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 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
BUY
|
- |
1.07K+ 10.01% |
$225K - $265K
|
11.8K
$2.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
1.07KNew |
$224K - $264K
|
1.07K
$214K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
1.07K+ 6.03% |
$224K - $263K
|
18.7K
$3.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
1.06K+ 4.19% |
$222K - $262K
|
26.4K
$5.28M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.05K+ 4.34% |
$220K - $259K
|
25.3K
$5.06M
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
1.05KNew |
$220K - $259K
|
1.05K
$210K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.05K+ 1.87% |
$220K - $259K
|
57.1K
$11.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
1.04K+ 3.71% |
$218K - $257K
|
29.2K
$5.84M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.04K+ 2.38% |
$218K - $257K
|
44.8K
$8.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.04K+ 0.99% |
$217K - $256K
|
106K
$21.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.04K+ 5.77% |
$217K - $256K
|
19K
$3.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.04K+ 0.63% |
$217K - $256K
|
166K
$33.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
1.03K+ 16.39% |
$217K - $256K
|
7.34K
$1.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1.03KNew |
$216K - $254K
|
1.03K
$206K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.03K+ 4.01% |
$215K - $254K
|
26.6K
$5.33M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
1.03K+ 18.6% |
$215K - $253K
|
6.54K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
1.02K+ 3.83% |
$213K - $251K
|
27.6K
$5.53M
|
|
|
May 15, 2025
Q1 2025
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
1.02KNew |
$213K - $251K
|
1.02K
$204K
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.01K+ 8.21% |
$212K - $250K
|
13.3K
$2.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.01K+ 0.76% |
$212K - $250K
|
135K
$27M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.01K+ 8.24% |
$212K - $250K
|
13.3K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.01K+ 9.35% |
$211K - $249K
|
11.8K
$2.36M
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
1.01K+ 1.42% |
$211K - $249K
|
71.8K
$14.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1.01K+ 14.93% |
$211K - $249K
|
7.75K
$1.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1K+ 4.01% |
$210K - $247K
|
25.9K
$5.2M
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
999+ 2.19% |
$209K - $247K
|
46.6K
$9.34M
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
997+ 9.26% |
$209K - $246K
|
11.8K
$2.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
995+ 10.95% |
$209K - $246K
|
10.1K
$2.02M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
BUY
|
- |
993+ 5.69% |
$208K - $245K
|
18.4K
$3.69M
|
|
|
May 06, 2025
Q1 2025
|
Ghe, LLC
|
BUY
|
- |
992+ 124.0% |
$208K - $245K
|
1.79K
$359K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
984+ 2.59% |
$206K - $243K
|
38.9K
$7.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
980+ 4.72% |
$205K - $242K
|
21.7K
$4.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
978+ 2.04% |
$205K - $242K
|
49K
$9.81M
|
|
|
May 14, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
977New |
$205K - $241K
|
977
$196K
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
972+ 7.27% |
$204K - $240K
|
14.3K
$2.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
971+ 8.41% |
$204K - $240K
|
12.5K
$2.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
971+ 1.8% |
$204K - $240K
|
55K
$11M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
971+ 25.8% |
$204K - $240K
|
4.73K
$948K
|
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
969+ 98.78% |
$203K - $239K
|
1.95K
$391K
|
|
|
May 06, 2025
Q1 2025
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
967New |
$203K - $239K
|
967
$194K
|
|
|
May 15, 2025
Q1 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
966+ 59.15% |
$203K - $239K
|
2.6K
$521K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
964+ 1.81% |
$202K - $238K
|
54.1K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
962+ 19.1% |
$202K - $238K
|
6K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
959+ 2.17% |
$201K - $237K
|
45.1K
$9.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
954+ 0.72% |
$200K - $236K
|
133K
$26.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
954+ 6.63% |
$200K - $236K
|
15.4K
$3.08M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
949+ 8.35% |
$199K - $234K
|
12.3K
$2.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
942+ 0.84% |
$198K - $233K
|
114K
$22.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
938+ 0.46% |
$197K - $232K
|
203K
$40.6M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
936+ 2.67% |
$196K - $231K
|
36K
$7.2M
|