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 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
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-1K- 2.21% |
$210K - $247K
|
44.2K
$9.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
24.4K+ 8.84% |
$5.11M - $6.02M
|
300K
$64.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Alta Capital Management LLC
|
SELL
|
- |
-110K- 23.45% |
$23M - $27.1M
|
358K
$76.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
701+ 4.1% |
$147K - $173K
|
17.8K
$3.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-86- 1.55% |
$18K - $21.3K
|
5.47K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-1.44K- 22.17% |
$302K - $356K
|
5.05K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-1.09K- 1.8% |
$228K - $269K
|
59.3K
$12.7M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-3.82K- 2.22% |
$800K - $943K
|
168K
$36M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
1.85K+ 67.89% |
$389K - $458K
|
4.59K
$983K
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1.53K- 64.02% |
$321K - $378K
|
860
$184K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
60.2K+ 120.29% |
$12.6M - $14.9M
|
110K
$23.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Dupont Capital Management Corp
|
BUY
|
- |
18.2K+ 6.68% |
$3.82M - $4.5M
|
291K
$62.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-6.11K- 12.58% |
$1.28M - $1.51M
|
42.5K
$9.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
134K+ 1985.0% |
$28.1M - $33.1M
|
141K
$30.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
PUT |
1.9KNew |
$398K - $469K
|
1.9K
$407K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-516- 0.33% |
$108K - $128K
|
155K
$33.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-27.2K- 5.18% |
$5.71M - $6.73M
|
498K
$107M
|
|
|
Apr 21, 2025
Q1 2025
|
Ug Investment Advisers Ltd.
Taipei, F5 |
SELL
|
- |
-105K- 51.93% |
$22.1M - $26M
|
97.4K
$20.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-7- 0.49% |
$1.47K - $1.73K
|
1.42K
$304K
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-4.63K- 3.13% |
$971K - $1.14M
|
143K
$30.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
212+ 0.64% |
$44.5K - $52.4K
|
33.4K
$7.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-33.7K- 15.31% |
$7.07M - $8.33M
|
187K
$40M
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-3.49K- 3.18% |
$731K - $862K
|
106K
$22.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
277+ 2.5% |
$58.1K - $68.4K
|
11.4K
$2.44M
|
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
67K+ 80.72% |
$14M - $16.6M
|
150K
$32.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-272- 2.36% |
$57K - $67.2K
|
11.3K
$2.41M
|
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-4.8K- 1.61% |
$1.01M - $1.19M
|
293K
$62.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
285+ 1.14% |
$59.8K - $70.4K
|
25.3K
$5.42M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-20.2K- 1.87% |
$4.24M - $5M
|
1.06M
$228M
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-168- 1.15% |
$35.2K - $41.5K
|
14.4K
$3.09M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
11.1K+ 3.26% |
$2.33M - $2.75M
|
353K
$75.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Sander Capital Advisors Inc
Seattle, WA |
SELL
|
- |
-400- 0.27% |
$83.9K - $98.8K
|
147K
$31.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Marest Capital, LLC
Tarzana, CA |
SELL
|
- |
-2.67K- 10.42% |
$560K - $660K
|
23K
$4.93M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-5.73K- 22.06% |
$1.2M - $1.42M
|
20.3K
$4.34M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-862- 12.99% |
$181K - $213K
|
5.78K
$1.24M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
SELL
|
- |
-252- 0.6% |
$52.8K - $62.3K
|
41.5K
$8.89M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-936- 1.45% |
$196K - $231K
|
63.7K
$13.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-876- 0.99% |
$184K - $216K
|
87.3K
$18.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Bender Robert & Associates
|
BUY
|
- |
43.5K+ 16.6% |
$9.13M - $10.8M
|
306K
$65.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.15K+ 8.32% |
$451K - $531K
|
28K
$6M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.08K- 2.69% |
$227K - $268K
|
39.2K
$8.41M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6.54K- 1.87% |
$1.37M - $1.62M
|
342K
$73.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-720- 2.37% |
$151K - $178K
|
29.6K
$6.35M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
7.46K+ 6.32% |
$1.56M - $1.84M
|
125K
$26.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
409+ 4.61% |
$85.8K - $101K
|
9.27K
$1.99M
|