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 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
487+ 4.15% |
$102K - $120K
|
12.2K
$2.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
637+ 3.28% |
$134K - $157K
|
20.1K
$4.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-11- 0.7% |
$2.31K - $2.72K
|
1.56K
$333K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-38- 0.7% |
$7.97K - $9.39K
|
5.38K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
BUY
|
- |
468+ 2.09% |
$98.1K - $116K
|
22.8K
$4.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
12+ 0.04% |
$2.52K - $2.97K
|
32.2K
$6.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.89K- 0.88% |
$396K - $467K
|
214K
$45.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-469- 3.37% |
$98.3K - $116K
|
13.4K
$2.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
3+ 0.09% |
$629 - $741
|
3.31K
$709K
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.06% |
$210 - $247
|
1.69K
$361K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-9.81K- 4.67% |
$2.06M - $2.42M
|
200K
$42.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
710+ 0.24% |
$149K - $175K
|
292K
$62.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.94K+ 0.45% |
$407K - $479K
|
433K
$92.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
PUT |
9.7KNew |
$2.03M - $2.4M
|
9.7K
$2.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-858K- 8.28% |
$180M - $212M
|
9.51M
$2.04B
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-6.6K- 1.75% |
$1.38M - $1.63M
|
371K
$79.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-186- 0.68% |
$39K - $46K
|
27.4K
$5.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-9- 0.01% |
$1.89K - $2.22K
|
117K
$25.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.45MNew |
$515M - $606M
|
2.45M
$526M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
558+ 6.43% |
$117K - $138K
|
9.23K
$1.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-1.97K- 2.73% |
$414K - $488K
|
70.4K
$15.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-13.2K- 11.91% |
$2.76M - $3.25M
|
97.4K
$20.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-15.1K- 7.17% |
$3.16M - $3.73M
|
195K
$41.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Albert D Mason Inc
|
SELL
|
- |
-225- 4.4% |
$47.2K - $55.6K
|
4.89K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-8.27K- 19.6% |
$1.73M - $2.04M
|
33.9K
$7.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-2.29K- 26.93% |
$480K - $566K
|
6.22K
$1.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.61K- 1.28% |
$337K - $397K
|
124K
$26.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-49- 2.22% |
$10.3K - $12.1K
|
2.16K
$463K
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-70- 1.37% |
$14.7K - $17.3K
|
5.03K
$1.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
971+ 1.8% |
$204K - $240K
|
55K
$11.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
14.3K+ 13.11% |
$2.99M - $3.52M
|
123K
$26.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-4.45K- 2.87% |
$932K - $1.1M
|
151K
$32.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-103- 0.49% |
$21.6K - $25.5K
|
20.8K
$4.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-513- 2.56% |
$108K - $127K
|
19.5K
$4.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-100- 0.26% |
$21K - $24.7K
|
38.7K
$8.3M
|
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
860+ 63.47% |
$180K - $213K
|
2.22K
$475K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-9.39K- 5.46% |
$1.97M - $2.32M
|
163K
$34.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-9.86K- 3.78% |
$2.07M - $2.44M
|
251K
$53.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.24K+ 2.38% |
$680K - $801K
|
140K
$29.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
505+ 22.94% |
$106K - $125K
|
2.71K
$580K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.07K- 3.16% |
$434K - $512K
|
63.5K
$13.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-2- 0.05% |
$419 - $494
|
3.74K
$801K
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.11K- 1.86% |
$442K - $520K
|
111K
$23.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-93- 0.67% |
$19.5K - $23K
|
13.7K
$2.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-250- 0.91% |
$52.4K - $61.8K
|
27.3K
$5.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-32- 0.17% |
$6.71K - $7.91K
|
18.3K
$3.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-8.78K- 1.27% |
$1.84M - $2.17M
|
683K
$146M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-570- 4.84% |
$120K - $141K
|
11.2K
$2.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-2.35K- 5.69% |
$493K - $580K
|
38.9K
$8.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-747- 1.69% |
$157K - $185K
|
43.5K
$9.32M
|