.3K
$3.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-111K- 12.68% |
$23.3M - $27.4M
|
765K
$164M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-183- 0.13% |
$38.4K - $45.2K
|
141K
$30.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-723- 1.18% |
$152K - $179K
|
60.8K
$13M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-5.63K- 8.14% |
$1.18M - $1.39M
|
63.5K
$13.6M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.54K- 5.13% |
$742K - $874K
|
65.4K
$14M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
271+ 1.1% |
$56.8K - $67K
|
24.9K
$5.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.78K- 1.91% |
$374K - $441K
|
91.5K
$19.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-407- 4.9% |
$85.3K - $101K
|
7.89K
$1.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-7.99K- 20.16% |
$1.68M - $1.98M
|
31.7K
$6.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-12.2K- 13.01% |
$2.56M - $3.02M
|
81.6K
$17.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-285- 0.59% |
$59.8K - $70.4K
|
47.7K
$10.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.31K+ 1.98% |
$693K - $817K
|
170K
$36.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
3.15K+ 181.22% |
$660K - $777K
|
4.88K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-1.35K- 9.12% |
$283K - $334K
|
13.4K
$2.88M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
624+ 23.53% |
$131K - $154K
|
3.28K
$702K
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-541- 0.59% |
$113K - $134K
|
91.6K
$19.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-50- 0.4% |
$10.5K - $12.4K
|
12.3K
$2.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-463- 3.25% |
$97.1K - $114K
|
13.8K
$2.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
551+ 0.61% |
$116K - $136K
|
90.4K
$19.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-44.6K- 12.17% |
$9.34M - $11M
|
321K
$68.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-67.8K- 1.27% |
$14.2M - $16.8M
|
5.27M
$1.13B
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.13K+ 1.91% |
$447K - $526K
|
113K
$24.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
377+ 2.53% |
$79K - $93.2K
|
15.3K
$3.28M
|