Latest Institutional Purchases of Apple Inc. (AAPL)
This list provides information on the latest institutional transactions involving Apple Inc. (AAPL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Wilsey Asset Management Inc
|
BUY
|
- |
800+ 72.99% |
$196K - $220K
|
1.9K
$507K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
789+ 15.72% |
$194K - $217K
|
5.81K
$1.55M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
787+ 0.48% |
$193K - $217K
|
164K
$44M
|
|
|
Jan 13, 2026
Q4 2025
|
Corbyn Investment Management Inc
|
BUY
|
- |
777New |
$191K - $214K
|
777
$208K
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
759+ 3.85% |
$186K - $209K
|
20.5K
$5.48M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
745+ 0.66% |
$183K - $205K
|
114K
$30.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
742+ 2.62% |
$182K - $204K
|
29K
$7.77M
|
|
|
Jan 14, 2026
Q4 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
699+ 61.1% |
$171K - $192K
|
1.84K
$493K
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
674+ 3.48% |
$165K - $186K
|
20K
$5.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
674+ 13.72% |
$165K - $186K
|
5.59K
$1.49M
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
661+ 9.14% |
$162K - $182K
|
7.89K
$2.11M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
652+ 2.86% |
$160K - $179K
|
23.5K
$6.27M
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
643+ 3.64% |
$158K - $177K
|
18.3K
$4.89M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
638+ 2.44% |
$156K - $176K
|
26.8K
$7.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
629+ 1.38% |
$154K - $173K
|
46.2K
$12.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
621+ 3.05% |
$152K - $171K
|
21K
$5.61M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
610+ 3.78% |
$150K - $168K
|
16.8K
$4.48M
|
|
|
Jan 14, 2026
Q4 2025
|
Fluent Financial, LLC
|
BUY
|
- |
591+ 20.6% |
$145K - $163K
|
3.46K
$925K
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
535+ 0.44% |
$131K - $147K
|
122K
$32.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
535+ 7.77% |
$131K - $147K
|
7.42K
$1.99M
|
|
|
Jan 07, 2026
Q4 2025
|
American Asset Management Inc.
|
BUY
|
- |
530+ 18.78% |
$130K - $146K
|
3.35K
$897K
|
|
|
Jan 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
513+ 0.99% |
$126K - $141K
|
52.4K
$14M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
506+ 2.09% |
$124K - $139K
|
24.8K
$6.63M
|
|
|
Jan 07, 2026
Q4 2025
|
Corsicana & Co.
|
BUY
|
- |
494+ 1.58% |
$121K - $136K
|
31.8K
$8.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
488+ 2.49% |
$120K - $134K
|
20.1K
$5.38M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
484+ 3.96% |
$119K - $133K
|
12.7K
$3.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
481+ 1.03% |
$118K - $132K
|
47.1K
$12.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
480+ 0.98% |
$118K - $132K
|
49.6K
$13.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
472+ 3.38% |
$116K - $130K
|
14.4K
$3.86M
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
468New |
$115K - $129K
|
468
$125K
|
|
|
Jan 12, 2026
Q4 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
458+ 12.25% |
$112K - $126K
|
4.2K
$1.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
456+ 3.22% |
$112K - $126K
|
14.6K
$3.91M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
450+ 1.01% |
$110K - $124K
|
44.9K
$12M
|
|
|
Jan 14, 2026
Q4 2025
|
Act Advisors, Llc.
|
BUY
|
- |
434+ 5.22% |
$106K - $119K
|
8.75K
$2.34M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
415+ 7.05% |
$102K - $114K
|
6.3K
$1.68M
|
|
|
Jan 14, 2026
Q4 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
409+ 3.38% |
$100K - $113K
|
12.5K
$3.35M
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
402+ 0.78% |
$98.6K - $111K
|
51.7K
$13.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
BUY
|
- |
398+ 1.01% |
$97.6K - $110K
|
39.7K
$10.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
394+ 1.97% |
$96.6K - $108K
|
20.4K
$5.47M
|
|
|
Jan 12, 2026
Q4 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
376+ 3.08% |
$92.2K - $103K
|
12.6K
$3.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
358+ 0.67% |
$87.8K - $98.5K
|
53.4K
$14.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
347+ 1.29% |
$85.1K - $95.5K
|
27.3K
$7.31M
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
346+ 2.69% |
$84.9K - $95.2K
|
13.2K
$3.53M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
346+ 0.69% |
$84.9K - $95.2K
|
50.4K
$13.5M
|
|
|
Jan 14, 2026
Q4 2025
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
343+ 7.7% |
$84.1K - $94.4K
|
4.8K
$1.28M
|
|
|
Jan 08, 2026
Q4 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
340+ 4.58% |
$83.4K - $93.6K
|
7.76K
$2.08M
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
331+ 2.87% |
$81.2K - $91.1K
|
11.9K
$3.17M
|
|
|
Jan 13, 2026
Q4 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
329+ 1.36% |
$80.7K - $90.6K
|
24.5K
$6.54M
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
304+ 8.01% |
$74.6K - $83.7K
|
4.1K
$1.1M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
303+ 3.66% |
$74.3K - $83.4K
|
8.58K
$2.29M
|
|