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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
218+ 3.35% |
$45.7K - $53.9K
|
6.72K
$1.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
9.72K+ 8.14% |
$2.04M - $2.4M
|
129K
$27.6M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
15.4KNew |
$3.23M - $3.8M
|
15.4K
$3.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-1.87K- 9.41% |
$391K - $461K
|
18K
$3.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-140- 0.25% |
$29.4K - $34.6K
|
55.3K
$11.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-23.1K- 14.59% |
$4.85M - $5.72M
|
135K
$29M
|
|
|
Apr 28, 2025
Q1 2025
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 6.77% |
$239K - $281K
|
15.7K
$3.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-199- 2.18% |
$41.7K - $49.2K
|
8.93K
$1.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Aldrich Partners LLC
|
BUY
|
- |
1.84KNew |
$385K - $454K
|
1.84K
$393K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
1.13K+ 4.85% |
$237K - $279K
|
24.4K
$5.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.97K- 2.13% |
$413K - $487K
|
90.5K
$19.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
94+ 0.16% |
$19.7K - $23.2K
|
59.8K
$12.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-338- 2.12% |
$70.9K - $83.5K
|
15.6K
$3.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Af Advisors, Inc.
|
SELL
|
- |
-25- 1.39% |
$5.24K - $6.18K
|
1.77K
$378K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
572+ 3.52% |
$120K - $141K
|
16.8K
$3.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-42.7K- 0.99% |
$8.95M - $10.5M
|
4.27M
$912M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
CALL |
1.8K+ 150.0% |
$377K - $445K
|
3K
$641K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
51.5K+ 8.43% |
$10.8M - $12.7M
|
663K
$142M
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.22K- 4.47% |
$255K - $301K
|
26K
$5.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-7.16K- 2.93% |
$1.5M - $1.77M
|
237K
$50.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-3.59K- 1.31% |
$753K - $887K
|
269K
$57.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-15.2K- 2.34% |
$3.19M - $3.76M
|
635K
$136M
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-8.86K- 3.37% |
$1.86M - $2.19M
|
254K
$54.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
169+ 0.38% |
$35.4K - $41.8K
|
44.9K
$9.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
119K+ 0.33% |
$24.9M - $29.3M
|
35.9M
$7.68B
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.05M- 14.44% |
$220M - $259M
|
6.2M
$1.33B
|
|
|
Apr 25, 2025
Q1 2025
|
Skylands Capital, LLC
|
SELL
|
- |
-5.53K- 4.09% |
$1.16M - $1.37M
|
130K
$27.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.38K- 3.36% |
$289K - $341K
|
39.6K
$8.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-2.71K- 2.22% |
$567K - $669K
|
119K
$25.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.51K- 1.14% |
$316K - $373K
|
131K
$27.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-88- 0.7% |
$18.5K - $21.7K
|
12.5K
$2.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
793+ 1.6% |
$166K - $196K
|
50.5K
$10.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-270- 12.94% |
$56.6K - $66.7K
|
1.82K
$388K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.79K- 2.11% |
$794K - $935K
|
176K
$37.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-930- 0.22% |
$195K - $230K
|
416K
$88.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-704- 12.34% |
$148K - $174K
|
5K
$1.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
2.59K+ 15.87% |
$543K - $640K
|
18.9K
$4.04M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-619K- 4.66% |
$130M - $153M
|
12.7M
$2.71B
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
84.6K+ 2.7% |
$17.7M - $20.9M
|
3.22M
$688M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-71- 0.41% |
$14.9K - $17.5K
|
17.1K
$3.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-11.7K- 61.41% |
$2.45M - $2.89M
|
7.35K
$1.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-489- 0.75% |
$103K - $121K
|
64.7K
$13.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
388+ 1.25% |
$81.4K - $95.9K
|
31.4K
$6.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-2.24K- 13.37% |
$470K - $554K
|
14.5K
$3.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-3.7K- 4.26% |
$776K - $914K
|
83.1K
$17.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-490- 2.19% |
$103K - $121K
|
21.9K
$4.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-1.02K- 2.56% |
$213K - $251K
|
38.6K
$8.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-4.04K- 19.03% |
$846K - $997K
|
17.2K
$3.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-45K- 7.53% |
$9.44M - $11.1M
|
553K
$118M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
5.15K+ 18.74% |
$1.08M - $1.27M
|
32.6K
$6.97M
|