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 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-195- 0.28% |
$40.9K - $48.2K
|
69.1K
$14.8M
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.63K- 1.19% |
$341K - $402K
|
135K
$28.9M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.15K+ 1.82% |
$1.08M - $1.27M
|
288K
$61.6M
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
2.22K+ 4.89% |
$466K - $549K
|
47.7K
$10.2M
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
53.9K+ 8.8% |
$11.3M - $13.3M
|
666K
$143M
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
170K+ 24.83% |
$35.7M - $42.1M
|
856K
$183M
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-616- 1.09% |
$129K - $152K
|
56.1K
$12M
|
|
May 08, 2025
Q1 2025
|
Gruss & Co., LLC
|
SELL
|
- |
-2K- 42.55% |
$419K - $494K
|
2.7K
$579K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
9.03K+ 5.85% |
$1.89M - $2.23M
|
163K
$35M
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
9.37K+ 13.74% |
$1.96M - $2.32M
|
77.6K
$16.6M
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
SELL
|
- |
-1.54K- 3.88% |
$323K - $381K
|
38.2K
$8.19M
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-1.77K- 0.44% |
$371K - $437K
|
398K
$85.3M
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.96K+ 2.64% |
$620K - $731K
|
115K
$24.6M
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-4.52K- 4.7% |
$948K - $1.12M
|
91.6K
$19.6M
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-15.2K- 3.31% |
$3.18M - $3.75M
|
444K
$95.1M
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-4.1K- 3.25% |
$860K - $1.01M
|
122K
$26.2M
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.7K- 3.31% |
$566K - $667K
|
78.7K
$16.9M
|
|
May 08, 2025
Q1 2025
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-33.8K- 37.98% |
$7.1M - $8.36M
|
55.3K
$11.8M
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
542+ 1.82% |
$114K - $134K
|
30.4K
$6.52M
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.89K- 2.43% |
$396K - $466K
|
75.9K
$16.3M
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
24.8K+ 176.56% |
$5.2M - $6.13M
|
38.9K
$8.33M
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.09K+ 14.16% |
$228K - $268K
|
8.76K
$1.88M
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
SELL
|
- |
-157- 0.49% |
$32.9K - $38.8K
|
32.2K
$6.9M
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-3.04K- 9.3% |
$637K - $751K
|
29.6K
$6.35M
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
16.1KNew |
$3.37M - $3.97M
|
16.1K
$3.44M
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
34.1K+ 8.23% |
$7.15M - $8.42M
|
448K
$96.1M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-155K- 1.4% |
$32.5M - $38.3M
|
10.9M
$2.34B
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
73.9K+ 19.54% |
$15.5M - $18.3M
|
452K
$96.9M
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
468+ 1.58% |
$98.1K - $116K
|
30.2K
$6.47M
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-12.1K- 7.17% |
$2.55M - $3M
|
157K
$33.7M
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
98K+ 15.02% |
$20.5M - $24.2M
|
750K
$161M
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
1.69K+ 0.63% |
$355K - $418K
|
272K
$58.2M
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-9.52K- 87.38% |
$2M - $2.35M
|
1.37K
$295K
|
|
May 08, 2025
Q1 2025
|
Jbf Capital, Inc.
Aspen, CO |
SELL
|
- |
-6K- 23.08% |
$1.26M - $1.48M
|
20K
$4.29M
|
|
May 08, 2025
Q1 2025
|
Castellan Group
Louisville, KY |
SELL
|
- |
-4.33K- 72.51% |
$908K - $1.07M
|
1.64K
$352K
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
372+ 0.53% |
$78K - $91.9K
|
70.8K
$15.2M
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-23.7K- 0.6% |
$4.97M - $5.86M
|
3.91M
$839M
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-125- 1.17% |
$26.2K - $30.9K
|
10.6K
$2.27M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
14.7K+ 0.8% |
$3.08M - $3.63M
|
1.85M
$397M
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
701+ 8.7% |
$147K - $173K
|
8.76K
$1.88M
|
|
May 08, 2025
Q1 2025
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
5.05KNew |
$1.06M - $1.25M
|
5.05K
$1.08M
|
|
May 08, 2025
Q1 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1.38K+ 8.42% |
$289K - $340K
|
17.7K
$3.8M
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-180- 0.5% |
$37.7K - $44.5K
|
35.6K
$7.64M
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-670- 3.32% |
$140K - $166K
|
19.5K
$4.18M
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
SELL
|
- |
-800- 0.16% |
$168K - $198K
|
506K
$109M
|
|
May 08, 2025
Q1 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
551+ 0.35% |
$116K - $136K
|
158K
$33.8M
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
385+ 5.71% |
$80.7K - $95.1K
|
7.13K
$1.53M
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-85.9K- 56.4% |
$18M - $21.2M
|
66.4K
$14.2M
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
260+ 100.0% |
$54.5K - $64.2K
|
520
$111K
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-637- 3.0% |
$134K - $157K
|
20.6K
$4.42M
|