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 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-561- 11.38% |
$118K - $139K
|
4.37K
$928K
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-5.23K- 14.06% |
$1.1M - $1.29M
|
32K
$6.8M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1.04K- 3.16% |
$218K - $257K
|
31.8K
$6.76M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
653+ 2.1% |
$137K - $161K
|
31.7K
$6.74M
|
|
|
May 09, 2025
Q1 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
3.5K+ 46.69% |
$734K - $865K
|
11K
$2.34M
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
150+ 7.18% |
$31.5K - $37.1K
|
2.24K
$476K
|
|
|
May 09, 2025
Q1 2025
|
Campbell Capital Management Inc
|
SELL
|
- |
-3.4K- 2.07% |
$713K - $840K
|
161K
$34.3M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
5.09K+ 9.55% |
$1.07M - $1.26M
|
58.4K
$12.4M
|
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-100- 0.09% |
$21K - $24.7K
|
109K
$23.1M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-540- 0.57% |
$113K - $133K
|
94.3K
$20M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
698+ 2.75% |
$146K - $172K
|
26.1K
$5.55M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-548- 4.26% |
$115K - $135K
|
12.3K
$2.62M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-83- 0.56% |
$17.4K - $20.5K
|
14.8K
$3.15M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
10.3K+ 2.11% |
$2.16M - $2.55M
|
499K
$106M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-137- 0.36% |
$28.7K - $33.9K
|
38.1K
$8.1M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.01M+ 0.36% |
$1.05B - $1.24B
|
1.4B
$298B
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
319+ 1.03% |
$66.9K - $78.8K
|
31.4K
$6.68M
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
75+ 3.8% |
$15.7K - $18.5K
|
2.05K
$435K
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
999+ 2.19% |
$209K - $247K
|
46.6K
$9.91M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
14+ 0.01% |
$2.94K - $3.46K
|
149K
$31.7M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.56K- 3.72% |
$326K - $384K
|
40.2K
$8.54M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.33K- 7.86% |
$278K - $328K
|
15.6K
$3.31M
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-4.1K- 5.71% |
$860K - $1.01M
|
67.8K
$14.4M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11.7K+ 19.82% |
$2.46M - $2.9M
|
70.8K
$15.1M
|
|
|
May 09, 2025
Q1 2025
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-503K- 15.1% |
$105M - $124M
|
2.83M
$601M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-554- 2.84% |
$116K - $137K
|
18.9K
$4.02M
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
1.37K+ 26.51% |
$287K - $339K
|
6.54K
$1.39M
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-830- 21.95% |
$174K - $205K
|
2.95K
$627K
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
- |
91.6KNew |
$19.2M - $22.6M
|
91.6K
$19.5M
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
SELL
|
PUT |
-104K- 2.73% |
$21.8M - $25.7M
|
3.71M
$788M
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
SELL
|
- |
-15.7K- 11.54% |
$3.29M - $3.88M
|
120K
$25.6M
|
|
|
May 09, 2025
Q1 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
143+ 1.08% |
$30K - $35.3K
|
13.3K
$2.83M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-270K- 30.24% |
$56.6M - $66.8M
|
623K
$132M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.04K- 0.24% |
$217K - $256K
|
437K
$92.8M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-429- 2.81% |
$90K - $106K
|
14.8K
$3.15M
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
45+ 0.44% |
$9.44K - $11.1K
|
10.4K
$2.2M
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-608- 6.22% |
$127K - $150K
|
9.17K
$1.95M
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-500- 5.4% |
$105K - $124K
|
8.76K
$1.86M
|
|
|
May 09, 2025
Q1 2025
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-5.46K- 2.75% |
$1.14M - $1.35M
|
193K
$41M
|
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-52.9K- 2.33% |
$11.1M - $13.1M
|
2.22M
$471M
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-838- 0.83% |
$176K - $207K
|
99.7K
$21.2M
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-199- 1.61% |
$41.7K - $49.2K
|
12.1K
$2.58M
|
|
|
May 09, 2025
Q1 2025
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
3+ 0.05% |
$629 - $741
|
6.64K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-6.44K- 7.22% |
$1.35M - $1.59M
|
82.8K
$17.6M
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-840- 2.03% |
$176K - $208K
|
40.6K
$8.62M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
317+ 1.03% |
$66.5K - $78.3K
|
31K
$6.6M
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-3- 1.2% |
$629 - $741
|
248
$52.7K
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
90+ 0.9% |
$18.9K - $22.2K
|
10K
$2.14M
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
92+ 0.52% |
$19.3K - $22.7K
|
17.7K
$3.77M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-886- 14.21% |
$186K - $219K
|
5.35K
$1.14M
|