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 15, 2025
Q1 2025
|
Innovator Capital Management, LLC
Wheaton, IL |
BUY
|
- |
905+ 24.92% |
$190K - $224K
|
4.54K
$886K
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-122- 0.43% |
$25.6K - $30.1K
|
28.6K
$5.58M
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
962+ 19.1% |
$202K - $238K
|
6K
$1.17M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
45.2K+ 35.85% |
$9.48M - $11.2M
|
171K
$33.5M
|
|
May 15, 2025
Q1 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-35.4K- 4.9% |
$7.43M - $8.76M
|
688K
$134M
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-666- 4.53% |
$140K - $165K
|
14K
$2.74M
|
|
May 15, 2025
Q1 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
SELL
|
- |
-1.43K- 5.04% |
$299K - $353K
|
26.9K
$5.26M
|
|
May 15, 2025
Q1 2025
|
Morangie Management LLC
New York, NY |
SELL
|
- |
-1.28K- 5.54% |
$269K - $317K
|
21.9K
$4.27M
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
832+ 1.67% |
$174K - $206K
|
50.7K
$9.9M
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
3.26M+ 260.77% |
$683M - $805M
|
4.51M
$880M
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.7K+ 18.53% |
$566K - $667K
|
17.3K
$3.37M
|
|
May 15, 2025
Q1 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.27K- 6.75% |
$267K - $314K
|
17.6K
$3.43M
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-22.6K- 99.81% |
$4.74M - $5.59M
|
42
$8.2K
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
59.9K+ 14761.82% |
$12.6M - $14.8M
|
60.3K
$11.8M
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-310- 2.84% |
$65K - $76.6K
|
10.6K
$2.07M
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.02% |
$839 - $988
|
19.3K
$3.77M
|
|
May 15, 2025
Q1 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
966+ 59.15% |
$203K - $239K
|
2.6K
$508K
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
920New |
$193K - $227K
|
920
$180K
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5.54KNew |
$1.16M - $1.37M
|
5.54K
$1.08M
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-1.52K- 31.78% |
$319K - $376K
|
3.26K
$637K
|
|
May 15, 2025
Q1 2025
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
20KNew |
$4.19M - $4.94M
|
20K
$3.91M
|
|
May 15, 2025
Q1 2025
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
PUT |
250K+ 166.67% |
$52.4M - $61.8M
|
400K
$78.1M
|
|
May 15, 2025
Q1 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-519- 0.86% |
$109K - $128K
|
59.6K
$11.6M
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
SELL
|
- |
-935- 14.38% |
$196K - $231K
|
5.57K
$1.09M
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
BUY
|
- |
150K+ 48.29% |
$31.4M - $37M
|
459K
$89.7M
|
|
May 15, 2025
Q1 2025
|
Light Street Capital Management, LLC
Palo Alto, CA |
SELL
|
- |
-46.5K- 87.95% |
$9.75M - $11.5M
|
6.37K
$1.24M
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.3K+ 5.41% |
$482K - $568K
|
44.8K
$8.74M
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.34K+ 8.6% |
$700K - $825K
|
42.1K
$8.23M
|
|
May 15, 2025
Q1 2025
|
Chiron Capital Management, LLC
|
SELL
|
- |
-276- 2.51% |
$57.9K - $68.2K
|
10.7K
$2.1M
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-3.32K- 4.24% |
$696K - $820K
|
75K
$14.6M
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
1.02K+ 3.83% |
$213K - $251K
|
27.6K
$5.39M
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
76.2K+ 25.05% |
$16M - $18.8M
|
381K
$74.3M
|
|
May 15, 2025
Q1 2025
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-2.77K- 1.19% |
$581K - $685K
|
231K
$45.1M
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
418K+ 6.39% |
$87.6M - $103M
|
6.95M
$1.36B
|
|
May 15, 2025
Q1 2025
|
Searle & Co.
|
SELL
|
- |
-288- 0.21% |
$60.4K - $71.2K
|
139K
$27.1M
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
3.69K+ 1.2% |
$774K - $912K
|
311K
$60.7M
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
5.44K+ 4.71% |
$1.14M - $1.34M
|
121K
$23.6M
|
|
May 15, 2025
Q1 2025
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-98.2K- 94.09% |
$20.6M - $24.3M
|
6.16K
$1.2M
|
|
May 15, 2025
Q1 2025
|
Nia Impact Advisors, LLC
|
SELL
|
- |
-3.29K- 6.71% |
$690K - $813K
|
45.8K
$8.94M
|
|
May 15, 2025
Q1 2025
|
Tamar Securities, LLC
|
BUY
|
- |
1.19K+ 0.83% |
$250K - $294K
|
145K
$28.2M
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-1.75K- 0.24% |
$367K - $432K
|
728K
$142M
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
20K+ 13.24% |
$4.2M - $4.95M
|
171K
$33.5M
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-847- 2.49% |
$178K - $209K
|
33.2K
$6.48M
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.57M+ 15.3% |
$330M - $389M
|
11.9M
$2.32B
|
|
May 15, 2025
Q1 2025
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-1.55K- 1.13% |
$325K - $383K
|
135K
$26.4M
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.14K- 0.21% |
$240K - $282K
|
533K
$104M
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-15.1K- 1.6% |
$3.16M - $3.73M
|
928K
$181M
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
9.33K+ 8.46% |
$1.96M - $2.31M
|
120K
$23.3M
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-712K- 10.15% |
$149M - $176M
|
6.3M
$1.23B
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
PUT |
-1.05M- 77.59% |
$220M - $259M
|
303K
$59.1M
|