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 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.67K- 7.45% |
$288K - $374K
|
20.7K
$4.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-10.5K- 5.02% |
$1.81M - $2.35M
|
198K
$41.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-914- 43.61% |
$158K - $205K
|
1.18K
$247K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
3.04K+ 8.69% |
$524K - $680K
|
38K
$7.93M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-303- 0.26% |
$52.2K - $67.8K
|
116K
$24.2M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-26.9K- 24.35% |
$4.64M - $6.02M
|
83.5K
$17.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Sara Bay Financial
|
SELL
|
- |
-551- 2.78% |
$95K - $123K
|
19.3K
$4.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.46K- 0.4% |
$252K - $327K
|
368K
$76.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
479+ 1.69% |
$82.6K - $107K
|
28.8K
$6.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-3.25K- 2.18% |
$560K - $727K
|
145K
$30.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-1.22K- 7.18% |
$210K - $272K
|
15.7K
$3.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-7.77K- 7.24% |
$1.34M - $1.74M
|
99.5K
$20.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Chronos Wealth Management, LLC
|
BUY
|
- |
171+ 0.29% |
$29.5K - $38.3K
|
59.8K
$12.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
543+ 2.5% |
$93.6K - $122K
|
22.3K
$4.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-243- 0.65% |
$41.9K - $54.4K
|
37.2K
$7.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-650- 0.66% |
$112K - $146K
|
98.2K
$20.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
18.1K+ 0.28% |
$3.12M - $4.06M
|
6.44M
$1.34B
|
|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
46+ 1.06% |
$7.93K - $10.3K
|
4.38K
$915K
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.45K+ 14.87% |
$249K - $324K
|
11.2K
$2.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
2.69K+ 28.44% |
$464K - $602K
|
12.2K
$2.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
177+ 0.38% |
$30.5K - $39.6K
|
47K
$9.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
12+ 0.08% |
$2.07K - $2.69K
|
14.9K
$3.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-21- 0.16% |
$3.62K - $4.7K
|
13K
$2.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
152+ 0.12% |
$26.2K - $34K
|
125K
$26.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-14- 0.03% |
$2.41K - $3.13K
|
54.7K
$11.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
305+ 10.46% |
$52.6K - $68.3K
|
3.22K
$672K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
305+ 1.0% |
$52.6K - $68.3K
|
30.7K
$6.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
46.9K+ 81.75% |
$8.09M - $10.5M
|
104K
$21.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-1.36K- 2.34% |
$234K - $304K
|
56.7K
$11.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3.17K- 8.74% |
$547K - $710K
|
33.1K
$6.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-1.43K- 0.77% |
$246K - $320K
|
183K
$38.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-947- 19.81% |
$163K - $212K
|
3.83K
$800K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-228- 2.58% |
$39.3K - $51K
|
8.61K
$1.8M
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-3.21K- 19.13% |
$553K - $718K
|
13.6K
$2.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.93K- 4.35% |
$333K - $432K
|
42.4K
$8.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
57+ 0.26% |
$9.83K - $12.8K
|
22K
$4.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-238- 1.38% |
$41K - $53.3K
|
17K
$3.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
4.33K+ 8.25% |
$747K - $970K
|
56.8K
$11.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-217- 6.22% |
$37.4K - $48.6K
|
3.27K
$682K
|
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-580- 6.26% |
$100K - $130K
|
8.69K
$1.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
SELL
|
- |
-13.2K- 92.71% |
$2.27M - $2.95M
|
1.04K
$216K
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-59- 0.13% |
$10.2K - $13.2K
|
44K
$9.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
5.59K+ 7.48% |
$963K - $1.25M
|
80.3K
$16.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-919- 1.75% |
$158K - $206K
|
51.7K
$10.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-2.73K- 2.2% |
$470K - $610K
|
121K
$25.3M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-8.61K- 3.46% |
$1.48M - $1.93M
|
240K
$50.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-157- 0.48% |
$27.1K - $35.2K
|
32.4K
$6.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-56- 0.63% |
$9.66K - $12.5K
|
8.9K
$1.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.32K+ 41.09% |
$228K - $296K
|
4.54K
$948K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-2.98K- 11.83% |
$514K - $667K
|
22.2K
$4.64M
|