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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
SELL
|
- |
-71- 2.65% |
$14.4K - $18.2K
|
2.61K
$698K
|
|
|
Nov 04, 2025
Q3 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
6K+ 53.05% |
$1.21M - $1.54M
|
17.3K
$4.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-23.4K- 2.48% |
$4.73M - $6M
|
920K
$246M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
581+ 35.6% |
$118K - $149K
|
2.21K
$592K
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
6.76K+ 1.2% |
$1.37M - $1.74M
|
569K
$152M
|
|
|
Nov 04, 2025
Q3 2025
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1K- 1.14% |
$203K - $257K
|
86.8K
$23.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
45.7K+ 65.98% |
$9.25M - $11.7M
|
115K
$30.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-428- 2.34% |
$86.6K - $110K
|
17.8K
$4.77M
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
480+ 1.99% |
$97.1K - $123K
|
24.6K
$6.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
1.15K+ 1.74% |
$234K - $296K
|
67.5K
$18.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
602+ 1.39% |
$122K - $155K
|
44K
$11.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-384- 1.4% |
$77.7K - $98.6K
|
27.1K
$7.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
3.02K+ 9.08% |
$610K - $775K
|
36.2K
$9.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-10.8K- 27.49% |
$2.19M - $2.78M
|
28.5K
$7.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-354- 1.23% |
$71.6K - $90.9K
|
28.4K
$7.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
412+ 1.01% |
$83.4K - $106K
|
41.2K
$11M
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.25K- 6.28% |
$252K - $320K
|
18.6K
$4.97M
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-370- 0.57% |
$74.9K - $95K
|
65K
$17.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-782- 0.28% |
$158K - $201K
|
275K
$73.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
73+ 0.73% |
$14.8K - $18.8K
|
10.1K
$2.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-144- 1.14% |
$29.1K - $37K
|
12.5K
$3.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-17.6K- 1.46% |
$3.57M - $4.53M
|
1.19M
$318M
|
|
|
Nov 04, 2025
Q3 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-325- 0.71% |
$65.8K - $83.5K
|
45.2K
$12.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
30.8K+ 5.05% |
$6.23M - $7.91M
|
641K
$171M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
601+ 2.64% |
$122K - $154K
|
23.4K
$6.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
281K+ 12.39% |
$56.9M - $72.2M
|
2.55M
$682M
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
311+ 3.08% |
$62.9K - $79.9K
|
10.4K
$2.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-119- 1.16% |
$24.1K - $30.6K
|
10.1K
$2.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Terra Alpha Investments LLC
Washington, DC |
BUY
|
- |
1.99K+ 9.99% |
$403K - $512K
|
21.9K
$5.87M
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-494- 4.94% |
$100K - $127K
|
9.51K
$2.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.76K+ 13.3% |
$356K - $452K
|
15K
$4.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2K- 2.09% |
$404K - $513K
|
93.4K
$25M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.16K+ 4.42% |
$234K - $297K
|
27.3K
$7.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
12+ 0.17% |
$2.43K - $3.08K
|
6.95K
$1.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
2.32K+ 12.64% |
$469K - $595K
|
20.6K
$5.52M
|
|
|
Nov 04, 2025
Q3 2025
|
Capital Management Corp
|
SELL
|
- |
-290- 23.39% |
$58.7K - $74.5K
|
950
$254K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.92K+ 2.53% |
$2.01M - $2.55M
|
402K
$107M
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
1.77K+ 3.05% |
$357K - $454K
|
59.7K
$16M
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.23K+ 7.06% |
$653K - $829K
|
48.9K
$13.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.95K- 1.24% |
$395K - $501K
|
155K
$41.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
59+ 0.36% |
$11.9K - $15.2K
|
16.2K
$4.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-511K- 2.39% |
$103M - $131M
|
20.9M
$5.58B
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
SELL
|
- |
-317- 0.28% |
$64.2K - $81.4K
|
111K
$29.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Retirement Solution Inc.
|
SELL
|
- |
-91- 1.08% |
$18.4K - $23.4K
|
8.3K
$2.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
278+ 0.49% |
$56.3K - $71.4K
|
57.3K
$15.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-11.2K- 35.6% |
$2.26M - $2.87M
|
20.2K
$5.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
505+ 12.97% |
$102K - $130K
|
4.4K
$1.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-2.56K- 58.48% |
$518K - $658K
|
1.82K
$487K
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
260+ 1.77% |
$52.6K - $66.8K
|
15K
$4.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.45K+ 13.14% |
$495K - $629K
|
21.1K
$5.64M
|
|