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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
415+ 7.05% |
$102K - $114K
|
6.3K
$1.68M
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
402+ 0.78% |
$98.6K - $111K
|
51.7K
$13.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
BUY
|
- |
398+ 1.01% |
$97.6K - $110K
|
39.7K
$10.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
394+ 1.97% |
$96.6K - $108K
|
20.4K
$5.47M
|
|
|
Jan 12, 2026
Q4 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
376+ 3.08% |
$92.2K - $103K
|
12.6K
$3.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
358+ 0.67% |
$87.8K - $98.5K
|
53.4K
$14.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
347+ 1.29% |
$85.1K - $95.5K
|
27.3K
$7.31M
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
346+ 2.69% |
$84.9K - $95.2K
|
13.2K
$3.53M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
346+ 0.69% |
$84.9K - $95.2K
|
50.4K
$13.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
340+ 4.58% |
$83.4K - $93.6K
|
7.76K
$2.08M
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
331+ 2.87% |
$81.2K - $91.1K
|
11.9K
$3.17M
|
|
|
Jan 13, 2026
Q4 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
329+ 1.36% |
$80.7K - $90.6K
|
24.5K
$6.54M
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
304+ 8.01% |
$74.6K - $83.7K
|
4.1K
$1.1M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
303+ 3.66% |
$74.3K - $83.4K
|
8.58K
$2.29M
|
|
|
Jan 02, 2026
Q4 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
301+ 32.82% |
$73.8K - $82.9K
|
1.22K
$326K
|
|
|
Jan 07, 2026
Q4 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
294+ 13.55% |
$72.1K - $80.9K
|
2.46K
$659K
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
276+ 2.13% |
$67.7K - $76K
|
13.3K
$3.54M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
272+ 0.31% |
$66.7K - $74.9K
|
87.7K
$23.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
BUY
|
- |
272+ 1.94% |
$66.7K - $74.9K
|
14.3K
$3.82M
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
258+ 0.98% |
$63.3K - $71K
|
26.5K
$7.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
255+ 0.85% |
$62.5K - $70.2K
|
30.1K
$8.06M
|
|
|
Jan 08, 2026
Q4 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
240+ 0.16% |
$58.9K - $66.1K
|
150K
$40.1M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
232+ 1.13% |
$56.9K - $63.9K
|
20.8K
$5.57M
|
|
|
Jan 13, 2026
Q4 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
229+ 5.46% |
$56.2K - $63K
|
4.42K
$1.18M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
228+ 5.97% |
$55.9K - $62.8K
|
4.05K
$1.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
227+ 0.2% |
$55.7K - $62.5K
|
116K
$30.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
221+ 12.22% |
$54.2K - $60.8K
|
2.03K
$543K
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
209+ 2.28% |
$51.3K - $57.5K
|
9.38K
$2.51M
|
|
|
Jan 06, 2026
Q4 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
208+ 4.53% |
$51K - $57.3K
|
4.8K
$1.28M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
200+ 14.29% |
$49.1K - $55.1K
|
1.6K
$428K
|
|
|
Jan 12, 2026
Q4 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
186+ 1.58% |
$45.6K - $51.2K
|
12K
$3.2M
|
|
|
Jan 13, 2026
Q4 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
178+ 1.06% |
$43.7K - $49K
|
17K
$4.56M
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
175+ 0.16% |
$42.9K - $48.2K
|
109K
$29.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
172+ 3.57% |
$42.2K - $47.3K
|
4.99K
$1.34M
|
|
|
Jan 12, 2026
Q4 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
162+ 3.83% |
$39.7K - $44.6K
|
4.39K
$1.17M
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
160+ 1.49% |
$39.2K - $44K
|
10.9K
$2.92M
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
159+ 4.72% |
$39K - $43.8K
|
3.53K
$944K
|
|
|
Jan 06, 2026
Q4 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
148+ 1.37% |
$36.3K - $40.7K
|
11K
$2.93M
|
|
|
Jan 07, 2026
Q4 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
141+ 1.01% |
$34.6K - $38.8K
|
14.1K
$3.77M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
139+ 3.67% |
$34.1K - $38.3K
|
3.92K
$1.05M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
136+ 0.83% |
$33.4K - $37.4K
|
16.5K
$4.41M
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
118+ 2.09% |
$28.9K - $32.5K
|
5.77K
$1.54M
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
110+ 0.42% |
$27K - $30.3K
|
26.3K
$7.02M
|
|
|
Jan 07, 2026
Q4 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
106+ 0.51% |
$26K - $29.2K
|
21.1K
$5.64M
|
|
|
Jan 12, 2026
Q4 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
BUY
|
- |
100+ 2.22% |
$24.5K - $27.5K
|
4.61K
$1.23M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
96+ 1.14% |
$23.5K - $26.4K
|
8.49K
$2.27M
|
|
|
Jan 08, 2026
Q4 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
93+ 4.68% |
$22.8K - $25.6K
|
2.08K
$557K
|
|
|
Jan 13, 2026
Q4 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
91+ 0.56% |
$22.3K - $25K
|
16.3K
$4.36M
|
|
|
Jan 13, 2026
Q4 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
87+ 2.29% |
$21.3K - $23.9K
|
3.88K
$1.04M
|
|
|
Jan 13, 2026
Q4 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
86+ 2.1% |
$21.1K - $23.7K
|
4.19K
$1.12M
|
|