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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-16K- 38.66% |
$3.36M - $3.95M
|
25.4K
$5.33M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
73+ 0.17% |
$15.3K - $18K
|
41.8K
$8.78M
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
SELL
|
- |
-2.83K- 12.7% |
$593K - $699K
|
19.5K
$4.09M
|
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-2.2K- 16.97% |
$461K - $543K
|
10.8K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-928- 1.6% |
$195K - $229K
|
57.2K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Dash Acquisitions Inc.
|
SELL
|
- |
-5.15K- 13.48% |
$1.08M - $1.27M
|
33K
$6.94M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-56- 0.2% |
$11.7K - $13.8K
|
28K
$5.88M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
68+ 2.96% |
$14.3K - $16.8K
|
2.37K
$497K
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-260- 2.72% |
$54.5K - $64.2K
|
9.28K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-311- 0.23% |
$65.2K - $76.8K
|
135K
$28.4M
|
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
323K+ 52.37% |
$67.8M - $79.9M
|
940K
$198M
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-14- 0.09% |
$2.94K - $3.46K
|
15.7K
$3.3M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-4.18K- 1.89% |
$877K - $1.03M
|
217K
$45.5M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-28.1K- 0.85% |
$5.9M - $6.95M
|
3.29M
$690M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-740K- 15.6% |
$155M - $183M
|
4M
$841M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.49K- 7.63% |
$1.15M - $1.36M
|
66.4K
$14M
|
|
|
May 14, 2025
Q1 2025
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-4.52K- 2.81% |
$948K - $1.12M
|
156K
$32.9M
|
|
|
May 14, 2025
Q1 2025
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
1.09K+ 2.24% |
$228K - $268K
|
49.5K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-17.4K- 13.5% |
$3.65M - $4.3M
|
112K
$23.4M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-1.55K- 10.47% |
$325K - $383K
|
13.3K
$2.79M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-734K- 6.04% |
$154M - $181M
|
11.4M
$2.4B
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
PUT |
46.8KNew |
$9.81M - $11.6M
|
46.8K
$9.83M
|
|
|
May 14, 2025
Q1 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-564- 17.53% |
$118K - $139K
|
2.65K
$557K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.5K+ 3.87% |
$2.63M - $3.1M
|
337K
$70.7M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
PUT |
500New |
$105K - $124K
|
500
$105K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-328- 1.27% |
$68.8K - $81K
|
25.4K
$5.34M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-3.41K- 20.12% |
$715K - $842K
|
13.5K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-400- 9.41% |
$83.9K - $98.8K
|
3.85K
$809K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-4- 0.02% |
$839 - $988
|
18.5K
$3.88M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-335- 0.43% |
$70.2K - $82.8K
|
78.1K
$16.4M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-3.31K- 4.31% |
$694K - $818K
|
73.5K
$15.4M
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-44.2K- 9.96% |
$9.26M - $10.9M
|
399K
$83.8M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.23K+ 2.48% |
$257K - $303K
|
50.8K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-58- 0.12% |
$12.2K - $14.3K
|
49.6K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
110K+ 80.87% |
$23M - $27.1M
|
246K
$51.6M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
334+ 1.62% |
$70K - $82.5K
|
20.9K
$4.39M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
129+ 0.0% |
$27K - $31.9K
|
6.57M
$1.38B
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
4+ 0.15% |
$839 - $988
|
2.61K
$549K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
303K+ 5.29% |
$63.4M - $74.8M
|
6.03M
$1.27B
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-88- 0.63% |
$18.5K - $21.7K
|
13.9K
$2.91M
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-129- 0.32% |
$27K - $31.9K
|
40.5K
$8.5M
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-766- 2.51% |
$161K - $189K
|
29.8K
$6.25M
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-2.04K- 9.98% |
$428K - $504K
|
18.4K
$3.86M
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
1.91K+ 13.85% |
$400K - $471K
|
15.7K
$3.29M
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-374- 0.45% |
$78.4K - $92.4K
|
82.8K
$17.4M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
118+ 1.37% |
$24.7K - $29.2K
|
8.7K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-20.5K- 67.01% |
$4.3M - $5.07M
|
10.1K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-494- 1.25% |
$104K - $122K
|
39K
$8.18M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
7.32K+ 2.47% |
$1.53M - $1.81M
|
303K
$63.7M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
PUT |
7.8KNew |
$1.64M - $1.93M
|
7.8K
$1.64M
|