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 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.01K+ 0.76% |
$212K - $250K
|
135K
$35.5M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.01K+ 8.24% |
$212K - $250K
|
13.3K
$3.49M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.01K+ 9.35% |
$211K - $249K
|
11.8K
$3.1M
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
1.01K+ 1.42% |
$211K - $249K
|
71.8K
$18.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1.01K+ 14.93% |
$211K - $249K
|
7.75K
$2.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1K+ 4.01% |
$210K - $247K
|
25.9K
$6.82M
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
999+ 2.19% |
$209K - $247K
|
46.6K
$12.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
997+ 9.26% |
$209K - $246K
|
11.8K
$3.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
995+ 10.95% |
$209K - $246K
|
10.1K
$2.65M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
BUY
|
- |
993+ 5.69% |
$208K - $245K
|
18.4K
$4.85M
|
|
|
May 06, 2025
Q1 2025
|
Ghe, LLC
|
BUY
|
- |
992+ 124.0% |
$208K - $245K
|
1.79K
$471K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
984+ 2.59% |
$206K - $243K
|
38.9K
$10.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
980+ 4.72% |
$205K - $242K
|
21.7K
$5.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
978+ 2.04% |
$205K - $242K
|
49K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
977New |
$205K - $241K
|
977
$257K
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
972+ 7.27% |
$204K - $240K
|
14.3K
$3.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
971+ 8.41% |
$204K - $240K
|
12.5K
$3.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
971+ 1.8% |
$204K - $240K
|
55K
$14.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
971+ 25.8% |
$204K - $240K
|
4.73K
$1.24M
|
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
969+ 98.78% |
$203K - $239K
|
1.95K
$512K
|
|
|
May 06, 2025
Q1 2025
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
967New |
$203K - $239K
|
967
$254K
|
|
|
May 15, 2025
Q1 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
966+ 59.15% |
$203K - $239K
|
2.6K
$683K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
964+ 1.81% |
$202K - $238K
|
54.1K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
962+ 19.1% |
$202K - $238K
|
6K
$1.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
959+ 2.17% |
$201K - $237K
|
45.1K
$11.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
954+ 0.72% |
$200K - $236K
|
133K
$34.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
954+ 6.63% |
$200K - $236K
|
15.4K
$4.03M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
949+ 8.35% |
$199K - $234K
|
12.3K
$3.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
942+ 0.84% |
$198K - $233K
|
114K
$29.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
938+ 0.46% |
$197K - $232K
|
203K
$53.3M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
936+ 2.67% |
$196K - $231K
|
36K
$9.45M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
935+ 4.08% |
$196K - $231K
|
23.8K
$6.27M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
933+ 3.27% |
$196K - $231K
|
29.5K
$7.75M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
933+ 0.73% |
$196K - $231K
|
129K
$34M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
930+ 28.35% |
$195K - $230K
|
4.21K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
930+ 7.13% |
$195K - $230K
|
14K
$3.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
928+ 10.0% |
$195K - $229K
|
10.2K
$2.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
927+ 10.87% |
$194K - $229K
|
9.45K
$2.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
925+ 1.04% |
$194K - $229K
|
90.2K
$23.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
924+ 3.69% |
$194K - $228K
|
26K
$6.83M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
924+ 1.85% |
$194K - $228K
|
51K
$13.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
922+ 21.07% |
$193K - $228K
|
5.3K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
920New |
$193K - $227K
|
920
$242K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
919+ 2.82% |
$193K - $227K
|
33.5K
$8.8M
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
919+ 19.3% |
$193K - $227K
|
5.68K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Pembroke Management, LTD
|
BUY
|
- |
916New |
$192K - $226K
|
916
$241K
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
914+ 6.92% |
$192K - $226K
|
14.1K
$3.71M
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
910+ 4.63% |
$191K - $225K
|
20.6K
$5.41M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
909+ 3.81% |
$191K - $225K
|
24.8K
$6.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
909+ 1.2% |
$191K - $225K
|
76.7K
$20.2M
|