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
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
1.37K+ 26.51% |
$287K - $339K
|
6.54K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-830- 21.95% |
$174K - $205K
|
2.95K
$633K
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
- |
91.6KNew |
$19.2M - $22.6M
|
91.6K
$19.6M
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
SELL
|
PUT |
-104K- 2.73% |
$21.8M - $25.7M
|
3.71M
$795M
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
SELL
|
- |
-15.7K- 11.54% |
$3.29M - $3.88M
|
120K
$25.8M
|
|
|
May 09, 2025
Q1 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
143+ 1.08% |
$30K - $35.3K
|
13.3K
$2.86M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-270K- 30.24% |
$56.6M - $66.8M
|
623K
$134M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.04K- 0.24% |
$217K - $256K
|
437K
$93.6M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-429- 2.81% |
$90K - $106K
|
14.8K
$3.18M
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
45+ 0.44% |
$9.44K - $11.1K
|
10.4K
$2.22M
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-608- 6.22% |
$127K - $150K
|
9.17K
$1.96M
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-500- 5.4% |
$105K - $124K
|
8.76K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-5.46K- 2.75% |
$1.14M - $1.35M
|
193K
$41.3M
|
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-52.9K- 2.33% |
$11.1M - $13.1M
|
2.22M
$475M
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-838- 0.83% |
$176K - $207K
|
99.7K
$21.4M
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-199- 1.61% |
$41.7K - $49.2K
|
12.1K
$2.6M
|
|
|
May 09, 2025
Q1 2025
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
3+ 0.05% |
$629 - $741
|
6.64K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-6.44K- 7.22% |
$1.35M - $1.59M
|
82.8K
$17.7M
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-840- 2.03% |
$176K - $208K
|
40.6K
$8.7M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
317+ 1.03% |
$66.5K - $78.3K
|
31K
$6.65M
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-3- 1.2% |
$629 - $741
|
248
$53.2K
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
90+ 0.9% |
$18.9K - $22.2K
|
10K
$2.15M
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
92+ 0.52% |
$19.3K - $22.7K
|
17.7K
$3.8M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-886- 14.21% |
$186K - $219K
|
5.35K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-13.7K- 44.93% |
$2.87M - $3.38M
|
16.8K
$3.6M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
16.3K+ 46.58% |
$3.43M - $4.04M
|
51.4K
$11M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-288- 0.27% |
$60.4K - $71.2K
|
105K
$22.4M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-375K- 0.38% |
$78.7M - $92.7M
|
97.7M
$21B
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-123- 7.37% |
$25.8K - $30.4K
|
1.55K
$332K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
63+ 0.89% |
$13.2K - $15.6K
|
7.14K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4K+ 1.57% |
$838K - $987K
|
259K
$55.4M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-3.31K- 5.22% |
$694K - $818K
|
60.1K
$12.9M
|
|
|
May 09, 2025
Q1 2025
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-8.5K- 25.76% |
$1.78M - $2.1M
|
24.5K
$5.25M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-879- 5.26% |
$184K - $217K
|
15.8K
$3.39M
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-20- 0.25% |
$4.19K - $4.94K
|
7.85K
$1.68M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.31K+ 6.24% |
$276K - $325K
|
22.4K
$4.8M
|
|
|
May 09, 2025
Q1 2025
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
SELL
|
- |
-1.74K- 3.0% |
$364K - $429K
|
56.1K
$12M
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.73K+ 8.03% |
$363K - $427K
|
23.3K
$4.99M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-470- 0.77% |
$98.5K - $116K
|
60.8K
$13M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.15K- 1.5% |
$241K - $284K
|
75.4K
$16.2M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.17K- 10.07% |
$665K - $784K
|
28.3K
$6.07M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-83.1K- 10.74% |
$17.4M - $20.5M
|
691K
$148M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.15K- 3.92% |
$450K - $530K
|
52.5K
$11.3M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-6.04K- 4.57% |
$1.27M - $1.49M
|
126K
$27.1M
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-81- 0.46% |
$17K - $20K
|
17.6K
$3.78M
|
|
|
May 09, 2025
Q1 2025
|
Alapocas Investment Partners, Inc.
Beverly, MA |
SELL
|
- |
-9.19K- 13.02% |
$1.93M - $2.27M
|
61.4K
$13.2M
|
|
|
May 09, 2025
Q1 2025
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-2.31K- 10.93% |
$484K - $570K
|
18.8K
$4.03M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
22.8K+ 27.34% |
$4.78M - $5.63M
|
106K
$22.7M
|
|
|
May 09, 2025
Q1 2025
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-19K- 14.9% |
$3.97M - $4.68M
|
108K
$23.2M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.81K- 0.78% |
$588K - $693K
|
359K
$77M
|