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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.46K+ 3.09% |
$252K - $328K
|
48.8K
$10.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.27K- 3.45% |
$564K - $733K
|
91.7K
$19.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-352- 1.66% |
$60.7K - $78.8K
|
20.8K
$4.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-2.63K- 61.87% |
$453K - $589K
|
1.62K
$348K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.12% |
$172 - $224
|
813
$174K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-732- 7.09% |
$126K - $164K
|
9.6K
$2.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
419+ 3.25% |
$72.2K - $93.8K
|
13.3K
$2.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
13K+ 10.04% |
$2.24M - $2.91M
|
143K
$30.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-675- 1.54% |
$116K - $151K
|
43.2K
$9.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
17.9K+ 20.44% |
$3.08M - $4M
|
105K
$22.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
118K+ 106.17% |
$20.3M - $26.4M
|
229K
$49M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
284+ 0.56% |
$49K - $63.6K
|
51.2K
$11M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-17.4K- 4.91% |
$3M - $3.89M
|
337K
$72.3M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-21.4K- 50.84% |
$3.69M - $4.8M
|
20.7K
$4.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-575- 7.79% |
$99.1K - $129K
|
6.8K
$1.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
2.5K+ 1.37% |
$431K - $559K
|
185K
$39.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-11.5K- 26.43% |
$1.98M - $2.57M
|
31.9K
$6.85M
|
|
|
Jul 17, 2025
Q2 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
242+ 1.13% |
$41.7K - $54.2K
|
21.7K
$4.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
113+ 0.48% |
$19.5K - $25.3K
|
23.7K
$5.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
12.4K+ 13.9% |
$2.14M - $2.77M
|
102K
$21.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-954- 2.8% |
$164K - $214K
|
33.2K
$7.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-297- 1.98% |
$51.2K - $66.5K
|
14.7K
$3.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Refined Wealth Management
|
SELL
|
- |
-219- 7.38% |
$37.8K - $49K
|
2.75K
$590K
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-5.77K- 6.22% |
$995K - $1.29M
|
86.9K
$18.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
SELL
|
- |
-2.53K- 40.96% |
$435K - $565K
|
3.64K
$780K
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-318- 1.88% |
$54.8K - $71.2K
|
16.6K
$3.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
276+ 1.7% |
$47.6K - $61.8K
|
16.5K
$3.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
514+ 8.58% |
$88.6K - $115K
|
6.51K
$1.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-312- 2.18% |
$53.8K - $69.9K
|
14K
$3.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
23.2K+ 55.16% |
$3.99M - $5.18M
|
65.1K
$14M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-14.8K- 18.01% |
$2.55M - $3.31M
|
67.3K
$14.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-6.8K- 4.15% |
$1.17M - $1.52M
|
157K
$33.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
1.42K+ 122.39% |
$245K - $318K
|
2.58K
$554K
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-811- 1.46% |
$140K - $182K
|
54.6K
$11.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-2- 0.06% |
$345 - $448
|
3.18K
$681K
|
|
|
Jul 17, 2025
Q2 2025
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-9.66K- 2.78% |
$1.67M - $2.16M
|
338K
$72.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-300- 1.69% |
$51.7K - $67.2K
|
17.5K
$3.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
SELL
|
PUT |
-3.3K- 47.14% |
$569K - $739K
|
3.7K
$793K
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-481- 1.12% |
$82.9K - $108K
|
42.6K
$9.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
697+ 0.47% |
$120K - $156K
|
150K
$32.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
32+ 0.02% |
$5.52K - $7.16K
|
134K
$28.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-232- 5.69% |
$40K - $51.9K
|
3.85K
$825K
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
12.5KNew |
$2.16M - $2.81M
|
12.5K
$2.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-26.6K- 5.42% |
$4.59M - $5.95M
|
464K
$99.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-218- 2.11% |
$37.6K - $48.8K
|
10.1K
$2.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-758- 4.15% |
$131K - $170K
|
17.5K
$3.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.58K+ 1.45% |
$272K - $354K
|
110K
$23.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-196- 0.28% |
$33.8K - $43.9K
|
69.5K
$14.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.56K- 3.3% |
$269K - $349K
|
45.7K
$9.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
CALL |
100New |
$17.2K - $22.4K
|
100
$21.4K
|