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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-652- 9.64% |
$132K - $167K
|
6.11K
$1.63M
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1.05K+ 12.8% |
$212K - $269K
|
9.25K
$2.47M
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
837+ 2.81% |
$169K - $215K
|
30.6K
$8.19M
|
|
|
Oct 31, 2025
Q3 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
4+ 0.05% |
$810 - $1.03K
|
8.06K
$2.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
17.3K+ 20.58% |
$3.51M - $4.45M
|
102K
$27.2M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-125- 3.08% |
$25.3K - $32.1K
|
3.93K
$1.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
629+ 11.4% |
$127K - $162K
|
6.15K
$1.64M
|
|
|
Oct 31, 2025
Q3 2025
|
Formulate Financial LLC
Boca Raton, FL |
BUY
|
- |
3.47KNew |
$701K - $890K
|
3.47K
$927K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
6.82K+ 49.5% |
$1.38M - $1.75M
|
20.6K
$5.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
2.28K+ 4.87% |
$461K - $586K
|
49.1K
$13.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.61K- 55.1% |
$529K - $671K
|
2.13K
$569K
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
606+ 0.14% |
$123K - $156K
|
433K
$116M
|
|
|
Oct 31, 2025
Q3 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
319+ 0.99% |
$64.6K - $81.9K
|
32.4K
$8.68M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.18K- 1.64% |
$239K - $304K
|
71K
$19M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
71.4K+ 15.36% |
$14.4M - $18.3M
|
536K
$143M
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
311+ 0.96% |
$62.9K - $79.9K
|
32.6K
$8.71M
|
|
|
Oct 31, 2025
Q3 2025
|
Alta Advisers LTD
|
SELL
|
- |
-1.5K- 1.95% |
$304K - $385K
|
75.6K
$20.2M
|
|
|
Oct 31, 2025
Q3 2025
|
General American Investors CO Inc
|
SELL
|
- |
-10.3K- 3.54% |
$2.08M - $2.64M
|
281K
$75.1M
|
|
|
Oct 31, 2025
Q3 2025
|
General American Investors CO Inc
|
BUY
|
PUT |
10K+ 25.0% |
$2.02M - $2.57M
|
50K
$13.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
866New |
$175K - $222K
|
866
$232K
|
|
|
Oct 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
BUY
|
- |
2.2K+ 40.77% |
$446K - $566K
|
7.61K
$2.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-199- 1.63% |
$40.3K - $51.1K
|
12K
$3.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
534+ 6.37% |
$108K - $137K
|
8.91K
$2.38M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.46K- 1.38% |
$700K - $889K
|
247K
$66.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
BUY
|
- |
603+ 3.71% |
$122K - $155K
|
16.8K
$4.51M
|
|
|
Oct 30, 2025
Q3 2025
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
SELL
|
- |
-12K- 14.42% |
$2.43M - $3.08M
|
71.2K
$19.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
PUT |
50KNew |
$10.1M - $12.8M
|
50K
$13.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
80.9K+ 16.72% |
$16.4M - $20.8M
|
565K
$151M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-66K- 6.73% |
$13.4M - $17M
|
915K
$245M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
8.77K+ 3.92% |
$1.78M - $2.25M
|
232K
$62.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-707- 0.54% |
$143K - $182K
|
130K
$34.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-287- 0.77% |
$58.1K - $73.7K
|
36.8K
$9.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
1.07K+ 39.11% |
$216K - $274K
|
3.8K
$1.02M
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
595+ 6.82% |
$120K - $153K
|
9.32K
$2.49M
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
243K+ 2.23% |
$49.1M - $62.4M
|
11.1M
$2.98B
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-14- 0.53% |
$2.83K - $3.6K
|
2.62K
$700K
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-19- 0.2% |
$3.85K - $4.88K
|
9.55K
$2.55M
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-4.04K- 3.42% |
$818K - $1.04M
|
114K
$30.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Am Investment Strategies LLC
|
SELL
|
- |
-6.93K- 2.32% |
$1.4M - $1.78M
|
292K
$78.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
141+ 0.32% |
$28.5K - $36.2K
|
44K
$11.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.54K+ 6.08% |
$1.93M - $2.45M
|
166K
$44.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.2K- 2.83% |
$243K - $309K
|
41.3K
$11M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-13.2K- 2.18% |
$2.67M - $3.39M
|
594K
$159M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-708- 1.77% |
$143K - $182K
|
39.3K
$10.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1.4K+ 5.96% |
$284K - $360K
|
24.9K
$6.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.02K- 0.35% |
$206K - $262K
|
294K
$78.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-1.57M- 98.19% |
$317M - $403M
|
28.9K
$7.72M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.25K+ 1.63% |
$252K - $320K
|
77.7K
$20.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
73+ 0.2% |
$14.8K - $18.8K
|
37.4K
$10M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-33.3K- 3.78% |
$6.75M - $8.56M
|
848K
$227M
|
|