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 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-77- 0.14% |
$16.1K - $19K
|
55.1K
$11.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-1.77K- 2.09% |
$372K - $438K
|
83.1K
$17.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
294+ 5.39% |
$61.6K - $72.6K
|
5.74K
$1.23M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.81K- 11.9% |
$379K - $447K
|
13.4K
$2.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-300- 10.2% |
$62.9K - $74.1K
|
2.64K
$566K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
23+ 0.09% |
$4.82K - $5.68K
|
25.8K
$5.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-15.3K- 8.66% |
$3.21M - $3.78M
|
161K
$34.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Compass Capital Management, Inc
|
SELL
|
- |
-566- 3.93% |
$119K - $140K
|
13.8K
$2.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
200+ 2.86% |
$41.9K - $49.4K
|
7.18K
$1.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-83.5K- 4.32% |
$17.5M - $20.6M
|
1.85M
$397M
|
|
|
Apr 17, 2025
Q1 2025
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-1.75K- 14.46% |
$367K - $432K
|
10.4K
$2.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
15.2K+ 98.86% |
$3.19M - $3.76M
|
30.6K
$6.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.43K- 1.46% |
$299K - $352K
|
96K
$20.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-314- 0.12% |
$65.8K - $77.6K
|
272K
$58.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-100- 30.58% |
$21K - $24.7K
|
227
$48.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-1.69K- 9.94% |
$355K - $418K
|
15.3K
$3.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-604- 6.18% |
$127K - $149K
|
9.18K
$1.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
35.2K+ 289.59% |
$7.39M - $8.71M
|
47.4K
$10.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-4.92K- 6.14% |
$1.03M - $1.22M
|
75.3K
$16.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-22.7K- 4.23% |
$4.77M - $5.62M
|
515K
$110M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.53K- 3.65% |
$322K - $379K
|
40.5K
$8.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
134+ 1.91% |
$28.1K - $33.1K
|
7.16K
$1.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-5.7K- 8.84% |
$1.2M - $1.41M
|
58.8K
$12.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-239- 0.34% |
$50.1K - $59.1K
|
70.6K
$15.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
18.1K+ 9.93% |
$3.8M - $4.47M
|
200K
$43M
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
16.7K+ 122.62% |
$3.5M - $4.12M
|
30.3K
$6.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-26.9K- 20.72% |
$5.65M - $6.66M
|
103K
$22.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-28.4K- 44.97% |
$5.95M - $7.02M
|
34.7K
$7.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-5.63K- 3.57% |
$1.18M - $1.39M
|
152K
$32.6M
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-396- 1.46% |
$83K - $97.9K
|
26.8K
$5.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-2.02K- 6.06% |
$423K - $498K
|
31.3K
$6.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
61.2K+ 7.33% |
$12.8M - $15.1M
|
896K
$192M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
PUT |
27.6K+ 66.51% |
$5.79M - $6.82M
|
69.1K
$14.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-169- 2.35% |
$35.4K - $41.8K
|
7.01K
$1.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-4.87K- 6.9% |
$1.02M - $1.2M
|
65.7K
$14.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-993- 1.95% |
$208K - $245K
|
50K
$10.7M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
304+ 3.88% |
$63.7K - $75.1K
|
8.13K
$1.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
SELL
|
- |
-39- 1.4% |
$8.18K - $9.64K
|
2.75K
$590K
|
|
|
Apr 17, 2025
Q1 2025
|
Shikiar Asset Management Inc
|
SELL
|
- |
-9.24K- 3.24% |
$1.94M - $2.28M
|
276K
$59.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.95K+ 3.46% |
$619K - $730K
|
88.2K
$18.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
SELL
|
- |
-130- 0.33% |
$27.3K - $32.1K
|
39.6K
$8.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
35.7K+ 21.91% |
$7.49M - $8.83M
|
199K
$42.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-148- 0.36% |
$31K - $36.6K
|
41.4K
$8.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.01K+ 0.76% |
$212K - $250K
|
135K
$28.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Trevian Wealth Management LLC
|
SELL
|
- |
-79- 0.96% |
$16.6K - $19.5K
|
8.16K
$1.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-342- 2.01% |
$71.7K - $84.5K
|
16.6K
$3.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
143+ 0.92% |
$30K - $35.3K
|
15.7K
$3.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.3K+ 118.18% |
$273K - $321K
|
2.4K
$515K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
441+ 1.3% |
$92.5K - $109K
|
34.5K
$7.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
930+ 28.35% |
$195K - $230K
|
4.21K
$903K
|