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
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-825- 0.38% |
$173K - $204K
|
214K
$45.9M
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
914+ 6.92% |
$192K - $226K
|
14.1K
$3.03M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-113K- 75.36% |
$23.7M - $27.9M
|
36.9K
$7.91M
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.02% |
$629 - $741
|
12.1K
$2.59M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-5.19K- 99.67% |
$1.09M - $1.28M
|
17
$3.64K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.52K+ 10.76% |
$319K - $376K
|
15.7K
$3.36M
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-65- 0.11% |
$13.6K - $16.1K
|
57.3K
$12.3M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
7.82K+ 0.48% |
$1.64M - $1.93M
|
1.62M
$348M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-43.3K- 3.96% |
$9.08M - $10.7M
|
1.05M
$226M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
501K+ 19.28% |
$105M - $124M
|
3.1M
$664M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-33.1K- 7.13% |
$6.94M - $8.18M
|
431K
$92.4M
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
SELL
|
- |
-28.6K- 10.47% |
$5.99M - $7.06M
|
245K
$52.4M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.48K+ 19.23% |
$310K - $365K
|
9.17K
$1.97M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-60- 0.25% |
$12.6K - $14.8K
|
23.9K
$5.13M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
11K+ 2.94% |
$2.31M - $2.72M
|
385K
$82.5M
|
|
|
May 08, 2025
Q1 2025
|
Rd Finance LTD
Limassol, G4 |
BUY
|
- |
4.3KNew |
$902K - $1.06M
|
4.3K
$922K
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
6.62KNew |
$1.39M - $1.64M
|
6.62K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-386- 0.79% |
$80.9K - $95.4K
|
48.4K
$10.4M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-16K- 2.68% |
$3.35M - $3.95M
|
580K
$124M
|
|
|
May 08, 2025
Q1 2025
|
Cincinnati Financial Corp
|
SELL
|
- |
-22.5K- 0.79% |
$4.72M - $5.56M
|
2.81M
$602M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-169- 0.95% |
$35.4K - $41.8K
|
17.6K
$3.78M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
6.83K+ 0.6% |
$1.43M - $1.69M
|
1.15M
$246M
|
|
|
May 08, 2025
Q1 2025
|
Tredje Ap Fonden
|
BUY
|
- |
326K+ 10.73% |
$68.3M - $80.5M
|
3.36M
$721M
|
|
|
May 08, 2025
Q1 2025
|
Capital Management Associates
New York, NY |
SELL
|
- |
-7.05K- 47.17% |
$1.48M - $1.74M
|
7.9K
$1.69M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-95- 1.09% |
$19.9K - $23.5K
|
8.59K
$1.84M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-277- 78.03% |
$58.1K - $68.4K
|
78
$16.7K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.71K+ 2.19% |
$779K - $918K
|
173K
$37.1M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
PUT |
300New |
$62.9K - $74.1K
|
300
$64.3K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
95.6K+ 33.84% |
$20M - $23.6M
|
378K
$81.1M
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-485- 0.78% |
$102K - $120K
|
61.4K
$13.2M
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
306+ 15.61% |
$64.2K - $75.6K
|
2.27K
$486K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.53K- 1.02% |
$950K - $1.12M
|
438K
$93.8M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
2.66K+ 7.11% |
$558K - $658K
|
40.1K
$8.59M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-86.3K- 14.72% |
$18.1M - $21.3M
|
500K
$107M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.58K+ 0.23% |
$540K - $637K
|
1.1M
$236M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-7.23K- 0.94% |
$1.52M - $1.79M
|
759K
$163M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-516- 0.88% |
$108K - $128K
|
58.4K
$12.5M
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
9.05K+ 16.6% |
$1.9M - $2.24M
|
63.6K
$13.6M
|
|
|
May 08, 2025
Q1 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-25- -0.0% |
$5.24K - $6.18K
|
586K
$126M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-53.1K- 11.66% |
$11.1M - $13.1M
|
403K
$86.3M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.33K- 2.61% |
$697K - $822K
|
124K
$26.6M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
PUT |
300+ 42.86% |
$62.9K - $74.1K
|
1K
$214K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
6.45K+ 1.81% |
$1.35M - $1.59M
|
362K
$77.6M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
74+ 0.33% |
$15.5K - $18.3K
|
22.8K
$4.89M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-74.2K- 11.85% |
$15.6M - $18.3M
|
552K
$118M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
967K+ 10.0% |
$203M - $239M
|
10.6M
$2.28B
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.28K- 8.85% |
$269K - $317K
|
13.2K
$2.83M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-87.7K- 43.73% |
$18.4M - $21.7M
|
113K
$24.2M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
29+ 0.28% |
$6.08K - $7.17K
|
10.5K
$2.25M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-3.14K- 0.44% |
$658K - $776K
|
713K
$153M
|