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 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
1.29K+ 9.02% |
$270K - $318K
|
15.6K
$4.09M
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.29K+ 36.12% |
$269K - $318K
|
4.84K
$1.27M
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1.28K+ 7.44% |
$269K - $317K
|
18.5K
$4.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
1.28K+ 2.97% |
$268K - $316K
|
44.4K
$11.7M
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.27K+ 0.97% |
$266K - $314K
|
132K
$34.7M
|
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
1.27K+ 5.44% |
$266K - $314K
|
24.6K
$6.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.26K+ 0.59% |
$265K - $312K
|
216K
$56.9M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
1.26KNew |
$265K - $312K
|
1.26K
$332K
|
|
|
May 14, 2025
Q1 2025
|
Avalon Global Asset Management LLC
San Francisco, CA |
BUY
|
- |
1.26K+ 1.61% |
$264K - $311K
|
79.6K
$20.9M
|
|
|
Aug 27, 2025
Q1 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
1.26K+ 17.72% |
$264K - $311K
|
8.36K
$2.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.26K+ 11.24% |
$264K - $311K
|
12.4K
$3.27M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.25K+ 1.77% |
$263K - $310K
|
72K
$18.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
1.25K+ 12.35% |
$262K - $309K
|
11.4K
$2.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
1.25K+ 5.17% |
$262K - $309K
|
25.4K
$6.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.25K+ 1.19% |
$262K - $308K
|
106K
$27.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1.25K+ 1.92% |
$261K - $308K
|
66.3K
$17.4M
|
|
|
Sep 09, 2025
Q1 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1.25K+ 7.81% |
$261K - $308K
|
17.2K
$4.52M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.24K+ 4.6% |
$261K - $307K
|
28.3K
$7.44M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
1.24K+ 3.41% |
$260K - $307K
|
37.6K
$9.89M
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
1.24KNew |
$260K - $307K
|
1.24K
$326K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.24K+ 2.12% |
$260K - $306K
|
59.7K
$15.7M
|
|
|
May 12, 2025
Q1 2025
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
1.24K+ 2.66% |
$259K - $305K
|
47.7K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
BUY
|
- |
1.24K+ 0.75% |
$259K - $305K
|
165K
$43.4M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.23K+ 16.2% |
$258K - $304K
|
8.84K
$2.32M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
1.23K+ 1.24% |
$258K - $304K
|
100K
$26.4M
|
|
|
May 07, 2025
Q1 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
1.23KNew |
$257K - $303K
|
1.23K
$322K
|
|
|
May 13, 2025
Q1 2025
|
George Kaiser Family Foundation
|
BUY
|
- |
1.23KNew |
$257K - $303K
|
1.23K
$322K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.23K+ 2.48% |
$257K - $303K
|
50.8K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.22K+ 1.4% |
$256K - $302K
|
88.8K
$23.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
1.21K+ 8.62% |
$255K - $300K
|
15.3K
$4.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
1.21K+ 12.66% |
$255K - $300K
|
10.8K
$2.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
1.21K+ 5.89% |
$254K - $300K
|
21.8K
$5.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.21K+ 3.45% |
$254K - $299K
|
36.3K
$9.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
1.21K+ 13.0% |
$254K - $299K
|
10.5K
$2.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
1.21K+ 3.83% |
$254K - $299K
|
32.8K
$8.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.21K+ 5.08% |
$254K - $299K
|
25K
$6.58M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.2K+ 0.94% |
$252K - $297K
|
129K
$33.8M
|
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
1.2K+ 10.26% |
$252K - $297K
|
12.9K
$3.39M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.2K+ 2.06% |
$251K - $296K
|
59.3K
$15.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
1.19K+ 2.63% |
$250K - $295K
|
46.6K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Tamar Securities, LLC
|
BUY
|
- |
1.19K+ 0.83% |
$250K - $294K
|
145K
$38M
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.19K+ 1.54% |
$249K - $294K
|
78.3K
$20.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.19K+ 5.77% |
$248K - $293K
|
21.7K
$5.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.18K+ 4.11% |
$248K - $293K
|
30K
$7.88M
|
|
|
May 15, 2025
Q1 2025
|
Fortune 45 LLC
|
BUY
|
- |
1.18K+ 8.47% |
$248K - $292K
|
15.1K
$3.98M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.18K+ 5.3% |
$247K - $292K
|
23.4K
$6.16M
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
1.18K+ 2.32% |
$247K - $291K
|
52K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.17K+ 3.79% |
$246K - $289K
|
32.1K
$8.43M
|
|
|
May 12, 2025
Q1 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
1.17K+ 14.27% |
$244K - $288K
|
9.33K
$2.45M
|
|
|
May 07, 2025
Q1 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
1.16K+ 2.9% |
$243K - $286K
|
41.1K
$10.8M
|