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 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.15K+ 8.32% |
$451K - $531K
|
28K
$5.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
2.15K+ 9.65% |
$450K - $531K
|
24.4K
$4.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
2.14K+ 185.11% |
$448K - $528K
|
3.29K
$660K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.13K+ 36.56% |
$447K - $526K
|
7.96K
$1.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.13K+ 1.91% |
$447K - $526K
|
113K
$22.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
2.13K+ 234.25% |
$446K - $526K
|
3.04K
$608K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
2.13K+ 1.67% |
$446K - $525K
|
130K
$26M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
2.11K+ 0.26% |
$441K - $520K
|
802K
$161M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
2.09K+ 1.97% |
$439K - $517K
|
108K
$21.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
2.09K+ 4.33% |
$439K - $517K
|
50.5K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
2.09K+ 9.1% |
$439K - $517K
|
25.1K
$5.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
2.08K+ 34.98% |
$436K - $514K
|
8.03K
$1.61M
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
2.07K+ 3.64% |
$433K - $510K
|
58.8K
$11.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
2.06K+ 18.61% |
$433K - $510K
|
13.2K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
2.06K+ 9.96% |
$432K - $509K
|
22.7K
$4.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
2.05K+ 3.14% |
$430K - $507K
|
67.4K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
2.05KNew |
$430K - $507K
|
2.05K
$411K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2.05K+ 1.87% |
$430K - $507K
|
112K
$22.3M
|
|
|
May 15, 2025
Q1 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
2.05K+ 8.56% |
$430K - $507K
|
26K
$5.21M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
2.05K+ 2.62% |
$430K - $506K
|
80.3K
$16.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.05K+ 10.01% |
$429K - $506K
|
22.5K
$4.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
2.04K+ 2.76% |
$428K - $505K
|
76K
$15.2M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
2.04K+ 39.84% |
$427K - $503K
|
7.15K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
2.03K+ 17.28% |
$425K - $501K
|
13.8K
$2.75M
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.01K+ 0.15% |
$421K - $496K
|
1.36M
$272M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
2K+ 7.43% |
$420K - $495K
|
29K
$5.8M
|
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
2KNew |
$419K - $494K
|
2K
$401K
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.99K+ 1.69% |
$416K - $491K
|
119K
$23.9M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.99K+ 4.34% |
$416K - $491K
|
47.7K
$9.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
1.97K+ 109.68% |
$413K - $487K
|
3.77K
$755K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.96K+ 16.77% |
$411K - $484K
|
13.6K
$2.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.96K+ 1.9% |
$411K - $484K
|
105K
$21.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
1.96K+ 5.13% |
$411K - $484K
|
40.1K
$8.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
1.95K+ 3.65% |
$409K - $482K
|
55.4K
$11.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
1.95K+ 7.62% |
$408K - $481K
|
27.5K
$5.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.94KNew |
$408K - $480K
|
1.94K
$389K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.94K+ 3.91% |
$407K - $480K
|
51.7K
$10.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.94K+ 0.45% |
$407K - $479K
|
433K
$86.7M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
1.93K+ 27.52% |
$404K - $476K
|
8.93K
$1.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
1.92K+ 52.06% |
$402K - $474K
|
5.6K
$1.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.91K+ 6.99% |
$401K - $473K
|
29.3K
$5.87M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.91K+ 1.76% |
$400K - $472K
|
110K
$22.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
1.91K+ 18.44% |
$400K - $471K
|
12.2K
$2.45M
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
1.91K+ 13.85% |
$400K - $471K
|
15.7K
$3.14M
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
1.91K+ 175.18% |
$400K - $471K
|
2.99K
$600K
|
|
|
May 15, 2025
Q1 2025
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
1.9KNew |
$398K - $469K
|
1.9K
$380K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
1.9K+ 1.93% |
$398K - $469K
|
99.9K
$20M
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
1.9K+ 11.97% |
$398K - $469K
|
17.7K
$3.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.86K+ 6.48% |
$390K - $459K
|
30.5K
$6.12M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1.86K+ 15.58% |
$389K - $459K
|
13.8K
$2.76M
|