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 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
908+ 5.17% |
$190K - $224K
|
18.5K
$4.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
906+ 0.71% |
$190K - $224K
|
128K
$33.5M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
906+ 0.86% |
$190K - $224K
|
106K
$27.8M
|
|
|
May 15, 2025
Q1 2025
|
Innovator Capital Management, LLC
Wheaton, IL |
BUY
|
- |
905+ 24.92% |
$190K - $224K
|
4.54K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
904+ 0.18% |
$190K - $223K
|
501K
$132M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
901+ 5.04% |
$189K - $223K
|
18.8K
$4.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
898+ 1.31% |
$188K - $222K
|
69.5K
$18.3M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
898+ 0.51% |
$188K - $222K
|
177K
$46.6M
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
892+ 0.51% |
$187K - $220K
|
176K
$46.1M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
889+ 2.33% |
$186K - $220K
|
39.1K
$10.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
886+ 11.77% |
$186K - $219K
|
8.41K
$2.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
882+ 2.03% |
$185K - $218K
|
44.3K
$11.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
880+ 1.63% |
$185K - $217K
|
54.8K
$14.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
875+ 0.46% |
$183K - $216K
|
190K
$49.9M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
875+ 7.24% |
$183K - $216K
|
13K
$3.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
873+ 2.57% |
$183K - $216K
|
34.8K
$9.16M
|
|
|
Aug 14, 2025
Q1 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
871+ 29.66% |
$183K - $215K
|
3.81K
$1M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
865+ 1.95% |
$181K - $214K
|
45.3K
$11.9M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
862+ 1.26% |
$181K - $213K
|
69.2K
$18.2M
|
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
860+ 63.47% |
$180K - $213K
|
2.22K
$582K
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
857+ 18.85% |
$180K - $212K
|
5.4K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
857+ 1.86% |
$180K - $212K
|
46.8K
$12.3M
|
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
855+ 1.46% |
$179K - $211K
|
59.3K
$15.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
852+ 2.95% |
$179K - $211K
|
29.7K
$7.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
852+ 6.01% |
$179K - $211K
|
15K
$3.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
851+ 20.64% |
$178K - $210K
|
4.98K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
845+ 1.61% |
$177K - $209K
|
53.3K
$14M
|
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
BUY
|
- |
843+ 7.56% |
$177K - $208K
|
12K
$3.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
840+ 4.98% |
$176K - $208K
|
17.7K
$4.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
839+ 0.19% |
$176K - $207K
|
450K
$118M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
838+ 7.28% |
$176K - $207K
|
12.3K
$3.24M
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
833+ 46.88% |
$175K - $206K
|
2.61K
$686K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
832+ 1.67% |
$174K - $206K
|
50.7K
$13.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
825+ 20.15% |
$173K - $204K
|
4.92K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
825+ 3.2% |
$173K - $204K
|
26.6K
$6.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
822+ 81.63% |
$172K - $203K
|
1.83K
$481K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
814+ 5.47% |
$171K - $201K
|
15.7K
$4.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
811+ 16.31% |
$170K - $200K
|
5.78K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
809+ 3.38% |
$170K - $200K
|
24.7K
$6.5M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
806+ 11.65% |
$169K - $199K
|
7.73K
$2.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
801+ 4.88% |
$168K - $198K
|
17.2K
$4.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
800+ 0.9% |
$168K - $198K
|
89.9K
$23.6M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
800+ 6.34% |
$168K - $198K
|
13.4K
$3.52M
|
|
|
May 15, 2025
Q1 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
800+ 0.27% |
$168K - $198K
|
292K
$76.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
793+ 1.6% |
$166K - $196K
|
50.5K
$13.3M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
793+ 13.36% |
$166K - $196K
|
6.73K
$1.77M
|
|
|
May 12, 2025
Q1 2025
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
791+ 2.41% |
$166K - $195K
|
33.6K
$8.82M
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
BUY
|
- |
789+ 4.93% |
$165K - $195K
|
16.8K
$4.41M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
787+ 0.42% |
$165K - $194K
|
186K
$48.9M
|
|
|
May 02, 2025
Q1 2025
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
783+ 0.08% |
$164K - $193K
|
942K
$247M
|