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 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
10.5K+ 10.95% |
$2.21M - $2.61M
|
107K
$21.4M
|
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
10.5K+ 6.02% |
$2.21M - $2.6M
|
185K
$37.1M
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
10.5K+ 26.37% |
$2.2M - $2.59M
|
50.2K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
10.4K+ 20.76% |
$2.18M - $2.57M
|
60.5K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
10.4K+ 15.71% |
$2.18M - $2.57M
|
76.5K
$15.3M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
10.3K+ 2.11% |
$2.16M - $2.55M
|
499K
$99.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
10.3K+ 890.46% |
$2.15M - $2.54M
|
11.4K
$2.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
10.3K+ 25.19% |
$2.15M - $2.53M
|
51K
$10.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
10.1K+ 15.43% |
$2.12M - $2.5M
|
75.6K
$15.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
10.1K+ 4.01% |
$2.11M - $2.49M
|
261K
$52.2M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
10K+ 28.41% |
$2.1M - $2.48M
|
45.4K
$9.09M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
9.92KNew |
$2.08M - $2.45M
|
9.92K
$1.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
9.83K+ 1.87% |
$2.06M - $2.43M
|
534K
$107M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.76K+ 1.61% |
$2.05M - $2.41M
|
616K
$123M
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9.73KNew |
$2.04M - $2.4M
|
9.73K
$1.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
9.72K+ 8.14% |
$2.04M - $2.4M
|
129K
$25.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
9.7K+ 17.02% |
$2.03M - $2.4M
|
66.7K
$13.4M
|
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
9.62KNew |
$2.02M - $2.38M
|
9.62K
$1.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9.5K+ 55.92% |
$1.99M - $2.35M
|
26.5K
$5.31M
|
|
|
May 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
9.46KNew |
$1.98M - $2.34M
|
9.46K
$1.9M
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
9.46K+ 32.32% |
$1.98M - $2.34M
|
38.7K
$7.75M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
9.42KNew |
$1.97M - $2.33M
|
9.42K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
9.4K+ 47.49% |
$1.97M - $2.32M
|
29.2K
$5.85M
|
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
9.4K+ 27.55% |
$1.97M - $2.32M
|
43.5K
$8.72M
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
9.37K+ 13.74% |
$1.96M - $2.32M
|
77.6K
$15.5M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
9.36K+ 48.02% |
$1.96M - $2.31M
|
28.8K
$5.78M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
9.33K+ 8.46% |
$1.96M - $2.31M
|
120K
$24M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
9.26K+ 3.01% |
$1.94M - $2.29M
|
317K
$63.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
9.25K+ 7.26% |
$1.94M - $2.29M
|
137K
$27.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
9.09K+ 6.99% |
$1.91M - $2.25M
|
139K
$27.9M
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
9.05K+ 16.6% |
$1.9M - $2.24M
|
63.6K
$12.7M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
9.03K+ 5.85% |
$1.89M - $2.23M
|
163K
$32.7M
|
|
|
May 15, 2025
Q1 2025
|
Tenere Capital LLC
Denver, CO |
BUY
|
- |
8.99K+ 11.19% |
$1.88M - $2.22M
|
89.3K
$17.9M
|
|
|
May 13, 2025
Q1 2025
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
8.96K+ 5.28% |
$1.88M - $2.21M
|
179K
$35.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
8.94K+ 56.96% |
$1.87M - $2.21M
|
24.6K
$4.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
8.93K+ 4.71% |
$1.87M - $2.21M
|
198K
$39.7M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
8.88K+ 9.78% |
$1.86M - $2.19M
|
99.7K
$20M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
8.85K+ 4.33% |
$1.86M - $2.19M
|
213K
$42.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
8.83K+ 7.37% |
$1.85M - $2.18M
|
129K
$25.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
8.78K+ 0.24% |
$1.84M - $2.17M
|
3.6M
$722M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.73K+ 1.96% |
$1.83M - $2.16M
|
454K
$90.8M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
8.68K+ 5.86% |
$1.82M - $2.15M
|
157K
$31.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
8.66K+ 42.21% |
$1.82M - $2.14M
|
29.2K
$5.84M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
8.65K+ 9.24% |
$1.81M - $2.14M
|
102K
$20.5M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
8.55K+ 2.59% |
$1.79M - $2.11M
|
338K
$67.7M
|
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
8.53K+ 143.14% |
$1.79M - $2.11M
|
14.5K
$2.9M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
8.4K+ 2.11% |
$1.76M - $2.08M
|
407K
$81.6M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
8.37K+ 197.2% |
$1.75M - $2.07M
|
12.6K
$2.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
8.36K+ 0.68% |
$1.75M - $2.07M
|
1.24M
$249M
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
8.36KNew |
$1.75M - $2.07M
|
8.36K
$1.67M
|