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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
3.67K+ 22.81% |
$770K - $907K
|
19.8K
$5.19M
|
|
|
May 12, 2025
Q1 2025
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
3.67K+ 2.76% |
$770K - $907K
|
137K
$35.9M
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
3.63K+ 0.63% |
$762K - $898K
|
580K
$153M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
3.58K+ 23.96% |
$751K - $885K
|
18.5K
$4.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
3.58K+ 7.45% |
$751K - $885K
|
51.6K
$13.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
3.58K+ 7.08% |
$751K - $885K
|
54.2K
$14.2M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
3.57K+ 35.21% |
$748K - $881K
|
13.7K
$3.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.56K+ 2.2% |
$746K - $879K
|
165K
$43.4M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3.54K+ 1.65% |
$741K - $873K
|
217K
$57.1M
|
|
|
May 13, 2025
Q1 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
3.53K+ 31.79% |
$739K - $871K
|
14.6K
$3.84M
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
3.5K+ 0.71% |
$735K - $866K
|
498K
$131M
|
|
|
May 09, 2025
Q1 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
3.5K+ 46.69% |
$734K - $865K
|
11K
$2.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
3.5K+ 3.49% |
$734K - $865K
|
104K
$27.3M
|
|
|
Sep 17, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.5K+ 0.07% |
$733K - $864K
|
5.14M
$1.35B
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
3.49K+ 3.99% |
$732K - $862K
|
90.8K
$23.9M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
3.49K+ 0.46% |
$731K - $862K
|
764K
$201M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
3.49K+ 18.65% |
$731K - $861K
|
22.2K
$5.83M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
3.48K+ 87.27% |
$729K - $859K
|
7.46K
$1.96M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
3.46K+ 41.02% |
$726K - $856K
|
11.9K
$3.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
3.46K+ 20.91% |
$725K - $854K
|
20K
$5.26M
|
|
|
May 09, 2025
Q1 2025
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
3.45KNew |
$723K - $852K
|
3.45K
$907K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3.45K+ 6.81% |
$723K - $852K
|
54.1K
$14.2M
|
|
|
May 12, 2025
Q1 2025
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
3.44KNew |
$721K - $850K
|
3.44K
$903K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
3.42K+ 0.97% |
$717K - $845K
|
355K
$93.2M
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
3.4K+ 19.88% |
$712K - $839K
|
20.5K
$5.38M
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
3.38KNew |
$709K - $836K
|
3.38K
$889K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.38K+ 2.56% |
$708K - $835K
|
135K
$35.6M
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
3.37K+ 44.4% |
$707K - $833K
|
11K
$2.88M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.34K+ 8.6% |
$700K - $825K
|
42.1K
$11.1M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
3.33K+ 5.36% |
$698K - $823K
|
65.5K
$17.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
3.31K+ 18.8% |
$694K - $818K
|
20.9K
$5.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.31K+ 1.98% |
$693K - $817K
|
170K
$44.6M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.29K+ 3.48% |
$690K - $814K
|
98K
$25.7M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.28K+ 2.53% |
$689K - $811K
|
133K
$35M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.28K+ 3.88% |
$688K - $811K
|
87.9K
$23.1M
|
|
|
May 14, 2025
Q1 2025
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
3.28K+ 13.73% |
$687K - $809K
|
27.1K
$7.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Flower City Capital
|
BUY
|
- |
3.27K+ 23.65% |
$686K - $808K
|
17.1K
$4.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
3.26K+ 1.19% |
$684K - $807K
|
277K
$72.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3.25K+ 20.81% |
$681K - $803K
|
18.9K
$4.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.24K+ 6.13% |
$680K - $802K
|
56.2K
$14.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.24K+ 2.38% |
$680K - $801K
|
140K
$36.7M
|
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
3.24K+ 27.44% |
$679K - $800K
|
15K
$3.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
3.23K+ 5.39% |
$677K - $798K
|
63.1K
$16.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
3.22K+ 9.14% |
$675K - $795K
|
38.5K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.21K+ 9.48% |
$672K - $792K
|
37K
$9.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
3.2K+ 11.92% |
$670K - $789K
|
30K
$7.88M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
3.18K+ 18.55% |
$667K - $786K
|
20.3K
$5.34M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
3.16K+ 22.33% |
$662K - $781K
|
17.3K
$4.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
3.15K+ 181.22% |
$660K - $777K
|
4.88K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
3.14K+ 11.78% |
$658K - $775K
|
29.8K
$7.82M
|