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 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
PUT |
600New |
$126K - $148K
|
600
$160K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
PUT |
-100- 25.0% |
$21K - $24.7K
|
300
$80.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
CALL |
35K+ 14.0% |
$7.34M - $8.65M
|
285K
$76.2M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-3.2K- 1.98% |
$670K - $789K
|
158K
$42.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-248- 1.62% |
$52K - $61.3K
|
15K
$4.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
PUT |
1.6K+ 800.0% |
$335K - $395K
|
1.8K
$481K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-10.2K- 8.77% |
$2.15M - $2.53M
|
106K
$28.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
CALL |
200New |
$41.9K - $49.4K
|
200
$53.5K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
740+ 0.78% |
$155K - $183K
|
95.2K
$25.5M
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
SELL
|
- |
-8.03K- 6.4% |
$1.68M - $1.98M
|
117K
$31.4M
|
|
| Q4 2024 | |||||||
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
1.61K+ 5.62% |
$356K - $416K
|
30.2K
$8.08M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
SELL
|
- |
-23.9K- 59.82% |
$5.31M - $6.2M
|
16.1K
$4.3M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
31.4K+ 58.59% |
$6.95M - $8.12M
|
84.9K
$22.7M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
83.8K+ 20.95% |
$18.6M - $21.7M
|
484K
$129M
|
|
|
Nov 24, 2025
Q4 2024
|
Greenfield Seitz Capital Management, LLC
Dallas, TX |
BUY
|
- |
298+ 6.2% |
$66.1K - $77.2K
|
5.11K
$1.37M
|
|
|
Oct 02, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
1.25KNew |
$276K - $323K
|
1.25K
$334K
|
|
|
Aug 20, 2025
Q4 2024
|
Cherokee Insurance CO
Sterling Heights, MI |
SELL
|
- |
-1K- 1.86% |
$222K - $259K
|
52.9K
$14.1M
|
|
|
Aug 14, 2025
Q4 2024
|
Rk Capital Management, Llc/Fl
Weston, FL |
BUY
|
- |
370KNew |
$82M - $95.8M
|
370K
$99M
|
|
|
Aug 14, 2025
Q4 2024
|
Rk Capital Management, Llc/Fl
Weston, FL |
BUY
|
PUT |
370KNew |
$82.1M - $95.9M
|
370K
$99.1M
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
14.1KNew |
$3.12M - $3.64M
|
14.1K
$3.76M
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
BUY
|
PUT |
10.4KNew |
$2.31M - $2.69M
|
10.4K
$2.78M
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
SELL
|
- |
-2.68K- 2.71% |
$594K - $694K
|
96.1K
$25.7M
|
|
|
Apr 30, 2025
Q4 2024
|
Bosman Wealth Management, LLC
Redlands, CA |
BUY
|
- |
249+ 3.22% |
$55.2K - $64.5K
|
7.99K
$2.14M
|
|
|
Apr 23, 2025
Q4 2024
|
Galilei Investment Office LLP
London, X0 |
BUY
|
- |
8.45KNew |
$1.87M - $2.19M
|
8.45K
$2.26M
|
|
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-1.43K- 49.83% |
$317K - $370K
|
1.44K
$385K
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
927New |
$206K - $240K
|
927
$248K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
20.2KNew |
$4.48M - $5.24M
|
20.2K
$5.41M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
13KNew |
$2.87M - $3.36M
|
13K
$3.47M
|
|
|
Mar 06, 2025
Q4 2024
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
13.4KNew |
$2.98M - $3.48M
|
13.4K
$3.59M
|
|
|
Feb 20, 2025
Q4 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-5.77K- 6.83% |
$1.28M - $1.49M
|
78.6K
$21M
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
42+ 0.05% |
$9.31K - $10.9K
|
91.3K
$24.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
PUT |
200KNew |
$44.3M - $51.8M
|
200K
$53.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.36M- 2.86% |
$524M - $612M
|
80.2M
$21.4B
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
PUT |
15.6KNew |
$3.46M - $4.04M
|
15.6K
$4.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-6.09K- 71.77% |
$1.35M - $1.58M
|
2.39K
$640K
|
|
|
Feb 14, 2025
Q4 2024
|
Dorsal Capital Management, LLC
Redwood City, CA |
BUY
|
PUT |
1.5MNew |
$333M - $389M
|
1.5M
$401M
|
|
|
Feb 14, 2025
Q4 2024
|
Keywise Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-50- 0.02% |
$11.1K - $13K
|
215K
$57.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-3K- 20.0% |
$665K - $777K
|
12K
$3.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Jpb Foundation
New York, NY |
SELL
|
- |
-272K- 80.06% |
$60.3M - $70.5M
|
67.7K
$18.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
40KNew |
$8.87M - $10.4M
|
40K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Arnhold LLC
|
SELL
|
- |
-830- 2.4% |
$184K - $215K
|
33.8K
$9.04M
|
|
|
Feb 14, 2025
Q4 2024
|
New Gen Asset Management LTD
|
BUY
|
- |
12.5KNew |
$2.77M - $3.24M
|
12.5K
$3.34M
|
|
|
Feb 14, 2025
Q4 2024
|
New Gen Asset Management LTD
|
BUY
|
PUT |
12.5KNew |
$2.77M - $3.24M
|
12.5K
$3.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-3.56K- 2.3% |
$789K - $922K
|
151K
$40.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
6.53K+ 2.54% |
$1.45M - $1.69M
|
263K
$70.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-1.04K- 1.47% |
$230K - $269K
|
69.5K
$18.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-15.1K- 7.86% |
$3.35M - $3.91M
|
177K
$47.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-322- 0.49% |
$71.4K - $83.4K
|
65.7K
$17.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
108+ 0.09% |
$23.9K - $28K
|
116K
$30.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
200KNew |
$44.3M - $51.8M
|
200K
$53.5M
|
|