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
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3.99K+ 6.09% |
$836K - $985K
|
69.4K
$13.9M
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
BUY
|
- |
3.99K+ 14.13% |
$836K - $985K
|
32.2K
$6.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
3.98K+ 1.08% |
$835K - $984K
|
374K
$74.8M
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
3.93K+ 0.28% |
$824K - $971K
|
1.4M
$281M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.92K+ 2.13% |
$821K - $967K
|
188K
$37.7M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
3.91K+ 22.11% |
$820K - $967K
|
21.6K
$4.33M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.89K+ 1.42% |
$816K - $961K
|
277K
$55.5M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
3.88K+ 32.29% |
$814K - $959K
|
15.9K
$3.19M
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
3.85K+ 90.33% |
$807K - $951K
|
8.11K
$1.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
3.83KNew |
$803K - $946K
|
3.83K
$767K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.81K+ 2.68% |
$799K - $941K
|
146K
$29.2M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3.81K+ 8.77% |
$799K - $941K
|
47.3K
$9.46M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.8K+ 1.1% |
$798K - $940K
|
349K
$70M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
3.79K+ 4.93% |
$795K - $937K
|
80.8K
$16.2M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.78K+ 35.11% |
$792K - $934K
|
14.5K
$2.91M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.75K+ 13.42% |
$787K - $927K
|
31.7K
$6.35M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
3.72K+ 13.99% |
$781K - $920K
|
30.3K
$6.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.72K+ 18.12% |
$780K - $920K
|
24.3K
$4.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
3.72K+ 1.9% |
$779K - $918K
|
200K
$40M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.71K+ 2.19% |
$779K - $918K
|
173K
$34.7M
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
3.71KNew |
$777K - $916K
|
3.71K
$743K
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
3.7K+ 191.46% |
$776K - $915K
|
5.63K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.69K+ 2.38% |
$774K - $912K
|
159K
$31.9M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
3.69K+ 1.2% |
$774K - $912K
|
311K
$62.3M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
3.68K+ 25.87% |
$772K - $909K
|
17.9K
$3.59M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
3.67K+ 6.21% |
$770K - $907K
|
62.8K
$12.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
3.67K+ 22.81% |
$770K - $907K
|
19.8K
$3.96M
|
|
|
May 12, 2025
Q1 2025
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
3.67K+ 2.76% |
$770K - $907K
|
137K
$27.4M
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
3.63K+ 0.63% |
$762K - $898K
|
580K
$116M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
3.58K+ 23.96% |
$751K - $885K
|
18.5K
$3.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
3.58K+ 7.45% |
$751K - $885K
|
51.6K
$10.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
3.58K+ 7.08% |
$751K - $885K
|
54.2K
$10.9M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
3.57K+ 35.21% |
$748K - $881K
|
13.7K
$2.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.56K+ 2.2% |
$746K - $879K
|
165K
$33.1M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3.54K+ 1.65% |
$741K - $873K
|
217K
$43.5M
|
|
|
May 13, 2025
Q1 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
3.53K+ 31.79% |
$739K - $871K
|
14.6K
$2.93M
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
3.5K+ 0.71% |
$735K - $866K
|
498K
$99.7M
|
|
|
May 09, 2025
Q1 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
3.5K+ 46.69% |
$734K - $865K
|
11K
$2.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
3.5K+ 3.49% |
$734K - $865K
|
104K
$20.8M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
3.49K+ 3.99% |
$732K - $862K
|
90.8K
$18.2M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
3.49K+ 0.46% |
$731K - $862K
|
764K
$153M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
3.49K+ 18.65% |
$731K - $861K
|
22.2K
$4.44M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
3.48K+ 87.27% |
$729K - $859K
|
7.46K
$1.49M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
3.46K+ 41.02% |
$726K - $856K
|
11.9K
$2.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
3.46K+ 20.91% |
$725K - $854K
|
20K
$4.01M
|
|
|
May 09, 2025
Q1 2025
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
3.45KNew |
$723K - $852K
|
3.45K
$691K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3.45K+ 6.81% |
$723K - $852K
|
54.1K
$10.8M
|
|
|
May 12, 2025
Q1 2025
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
3.44KNew |
$721K - $850K
|
3.44K
$689K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
3.42K+ 0.97% |
$717K - $845K
|
355K
$71M
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
3.4K+ 19.88% |
$712K - $839K
|
20.5K
$4.1M
|