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
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
2.57K+ 9.54% |
$539K - $635K
|
29.5K
$6.78M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.56K+ 2.39% |
$537K - $633K
|
110K
$25.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
2.56K+ 4.96% |
$536K - $632K
|
54.2K
$12.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
2.54K+ 7.32% |
$532K - $627K
|
37.2K
$8.54M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
2.53K+ 0.13% |
$530K - $624K
|
1.88M
$431M
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.52K+ 2.26% |
$529K - $623K
|
114K
$26.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
2.51K+ 2.97% |
$527K - $621K
|
87.1K
$20M
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
2.51K+ 74.99% |
$526K - $619K
|
5.85K
$1.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
2.5K+ 278.31% |
$525K - $618K
|
3.4K
$781K
|
|
|
May 12, 2025
Q1 2025
|
Ns Partners LTD
|
BUY
|
- |
2.5K+ 0.43% |
$523K - $617K
|
581K
$133M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.49K+ 1.31% |
$523K - $616K
|
192K
$44.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.49K+ 1.64% |
$522K - $615K
|
155K
$35.5M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
2.49KNew |
$522K - $615K
|
2.49K
$572K
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.49K+ 10.66% |
$521K - $614K
|
25.8K
$5.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.47K+ 53.2% |
$518K - $611K
|
7.12K
$1.63M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.47K+ 8.36% |
$518K - $611K
|
32K
$7.36M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.47K+ 4.2% |
$517K - $609K
|
61.2K
$14.1M
|
|
|
May 13, 2025
Q1 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.46K+ 4.37% |
$515K - $607K
|
58.7K
$13.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.45K+ 4.88% |
$515K - $606K
|
52.7K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Mint Tower Capital Management B.V.
|
BUY
|
- |
2.45KNew |
$514K - $605K
|
2.45K
$563K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.42K+ 5.68% |
$507K - $598K
|
45.1K
$10.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2.4K+ 10.77% |
$503K - $593K
|
24.7K
$5.67M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.39K+ 1.46% |
$502K - $592K
|
167K
$38.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
2.39K+ 9.72% |
$501K - $591K
|
27K
$6.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.39K+ 4.01% |
$501K - $590K
|
61.9K
$14.2M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
2.39K+ 7.62% |
$501K - $590K
|
33.8K
$7.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
2.39K+ 1.15% |
$500K - $590K
|
210K
$48.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.38K+ 18.06% |
$499K - $588K
|
15.5K
$3.57M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.38K+ 0.4% |
$498K - $587K
|
601K
$138M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.37K+ 3.65% |
$496K - $584K
|
67.2K
$15.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
2.36KNew |
$495K - $584K
|
2.36K
$542K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.36K+ 2.94% |
$495K - $583K
|
82.5K
$19M
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
2.36K+ 1.61% |
$494K - $582K
|
149K
$34.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
2.35K+ 3.01% |
$492K - $579K
|
80.4K
$18.5M
|
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
2.34K+ 31.08% |
$491K - $578K
|
9.87K
$2.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
2.33K+ 24.04% |
$489K - $576K
|
12K
$2.76M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
2.33K+ 88.65% |
$488K - $575K
|
4.95K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
2.32K+ 17.33% |
$487K - $574K
|
15.7K
$3.61M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.32K+ 4.55% |
$487K - $574K
|
53.4K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Avenir Tech LTD
Hong Kong, K3 |
BUY
|
- |
2.3K+ 2300.0% |
$482K - $568K
|
2.4K
$551K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.3K+ 5.41% |
$482K - $568K
|
44.8K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
2.3K+ 2.26% |
$481K - $567K
|
104K
$23.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.27K+ 8.3% |
$476K - $561K
|
29.6K
$6.8M
|
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
2.27K+ 8.37% |
$476K - $561K
|
29.4K
$6.74M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.25K+ 6.78% |
$472K - $556K
|
35.5K
$8.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
2.25K+ 7.06% |
$471K - $555K
|
34.1K
$7.83M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.25K+ 1.04% |
$471K - $555K
|
218K
$50M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.25K+ 0.57% |
$471K - $555K
|
400K
$91.8M
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
2.24K+ 6.2% |
$471K - $554K
|
38.4K
$8.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
2.24K+ 5.73% |
$470K - $554K
|
41.3K
$9.49M
|