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 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-4- 0.06% |
$839 - $988
|
6.87K
$1.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-1- 0.02% |
$210 - $247
|
6.21K
$1.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-439- 1.52% |
$92K - $108K
|
28.5K
$6.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-569- 3.85% |
$119K - $141K
|
14.2K
$3.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Mc Broom & Associates, LLC
|
BUY
|
- |
695+ 1.84% |
$146K - $172K
|
38.4K
$8.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
7.25K+ 1.41% |
$1.52M - $1.79M
|
521K
$112M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
584+ 2.65% |
$122K - $144K
|
22.6K
$4.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-1.7K- 1.86% |
$357K - $420K
|
89.8K
$19.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
PUT |
-6K- 34.29% |
$1.26M - $1.48M
|
11.5K
$2.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
727+ 1.6% |
$152K - $180K
|
46K
$9.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.56K- 7.28% |
$328K - $386K
|
19.9K
$4.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.21K+ 10.32% |
$463K - $546K
|
23.6K
$5.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Tenon Financial LLC
Metuchen, NJ |
SELL
|
- |
-1.32K- 10.19% |
$278K - $327K
|
11.7K
$2.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-951- 7.46% |
$199K - $235K
|
11.8K
$2.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
222+ 0.74% |
$46.5K - $54.9K
|
30.3K
$6.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-73- 1.68% |
$15.3K - $18K
|
4.28K
$918K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-3.89K- 11.19% |
$816K - $961K
|
30.9K
$6.62M
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.88K- 2.69% |
$395K - $465K
|
68.2K
$14.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-50.2K- 35.63% |
$10.5M - $12.4M
|
90.7K
$19.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.36K+ 6.43% |
$284K - $335K
|
22.4K
$4.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-567- 6.53% |
$119K - $140K
|
8.12K
$1.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-2.58K- 5.23% |
$541K - $637K
|
46.7K
$10M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.19M+ 15.02% |
$459M - $541M
|
16.8M
$3.59B
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.81K+ 4.54% |
$380K - $448K
|
41.8K
$8.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-28.5K- 10.4% |
$5.98M - $7.05M
|
246K
$52.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
283+ 4.45% |
$59.3K - $69.9K
|
6.64K
$1.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
9.25K+ 7.26% |
$1.94M - $2.29M
|
137K
$29.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-270- 0.81% |
$56.6K - $66.7K
|
33.1K
$7.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-560- 0.8% |
$117K - $138K
|
69.1K
$14.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-321K- 4.74% |
$67.3M - $79.3M
|
6.45M
$1.38B
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
750+ 6.59% |
$157K - $185K
|
12.1K
$2.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-186- 9.38% |
$39K - $46K
|
1.8K
$385K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-6.27K- 0.95% |
$1.31M - $1.55M
|
651K
$140M
|
|
|
Apr 15, 2025
Q1 2025
|
Terra Alpha Investments LLC
Washington, DC |
SELL
|
- |
-2.93K- 12.7% |
$613K - $723K
|
20.1K
$4.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.8K- 2.74% |
$378K - $445K
|
64K
$13.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3.27K- 3.7% |
$685K - $807K
|
85.1K
$18.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-1.34K- 9.86% |
$281K - $331K
|
12.2K
$2.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-142- 2.57% |
$29.8K - $35.1K
|
5.38K
$1.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
1+ 0.03% |
$210 - $247
|
3.83K
$822K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-4.17K- 6.04% |
$874K - $1.03M
|
64.8K
$13.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
759+ 11.73% |
$159K - $188K
|
7.23K
$1.55M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-5.47K- 20.21% |
$1.15M - $1.35M
|
21.6K
$4.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
5.35K+ 0.96% |
$1.12M - $1.32M
|
562K
$121M
|
|
|
Apr 15, 2025
Q1 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
825+ 20.15% |
$173K - $204K
|
4.92K
$1.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-4.17K- 0.63% |
$875K - $1.03M
|
660K
$141M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.42K- 1.7% |
$508K - $598K
|
140K
$30M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
PUT |
4.9K+ 204.17% |
$1.03M - $1.21M
|
7.3K
$1.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-1.77K- 0.6% |
$371K - $437K
|
292K
$62.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-479- 0.28% |
$100K - $118K
|
172K
$36.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-4.38K- 3.22% |
$918K - $1.08M
|
132K
$28.2M
|