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 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1.86K+ 15.58% |
$389K - $459K
|
13.8K
$2.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
1.85K+ 67.89% |
$389K - $458K
|
4.59K
$918K
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
BUY
|
- |
1.84K+ 6.35% |
$386K - $455K
|
30.8K
$6.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Aldrich Partners LLC
|
BUY
|
- |
1.84KNew |
$385K - $454K
|
1.84K
$368K
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
1.84K+ 59.21% |
$385K - $454K
|
4.94K
$989K
|
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
1.83K+ 22.34% |
$383K - $451K
|
9.99K
$2M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.82K+ 3.39% |
$381K - $449K
|
55.4K
$11.1M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.82K+ 3.25% |
$381K - $449K
|
57.7K
$11.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.81K+ 4.54% |
$380K - $448K
|
41.8K
$8.36M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
1.81K+ 8.0% |
$380K - $448K
|
24.5K
$4.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
1.81K+ 27.84% |
$380K - $447K
|
8.31K
$1.66M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.81K+ 0.48% |
$380K - $447K
|
376K
$75.3M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.81K+ 2.05% |
$380K - $447K
|
90K
$18M
|
|
|
Apr 15, 2025
Q1 2025
|
Founders Capital Management, LLC
|
BUY
|
- |
1.8K+ 2.19% |
$378K - $445K
|
84.1K
$16.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
1.8KNew |
$378K - $445K
|
1.8K
$361K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.78K+ 10.81% |
$374K - $441K
|
18.3K
$3.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.78K+ 3.3% |
$373K - $440K
|
55.7K
$11.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
BUY
|
- |
1.78K+ 24.41% |
$373K - $440K
|
9.07K
$1.82M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.78K+ 1.63% |
$373K - $440K
|
111K
$22.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
1.77K+ 2.8% |
$372K - $438K
|
65.1K
$13M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.77K+ 1.66% |
$372K - $438K
|
109K
$21.8M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.75K+ 5.96% |
$366K - $431K
|
31K
$6.21M
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
1.74KNew |
$366K - $431K
|
1.74K
$349K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.73K+ 8.03% |
$363K - $427K
|
23.3K
$4.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.73K+ 9.76% |
$362K - $426K
|
19.4K
$3.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.72K+ 8.56% |
$360K - $424K
|
21.8K
$4.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.71K+ 23.82% |
$358K - $422K
|
8.87K
$1.78M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
1.69K+ 0.63% |
$355K - $418K
|
272K
$54.4M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.68K+ 19.31% |
$353K - $416K
|
10.4K
$2.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.68K+ 4.88% |
$352K - $415K
|
36.1K
$7.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.67K+ 38.65% |
$351K - $413K
|
6K
$1.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 28.79% |
$349K - $411K
|
7.45K
$1.49M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.66K+ 2.3% |
$349K - $411K
|
73.9K
$14.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
1.66KNew |
$348K - $411K
|
1.66K
$333K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.66K+ 22.3% |
$347K - $409K
|
9.08K
$1.82M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
1.66K+ 0.66% |
$347K - $409K
|
253K
$50.7M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.65K+ 1.84% |
$347K - $408K
|
91.4K
$18.3M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.64K+ 3.64% |
$345K - $406K
|
46.9K
$9.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.63K+ 0.09% |
$342K - $403K
|
1.88M
$377M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
1.62K+ 3.46% |
$341K - $401K
|
48.6K
$9.74M
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.61K+ 9.73% |
$338K - $399K
|
18.2K
$3.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
1.61K+ 3.74% |
$338K - $398K
|
44.7K
$8.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.6K+ 7.41% |
$336K - $396K
|
23.2K
$4.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
1.59KNew |
$334K - $393K
|
1.59K
$319K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.58K+ 1.55% |
$332K - $391K
|
104K
$20.8M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.58K+ 6.13% |
$331K - $390K
|
27.4K
$5.48M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.58K+ 2.38% |
$331K - $390K
|
67.8K
$13.6M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.58K+ 2.36% |
$330K - $389K
|
68.3K
$13.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
1.58K+ 3.59% |
$330K - $389K
|
45.4K
$9.1M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.57K+ 7.59% |
$328K - $387K
|
22.2K
$4.44M
|