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 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
6.8K+ 3.62% |
$1.43M - $1.68M
|
195K
$39M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
6.7K+ 23.7% |
$1.41M - $1.66M
|
35K
$7.01M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
6.66KNew |
$1.4M - $1.65M
|
6.66K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
6.62KNew |
$1.39M - $1.64M
|
6.62K
$1.33M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
6.61K+ 36.59% |
$1.39M - $1.63M
|
24.7K
$4.94M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
6.6K+ 37.62% |
$1.38M - $1.63M
|
24.1K
$4.84M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
6.54K+ 5.52% |
$1.37M - $1.61M
|
125K
$25M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.49K+ 10.55% |
$1.36M - $1.6M
|
68K
$13.6M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
6.45K+ 1.81% |
$1.35M - $1.59M
|
362K
$72.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.44K+ 5.11% |
$1.35M - $1.59M
|
132K
$26.5M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
6.42K+ 5.49% |
$1.35M - $1.59M
|
123K
$24.7M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
6.41K+ 14.15% |
$1.34M - $1.58M
|
51.7K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
6.4K+ 4.26% |
$1.34M - $1.58M
|
157K
$31.4M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6.36K+ 25.02% |
$1.33M - $1.57M
|
31.8K
$6.37M
|
|
|
May 14, 2025
Q1 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
6.36KNew |
$1.33M - $1.57M
|
6.36K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
6.35K+ 84.99% |
$1.33M - $1.57M
|
13.8K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
6.35K+ 10.64% |
$1.33M - $1.57M
|
66.1K
$13.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
6.28K+ 7.75% |
$1.32M - $1.55M
|
87.3K
$17.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
6.22K+ 7.01% |
$1.3M - $1.54M
|
95K
$19M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
6.2K+ 41.58% |
$1.3M - $1.53M
|
21.1K
$4.23M
|
|
|
May 14, 2025
Q1 2025
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
6.14K+ 228.02% |
$1.29M - $1.52M
|
8.83K
$1.77M
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
6.13K+ 2.46% |
$1.29M - $1.51M
|
255K
$51M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
6.09K+ 128.81% |
$1.28M - $1.51M
|
10.8K
$2.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
6.04K+ 4.72% |
$1.27M - $1.49M
|
134K
$26.8M
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
6.04KNew |
$1.27M - $1.49M
|
6.04K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
6.03K+ 6.89% |
$1.26M - $1.49M
|
93.5K
$18.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
5.98KNew |
$1.25M - $1.48M
|
5.98K
$1.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.98K+ 25.13% |
$1.25M - $1.48M
|
29.8K
$5.96M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
5.92K+ 12.03% |
$1.24M - $1.46M
|
55.1K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
5.92KNew |
$1.24M - $1.46M
|
5.92K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
5.88K+ 127.96% |
$1.23M - $1.45M
|
10.5K
$2.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
5.87K+ 2.2% |
$1.23M - $1.45M
|
273K
$54.7M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5.84K+ 4.5% |
$1.22M - $1.44M
|
136K
$27.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.78K+ 18.35% |
$1.21M - $1.43M
|
37.3K
$7.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
5.66K+ 21.27% |
$1.19M - $1.4M
|
32.3K
$6.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
5.65K+ 4.06% |
$1.18M - $1.39M
|
145K
$29M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
5.64K+ 8.43% |
$1.18M - $1.39M
|
72.5K
$14.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
5.62K+ 3.18% |
$1.18M - $1.39M
|
182K
$36.5M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
5.62K+ 2.68% |
$1.18M - $1.39M
|
215K
$43.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
5.61K+ 4.1% |
$1.18M - $1.39M
|
142K
$28.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
5.6KNew |
$1.17M - $1.38M
|
5.6K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
5.59K+ 6.17% |
$1.17M - $1.38M
|
96.2K
$19.3M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.56K+ 37.12% |
$1.16M - $1.37M
|
20.5K
$4.11M
|
|
|
Apr 24, 2025
Q1 2025
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
5.55KNew |
$1.16M - $1.37M
|
5.55K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5.54KNew |
$1.16M - $1.37M
|
5.54K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
5.54KNew |
$1.16M - $1.37M
|
5.54K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
5.54KNew |
$1.16M - $1.37M
|
5.54K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
5.51K+ 16.68% |
$1.15M - $1.36M
|
38.5K
$7.71M
|
|
|
May 13, 2025
Q1 2025
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
5.5KNew |
$1.15M - $1.36M
|
5.5K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
5.47K+ 3.61% |
$1.15M - $1.35M
|
157K
$31.5M
|