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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
4.46K+ 39.1% |
$768K - $998K
|
15.9K
$4.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-19- 0.13% |
$3.28K - $4.25K
|
15.1K
$4.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-411- 14.38% |
$70.9K - $92K
|
2.45K
$654K
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
1+ 0.06% |
$172 - $224
|
1.6K
$427K
|
|
|
Jul 23, 2025
Q2 2025
|
Raub Brock Capital Management LP
|
SELL
|
- |
-149- 4.29% |
$25.7K - $33.4K
|
3.32K
$889K
|
|
|
Jul 23, 2025
Q2 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-114- 0.07% |
$19.7K - $25.5K
|
174K
$46.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Lattice Capital Management, LLC
|
SELL
|
- |
-21.4K- 30.01% |
$3.7M - $4.8M
|
50K
$13.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Guild Investment Management, Inc.
|
SELL
|
- |
-993- 6.44% |
$171K - $222K
|
14.4K
$3.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
459+ 1.94% |
$79.1K - $103K
|
24.1K
$6.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
11K+ 21.5% |
$1.89M - $2.45M
|
61.9K
$16.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-415- 12.85% |
$71.6K - $92.9K
|
2.82K
$753K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
PUT |
4.9KNew |
$845K - $1.1M
|
4.9K
$1.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
8.7K+ 73.8% |
$1.5M - $1.95M
|
20.5K
$5.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Herald Investment Management LTD
|
SELL
|
- |
-4.6K- 18.4% |
$793K - $1.03M
|
20.4K
$5.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
49+ 0.86% |
$8.45K - $11K
|
5.72K
$1.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Asset Planning Services Inc
|
BUY
|
- |
1+ 0.07% |
$172 - $224
|
1.41K
$377K
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-253- 9.69% |
$43.6K - $56.6K
|
2.36K
$631K
|
|
|
Jul 22, 2025
Q2 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-600- 11.74% |
$103K - $134K
|
4.51K
$1.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
7KNew |
$1.21M - $1.57M
|
7K
$1.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
863+ 17.11% |
$149K - $193K
|
5.91K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
740KNew |
$128M - $166M
|
740K
$198M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
1.82K+ 28.23% |
$314K - $408K
|
8.28K
$2.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-2.99K- 4.29% |
$516K - $669K
|
66.7K
$17.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
PUT |
-2.3K- 92.0% |
$397K - $515K
|
200
$53.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-380- 0.5% |
$65.5K - $85.1K
|
75.7K
$20.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
1.06KNew |
$183K - $238K
|
1.06K
$284K
|
|
|
Jul 21, 2025
Q2 2025
|
Sullivan Wood Capital Management LLC
Washington, DC |
BUY
|
- |
4.86KNew |
$838K - $1.09M
|
4.86K
$1.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-3.63K- 23.61% |
$625K - $812K
|
11.7K
$3.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.41K+ 10.74% |
$588K - $763K
|
35.1K
$9.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-325- 10.63% |
$56K - $72.8K
|
2.73K
$730K
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
511New |
$88.1K - $114K
|
511
$137K
|
|
|
Jul 21, 2025
Q2 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-37- 1.85% |
$6.38K - $8.28K
|
1.97K
$526K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-1.2K- 0.36% |
$207K - $268K
|
330K
$88.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
2.8KNew |
$483K - $627K
|
2.8K
$749K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-1K- 3.79% |
$172K - $224K
|
25.4K
$6.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
PUT |
-1.4K- 50.0% |
$241K - $313K
|
1.4K
$374K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-16.3K- 25.05% |
$2.81M - $3.65M
|
48.8K
$13.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
10+ 0.7% |
$1.72K - $2.24K
|
1.43K
$382K
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
46+ 0.75% |
$7.93K - $10.3K
|
6.16K
$1.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Sicart Associates LLC
|
SELL
|
- |
-3.62K- 18.12% |
$624K - $811K
|
16.4K
$4.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
50+ 2.81% |
$8.62K - $11.2K
|
1.83K
$489K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-141- 2.69% |
$24.3K - $31.6K
|
5.1K
$1.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-22- -0.0% |
$3.79K - $4.93K
|
466K
$125M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
PUT |
1K+ 71.43% |
$172K - $224K
|
2.4K
$642K
|
|
|
Jul 18, 2025
Q2 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
516+ 1.51% |
$89K - $116K
|
34.6K
$9.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
PUT |
500New |
$86.2K - $112K
|
500
$134K
|
|
|
Jul 18, 2025
Q2 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
5.58K+ 99.71% |
$962K - $1.25M
|
11.2K
$2.99M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
8.9K+ 3.94% |
$1.53M - $1.99M
|
235K
$62.8M
|
|
|
Jul 17, 2025
Q2 2025
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-1.38K- 11.02% |
$237K - $308K
|
11.1K
$2.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
1.42K+ 122.39% |
$245K - $318K
|
2.58K
$691K
|
|