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 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.73K+ 9.76% |
$362K - $426K
|
19.4K
$5.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.72K+ 8.56% |
$360K - $424K
|
21.8K
$5.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.71K+ 23.82% |
$358K - $422K
|
8.87K
$2.33M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
1.69K+ 0.63% |
$355K - $418K
|
272K
$71.4M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.68K+ 19.31% |
$353K - $416K
|
10.4K
$2.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.68K+ 4.88% |
$352K - $415K
|
36.1K
$9.49M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.67K+ 38.65% |
$351K - $413K
|
6K
$1.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 28.79% |
$349K - $411K
|
7.45K
$1.96M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.66K+ 2.3% |
$349K - $411K
|
73.9K
$19.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
1.66KNew |
$348K - $411K
|
1.66K
$437K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.66K+ 22.3% |
$347K - $409K
|
9.08K
$2.39M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
1.66K+ 0.66% |
$347K - $409K
|
253K
$66.5M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.65K+ 1.84% |
$347K - $408K
|
91.4K
$24M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.64K+ 3.64% |
$345K - $406K
|
46.9K
$12.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.63K+ 0.09% |
$342K - $403K
|
1.88M
$494M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
1.62K+ 3.46% |
$341K - $401K
|
48.6K
$12.8M
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.61K+ 9.73% |
$338K - $399K
|
18.2K
$4.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
1.61K+ 3.74% |
$338K - $398K
|
44.7K
$11.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.6K+ 7.41% |
$336K - $396K
|
23.2K
$6.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
1.59KNew |
$334K - $393K
|
1.59K
$418K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.58K+ 1.55% |
$332K - $391K
|
104K
$27.2M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.58K+ 6.13% |
$331K - $390K
|
27.4K
$7.19M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.58K+ 2.38% |
$331K - $390K
|
67.8K
$17.8M
|
|
|
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
$18M
|
|
|
Apr 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
1.58K+ 3.59% |
$330K - $389K
|
45.4K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.57K+ 7.59% |
$328K - $387K
|
22.2K
$5.83M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.56K+ 6.65% |
$328K - $386K
|
25.1K
$6.6M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
1.56K+ 12.56% |
$328K - $386K
|
14K
$3.68M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.56K+ 10.36% |
$328K - $386K
|
16.7K
$4.38M
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
1.55K+ 2.1% |
$325K - $383K
|
75.3K
$19.8M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.54K+ 0.44% |
$323K - $381K
|
349K
$91.8M
|
|
|
May 15, 2025
Q1 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.54K+ 2.7% |
$322K - $380K
|
58.4K
$15.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
1.53K+ 7.75% |
$321K - $378K
|
21.3K
$5.59M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.52K+ 9.26% |
$319K - $376K
|
18K
$4.72M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.52K+ 10.76% |
$319K - $376K
|
15.7K
$4.12M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.51K+ 9.76% |
$317K - $374K
|
17K
$4.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.51K+ 7.81% |
$317K - $374K
|
20.9K
$5.49M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.51K+ 1.97% |
$317K - $374K
|
78.5K
$20.6M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.51K+ 10.95% |
$317K - $373K
|
15.3K
$4.02M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.51K+ 5.5% |
$316K - $373K
|
28.9K
$7.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.5K+ 0.68% |
$315K - $371K
|
221K
$58.1M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.48K+ 1.19% |
$311K - $367K
|
126K
$33M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.48K+ 19.23% |
$310K - $365K
|
9.17K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.48K+ 0.32% |
$309K - $364K
|
462K
$121M
|
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
BUY
|
- |
1.47K+ 4.95% |
$309K - $364K
|
31.2K
$8.21M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
1.47KNew |
$309K - $364K
|
1.47K
$387K
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
1.46K+ 21.29% |
$306K - $361K
|
8.32K
$2.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
1.46K+ 16.07% |
$305K - $360K
|
10.5K
$2.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
1.45K+ 36.75% |
$303K - $357K
|
5.38K
$1.41M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.44K+ 0.47% |
$301K - $355K
|
310K
$81.6M
|