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 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-5.82K- 2.1% |
$1.18M - $1.49M
|
272K
$72.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-14.2K- 1.14% |
$2.87M - $3.64M
|
1.23M
$329M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-3.5K- 1.78% |
$708K - $899K
|
193K
$51.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-101- 0.98% |
$20.4K - $25.9K
|
10.2K
$2.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Trevian Wealth Management LLC
|
SELL
|
- |
-1.96K- 23.09% |
$396K - $502K
|
6.52K
$1.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-38- 0.37% |
$7.69K - $9.76K
|
10.3K
$2.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.03K+ 29.21% |
$208K - $264K
|
4.54K
$1.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Cardinal Capital Management
|
SELL
|
- |
-125- 0.14% |
$25.3K - $32.1K
|
87.6K
$23.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
278+ 0.79% |
$56.3K - $71.4K
|
35.5K
$9.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
301+ 0.79% |
$60.9K - $77.3K
|
38.3K
$10.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-170- 0.89% |
$34.4K - $43.7K
|
19K
$5.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-252- 0.33% |
$51K - $64.7K
|
75.2K
$20.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-3.48K- 6.92% |
$705K - $895K
|
46.9K
$12.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
564+ 3.67% |
$114K - $145K
|
15.9K
$4.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-80- 4.7% |
$16.2K - $20.5K
|
1.62K
$434K
|
|
|
Oct 23, 2025
Q3 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
400+ 6.4% |
$81K - $103K
|
6.65K
$1.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-268- 14.69% |
$54.2K - $68.8K
|
1.56K
$416K
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
49.4KNew |
$10M - $12.7M
|
49.4K
$13.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
11.8KNew |
$2.4M - $3.04M
|
11.8K
$3.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-735- 0.7% |
$149K - $189K
|
104K
$27.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
57+ 1.34% |
$11.5K - $14.6K
|
4.31K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
1.95K+ 11.99% |
$394K - $500K
|
18.2K
$4.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
560+ 1.28% |
$113K - $144K
|
44.3K
$11.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-330K- 7.48% |
$66.8M - $84.8M
|
4.08M
$1.09B
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
724+ 1.98% |
$147K - $186K
|
37.3K
$9.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-3.04K- 2.77% |
$616K - $782K
|
107K
$28.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-282- 8.1% |
$57.1K - $72.4K
|
3.2K
$856K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.23K+ 37.06% |
$450K - $572K
|
8.23K
$2.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
14+ 0.11% |
$2.83K - $3.6K
|
12.5K
$3.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-555- 3.81% |
$112K - $143K
|
14K
$3.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-37- 1.31% |
$7.49K - $9.5K
|
2.79K
$747K
|
|
|
Oct 23, 2025
Q3 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-82.7K- 44.97% |
$16.7M - $21.2M
|
101K
$27.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
169+ 0.97% |
$34.2K - $43.4K
|
17.6K
$4.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Oak Family Advisors, LLC
|
SELL
|
PUT |
-2.7K- 72.97% |
$546K - $694K
|
1K
$267K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
13.4K+ 16.53% |
$2.72M - $3.45M
|
94.6K
$25.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-9.12K- 8.34% |
$1.85M - $2.34M
|
100K
$26.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-4.7K- 2.26% |
$951K - $1.21M
|
203K
$54.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Cortland Associates Inc
|
SELL
|
- |
-3.15K- 10.63% |
$637K - $809K
|
26.5K
$7.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
1.97KNew |
$398K - $506K
|
1.97K
$527K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-477- 5.54% |
$96.5K - $123K
|
8.14K
$2.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
753+ 28.84% |
$152K - $193K
|
3.36K
$900K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
47+ 0.49% |
$9.51K - $12.1K
|
9.65K
$2.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-1.58K- 4.47% |
$320K - $406K
|
33.8K
$9.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-736- 0.45% |
$149K - $189K
|
162K
$43.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
592+ 2.24% |
$120K - $152K
|
27K
$7.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
23+ 0.07% |
$4.65K - $5.91K
|
31.4K
$8.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.34K+ 1.81% |
$1.69M - $2.14M
|
470K
$126M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
932+ 4.96% |
$189K - $239K
|
19.7K
$5.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-28K- 84.33% |
$5.66M - $7.18M
|
5.2K
$1.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
5.09K+ 1.51% |
$1.03M - $1.31M
|
343K
$91.7M
|
|