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 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.85K+ 1.59% |
$598K - $704K
|
182K
$36.4M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.84K+ 8.75% |
$595K - $702K
|
35.3K
$7.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
BUY
|
- |
2.84K+ 1.27% |
$595K - $701K
|
226K
$45.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
2.8K+ 135.98% |
$588K - $693K
|
4.87K
$975K
|
|
|
May 14, 2025
Q1 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
2.79K+ 0.56% |
$586K - $690K
|
502K
$101M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.79K+ 0.55% |
$584K - $688K
|
510K
$102M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
2.77K+ 2.67% |
$581K - $685K
|
107K
$21.4M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.77K+ 8.83% |
$581K - $685K
|
34.2K
$6.85M
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
2.76K+ 6.72% |
$579K - $682K
|
43.9K
$8.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.74K+ 2.38% |
$574K - $677K
|
118K
$23.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
2.72K+ 2.04% |
$570K - $672K
|
136K
$27.3M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2.72K+ 7.43% |
$569K - $671K
|
39.3K
$7.86M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
2.71K+ 79.58% |
$569K - $670K
|
6.12K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.71KNew |
$568K - $669K
|
2.71K
$543K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.71K+ 4.77% |
$568K - $669K
|
59.4K
$11.9M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.7K+ 1.76% |
$567K - $668K
|
156K
$31.3M
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.7K+ 18.53% |
$566K - $667K
|
17.3K
$3.46M
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
2.69K+ 2.48% |
$565K - $666K
|
111K
$22.3M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
2.67K+ 3.97% |
$559K - $659K
|
69.8K
$14M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
2.66K+ 7.11% |
$558K - $658K
|
40.1K
$8.03M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
2.65K+ 46.1% |
$555K - $654K
|
8.39K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.65K+ 9.68% |
$555K - $654K
|
30K
$6.01M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2.65K+ 75.59% |
$555K - $654K
|
6.15K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.64K+ 3.6% |
$554K - $653K
|
76.2K
$15.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.64K+ 6.45% |
$553K - $652K
|
43.5K
$8.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.63K+ 18.09% |
$551K - $649K
|
17.1K
$3.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.62K+ 9.96% |
$549K - $647K
|
28.9K
$5.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.62K+ 28.73% |
$549K - $646K
|
11.7K
$2.35M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
2.61K+ 31.88% |
$547K - $645K
|
10.8K
$2.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.59K+ 4.78% |
$544K - $641K
|
56.8K
$11.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
2.59K+ 15.87% |
$543K - $640K
|
18.9K
$3.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.59K+ 6.88% |
$543K - $639K
|
40.2K
$8.05M
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
2.59K+ 1.04% |
$543K - $639K
|
252K
$50.4M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.58K+ 1.72% |
$542K - $638K
|
153K
$30.7M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.58K+ 0.23% |
$540K - $637K
|
1.1M
$221M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.57K+ 1.8% |
$539K - $635K
|
145K
$29.1M
|
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
2.57K+ 9.54% |
$539K - $635K
|
29.5K
$5.91M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.56K+ 2.39% |
$537K - $633K
|
110K
$22M
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
2.56K+ 4.96% |
$536K - $632K
|
54.2K
$10.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
2.54K+ 7.32% |
$532K - $627K
|
37.2K
$7.45M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
2.53K+ 0.13% |
$530K - $624K
|
1.88M
$376M
|
|
|
Apr 22, 2025
Q1 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
2.51K+ 2.97% |
$527K - $621K
|
87.1K
$17.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
2.51K+ 74.99% |
$526K - $619K
|
5.85K
$1.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
2.5K+ 278.31% |
$525K - $618K
|
3.4K
$681K
|
|
|
May 12, 2025
Q1 2025
|
Ns Partners LTD
|
BUY
|
- |
2.5K+ 0.43% |
$523K - $617K
|
581K
$116M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.49K+ 1.31% |
$523K - $616K
|
192K
$38.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.49K+ 1.64% |
$522K - $615K
|
155K
$30.9M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
2.49KNew |
$522K - $615K
|
2.49K
$499K
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.49K+ 10.66% |
$521K - $614K
|
25.8K
$5.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.47K+ 53.2% |
$518K - $611K
|
7.12K
$1.43M
|