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
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
14.5K+ 12.04% |
$3.04M - $3.58M
|
135K
$27M
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
14.5K+ 159.03% |
$3.03M - $3.57M
|
23.6K
$4.72M
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
14.3KNew |
$3M - $3.53M
|
14.3K
$2.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
14.3K+ 13.11% |
$2.99M - $3.52M
|
123K
$24.6M
|
|
|
May 13, 2025
Q1 2025
|
Rpo LLC
Stamford, CT |
BUY
|
- |
14.1KNew |
$2.96M - $3.48M
|
14.1K
$2.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
14K+ 7.46% |
$2.94M - $3.47M
|
202K
$40.5M
|
|
|
May 12, 2025
Q1 2025
|
Telligent Fund, LP
Hong Kong, K3 |
BUY
|
- |
14K+ 140.0% |
$2.94M - $3.46M
|
24K
$4.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
13.9K+ 56.39% |
$2.91M - $3.43M
|
38.5K
$7.71M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
13.8K+ 13.58% |
$2.9M - $3.42M
|
116K
$23.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
13.7K+ 2.41% |
$2.87M - $3.39M
|
582K
$117M
|
|
|
May 09, 2025
Q1 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
13.6K+ 9.76% |
$2.85M - $3.36M
|
153K
$30.7M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
13.5KNew |
$2.84M - $3.34M
|
13.5K
$2.71M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
13.5K+ 1.21% |
$2.83M - $3.33M
|
1.13M
$227M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
13.3KNew |
$2.79M - $3.29M
|
13.3K
$2.66M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
13.2K+ 2.13% |
$2.77M - $3.27M
|
635K
$127M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
13.2K+ 4.09% |
$2.77M - $3.27M
|
336K
$67.4M
|
|
|
May 14, 2025
Q1 2025
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
13.2KNew |
$2.77M - $3.26M
|
13.2K
$2.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
13.2KNew |
$2.77M - $3.26M
|
13.2K
$2.64M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
13.2K+ 44.2% |
$2.76M - $3.26M
|
43K
$8.62M
|
|
|
May 15, 2025
Q1 2025
|
Kemnay Advisory Services Inc.
New York, NY |
BUY
|
- |
13.1K+ 26.16% |
$2.75M - $3.24M
|
63.2K
$12.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
13K+ 7.35% |
$2.73M - $3.22M
|
190K
$38.1M
|
|
|
May 14, 2025
Q1 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
13KNew |
$2.73M - $3.21M
|
13K
$2.6M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
12.9K+ 1.53% |
$2.7M - $3.18M
|
854K
$171M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
12.8K+ 7.22% |
$2.68M - $3.16M
|
190K
$38M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.5K+ 3.87% |
$2.63M - $3.1M
|
337K
$67.4M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
12.3K+ 19.8% |
$2.57M - $3.03M
|
74.3K
$14.9M
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
12.2K+ 8.76% |
$2.56M - $3.02M
|
152K
$30.4M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12K+ 2.99% |
$2.52M - $2.97M
|
413K
$82.7M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
12K+ 1.99% |
$2.51M - $2.96M
|
615K
$123M
|
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
12K+ 17.98% |
$2.51M - $2.96M
|
78.7K
$15.8M
|
|
|
May 14, 2025
Q1 2025
|
Bell Asset Management LTD
Melbourne, C3 |
BUY
|
- |
12K+ 17.72% |
$2.51M - $2.95M
|
79.4K
$15.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
11.8K+ 232.19% |
$2.48M - $2.92M
|
16.9K
$3.39M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
11.8K+ 277.01% |
$2.47M - $2.91M
|
16K
$3.21M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11.7K+ 19.82% |
$2.46M - $2.9M
|
70.8K
$14.2M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
11.7K+ 7.51% |
$2.45M - $2.89M
|
167K
$33.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
11.6K+ 5.13% |
$2.43M - $2.86M
|
237K
$47.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
11.5K+ 11.09% |
$2.41M - $2.84M
|
115K
$23.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
11.5K+ 100.0% |
$2.41M - $2.84M
|
23K
$4.61M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
11.4K+ 3.12% |
$2.39M - $2.81M
|
377K
$75.4M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
11.3K+ 8.78% |
$2.38M - $2.8M
|
141K
$28.2M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
11.3K+ 9.99% |
$2.37M - $2.8M
|
125K
$25M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
11.1K+ 3.26% |
$2.33M - $2.75M
|
353K
$70.7M
|
|
|
May 15, 2025
Q1 2025
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
11K+ 2.81% |
$2.31M - $2.73M
|
403K
$80.8M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
11K+ 2.94% |
$2.31M - $2.72M
|
385K
$77.1M
|
|
|
May 01, 2025
Q1 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
11K+ 223.21% |
$2.31M - $2.72M
|
15.9K
$3.19M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
11K+ 18.33% |
$2.3M - $2.71M
|
70.9K
$14.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
11KNew |
$2.3M - $2.71M
|
11K
$2.19M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
10.8K+ 25.52% |
$2.26M - $2.66M
|
52.9K
$10.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
10.7K+ 20.6% |
$2.25M - $2.65M
|
62.8K
$12.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
10.6K+ 1.5% |
$2.23M - $2.63M
|
721K
$145M
|