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 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-10.4K- 80.56% |
$2.18M - $2.57M
|
2.51K
$537K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-7.57K- 2.43% |
$1.59M - $1.87M
|
304K
$64.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-158- 10.49% |
$33.1K - $39K
|
1.35K
$288K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-202- 1.39% |
$42.4K - $49.9K
|
14.4K
$3.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
43+ 0.17% |
$9.02K - $10.6K
|
25.1K
$5.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
CALL |
300New |
$62.9K - $74.1K
|
300
$64.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-7.03K- 3.16% |
$1.47M - $1.74M
|
215K
$46.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-1.97K- 6.18% |
$412K - $486K
|
29.9K
$6.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-1.02K- 37.39% |
$213K - $251K
|
1.7K
$364K
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-26- 0.18% |
$5.45K - $6.42K
|
14.5K
$3.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-255- 0.84% |
$53.5K - $63K
|
30.2K
$6.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-9.66K- 25.31% |
$2.03M - $2.39M
|
28.5K
$6.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
BUY
|
- |
303+ 1.0% |
$63.5K - $74.9K
|
30.5K
$6.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-444- 2.02% |
$93.1K - $110K
|
21.5K
$4.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
611+ 1.37% |
$128K - $151K
|
45.3K
$9.67M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.82K+ 3.25% |
$381K - $449K
|
57.7K
$12.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-13- 0.35% |
$2.73K - $3.21K
|
3.65K
$780K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
47KNew |
$9.85M - $11.6M
|
47K
$10M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.56K+ 2.2% |
$746K - $879K
|
165K
$35.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
SELL
|
- |
-1.42K- 5.37% |
$298K - $351K
|
25.1K
$5.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
882+ 2.03% |
$185K - $218K
|
44.3K
$9.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.12K- 3.54% |
$235K - $277K
|
30.5K
$6.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-525- 1.68% |
$110K - $130K
|
30.8K
$6.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
1.3K+ 29.19% |
$273K - $321K
|
5.75K
$1.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
15.5KNew |
$3.26M - $3.84M
|
15.5K
$3.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
SELL
|
- |
-6.22K- 15.92% |
$1.3M - $1.54M
|
32.8K
$7.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
26.6K+ 52.78% |
$5.58M - $6.58M
|
77.1K
$16.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.73K- 1.84% |
$571K - $673K
|
145K
$31.1M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-107- 1.14% |
$22.4K - $26.4K
|
9.25K
$1.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
959+ 2.17% |
$201K - $237K
|
45.1K
$9.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
SELL
|
- |
-12- 0.02% |
$2.52K - $2.97K
|
49.2K
$10.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.78K+ 18.35% |
$1.21M - $1.43M
|
37.3K
$7.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
9.26K+ 3.01% |
$1.94M - $2.29M
|
317K
$67.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
560+ 18.78% |
$117K - $138K
|
3.54K
$757K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
4.46K+ 15.25% |
$936K - $1.1M
|
33.7K
$7.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.39K+ 4.01% |
$501K - $590K
|
61.9K
$13.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-142- 7.05% |
$29.8K - $35.1K
|
1.87K
$400K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-2.36K- 2.86% |
$495K - $583K
|
80.1K
$17.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Wt Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
114KNew |
$23.9M - $28.2M
|
114K
$24.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
5.13K+ 2.05% |
$1.08M - $1.27M
|
255K
$54.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
SELL
|
- |
-259- 1.21% |
$54.3K - $64K
|
21.2K
$4.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
600+ 2.49% |
$126K - $148K
|
24.7K
$5.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2.73K- 4.83% |
$572K - $674K
|
53.7K
$11.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
SELL
|
- |
-900- 25.0% |
$189K - $222K
|
2.7K
$577K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
171+ 0.78% |
$35.9K - $42.3K
|
22.1K
$4.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.36K- 3.13% |
$286K - $337K
|
42.3K
$9.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-7.15K- 13.06% |
$1.5M - $1.77M
|
47.6K
$10.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
67+ 1.16% |
$14K - $16.6K
|
5.86K
$1.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-57- 2.76% |
$12K - $14.1K
|
2.01K
$430K
|
|
|
Apr 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
SELL
|
- |
-1.02K- 0.22% |
$213K - $251K
|
469K
$100M
|