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 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-4.85K- 35.06% |
$1.02M - $1.2M
|
8.98K
$1.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
4.89K+ 3.14% |
$1.03M - $1.21M
|
161K
$34.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-1- 0.03% |
$210 - $247
|
3.78K
$809K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-21- 0.81% |
$4.4K - $5.19K
|
2.57K
$551K
|
|
|
Apr 11, 2025
Q1 2025
|
Menlo Advisors LLC
|
SELL
|
- |
-616- 1.13% |
$129K - $152K
|
54K
$11.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
238+ 1.55% |
$49.9K - $58.8K
|
15.6K
$3.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
4.84K+ 5.98% |
$1.01M - $1.2M
|
85.7K
$18.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
443+ 15.23% |
$92.9K - $109K
|
3.35K
$718K
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
47K+ 17.17% |
$9.85M - $11.6M
|
320K
$68.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.78K- 2.46% |
$373K - $440K
|
70.6K
$15.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
908+ 5.17% |
$190K - $224K
|
18.5K
$3.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-95.6K- 4.92% |
$20M - $23.6M
|
1.85M
$396M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-187- 3.01% |
$39.2K - $46.2K
|
6.02K
$1.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-375- 0.63% |
$78.6K - $92.7K
|
59.4K
$12.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-870- 1.08% |
$182K - $215K
|
79.9K
$17.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-81- 0.5% |
$17K - $20K
|
16.2K
$3.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
415+ 4.4% |
$87K - $103K
|
9.84K
$2.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
2.13K+ 1.67% |
$446K - $525K
|
130K
$27.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-5.63K- 2.06% |
$1.18M - $1.39M
|
268K
$57.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-473- 0.78% |
$99.2K - $117K
|
60.5K
$13M
|
|
|
Apr 10, 2025
Q1 2025
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-5.76K- 10.69% |
$1.21M - $1.42M
|
48.1K
$10.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
415+ 1.13% |
$87K - $103K
|
37K
$7.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
PUT |
600New |
$126K - $148K
|
600
$129K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.97K+ 10.5% |
$623K - $734K
|
31.2K
$6.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
PUT |
-100- 25.0% |
$21K - $24.7K
|
300
$64.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
588+ 27.7% |
$123K - $145K
|
2.71K
$581K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
523+ 10.24% |
$110K - $129K
|
5.63K
$1.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-10.2K- 4.02% |
$2.13M - $2.51M
|
243K
$52M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
3.46K+ 20.91% |
$725K - $854K
|
20K
$4.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
CALL |
35K+ 14.0% |
$7.34M - $8.65M
|
285K
$61.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-650- 24.71% |
$136K - $161K
|
1.98K
$425K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-10.7K- 6.65% |
$2.25M - $2.65M
|
150K
$32.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-72- 0.06% |
$15.1K - $17.8K
|
125K
$26.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.03K- 0.77% |
$216K - $255K
|
133K
$28.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-38- 1.0% |
$7.97K - $9.39K
|
3.75K
$804K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-85- 1.34% |
$17.8K - $21K
|
6.25K
$1.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-72- 0.86% |
$15.1K - $17.8K
|
8.26K
$1.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-18.4K- 6.46% |
$3.86M - $4.55M
|
267K
$57.2M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-3.2K- 1.98% |
$670K - $789K
|
158K
$33.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-248- 1.62% |
$52K - $61.3K
|
15K
$3.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-284- 2.57% |
$59.5K - $70.2K
|
10.8K
$2.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
83.4K+ 44.3% |
$17.5M - $20.6M
|
272K
$58.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-80K- 89.03% |
$16.8M - $19.8M
|
9.85K
$2.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-4.77K- 5.22% |
$1M - $1.18M
|
86.7K
$18.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-2.51K- 52.02% |
$525K - $619K
|
2.31K
$495K
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
BUY
|
- |
1+ 0.03% |
$210 - $247
|
3.59K
$769K
|
|
|
Apr 09, 2025
Q1 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
127+ 1.6% |
$26.6K - $31.4K
|
8.06K
$1.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
971+ 8.41% |
$204K - $240K
|
12.5K
$2.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.71K+ 5.18% |
$987K - $1.16M
|
95.5K
$20.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-10.8K- 21.1% |
$2.26M - $2.66M
|
40.3K
$8.64M
|