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 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
3.38KNew |
$709K - $836K
|
3.38K
$677K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.38K+ 2.56% |
$708K - $835K
|
135K
$27.1M
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
3.37K+ 44.4% |
$707K - $833K
|
11K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.34K+ 8.6% |
$700K - $825K
|
42.1K
$8.44M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
3.33K+ 5.36% |
$698K - $823K
|
65.5K
$13.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
3.31K+ 18.8% |
$694K - $818K
|
20.9K
$4.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.31K+ 1.98% |
$693K - $817K
|
170K
$34M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.29K+ 3.48% |
$690K - $814K
|
98K
$19.6M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.28K+ 2.53% |
$689K - $811K
|
133K
$26.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.28K+ 3.88% |
$688K - $811K
|
87.9K
$17.6M
|
|
|
May 14, 2025
Q1 2025
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
3.28K+ 13.73% |
$687K - $809K
|
27.1K
$5.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Flower City Capital
|
BUY
|
- |
3.27K+ 23.65% |
$686K - $808K
|
17.1K
$3.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
3.26K+ 1.19% |
$684K - $807K
|
277K
$55.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3.25K+ 20.81% |
$681K - $803K
|
18.9K
$3.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.24K+ 6.13% |
$680K - $802K
|
56.2K
$11.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.24K+ 2.38% |
$680K - $801K
|
140K
$27.9M
|
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
3.24K+ 27.44% |
$679K - $800K
|
15K
$3.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
3.23K+ 5.39% |
$677K - $798K
|
63.1K
$12.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
3.22K+ 9.14% |
$675K - $795K
|
38.5K
$7.7M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.21K+ 9.48% |
$672K - $792K
|
37K
$7.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
3.2K+ 11.92% |
$670K - $789K
|
30K
$6.01M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
3.18K+ 18.55% |
$667K - $786K
|
20.3K
$4.07M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
3.16K+ 22.33% |
$662K - $781K
|
17.3K
$3.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
3.15K+ 181.22% |
$660K - $777K
|
4.88K
$978K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
3.14K+ 11.78% |
$658K - $775K
|
29.8K
$5.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
BUY
|
- |
3.13K+ 0.86% |
$657K - $774K
|
367K
$73.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3.12K+ 5.06% |
$654K - $771K
|
64.8K
$13M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.1K+ 5.35% |
$651K - $767K
|
61.1K
$12.2M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
3.1KNew |
$650K - $767K
|
3.1K
$621K
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
3.1K+ 275.8% |
$650K - $766K
|
4.22K
$846K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.05K+ 4.07% |
$640K - $754K
|
78.1K
$15.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
3.04K+ 9.63% |
$638K - $752K
|
34.6K
$6.94M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.01K+ 4.63% |
$631K - $744K
|
68K
$13.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
3K+ 1.63% |
$630K - $742K
|
187K
$37.5M
|
|
|
May 13, 2025
Q1 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
3K+ 10.0% |
$629K - $741K
|
33K
$6.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
2.99K+ 14.28% |
$627K - $739K
|
23.9K
$4.79M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.99K+ 3.07% |
$626K - $738K
|
100K
$20.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.97K+ 10.5% |
$623K - $734K
|
31.2K
$6.26M
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
2.97K+ 9.38% |
$622K - $733K
|
34.6K
$6.93M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.96K+ 2.64% |
$620K - $731K
|
115K
$23M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.95K+ 3.46% |
$619K - $730K
|
88.2K
$17.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
2.94K+ 8.22% |
$616K - $726K
|
38.7K
$7.76M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
2.93K+ 3.45% |
$614K - $724K
|
87.9K
$17.6M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.93K+ 0.96% |
$614K - $723K
|
307K
$61.6M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
2.9K+ 14.85% |
$609K - $718K
|
22.5K
$4.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
2.9K+ 5.06% |
$608K - $717K
|
60.2K
$12.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Fcf Advisors LLC
|
BUY
|
- |
2.87K+ 1.67% |
$602K - $709K
|
174K
$34.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.87K+ 4.67% |
$602K - $709K
|
64.4K
$12.9M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
2.86K+ 5830.61% |
$599K - $706K
|
2.91K
$582K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.85K+ 1.03% |
$598K - $704K
|
280K
$56M
|