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 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.1K+ 4.44% |
$231K - $272K
|
25.9K
$5.95M
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.1K+ 2.59% |
$231K - $272K
|
43.7K
$10M
|
|
May 14, 2025
Q1 2025
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
1.1K+ 8.08% |
$231K - $272K
|
14.7K
$3.38M
|
|
May 15, 2025
Q1 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
1.1K+ 5.28% |
$231K - $272K
|
21.9K
$5.04M
|
|
May 15, 2025
Q1 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.1KNew |
$231K - $272K
|
1.1K
$253K
|
|
Apr 23, 2025
Q1 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
1.1K+ 3.33% |
$230K - $271K
|
34.1K
$7.83M
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.09K+ 12.66% |
$229K - $270K
|
9.71K
$2.23M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.09K+ 0.51% |
$229K - $269K
|
216K
$49.5M
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
1.09K+ 1.97% |
$228K - $269K
|
56.3K
$12.9M
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.09K+ 14.16% |
$228K - $268K
|
8.76K
$2.01M
|
|
May 14, 2025
Q1 2025
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
1.09K+ 2.24% |
$228K - $268K
|
49.5K
$11.4M
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
1.08K+ 4.69% |
$227K - $268K
|
24.2K
$5.56M
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1.08K+ 6.32% |
$226K - $267K
|
18.2K
$4.17M
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.08K+ 1.01% |
$226K - $266K
|
108K
$24.8M
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
1.07K+ 12.74% |
$225K - $265K
|
9.49K
$2.18M
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
1.07K+ 12.88% |
$225K - $265K
|
9.4K
$2.16M
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
BUY
|
- |
1.07K+ 10.01% |
$225K - $265K
|
11.8K
$2.7M
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
1.07KNew |
$224K - $264K
|
1.07K
$246K
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
1.07K+ 6.03% |
$224K - $263K
|
18.7K
$4.3M
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
1.06K+ 4.19% |
$222K - $262K
|
26.4K
$6.05M
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.05K+ 4.34% |
$220K - $259K
|
25.3K
$5.8M
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
1.05KNew |
$220K - $259K
|
1.05K
$241K
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.05K+ 1.87% |
$220K - $259K
|
57.1K
$13.1M
|
|
Apr 09, 2025
Q1 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
1.04K+ 3.71% |
$218K - $257K
|
29.2K
$6.7M
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.04K+ 2.38% |
$218K - $257K
|
44.8K
$10.3M
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.04K+ 0.99% |
$217K - $256K
|
106K
$24.4M
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.04K+ 5.77% |
$217K - $256K
|
19K
$4.36M
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.04K+ 0.63% |
$217K - $256K
|
166K
$38.1M
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
1.03K+ 16.39% |
$217K - $256K
|
7.34K
$1.69M
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1.03KNew |
$216K - $254K
|
1.03K
$236K
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.03K+ 4.01% |
$215K - $254K
|
26.6K
$6.11M
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
1.03K+ 18.6% |
$215K - $253K
|
6.54K
$1.5M
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
1.02K+ 3.83% |
$213K - $251K
|
27.6K
$6.34M
|
|
May 15, 2025
Q1 2025
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
1.02KNew |
$213K - $251K
|
1.02K
$234K
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.01K+ 8.21% |
$212K - $250K
|
13.3K
$3.06M
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.01K+ 0.76% |
$212K - $250K
|
135K
$31M
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.01K+ 8.24% |
$212K - $250K
|
13.3K
$3.05M
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.01K+ 9.35% |
$211K - $249K
|
11.8K
$2.71M
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
1.01K+ 1.42% |
$211K - $249K
|
71.8K
$16.5M
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1.01K+ 14.93% |
$211K - $249K
|
7.75K
$1.78M
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1K+ 4.01% |
$210K - $247K
|
25.9K
$5.96M
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
999+ 2.19% |
$209K - $247K
|
46.6K
$10.7M
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
997+ 9.26% |
$209K - $246K
|
11.8K
$2.7M
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
995+ 10.95% |
$209K - $246K
|
10.1K
$2.32M
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
BUY
|
- |
993+ 5.69% |
$208K - $245K
|
18.4K
$4.24M
|
|
May 06, 2025
Q1 2025
|
Ghe, LLC
|
BUY
|
- |
992+ 124.0% |
$208K - $245K
|
1.79K
$412K
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
984+ 2.59% |
$206K - $243K
|
38.9K
$8.94M
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
980+ 4.72% |
$205K - $242K
|
21.7K
$4.99M
|
|
Apr 17, 2025
Q1 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
978+ 2.04% |
$205K - $242K
|
49K
$11.3M
|
|
May 14, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
977New |
$205K - $241K
|
977
$224K
|