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 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-163- 1.08% |
$34.2K - $40.3K
|
15K
$3.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
36+ 0.97% |
$7.55K - $8.9K
|
3.76K
$804K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
26K+ 34.63% |
$5.45M - $6.42M
|
101K
$21.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-45- 1.04% |
$9.44K - $11.1K
|
4.28K
$914K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
108+ 0.12% |
$22.6K - $26.7K
|
90.9K
$19.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
1.84K+ 59.21% |
$385K - $454K
|
4.94K
$1.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.59K+ 6.88% |
$543K - $639K
|
40.2K
$8.59M
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1+ 0.08% |
$210 - $247
|
1.24K
$265K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
478+ 14.74% |
$100K - $118K
|
3.72K
$795K
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
SELL
|
- |
-253- 1.85% |
$53K - $62.5K
|
13.4K
$2.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
21+ 0.2% |
$4.4K - $5.19K
|
10.4K
$2.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
49+ 3.89% |
$10.3K - $12.1K
|
1.31K
$280K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
335K+ 5.41% |
$70.2M - $82.7M
|
6.52M
$1.39B
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.68K- 2.21% |
$771K - $909K
|
163K
$34.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
SELL
|
- |
-441- 3.63% |
$92.5K - $109K
|
11.7K
$2.5M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.94K+ 3.91% |
$407K - $480K
|
51.7K
$11M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-90K- 0.92% |
$18.9M - $22.2M
|
9.74M
$2.08B
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-5- 0.15% |
$1.05K - $1.24K
|
3.26K
$697K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
4.06KNew |
$852K - $1M
|
4.06K
$868K
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
363+ 1.19% |
$76.1K - $89.7K
|
30.9K
$6.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.25K- 3.18% |
$472K - $556K
|
68.5K
$14.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-650- 1.62% |
$136K - $161K
|
39.4K
$8.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-20.9K- 8.68% |
$4.37M - $5.16M
|
220K
$46.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Unison Asset Management LLC
|
SELL
|
- |
-8.9K- 30.01% |
$1.87M - $2.2M
|
20.8K
$4.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
106+ 4.44% |
$22.2K - $26.2K
|
2.49K
$533K
|
|
|
Apr 23, 2025
Q1 2025
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-209- 17.19% |
$43.8K - $51.6K
|
1.01K
$215K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-62.2K- 13.19% |
$13M - $15.4M
|
409K
$87.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
376+ 1.11% |
$78.8K - $92.9K
|
34.2K
$7.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
7.22K+ 14.34% |
$1.51M - $1.78M
|
57.6K
$12.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-100- 0.33% |
$21K - $24.7K
|
30.6K
$6.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-198- 0.95% |
$41.5K - $48.9K
|
20.7K
$4.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
928+ 10.0% |
$195K - $229K
|
10.2K
$2.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
800+ 0.9% |
$168K - $198K
|
89.9K
$19.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-481- 2.43% |
$101K - $119K
|
19.3K
$4.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-2.19K- 2.87% |
$458K - $540K
|
74K
$15.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-10.3K- 1.88% |
$2.16M - $2.55M
|
538K
$115M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-459- 4.81% |
$96.2K - $113K
|
9.09K
$1.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-9.2K- 1.08% |
$1.93M - $2.27M
|
843K
$180M
|
|
|
Apr 23, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-107K- 12.28% |
$22.5M - $26.5M
|
765K
$164M
|
|
|
Apr 23, 2025
Q1 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-1.26K- 16.78% |
$264K - $311K
|
6.25K
$1.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
380+ 2.31% |
$79.7K - $93.9K
|
16.8K
$3.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
5.98KNew |
$1.25M - $1.48M
|
5.98K
$1.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.34K- 1.18% |
$281K - $332K
|
113K
$24.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-1.72K- 11.78% |
$361K - $426K
|
12.9K
$2.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
53+ 1.34% |
$11.1K - $13.1K
|
4.02K
$858K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-586- 2.63% |
$123K - $145K
|
21.7K
$4.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-66- 0.48% |
$13.8K - $16.3K
|
13.6K
$2.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
1.95K+ 7.62% |
$408K - $481K
|
27.5K
$5.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-58K- 10.39% |
$12.2M - $14.3M
|
500K
$107M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.19M- 9.57% |
$249M - $293M
|
11.2M
$2.4B
|