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 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
935+ 4.08% |
$196K - $231K
|
23.8K
$4.78M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
933+ 3.27% |
$196K - $231K
|
29.5K
$5.91M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
933+ 0.73% |
$196K - $231K
|
129K
$25.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
930+ 28.35% |
$195K - $230K
|
4.21K
$843K
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
930+ 7.13% |
$195K - $230K
|
14K
$2.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
928+ 10.0% |
$195K - $229K
|
10.2K
$2.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
927+ 10.87% |
$194K - $229K
|
9.45K
$1.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
925+ 1.04% |
$194K - $229K
|
90.2K
$18.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
924+ 3.69% |
$194K - $228K
|
26K
$5.21M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
924+ 1.85% |
$194K - $228K
|
51K
$10.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
922+ 21.07% |
$193K - $228K
|
5.3K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
920New |
$193K - $227K
|
920
$184K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
919+ 2.82% |
$193K - $227K
|
33.5K
$6.71M
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
919+ 19.3% |
$193K - $227K
|
5.68K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Pembroke Management, LTD
|
BUY
|
- |
916New |
$192K - $226K
|
916
$183K
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
914+ 6.92% |
$192K - $226K
|
14.1K
$2.83M
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
910+ 4.63% |
$191K - $225K
|
20.6K
$4.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
909+ 3.81% |
$191K - $225K
|
24.8K
$4.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
909+ 1.2% |
$191K - $225K
|
76.7K
$15.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
908+ 5.17% |
$190K - $224K
|
18.5K
$3.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
906+ 0.71% |
$190K - $224K
|
128K
$25.6M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
906+ 0.86% |
$190K - $224K
|
106K
$21.2M
|
|
|
May 15, 2025
Q1 2025
|
Innovator Capital Management, LLC
Wheaton, IL |
BUY
|
- |
905+ 24.92% |
$190K - $224K
|
4.54K
$909K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
904+ 0.18% |
$190K - $223K
|
501K
$100M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
901+ 5.04% |
$189K - $223K
|
18.8K
$3.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
898+ 1.31% |
$188K - $222K
|
69.5K
$13.9M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
898+ 0.51% |
$188K - $222K
|
177K
$35.5M
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
892+ 0.51% |
$187K - $220K
|
176K
$35.2M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
889+ 2.33% |
$186K - $220K
|
39.1K
$7.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
886+ 11.77% |
$186K - $219K
|
8.41K
$1.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
882+ 2.03% |
$185K - $218K
|
44.3K
$8.87M
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
880+ 1.63% |
$185K - $217K
|
54.8K
$11M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
875+ 0.46% |
$183K - $216K
|
190K
$38M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
875+ 7.24% |
$183K - $216K
|
13K
$2.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
873+ 2.57% |
$183K - $216K
|
34.8K
$6.98M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
865+ 1.95% |
$181K - $214K
|
45.3K
$9.08M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
862+ 1.26% |
$181K - $213K
|
69.2K
$13.9M
|
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
860+ 63.47% |
$180K - $213K
|
2.22K
$444K
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
857+ 18.85% |
$180K - $212K
|
5.4K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
857+ 1.86% |
$180K - $212K
|
46.8K
$9.38M
|
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
855+ 1.46% |
$179K - $211K
|
59.3K
$11.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
852+ 2.95% |
$179K - $211K
|
29.7K
$5.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
852+ 6.01% |
$179K - $211K
|
15K
$3.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
851+ 20.64% |
$178K - $210K
|
4.98K
$996K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
845+ 1.61% |
$177K - $209K
|
53.3K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
BUY
|
- |
843+ 7.56% |
$177K - $208K
|
12K
$2.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
840+ 4.98% |
$176K - $208K
|
17.7K
$3.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
839+ 0.19% |
$176K - $207K
|
450K
$90.2M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
838+ 7.28% |
$176K - $207K
|
12.3K
$2.47M
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
833+ 46.88% |
$175K - $206K
|
2.61K
$523K
|