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 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
4.71K+ 12.11% |
$988K - $1.16M
|
43.6K
$8.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.71K+ 5.18% |
$987K - $1.16M
|
95.5K
$19.1M
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
4.66K+ 2.0% |
$977K - $1.15M
|
237K
$47.5M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
4.65K+ 10.99% |
$974K - $1.15M
|
46.9K
$9.4M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
4.62K+ 20.23% |
$968K - $1.14M
|
27.4K
$5.5M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
4.61KNew |
$966K - $1.14M
|
4.61K
$923K
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
4.59K+ 209.16% |
$963K - $1.13M
|
6.79K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.58K+ 0.93% |
$960K - $1.13M
|
495K
$99.2M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.57K+ 5.87% |
$958K - $1.13M
|
82.4K
$16.5M
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
4.57K+ 22.34% |
$958K - $1.13M
|
25K
$5.01M
|
|
|
May 15, 2025
Q1 2025
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
4.57K+ 37.11% |
$958K - $1.13M
|
16.9K
$3.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
4.55K+ 55.99% |
$954K - $1.12M
|
12.7K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.55K+ 12.54% |
$954K - $1.12M
|
40.8K
$8.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.54K+ 1.91% |
$952K - $1.12M
|
242K
$48.5M
|
|
|
May 14, 2025
Q1 2025
|
Nat West Group PLC
|
BUY
|
- |
4.51K+ 3.13% |
$946K - $1.11M
|
149K
$29.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
4.51K+ 1.14% |
$945K - $1.11M
|
398K
$79.8M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4.47K+ 10.58% |
$936K - $1.1M
|
46.7K
$9.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
4.46K+ 15.25% |
$936K - $1.1M
|
33.7K
$6.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.45K+ 3.01% |
$934K - $1.1M
|
152K
$30.5M
|
|
|
May 07, 2025
Q1 2025
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
4.45K+ 2.45% |
$933K - $1.1M
|
186K
$37.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
4.42K+ 38.76% |
$927K - $1.09M
|
15.8K
$3.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
4.42K+ 20.79% |
$926K - $1.09M
|
25.7K
$5.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
4.4K+ 18.61% |
$922K - $1.09M
|
28K
$5.61M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.39K+ 7.81% |
$920K - $1.08M
|
60.6K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
4.39K+ 0.71% |
$919K - $1.08M
|
625K
$125M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
4.38K+ 17.8% |
$919K - $1.08M
|
29K
$5.81M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
4.37K+ 4.18% |
$917K - $1.08M
|
109K
$21.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
4.37K+ 11.78% |
$915K - $1.08M
|
41.4K
$8.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
4.36K+ 1.82% |
$913K - $1.08M
|
244K
$48.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
4.36K+ 16.86% |
$913K - $1.08M
|
30.2K
$6.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
4.33K+ 18.92% |
$908K - $1.07M
|
27.2K
$5.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
4.31K+ 16.77% |
$904K - $1.07M
|
30K
$6.01M
|
|
|
May 08, 2025
Q1 2025
|
Rd Finance LTD
Limassol, G4 |
BUY
|
- |
4.3KNew |
$902K - $1.06M
|
4.3K
$861K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
4.26K+ 0.81% |
$894K - $1.05M
|
529K
$106M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.2K+ 7.07% |
$880K - $1.04M
|
63.5K
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
4.16K+ 9.99% |
$873K - $1.03M
|
45.9K
$9.18M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.16K+ 0.18% |
$873K - $1.03M
|
2.32M
$464M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.13K+ 4.44% |
$866K - $1.02M
|
97.2K
$19.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4.12K+ 12.64% |
$864K - $1.02M
|
36.7K
$7.36M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
4.1K+ 18.93% |
$861K - $1.01M
|
25.8K
$5.16M
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
4.09K+ 27.14% |
$857K - $1.01M
|
19.2K
$3.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.09K+ 1.22% |
$857K - $1.01M
|
338K
$67.7M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
4.08K+ 4.26% |
$855K - $1.01M
|
99.7K
$20M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
4.07K+ 81.46% |
$854K - $1.01M
|
9.07K
$1.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
4.06KNew |
$852K - $1M
|
4.06K
$813K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
4.06K+ 6.48% |
$850K - $1M
|
66.7K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
4.04K+ 50.63% |
$848K - $999K
|
12K
$2.41M
|
|
|
May 06, 2025
Q1 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
4.04K+ 15.25% |
$847K - $998K
|
30.5K
$6.12M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4K+ 0.2% |
$838K - $987K
|
1.96M
$393M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4K+ 1.57% |
$838K - $987K
|
259K
$51.8M
|