Purchases and Sales Made in Q1 2025 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q1 2025. The information is specifically focused on institutions that hold shares of Apple Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18.4K+ 1.85% |
$3.86M - $4.55M
|
1.01M
$203M
|
|
|
May 12, 2025
Q1 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
18.3K+ 163.47% |
$3.84M - $4.53M
|
29.5K
$5.92M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
18.3K+ 13.68% |
$3.83M - $4.51M
|
152K
$30.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Dupont Capital Management Corp
|
BUY
|
- |
18.2K+ 6.68% |
$3.82M - $4.5M
|
291K
$58.2M
|
|
|
May 15, 2025
Q1 2025
|
Comgest Global Investors S.A.S.
|
BUY
|
- |
18.2K+ 6.58% |
$3.81M - $4.5M
|
295K
$59M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
18.1KNew |
$3.8M - $4.47M
|
18.1K
$3.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
18.1K+ 9.93% |
$3.8M - $4.47M
|
200K
$40.2M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
18.1KNew |
$3.79M - $4.46M
|
18.1K
$3.62M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
18K+ 17.58% |
$3.77M - $4.45M
|
120K
$24.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
17.8KNew |
$3.74M - $4.4M
|
17.8K
$3.57M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
17.8K+ 23.24% |
$3.73M - $4.4M
|
94.4K
$18.9M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
17.8K+ 26.92% |
$3.72M - $4.39M
|
83.8K
$16.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
17.7K+ 2.49% |
$3.7M - $4.36M
|
728K
$146M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
17.6K+ 5.06% |
$3.69M - $4.35M
|
365K
$73.1M
|
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
17.6KNew |
$3.69M - $4.35M
|
17.6K
$3.52M
|
|
|
May 13, 2025
Q1 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
17.5K+ 4.81% |
$3.66M - $4.32M
|
381K
$76.3M
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
17.4K+ 2.28% |
$3.65M - $4.3M
|
781K
$157M
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
17.4K+ 321.27% |
$3.65M - $4.3M
|
22.8K
$4.57M
|
|
|
May 09, 2025
Q1 2025
|
Once Capital Management, LLC
|
BUY
|
- |
17.4K+ 27.42% |
$3.65M - $4.3M
|
80.9K
$16.2M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
17.1K+ 0.62% |
$3.58M - $4.22M
|
2.75M
$551M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
17K+ 601.91% |
$3.57M - $4.21M
|
19.9K
$3.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
16.8K+ 4.24% |
$3.51M - $4.14M
|
412K
$82.5M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
16.7K+ 1581.72% |
$3.5M - $4.13M
|
17.8K
$3.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
16.7K+ 122.62% |
$3.5M - $4.12M
|
30.3K
$6.07M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
16.4K+ 3.74% |
$3.44M - $4.06M
|
456K
$91.3M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
16.3K+ 46.58% |
$3.43M - $4.04M
|
51.4K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
16.3KNew |
$3.42M - $4.04M
|
16.3K
$3.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
16.3K+ 22.37% |
$3.42M - $4.03M
|
89.2K
$17.9M
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
16.3K+ 515.17% |
$3.42M - $4.03M
|
19.5K
$3.9M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
16.2K+ 4.6% |
$3.4M - $4.01M
|
369K
$74M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
16.2K+ 1.23% |
$3.39M - $4M
|
1.33M
$266M
|
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
16.1KNew |
$3.37M - $3.97M
|
16.1K
$3.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
16K+ 9.29% |
$3.36M - $3.96M
|
188K
$37.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
15.6KNew |
$3.27M - $3.86M
|
15.6K
$3.13M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
15.6K+ 7.14% |
$3.27M - $3.85M
|
234K
$46.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
15.5KNew |
$3.26M - $3.84M
|
15.5K
$3.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
15.5K+ 191.98% |
$3.25M - $3.83M
|
23.6K
$4.72M
|
|
|
May 15, 2025
Q1 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
15.4KNew |
$3.23M - $3.81M
|
15.4K
$3.08M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
15.4KNew |
$3.23M - $3.8M
|
15.4K
$3.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
15.2K+ 98.86% |
$3.19M - $3.76M
|
30.6K
$6.13M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
15.2K+ 1.8% |
$3.18M - $3.75M
|
856K
$171M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
15.2K+ 1.86% |
$3.18M - $3.74M
|
831K
$167M
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
15.1K+ 5.34% |
$3.16M - $3.73M
|
298K
$59.6M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
15.1K+ 5.51% |
$3.16M - $3.73M
|
289K
$57.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
15.1K+ 10.24% |
$3.16M - $3.72M
|
162K
$32.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
15K+ 18.56% |
$3.14M - $3.7M
|
95.5K
$19.1M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
14.9K+ 3.35% |
$3.13M - $3.69M
|
460K
$92.1M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14.9K+ 5.95% |
$3.13M - $3.68M
|
265K
$53.2M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
14.7K+ 0.8% |
$3.08M - $3.63M
|
1.85M
$371M
|
|
|
May 15, 2025
Q1 2025
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
14.7K+ 7.22% |
$3.08M - $3.63M
|
218K
$43.6M
|