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 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 15, 2026
Q4 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
479+ 1.04% |
$117K - $132K
|
46.7K
$12.5M
|
|
|
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 15, 2026
Q4 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
431+ 0.4% |
$106K - $119K
|
107K
$28.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
418+ 4.15% |
$103K - $115K
|
10.5K
$2.81M
|
|
|
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 15, 2026
Q4 2025
|
Refined Wealth Management
|
BUY
|
- |
361+ 12.67% |
$88.5K - $99.4K
|
3.21K
$859K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
358+ 0.67% |
$87.8K - $98.5K
|
53.4K
$14.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Signature Wealth Management Group
|
BUY
|
- |
352+ 3.3% |
$86.3K - $96.9K
|
11K
$2.95M
|
|
|
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
|
|
|
Jan 02, 2026
Q4 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
301+ 32.82% |
$73.8K - $82.9K
|
1.22K
$326K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
CALL |
300+ 300.0% |
$73.6K - $82.6K
|
400
$107K
|
|
|
Jan 14, 2026
Q4 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
299+ 2.59% |
$73.3K - $82.3K
|
11.9K
$3.17M
|
|
|
Jan 07, 2026
Q4 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
294+ 13.55% |
$72.1K - $80.9K
|
2.46K
$659K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
292+ 0.52% |
$71.6K - $80.4K
|
56.3K
$15.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
278+ 0.1% |
$68.2K - $76.5K
|
287K
$76.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
276+ 2.13% |
$67.7K - $76K
|
13.3K
$3.54M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
272+ 0.31% |
$66.7K - $74.9K
|
87.7K
$23.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
BUY
|
- |
272+ 1.94% |
$66.7K - $74.9K
|
14.3K
$3.82M
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
258+ 0.98% |
$63.3K - $71K
|
26.5K
$7.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
255+ 0.85% |
$62.5K - $70.2K
|
30.1K
$8.06M
|
|
|
Jan 08, 2026
Q4 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
240+ 0.16% |
$58.9K - $66.1K
|
150K
$40.1M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
232+ 1.13% |
$56.9K - $63.9K
|
20.8K
$5.57M
|
|