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 21, 2025
Q3 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-2.69K- 7.22% |
$543K - $690K
|
34.5K
$9.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
406+ 12.45% |
$82.2K - $104K
|
3.67K
$981K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-144- 0.61% |
$29.1K - $37K
|
23.6K
$6.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
500+ 14.87% |
$101K - $128K
|
3.86K
$1.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
2.39K+ 3.28% |
$483K - $613K
|
75.2K
$20.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-35- 0.07% |
$7.08K - $8.99K
|
49.3K
$13.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-59- 0.17% |
$11.9K - $15.2K
|
35.2K
$9.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-266- 1.58% |
$53.8K - $68.3K
|
16.6K
$4.44M
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-3K- 41.96% |
$607K - $771K
|
4.15K
$1.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
BUY
|
- |
435+ 0.64% |
$88K - $112K
|
68.2K
$18.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-130- 0.72% |
$26.3K - $33.4K
|
18K
$4.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-1.56K- 2.21% |
$317K - $402K
|
69.2K
$18.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
13.2K+ 2.04% |
$2.66M - $3.38M
|
659K
$176M
|
|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
77+ 0.99% |
$15.6K - $19.8K
|
7.89K
$2.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
966+ 0.73% |
$195K - $248K
|
133K
$35.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
53+ 0.2% |
$10.7K - $13.6K
|
26.1K
$6.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-15.1K- 10.24% |
$3.05M - $3.87M
|
132K
$35.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
920+ 9.77% |
$186K - $236K
|
10.3K
$2.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Fcf Advisors LLC
|
BUY
|
- |
2.33K+ 2.93% |
$471K - $598K
|
81.7K
$21.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-514- 0.34% |
$104K - $132K
|
151K
$40.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-300- 0.47% |
$60.7K - $77.1K
|
63.3K
$16.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
8.84K+ 6.95% |
$1.79M - $2.27M
|
136K
$36.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-1.21K- 7.85% |
$244K - $310K
|
14.2K
$3.79M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-94- 0.33% |
$19K - $24.1K
|
28.8K
$7.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-127- 0.31% |
$25.7K - $32.6K
|
41.1K
$11M
|
|
|
Oct 20, 2025
Q3 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-3.61K- 1.21% |
$730K - $927K
|
295K
$79M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
2.58K+ 0.77% |
$522K - $663K
|
340K
$90.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-112- 0.32% |
$22.7K - $28.8K
|
34.8K
$9.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
BUY
|
- |
1.64K+ 10.7% |
$332K - $421K
|
17K
$4.54M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-514- 5.74% |
$104K - $132K
|
8.45K
$2.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-40.8K- 0.99% |
$8.26M - $10.5M
|
4.07M
$1.09B
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
SELL
|
CALL |
-20K- 66.67% |
$4.05M - $5.14M
|
10K
$2.67M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
89.9K+ 12.93% |
$18.2M - $23.1M
|
785K
$210M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
3.4K+ 0.83% |
$687K - $872K
|
410K
$110M
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-46- 0.28% |
$9.31K - $11.8K
|
16.1K
$4.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Benin Management Corp
|
SELL
|
- |
-275- 0.21% |
$55.7K - $70.6K
|
131K
$35.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-6.21K- 2.98% |
$1.26M - $1.6M
|
202K
$54M
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
229+ 0.25% |
$46.3K - $58.8K
|
91.4K
$24.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
105K+ 57.14% |
$21.2M - $26.9M
|
288K
$77.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-2.16K- 10.96% |
$438K - $555K
|
17.6K
$4.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Weybosset Research & Management LLC
|
SELL
|
- |
-671- 28.46% |
$136K - $172K
|
1.69K
$451K
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.13K+ 1.76% |
$431K - $547K
|
123K
$33M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-100- 4.02% |
$20.2K - $25.7K
|
2.39K
$638K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.86K+ 4.7% |
$984K - $1.25M
|
108K
$29M
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-307- 0.91% |
$62.1K - $78.9K
|
33.3K
$8.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-2.21K- 1.03% |
$448K - $568K
|
212K
$56.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.65K+ 4.04% |
$1.14M - $1.45M
|
145K
$38.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-103- 0.27% |
$20.8K - $26.5K
|
38.1K
$10.2M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-946- 0.81% |
$191K - $243K
|
115K
$30.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
27+ 0.38% |
$5.46K - $6.94K
|
7.13K
$1.91M
|
|