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 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
17.8K+ 12.14% |
$3.06M - $3.98M
|
164K
$34.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
6+ 0.23% |
$1.03K - $1.34K
|
2.63K
$552K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.54K+ 2.66% |
$265K - $344K
|
59.4K
$12.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-12.9K- 14.88% |
$2.22M - $2.89M
|
73.8K
$15.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
SELL
|
- |
-31- 1.31% |
$5.35K - $6.94K
|
2.33K
$490K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
BUY
|
- |
565+ 2.02% |
$97.4K - $126K
|
28.5K
$5.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Martin Capital Advisors, LLP
|
BUY
|
- |
45+ 0.03% |
$7.76K - $10.1K
|
145K
$30.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
BUY
|
- |
64+ 0.78% |
$11K - $14.3K
|
8.32K
$1.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.7K- 3.64% |
$293K - $381K
|
45K
$9.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.04K- 1.38% |
$179K - $232K
|
73.9K
$15.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
251+ 0.6% |
$43.3K - $56.2K
|
41.8K
$8.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-663- 1.38% |
$114K - $148K
|
47.4K
$9.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
954+ 1.13% |
$164K - $214K
|
85.4K
$17.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
3.98K+ 4.75% |
$686K - $891K
|
87.7K
$18.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-173- 25.52% |
$29.8K - $38.7K
|
505
$106K
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
65+ 0.27% |
$11.2K - $14.6K
|
23.7K
$4.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-187- 2.84% |
$32.2K - $41.9K
|
6.39K
$1.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-809- 1.48% |
$139K - $181K
|
53.9K
$11.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-66- 0.1% |
$11.4K - $14.8K
|
69.4K
$14.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
1+ 0.06% |
$172 - $224
|
1.57K
$330K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-1.54K- 4.82% |
$265K - $344K
|
30.4K
$6.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-431- 3.64% |
$74.3K - $96.5K
|
11.4K
$2.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
709+ 13.92% |
$122K - $159K
|
5.8K
$1.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-2.6K- 1.48% |
$448K - $582K
|
173K
$36.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
2.54K+ 3.79% |
$438K - $569K
|
69.6K
$14.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-454- 0.43% |
$78.3K - $102K
|
105K
$22M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-1.03K- 0.62% |
$177K - $230K
|
165K
$34.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
471+ 0.54% |
$81.2K - $105K
|
87.4K
$18.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-352- 1.52% |
$60.7K - $78.8K
|
22.9K
$4.8M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-8.24K- 39.59% |
$1.42M - $1.84M
|
12.6K
$2.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-2.26K- 1.99% |
$389K - $505K
|
111K
$23.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-31.1K- 8.91% |
$5.36M - $6.97M
|
318K
$66.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-162- 3.22% |
$27.9K - $36.3K
|
4.88K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
26+ 1.82% |
$4.48K - $5.82K
|
1.45K
$305K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.39K- 0.21% |
$239K - $310K
|
646K
$136M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-372- 0.53% |
$64.1K - $83.3K
|
69.8K
$14.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
3.12M+ 17.4% |
$537M - $698M
|
21M
$4.42B
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-21.8K- 8.54% |
$3.75M - $4.87M
|
233K
$48.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-373- 4.09% |
$64.3K - $83.5K
|
8.74K
$1.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
824+ 1.28% |
$142K - $184K
|
65.3K
$13.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-5.39K- 8.54% |
$930K - $1.21M
|
57.7K
$12.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.33K- 6.11% |
$229K - $298K
|
20.4K
$4.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
30.6K+ 18.84% |
$5.27M - $6.85M
|
193K
$40.5M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
930+ 2.43% |
$160K - $208K
|
39.2K
$8.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
516+ 0.89% |
$89K - $116K
|
58.7K
$12.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
2.6K+ 20.35% |
$448K - $582K
|
15.4K
$3.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-131- 0.4% |
$22.6K - $29.3K
|
32.6K
$6.85M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-393- 0.81% |
$67.8K - $88K
|
47.9K
$10.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-59- 0.84% |
$10.2K - $13.2K
|
7K
$1.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
CALL |
1.2KNew |
$207K - $269K
|
1.2K
$252K
|