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 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-284- 1.62% |
$59.5K - $70.2K
|
17.3K
$3.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
PUT |
1.6K+ 800.0% |
$335K - $395K
|
1.8K
$382K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-340- 8.13% |
$71.3K - $84K
|
3.84K
$816K
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
SELL
|
- |
-502- 6.14% |
$105K - $124K
|
7.67K
$1.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-6.92K- 25.49% |
$1.45M - $1.71M
|
20.2K
$4.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-25.6K- 42.79% |
$5.38M - $6.34M
|
34.3K
$7.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-2- 0.13% |
$419 - $494
|
1.53K
$326K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-19.5K- 30.78% |
$4.08M - $4.81M
|
43.8K
$9.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
23.6K+ 13.86% |
$4.95M - $5.84M
|
194K
$41.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-5.65K- 31.58% |
$1.19M - $1.4M
|
12.2K
$2.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-10.2K- 8.77% |
$2.15M - $2.53M
|
106K
$22.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.04K+ 5.77% |
$217K - $256K
|
19K
$4.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-12.1K- 44.19% |
$2.53M - $2.98M
|
15.2K
$3.24M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-11.4K- 3.77% |
$2.38M - $2.81M
|
290K
$61.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
51+ 0.08% |
$10.7K - $12.6K
|
64.3K
$13.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.97K- 2.56% |
$831K - $980K
|
151K
$32M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-10.5K- 6.58% |
$2.21M - $2.6M
|
150K
$31.8M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-6.93K- 5.44% |
$1.45M - $1.71M
|
120K
$25.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.44K+ 0.47% |
$301K - $355K
|
310K
$65.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Management Advisors, LLC
|
BUY
|
- |
87+ 0.26% |
$18.2K - $21.5K
|
34K
$7.22M
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-32- 0.91% |
$6.71K - $7.91K
|
3.47K
$738K
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-32.5K- 38.87% |
$6.82M - $8.04M
|
51.2K
$10.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-394- 0.55% |
$82.6K - $97.4K
|
71.6K
$15.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
1.24K+ 3.41% |
$260K - $307K
|
37.6K
$8M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
CALL |
200New |
$41.9K - $49.4K
|
200
$42.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-578- 0.82% |
$121K - $143K
|
69.6K
$14.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-350- 1.8% |
$73.4K - $86.5K
|
19.1K
$4.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
30.5K+ 10.46% |
$6.39M - $7.53M
|
322K
$68.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-3.61K- 0.86% |
$756K - $891K
|
414K
$88M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.95K- 2.76% |
$618K - $728K
|
104K
$22.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-586- 0.54% |
$123K - $145K
|
109K
$23.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-8.83K- 13.99% |
$1.85M - $2.18M
|
54.3K
$11.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-663- 1.69% |
$139K - $164K
|
38.5K
$8.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.55K- 10.28% |
$325K - $383K
|
13.5K
$2.87M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.96K- 3.09% |
$412K - $485K
|
61.5K
$13.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-2.19K- 0.99% |
$458K - $540K
|
219K
$46.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
35+ 0.17% |
$7.34K - $8.65K
|
20.6K
$4.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
531+ 3.03% |
$111K - $131K
|
18.1K
$3.84M
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
60New |
$12.6K - $14.8K
|
60
$12.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-274- 2.73% |
$57.5K - $67.7K
|
9.77K
$2.08M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
949+ 8.35% |
$199K - $234K
|
12.3K
$2.62M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-25.3K- 37.36% |
$5.29M - $6.24M
|
42.3K
$9M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-575- 0.16% |
$121K - $142K
|
361K
$76.6M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
723+ 1.55% |
$152K - $179K
|
47.5K
$10.1M
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-290- 1.07% |
$60.8K - $71.7K
|
26.7K
$5.68M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-209- 0.95% |
$43.8K - $51.6K
|
21.9K
$4.65M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
740+ 0.78% |
$155K - $183K
|
95.2K
$20.2M
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
SELL
|
- |
-8.03K- 6.4% |
$1.68M - $1.98M
|
117K
$25M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.13K+ 36.56% |
$447K - $526K
|
7.96K
$1.69M
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
SELL
|
- |
-50- 1.22% |
$10.5K - $12.4K
|
4.05K
$861K
|