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 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
8.26K+ 0.87% |
$1.73M - $2.04M
|
960K
$192M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
8.25K+ 33.16% |
$1.73M - $2.04M
|
33.1K
$6.64M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
8.14K+ 27.1% |
$1.71M - $2.01M
|
38.2K
$7.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Artemis Investment Management LLP
|
BUY
|
- |
8.11K+ 3.69% |
$1.7M - $2M
|
228K
$45.7M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
8.11K+ 13.02% |
$1.7M - $2M
|
70.4K
$14.1M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
8.04K+ 3.34% |
$1.69M - $1.99M
|
249K
$49.8M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.04K+ 2.21% |
$1.68M - $1.99M
|
371K
$74.3M
|
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
7.94K+ 812.28% |
$1.66M - $1.96M
|
8.91K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
7.91K+ 12.86% |
$1.66M - $1.95M
|
69.4K
$13.9M
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
7.9KNew |
$1.66M - $1.95M
|
7.9K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
7.88K+ 4.52% |
$1.65M - $1.95M
|
182K
$36.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
7.87K+ 0.44% |
$1.65M - $1.95M
|
1.78M
$357M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7.83K+ 5.88% |
$1.64M - $1.93M
|
141K
$28.2M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
7.82K+ 0.48% |
$1.64M - $1.93M
|
1.62M
$325M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
7.8K+ 8.81% |
$1.64M - $1.93M
|
96.4K
$19.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
7.77K+ 53.65% |
$1.63M - $1.92M
|
22.2K
$4.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Bosman Wealth Management, LLC
Redlands, CA |
BUY
|
- |
7.74KNew |
$1.62M - $1.91M
|
7.74K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
7.71K+ 4.96% |
$1.62M - $1.91M
|
163K
$32.7M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
7.68K+ 17.9% |
$1.61M - $1.9M
|
50.6K
$10.1M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
7.66K+ 42.76% |
$1.61M - $1.89M
|
25.6K
$5.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.66K+ 3.39% |
$1.61M - $1.89M
|
234K
$46.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7.65K+ 4.85% |
$1.6M - $1.89M
|
165K
$33.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
7.64K+ 7.46% |
$1.6M - $1.89M
|
110K
$22M
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
7.62K+ 127.97% |
$1.6M - $1.88M
|
13.6K
$2.72M
|
|
|
May 13, 2025
Q1 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
7.61K+ 13.42% |
$1.6M - $1.88M
|
64.3K
$12.9M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
7.61K+ 4.81% |
$1.59M - $1.88M
|
166K
$33.2M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
7.54K+ 77.21% |
$1.58M - $1.86M
|
17.3K
$3.47M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
7.46K+ 6.32% |
$1.56M - $1.84M
|
125K
$25.1M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
7.45K+ 10.2% |
$1.56M - $1.84M
|
80.5K
$16.1M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
7.45K+ 12.46% |
$1.56M - $1.84M
|
67.2K
$13.5M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
7.42K+ 309.94% |
$1.56M - $1.83M
|
9.82K
$1.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
7.38K+ 11.0% |
$1.55M - $1.82M
|
74.5K
$14.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
7.34K+ 16.27% |
$1.54M - $1.81M
|
52.5K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
7.32K+ 2.47% |
$1.53M - $1.81M
|
303K
$60.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
7.25K+ 1.41% |
$1.52M - $1.79M
|
521K
$104M
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
7.24KNew |
$1.52M - $1.79M
|
7.24K
$1.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
7.22K+ 14.34% |
$1.51M - $1.78M
|
57.6K
$11.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
7.2KNew |
$1.51M - $1.78M
|
7.2K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
7.2K+ 31.68% |
$1.51M - $1.78M
|
29.9K
$5.99M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
7.19K+ 202.08% |
$1.51M - $1.78M
|
10.8K
$2.15M
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
7.19K+ 4.31% |
$1.51M - $1.78M
|
174K
$34.9M
|
|
|
May 09, 2025
Q1 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
7.14K+ 8.87% |
$1.5M - $1.76M
|
87.6K
$17.6M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
7.01K+ 84.0% |
$1.47M - $1.73M
|
15.3K
$3.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
7K+ 6.96% |
$1.47M - $1.73M
|
108K
$21.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
6.94K+ 25.73% |
$1.46M - $1.72M
|
33.9K
$6.79M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
6.93K+ 3.28% |
$1.45M - $1.71M
|
218K
$43.7M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
6.86K+ 12.4% |
$1.44M - $1.69M
|
62.1K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
6.86KNew |
$1.44M - $1.69M
|
6.86K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
6.83K+ 0.6% |
$1.43M - $1.69M
|
1.15M
$230M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
6.81K+ 11.38% |
$1.43M - $1.68M
|
66.7K
$13.4M
|