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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
BUY
|
- |
3.72K+ 12.02% |
$753K - $956K
|
34.7K
$9.27M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
3.71K+ 1.37% |
$752K - $954K
|
274K
$73.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
3.7K+ 6.63% |
$749K - $950K
|
59.5K
$15.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
3.66K+ 16.25% |
$741K - $940K
|
26.2K
$7.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
3.66K+ 63.84% |
$741K - $940K
|
9.39K
$2.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
3.65K+ 3.57% |
$738K - $937K
|
106K
$28.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
3.61KNew |
$731K - $928K
|
3.61K
$966K
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3.57K+ 2.43% |
$722K - $916K
|
150K
$40.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3.55K+ 12.05% |
$718K - $912K
|
33K
$8.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
3.55KNew |
$718K - $911K
|
3.55K
$949K
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
3.54K+ 27.92% |
$716K - $909K
|
16.2K
$4.34M
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.52K+ 10.32% |
$712K - $904K
|
37.6K
$10.1M
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3.51K+ 9.81% |
$711K - $902K
|
39.3K
$10.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
3.49K+ 24.9% |
$707K - $898K
|
17.5K
$4.69M
|
|
|
Nov 14, 2025
Q3 2025
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
3.49K+ 2.65% |
$707K - $897K
|
135K
$36.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Formulate Financial LLC
Boca Raton, FL |
BUY
|
- |
3.47KNew |
$701K - $890K
|
3.47K
$927K
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
3.44K+ 21.04% |
$696K - $884K
|
19.8K
$5.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.44K+ 39.57% |
$696K - $884K
|
12.1K
$3.25M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
3.44K+ 33.65% |
$696K - $883K
|
13.7K
$3.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
3.41K+ 8.77% |
$691K - $876K
|
42.3K
$11.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
3.4K+ 0.83% |
$687K - $872K
|
410K
$110M
|
|
|
Oct 20, 2025
Q3 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
3.34K+ 25.57% |
$676K - $858K
|
16.4K
$4.39M
|
|
|
Nov 07, 2025
Q3 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
3.33K+ 10.97% |
$673K - $854K
|
33.6K
$9M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.3K+ 7.87% |
$667K - $847K
|
45.2K
$12.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
3.29K+ 54.63% |
$666K - $846K
|
9.32K
$2.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
3.28K+ 8.45% |
$664K - $843K
|
42.1K
$11.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
3.26K+ 0.61% |
$659K - $837K
|
534K
$143M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.25K+ 2.27% |
$659K - $836K
|
146K
$39.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
3.25K+ 8.38% |
$658K - $835K
|
42K
$11.2M
|
|
|
Dec 01, 2025
Q3 2025
|
Payne Capital Management, LLC
New York, NY |
BUY
|
- |
3.25K+ 31.24% |
$657K - $834K
|
13.6K
$3.65M
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
3.24K+ 45.09% |
$655K - $831K
|
10.4K
$2.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.23K+ 7.06% |
$653K - $829K
|
48.9K
$13.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
3.22K+ 5.6% |
$652K - $827K
|
60.8K
$16.3M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
3.2K+ 1.64% |
$648K - $822K
|
199K
$53.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
3.18K+ 10.56% |
$643K - $816K
|
33.3K
$8.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.17K+ 1.75% |
$642K - $815K
|
185K
$49.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Ddd Partners, LLC
|
BUY
|
- |
3.17K+ 2.02% |
$642K - $815K
|
161K
$42.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
3.15K+ 15.9% |
$637K - $809K
|
22.9K
$6.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.13K+ 1.38% |
$634K - $805K
|
230K
$61.5M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3.13K+ 1.39% |
$633K - $803K
|
229K
$61.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.13K+ 2.77% |
$633K - $803K
|
116K
$31.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
3.11K+ 2.61% |
$629K - $798K
|
122K
$32.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.11K+ 7.7% |
$629K - $798K
|
43.4K
$11.6M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
3.1K+ 44.48% |
$627K - $795K
|
10.1K
$2.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
3.09K+ 14.02% |
$625K - $793K
|
25.1K
$6.71M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.09K+ 2.58% |
$625K - $793K
|
123K
$32.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
3.08K+ 29.77% |
$624K - $791K
|
13.4K
$3.59M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.07K+ 4.49% |
$621K - $789K
|
71.5K
$19.1M
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
3.06KNew |
$620K - $787K
|
3.06K
$819K
|
|
|
Oct 27, 2025
Q3 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
3.05K+ 12.77% |
$618K - $784K
|
27K
$7.21M
|
|