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
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
5.55KNew |
$1.16M - $1.37M
|
5.55K
$1.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Surience Private Wealth LLC
|
SELL
|
- |
-11.3K- 61.52% |
$2.36M - $2.79M
|
7.05K
$1.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
1.84K+ 59.21% |
$385K - $454K
|
4.94K
$1.32M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
478+ 14.74% |
$100K - $118K
|
3.72K
$995K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
4.06KNew |
$852K - $1M
|
4.06K
$1.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
8.93K+ 4.71% |
$1.87M - $2.21M
|
198K
$53.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.67K- 38.94% |
$560K - $660K
|
4.19K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.25K+ 1.19% |
$262K - $308K
|
106K
$28.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
CALL |
200New |
$41.9K - $49.4K
|
200
$53.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Harvey Investment CO LLC
|
SELL
|
- |
-221- 1.63% |
$46.3K - $54.6K
|
13.3K
$3.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-2.41K- 3.64% |
$505K - $596K
|
63.8K
$17.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-376- 27.35% |
$78.8K - $92.9K
|
999
$267K
|
|
|
Apr 22, 2025
Q1 2025
|
Grace & White Inc
|
SELL
|
- |
-104- 0.85% |
$21.8K - $25.7K
|
12.2K
$3.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
36+ 0.15% |
$7.55K - $8.9K
|
23.6K
$6.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
CALL |
600New |
$126K - $148K
|
600
$160K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-214- 3.85% |
$44.9K - $52.9K
|
5.35K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
SELL
|
- |
-25- 0.98% |
$5.24K - $6.18K
|
2.52K
$673K
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
221+ 0.56% |
$46.3K - $54.6K
|
39.4K
$10.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-1.35K- 9.12% |
$283K - $334K
|
13.4K
$3.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
PUT |
1.9KNew |
$398K - $469K
|
1.9K
$508K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.08K- 2.69% |
$227K - $268K
|
39.2K
$10.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-300- 10.2% |
$62.9K - $74.1K
|
2.64K
$706K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.01K+ 0.76% |
$212K - $250K
|
135K
$36.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
PUT |
9.7KNew |
$2.03M - $2.4M
|
9.7K
$2.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-15.1K- 7.17% |
$3.16M - $3.73M
|
195K
$52.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-2- 0.05% |
$419 - $494
|
3.74K
$1M
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-300- 2.7% |
$62.9K - $74.1K
|
10.8K
$2.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-569- 3.85% |
$119K - $141K
|
14.2K
$3.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
PUT |
-6K- 34.29% |
$1.26M - $1.48M
|
11.5K
$3.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Tenon Financial LLC
Metuchen, NJ |
SELL
|
- |
-1.32K- 10.19% |
$278K - $327K
|
11.7K
$3.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-270- 0.81% |
$56.6K - $66.7K
|
33.1K
$8.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
759+ 11.73% |
$159K - $188K
|
7.23K
$1.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
PUT |
4.9K+ 204.17% |
$1.03M - $1.21M
|
7.3K
$1.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-1.77K- 0.6% |
$371K - $437K
|
292K
$78M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
15.5K+ 191.98% |
$3.25M - $3.83M
|
23.6K
$6.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
420+ 35.47% |
$88.1K - $104K
|
1.6K
$429K
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-1.95K- 3.64% |
$408K - $481K
|
51.5K
$13.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1+ 0.26% |
$210 - $247
|
384
$103K
|
|
|
Apr 14, 2025
Q1 2025
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-3.39K- 59.88% |
$711K - $838K
|
2.27K
$608K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
397+ 2.73% |
$83.2K - $98.1K
|
14.9K
$4M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
100New |
$21K - $24.7K
|
100
$26.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Fenimore Asset Management Inc
|
SELL
|
- |
-292- 2.12% |
$61.2K - $72.2K
|
13.5K
$3.61M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
PUT |
1.8KNew |
$377K - $445K
|
1.8K
$481K
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-202- 2.44% |
$42.4K - $49.9K
|
8.08K
$2.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
PUT |
-900- 37.5% |
$189K - $222K
|
1.5K
$401K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-1.34K- 36.66% |
$282K - $332K
|
2.32K
$621K
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
SELL
|
- |
-870- 25.06% |
$182K - $215K
|
2.6K
$696K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
4.84K+ 5.98% |
$1.01M - $1.2M
|
85.7K
$22.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
47K+ 17.17% |
$9.85M - $11.6M
|
320K
$85.7M
|
|