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 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
3.72K+ 1.9% |
$779K - $918K
|
200K
$42.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Coerente Capital Management
|
SELL
|
- |
-45- 1.58% |
$9.44K - $11.1K
|
2.81K
$602K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-20.5K- 58.51% |
$4.3M - $5.07M
|
14.5K
$3.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
34+ 0.08% |
$7.13K - $8.4K
|
43.7K
$9.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
15.5K+ 191.98% |
$3.25M - $3.83M
|
23.6K
$5.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
56+ 0.62% |
$11.7K - $13.8K
|
9.15K
$1.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
111+ 0.52% |
$23.3K - $27.4K
|
21.4K
$4.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
691+ 1.73% |
$145K - $171K
|
40.5K
$8.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
48.1K+ 16.5% |
$10.1M - $11.9M
|
339K
$72.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-256- 3.68% |
$53.7K - $63.3K
|
6.69K
$1.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-6.71K- 5.12% |
$1.41M - $1.66M
|
124K
$26.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.69K- 41.75% |
$353K - $416K
|
2.35K
$504K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-3.89K- 23.52% |
$816K - $961K
|
12.7K
$2.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-218- 2.15% |
$45.7K - $53.9K
|
9.91K
$2.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
56+ 0.16% |
$11.7K - $13.8K
|
34.2K
$7.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
115+ 0.75% |
$24.1K - $28.4K
|
15.4K
$3.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-39- 0.06% |
$8.18K - $9.64K
|
62.6K
$13.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-31- 0.62% |
$6.5K - $7.66K
|
4.97K
$1.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
420+ 35.47% |
$88.1K - $104K
|
1.6K
$344K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
97+ 7.66% |
$20.3K - $24K
|
1.36K
$292K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-391- 0.35% |
$82K - $96.6K
|
111K
$23.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-721- 4.94% |
$151K - $178K
|
13.9K
$2.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-1.95K- 3.64% |
$408K - $481K
|
51.5K
$11M
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
2.39K+ 9.72% |
$501K - $591K
|
27K
$5.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
5.64K+ 8.43% |
$1.18M - $1.39M
|
72.5K
$15.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
2.54K+ 7.32% |
$532K - $627K
|
37.2K
$7.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.54K- 4.26% |
$323K - $381K
|
34.6K
$7.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
873+ 2.57% |
$183K - $216K
|
34.8K
$7.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-6- 0.9% |
$1.26K - $1.48K
|
660
$142K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-1.16K- 7.43% |
$244K - $288K
|
14.5K
$3.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1+ 0.26% |
$210 - $247
|
384
$82.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.14K+ 21.67% |
$240K - $283K
|
6.42K
$1.38M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
12K+ 1.99% |
$2.51M - $2.96M
|
615K
$132M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-234- 1.0% |
$49.1K - $57.8K
|
23.1K
$4.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
909+ 1.2% |
$191K - $225K
|
76.7K
$16.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-3.39K- 59.88% |
$711K - $838K
|
2.27K
$487K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
397+ 2.73% |
$83.2K - $98.1K
|
14.9K
$3.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.42K- 0.6% |
$507K - $597K
|
402K
$86.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
100New |
$21K - $24.7K
|
100
$21.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Fenimore Asset Management Inc
|
SELL
|
- |
-292- 2.12% |
$61.2K - $72.2K
|
13.5K
$2.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.12K- 1.34% |
$235K - $277K
|
82.5K
$17.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Shorepath Capital Management LLC
Evanston, IL |
SELL
|
- |
-274- 0.61% |
$57.5K - $67.7K
|
44.7K
$9.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-3.54K- 1.28% |
$743K - $876K
|
274K
$58.8M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
5.13K+ 11.1% |
$1.08M - $1.27M
|
51.3K
$11M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
PUT |
1.8KNew |
$377K - $445K
|
1.8K
$386K
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-169K- 94.46% |
$35.5M - $41.8M
|
9.92K
$2.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-11.7K- 18.22% |
$2.46M - $2.9M
|
52.6K
$11.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Rheos Capital Works Inc.
|
BUY
|
- |
23K+ 35.66% |
$4.82M - $5.68M
|
87.5K
$18.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
4+ 0.05% |
$839 - $988
|
7.4K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4.12K+ 12.64% |
$864K - $1.02M
|
36.7K
$7.87M
|