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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.18K+ 2.91% |
$240K - $304K
|
41.9K
$11.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-3.86K- 4.44% |
$781K - $991K
|
83.1K
$22.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
494+ 1.85% |
$100K - $127K
|
27.1K
$7.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
3.15K+ 15.9% |
$637K - $809K
|
22.9K
$6.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-527- 1.43% |
$107K - $135K
|
36.4K
$9.74M
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.18K+ 32.28% |
$441K - $560K
|
8.94K
$2.39M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
15.2K+ 24.63% |
$3.07M - $3.9M
|
76.8K
$20.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-5.67K- 20.98% |
$1.15M - $1.46M
|
21.4K
$5.71M
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
SELL
|
- |
-353- 1.4% |
$71.4K - $90.7K
|
24.9K
$6.66M
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
SELL
|
- |
-389- 1.12% |
$78.7K - $99.9K
|
34.2K
$9.15M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
16.8K+ 7.36% |
$3.39M - $4.3M
|
244K
$65.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.93K- 8.33% |
$391K - $496K
|
21.3K
$5.69M
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
562+ 1.54% |
$114K - $144K
|
37.1K
$9.91M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
121+ 2.06% |
$24.5K - $31.1K
|
6.01K
$1.61M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
4New |
$810 - $1.03K
|
4
$1.07K
|
|
|
Oct 30, 2025
Q3 2025
|
Independent Investors Inc
|
SELL
|
- |
-22.3K- 1.99% |
$4.51M - $5.73M
|
1.1M
$294M
|
|
|
Oct 30, 2025
Q3 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-2.77K- 15.09% |
$560K - $711K
|
15.6K
$4.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
71+ 110.94% |
$14.4K - $18.2K
|
135
$36.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Sam Advisors, LLC
|
BUY
|
- |
440+ 2.12% |
$89K - $113K
|
21.2K
$5.66M
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-178K- 3.16% |
$35.9M - $45.6M
|
5.44M
$1.46B
|
|
|
Oct 30, 2025
Q3 2025
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-1.24K- 21.95% |
$251K - $318K
|
4.4K
$1.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-991- 5.15% |
$201K - $255K
|
18.3K
$4.89M
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-378- 2.57% |
$76.5K - $97.1K
|
14.3K
$3.83M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.6K+ 37.73% |
$3.15M - $4M
|
56.9K
$15.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-4.79KClosed |
$969K - $1.23M
|
0
$0
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
347+ 13.95% |
$70.2K - $89.1K
|
2.84K
$758K
|
|
|
Oct 30, 2025
Q3 2025
|
Gouws Capital LLC
|
SELL
|
- |
-250- 1.55% |
$50.6K - $64.2K
|
15.8K
$4.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-3.18K- 1.67% |
$644K - $818K
|
188K
$50.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15.1K+ 8.32% |
$3.06M - $3.89M
|
197K
$52.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
PUT |
-300- 50.0% |
$60.7K - $77.1K
|
300
$80.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.45K- 8.72% |
$294K - $373K
|
15.2K
$4.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
6.78K+ 5.33% |
$1.37M - $1.74M
|
134K
$35.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1.39K- 2.13% |
$282K - $357K
|
63.9K
$17.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
407+ 2.71% |
$82.4K - $105K
|
15.4K
$4.13M
|
|
|
Oct 30, 2025
Q3 2025
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
2+ 0.15% |
$405 - $514
|
1.35K
$361K
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
207K+ 16.6% |
$41.9M - $53.2M
|
1.46M
$389M
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-547- 1.58% |
$111K - $141K
|
34.2K
$9.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-27- 0.05% |
$5.46K - $6.94K
|
57K
$15.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-2.38K- 20.05% |
$481K - $611K
|
9.49K
$2.54M
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-3.57K- 3.26% |
$723K - $918K
|
106K
$28.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-12.1K- 77.3% |
$2.45M - $3.11M
|
3.56K
$951K
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-478- 3.29% |
$96.7K - $123K
|
14.1K
$3.76M
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
990+ 35.99% |
$200K - $254K
|
3.74K
$1M
|
|
|
Oct 30, 2025
Q3 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-4.85K- 1.79% |
$982K - $1.25M
|
266K
$71.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-259- 1.5% |
$52.4K - $66.5K
|
17K
$4.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-786- 0.46% |
$159K - $202K
|
170K
$45.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
2.87K+ 3.78% |
$580K - $736K
|
78.7K
$21.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Jordan Park Trust CO LLC
Portsmouth, NH |
SELL
|
- |
-32- 1.39% |
$6.48K - $8.22K
|
2.27K
$607K
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-104- 0.77% |
$21K - $26.7K
|
13.3K
$3.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-181- 2.5% |
$36.6K - $46.5K
|
7.05K
$1.88M
|
|