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 12, 2025
Q1 2025
|
Wilmar Advisors LLC
Juno Beach, FL |
SELL
|
- |
-10K- 8.33% |
$2.1M - $2.47M
|
110K
$23.4M
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
109+ 2.15% |
$22.9K - $26.9K
|
5.19K
$1.1M
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
BUY
|
- |
434+ 7.69% |
$91K - $107K
|
6.08K
$1.29M
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-9.51K- 1.88% |
$1.99M - $2.35M
|
495K
$105M
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.33M- 95.32% |
$488M - $575M
|
114K
$24.3M
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.17M+ 52.65% |
$245M - $288M
|
3.38M
$719M
|
|
May 12, 2025
Q1 2025
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-100- 1.27% |
$21K - $24.7K
|
7.75K
$1.65M
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-230K- 16.04% |
$48.2M - $56.8M
|
1.2M
$256M
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-175K- 40.23% |
$36.7M - $43.2M
|
260K
$55.2M
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-4.88K- 21.31% |
$1.02M - $1.21M
|
18K
$3.83M
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1.86K+ 15.58% |
$389K - $459K
|
13.8K
$2.93M
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-644- 6.31% |
$135K - $159K
|
9.56K
$2.03M
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
131K+ 100.27% |
$27.4M - $32.3M
|
261K
$55.4M
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
SELL
|
- |
-249- 1.85% |
$52.2K - $61.5K
|
13.2K
$2.81M
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
21.6K+ 51.08% |
$4.52M - $5.33M
|
63.8K
$13.6M
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.7K- 2.88% |
$357K - $421K
|
57.5K
$12.2M
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-387- 0.42% |
$81.1K - $95.6K
|
91.2K
$19.4M
|
|
May 12, 2025
Q1 2025
|
Keating Investment Counselors Inc
|
SELL
|
- |
-380- 10.32% |
$79.7K - $93.9K
|
3.3K
$702K
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
506+ 35.61% |
$106K - $125K
|
1.93K
$409K
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-113- 1.3% |
$23.7K - $27.9K
|
8.6K
$1.83M
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.93K- 4.99% |
$614K - $723K
|
55.8K
$11.9M
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-519- 0.91% |
$109K - $128K
|
56.5K
$12M
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-12.7K- 3.02% |
$2.65M - $3.13M
|
406K
$86.3M
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-575- 0.82% |
$121K - $142K
|
69.2K
$14.7M
|
|
May 12, 2025
Q1 2025
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-3.62K- 6.16% |
$759K - $895K
|
55.1K
$11.7M
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-60.1K- 3.98% |
$12.6M - $14.8M
|
1.45M
$308M
|
|
May 12, 2025
Q1 2025
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-1.29K- 4.62% |
$271K - $319K
|
26.7K
$5.66M
|
|
May 12, 2025
Q1 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
172+ 2.15% |
$36.1K - $42.5K
|
8.16K
$1.73M
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
30.1K+ 38.66% |
$6.3M - $7.43M
|
108K
$22.9M
|
|
May 12, 2025
Q1 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
1.17K+ 14.27% |
$244K - $288K
|
9.33K
$1.98M
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-523- 1.28% |
$110K - $129K
|
40.4K
$8.59M
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
SELL
|
- |
-11.5K- 6.66% |
$2.4M - $2.83M
|
161K
$34.2M
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
SELL
|
- |
-1.47K- 2.67% |
$308K - $363K
|
53.6K
$11.4M
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-11.6K- 2.43% |
$2.44M - $2.88M
|
468K
$99.5M
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-9.09K- 4.34% |
$1.9M - $2.24M
|
200K
$42.5M
|
|
May 12, 2025
Q1 2025
|
Dillon & Associates Inc
|
SELL
|
- |
-8.59K- 3.12% |
$1.8M - $2.12M
|
267K
$56.7M
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-105- 0.27% |
$22K - $25.9K
|
39.4K
$8.37M
|
|
May 12, 2025
Q1 2025
|
Gouws Capital LLC
|
BUY
|
- |
5.12K+ 45.77% |
$1.07M - $1.27M
|
16.3K
$3.47M
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-2.24M- 89.99% |
$469M - $552M
|
249K
$52.9M
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
8.26K+ 0.87% |
$1.73M - $2.04M
|
960K
$204M
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
33.2K+ 9.27% |
$6.97M - $8.21M
|
392K
$83.2M
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
100+ 0.31% |
$21K - $24.7K
|
32.4K
$6.88M
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.65K- 2.53% |
$556K - $655K
|
102K
$21.7M
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-748- 0.47% |
$157K - $185K
|
159K
$33.9M
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-585- 0.54% |
$123K - $145K
|
108K
$23M
|
|
May 12, 2025
Q1 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-239- 0.33% |
$50.1K - $59.1K
|
73.1K
$15.5M
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
21.1K+ 4.01% |
$4.43M - $5.22M
|
548K
$117M
|
|
May 12, 2025
Q1 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
1.9K+ 11.97% |
$398K - $469K
|
17.7K
$3.77M
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
40K+ 20.42% |
$8.38M - $9.87M
|
236K
$50.1M
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.37K- 2.39% |
$497K - $586K
|
97K
$20.6M
|