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 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
1.21K+ 12.66% |
$255K - $300K
|
10.8K
$2.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
1.21K+ 5.89% |
$254K - $300K
|
21.8K
$4.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.21K+ 3.45% |
$254K - $299K
|
36.3K
$7.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
1.21K+ 13.0% |
$254K - $299K
|
10.5K
$2.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
1.21K+ 3.83% |
$254K - $299K
|
32.8K
$6.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.21K+ 5.08% |
$254K - $299K
|
25K
$5.02M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.2K+ 0.94% |
$252K - $297K
|
129K
$25.8M
|
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
1.2K+ 10.26% |
$252K - $297K
|
12.9K
$2.58M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.2K+ 2.06% |
$251K - $296K
|
59.3K
$11.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
1.19K+ 2.63% |
$250K - $295K
|
46.6K
$9.34M
|
|
|
May 15, 2025
Q1 2025
|
Tamar Securities, LLC
|
BUY
|
- |
1.19K+ 0.83% |
$250K - $294K
|
145K
$28.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.19K+ 1.54% |
$249K - $294K
|
78.3K
$15.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.19K+ 5.77% |
$248K - $293K
|
21.7K
$4.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.18K+ 4.11% |
$248K - $293K
|
30K
$6M
|
|
|
May 15, 2025
Q1 2025
|
Fortune 45 LLC
|
BUY
|
- |
1.18K+ 8.47% |
$248K - $292K
|
15.1K
$3.03M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.18K+ 5.3% |
$247K - $292K
|
23.4K
$4.7M
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
1.18K+ 2.32% |
$247K - $291K
|
52K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.17K+ 3.79% |
$246K - $289K
|
32.1K
$6.43M
|
|
|
May 12, 2025
Q1 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
1.17K+ 14.27% |
$244K - $288K
|
9.33K
$1.87M
|
|
|
May 07, 2025
Q1 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
1.16K+ 2.9% |
$243K - $286K
|
41.1K
$8.22M
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
1.16K+ 2.84% |
$243K - $286K
|
42K
$8.41M
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
1.16K+ 7.5% |
$243K - $286K
|
16.6K
$3.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Divergent Planning, LLC
|
BUY
|
- |
1.15K+ 12.76% |
$242K - $285K
|
10.2K
$2.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.15K+ 0.84% |
$241K - $284K
|
138K
$27.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.14K+ 21.67% |
$240K - $283K
|
6.42K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.14K+ 3.98% |
$238K - $281K
|
29.7K
$5.95M
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
1.13K+ 4.85% |
$237K - $279K
|
24.4K
$4.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.13K+ 0.94% |
$236K - $278K
|
120K
$24.1M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.12KNew |
$234K - $276K
|
1.12K
$223K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
1.11K+ 6.58% |
$234K - $275K
|
18K
$3.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.11K+ 7.87% |
$233K - $275K
|
15.2K
$3.05M
|
|
|
May 14, 2025
Q1 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.11KNew |
$233K - $274K
|
1.11K
$222K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.1K+ 5.0% |
$231K - $273K
|
23.2K
$4.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1.1K+ 13.5% |
$231K - $272K
|
9.26K
$1.85M
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.1K+ 4.44% |
$231K - $272K
|
25.9K
$5.19M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.1K+ 2.59% |
$231K - $272K
|
43.7K
$8.75M
|
|
|
May 14, 2025
Q1 2025
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
1.1K+ 8.08% |
$231K - $272K
|
14.7K
$2.95M
|
|
|
May 15, 2025
Q1 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
1.1K+ 5.28% |
$231K - $272K
|
21.9K
$4.4M
|
|
|
May 15, 2025
Q1 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.1KNew |
$231K - $272K
|
1.1K
$220K
|
|
|
Apr 23, 2025
Q1 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
1.1K+ 3.33% |
$230K - $271K
|
34.1K
$6.83M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.09K+ 12.66% |
$229K - $270K
|
9.71K
$1.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.09K+ 0.51% |
$229K - $269K
|
216K
$43.2M
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
1.09K+ 1.97% |
$228K - $269K
|
56.3K
$11.3M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.09K+ 14.16% |
$228K - $268K
|
8.76K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
1.09K+ 2.24% |
$228K - $268K
|
49.5K
$9.92M
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
1.08K+ 4.69% |
$227K - $268K
|
24.2K
$4.85M
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1.08K+ 6.32% |
$226K - $267K
|
18.2K
$3.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.08K+ 1.01% |
$226K - $266K
|
108K
$21.7M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
1.07K+ 12.74% |
$225K - $265K
|
9.49K
$1.9M
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
1.07K+ 12.88% |
$225K - $265K
|
9.4K
$1.88M
|