Latest Institutional Purchases of Apple Inc. (AAPL)
This list provides information on the latest institutional transactions involving Apple Inc. (AAPL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
962+ 19.1% |
$202K - $238K
|
6K
$1.26M
|
|
Apr 25, 2025
Q1 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
959+ 2.17% |
$201K - $237K
|
45.1K
$9.46M
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
954+ 0.72% |
$200K - $236K
|
133K
$27.9M
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
949+ 8.35% |
$199K - $234K
|
12.3K
$2.59M
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
936+ 2.67% |
$196K - $231K
|
36K
$7.55M
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
935+ 4.08% |
$196K - $231K
|
23.8K
$5.01M
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
933+ 0.73% |
$196K - $231K
|
129K
$27.2M
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
933+ 3.27% |
$196K - $231K
|
29.5K
$6.19M
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
930+ 7.13% |
$195K - $230K
|
14K
$2.93M
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
930+ 28.35% |
$195K - $230K
|
4.21K
$884K
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
928+ 10.0% |
$195K - $229K
|
10.2K
$2.14M
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
924+ 1.85% |
$194K - $228K
|
51K
$10.7M
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
920New |
$193K - $227K
|
920
$193K
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
919+ 19.3% |
$193K - $227K
|
5.68K
$1.19M
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
919+ 2.82% |
$193K - $227K
|
33.5K
$7.03M
|
|
May 14, 2025
Q1 2025
|
Pembroke Management, LTD
|
BUY
|
- |
916New |
$192K - $226K
|
916
$192K
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
914+ 6.92% |
$192K - $226K
|
14.1K
$2.97M
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
910+ 4.63% |
$191K - $225K
|
20.6K
$4.32M
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
909+ 1.2% |
$191K - $225K
|
76.7K
$16.1M
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
908+ 5.17% |
$190K - $224K
|
18.5K
$3.88M
|
|
May 15, 2025
Q1 2025
|
Innovator Capital Management, LLC
Wheaton, IL |
BUY
|
- |
905+ 24.92% |
$190K - $224K
|
4.54K
$953K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
904+ 0.18% |
$190K - $223K
|
501K
$105M
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
901+ 5.04% |
$189K - $223K
|
18.8K
$3.95M
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
898+ 0.51% |
$188K - $222K
|
177K
$37.2M
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
892+ 0.51% |
$187K - $220K
|
176K
$36.9M
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
889+ 2.33% |
$186K - $220K
|
39.1K
$8.21M
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
882+ 2.03% |
$185K - $218K
|
44.3K
$9.3M
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
875+ 7.24% |
$183K - $216K
|
13K
$2.72M
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
873+ 2.57% |
$183K - $216K
|
34.8K
$7.32M
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
865+ 1.95% |
$181K - $214K
|
45.3K
$9.52M
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
862+ 1.26% |
$181K - $213K
|
69.2K
$14.5M
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
860+ 63.47% |
$180K - $213K
|
2.22K
$465K
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
857+ 18.85% |
$180K - $212K
|
5.4K
$1.13M
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
855+ 1.46% |
$179K - $211K
|
59.3K
$12.5M
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
852+ 6.01% |
$179K - $211K
|
15K
$3.15M
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
851+ 20.64% |
$178K - $210K
|
4.98K
$1.04M
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
845+ 1.61% |
$177K - $209K
|
53.3K
$11.2M
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
BUY
|
- |
843+ 7.56% |
$177K - $208K
|
12K
$2.52M
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
833+ 46.88% |
$175K - $206K
|
2.61K
$548K
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
832+ 1.67% |
$174K - $206K
|
50.7K
$10.6M
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
825+ 3.2% |
$173K - $204K
|
26.6K
$5.59M
|
|
Apr 15, 2025
Q1 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
825+ 20.15% |
$173K - $204K
|
4.92K
$1.03M
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
822+ 81.63% |
$172K - $203K
|
1.83K
$384K
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
814+ 5.47% |
$171K - $201K
|
15.7K
$3.3M
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
809+ 3.38% |
$170K - $200K
|
24.7K
$5.19M
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
806+ 11.65% |
$169K - $199K
|
7.73K
$1.62M
|
|
May 15, 2025
Q1 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
800+ 0.27% |
$168K - $198K
|
292K
$61.3M
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
800+ 6.34% |
$168K - $198K
|
13.4K
$2.82M
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
800+ 0.9% |
$168K - $198K
|
89.9K
$18.9M
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
793+ 13.36% |
$166K - $196K
|
6.73K
$1.41M
|