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 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
832+ 1.67% |
$174K - $206K
|
50.7K
$10.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
825+ 20.15% |
$173K - $204K
|
4.92K
$985K
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
825+ 3.2% |
$173K - $204K
|
26.6K
$5.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
822+ 81.63% |
$172K - $203K
|
1.83K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
814+ 5.47% |
$171K - $201K
|
15.7K
$3.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
811+ 16.31% |
$170K - $200K
|
5.78K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
809+ 3.38% |
$170K - $200K
|
24.7K
$4.95M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
806+ 11.65% |
$169K - $199K
|
7.73K
$1.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
801+ 4.88% |
$168K - $198K
|
17.2K
$3.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
800+ 0.9% |
$168K - $198K
|
89.9K
$18M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
800+ 6.34% |
$168K - $198K
|
13.4K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
800+ 0.27% |
$168K - $198K
|
292K
$58.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
793+ 1.6% |
$166K - $196K
|
50.5K
$10.1M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
793+ 13.36% |
$166K - $196K
|
6.73K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
791+ 2.41% |
$166K - $195K
|
33.6K
$6.73M
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
BUY
|
- |
789+ 4.93% |
$165K - $195K
|
16.8K
$3.36M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
787+ 0.42% |
$165K - $194K
|
186K
$37.3M
|
|
|
May 02, 2025
Q1 2025
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
783+ 0.08% |
$164K - $193K
|
942K
$189M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
782+ 1.52% |
$164K - $193K
|
52.1K
$10.4M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
781+ 0.11% |
$164K - $193K
|
695K
$139M
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
778+ 1.3% |
$163K - $192K
|
60.8K
$12.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
775+ 3.18% |
$163K - $192K
|
25.1K
$5.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
773+ 1.79% |
$162K - $191K
|
44K
$8.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
770+ 1.94% |
$161K - $190K
|
40.5K
$8.12M
|
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
769+ 1.84% |
$161K - $190K
|
42.6K
$8.54M
|
|
|
May 15, 2025
Q1 2025
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
768+ 23.68% |
$161K - $190K
|
4.01K
$803K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
765+ 1.18% |
$160K - $189K
|
65.7K
$13.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
764+ 9.66% |
$160K - $189K
|
8.68K
$1.74M
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
761+ 4.65% |
$160K - $188K
|
17.1K
$3.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
759+ 11.73% |
$159K - $188K
|
7.23K
$1.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
750+ 6.59% |
$157K - $185K
|
12.1K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
747+ 0.57% |
$157K - $185K
|
131K
$26.3M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
746+ 38.57% |
$156K - $184K
|
2.68K
$537K
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
744+ 3.5% |
$156K - $184K
|
22K
$4.41M
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
742+ 14.54% |
$156K - $183K
|
5.84K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
741+ 4.5% |
$155K - $183K
|
17.2K
$3.45M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
740+ 0.78% |
$155K - $183K
|
95.2K
$19.1M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
739+ 1.3% |
$155K - $183K
|
57.5K
$11.5M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
734+ 1.58% |
$154K - $181K
|
47.1K
$9.43M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
733+ 2.35% |
$154K - $181K
|
31.9K
$6.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
731+ 1.16% |
$153K - $181K
|
63.7K
$12.8M
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
730+ 2.27% |
$153K - $180K
|
32.9K
$6.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
727+ 1.6% |
$152K - $180K
|
46K
$9.22M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
726+ 0.33% |
$152K - $179K
|
218K
$43.6M
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
724+ 4.34% |
$152K - $179K
|
17.4K
$3.49M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
723+ 1.55% |
$152K - $179K
|
47.5K
$9.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
723+ 6.24% |
$152K - $179K
|
12.3K
$2.47M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
723New |
$152K - $179K
|
723
$145K
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
719+ 2.35% |
$151K - $178K
|
31.3K
$6.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
719+ 6.35% |
$151K - $178K
|
12K
$2.41M
|