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 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
717+ 54.69% |
$150K - $177K
|
2.03K
$406K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
715+ 0.72% |
$150K - $177K
|
99.7K
$20M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
715+ 5.58% |
$150K - $177K
|
13.5K
$2.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
712+ 1.37% |
$149K - $176K
|
52.6K
$10.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
710+ 0.24% |
$149K - $175K
|
292K
$58.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
710+ 2.33% |
$149K - $175K
|
31.2K
$6.24M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
709+ 8.19% |
$149K - $175K
|
9.37K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
704+ 0.29% |
$148K - $174K
|
244K
$48.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
701+ 4.1% |
$147K - $173K
|
17.8K
$3.57M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
701+ 8.7% |
$147K - $173K
|
8.76K
$1.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
700+ 2.58% |
$147K - $173K
|
27.8K
$5.58M
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
700+ 4.72% |
$147K - $173K
|
15.5K
$3.11M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
698+ 2.75% |
$146K - $172K
|
26.1K
$5.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Mc Broom & Associates, LLC
|
BUY
|
- |
695+ 1.84% |
$146K - $172K
|
38.4K
$7.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
691+ 1.73% |
$145K - $171K
|
40.5K
$8.12M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
691+ 4.92% |
$145K - $171K
|
14.7K
$2.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
690+ 8.75% |
$145K - $170K
|
8.58K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
689+ 1.56% |
$144K - $170K
|
44.7K
$8.96M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
688+ 0.41% |
$144K - $170K
|
170K
$34M
|
|
|
May 13, 2025
Q1 2025
|
Stf Management LP
Frisco, TX |
BUY
|
- |
684+ 0.77% |
$143K - $169K
|
89K
$17.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
682+ 3.99% |
$143K - $169K
|
17.8K
$3.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
681+ 1.95% |
$143K - $168K
|
35.7K
$7.14M
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
677+ 1.4% |
$142K - $167K
|
48.9K
$9.8M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
674+ 0.23% |
$141K - $167K
|
290K
$58.2M
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
670+ 5.82% |
$140K - $166K
|
12.2K
$2.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
668+ 2.09% |
$140K - $165K
|
32.6K
$6.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
667+ 3.38% |
$140K - $165K
|
20.4K
$4.08M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
665+ 1.16% |
$139K - $164K
|
58K
$11.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
657+ 0.99% |
$138K - $162K
|
66.7K
$13.4M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
653+ 2.1% |
$137K - $161K
|
31.7K
$6.35M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
653+ 3.05% |
$137K - $161K
|
22K
$4.41M
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
648+ 0.44% |
$136K - $160K
|
147K
$29.4M
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
646+ 0.81% |
$135K - $160K
|
80.9K
$16.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
645+ 0.54% |
$135K - $159K
|
120K
$24M
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
641+ 13.91% |
$134K - $158K
|
5.25K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
640+ 6.8% |
$134K - $158K
|
10.1K
$2.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
637+ 3.28% |
$134K - $157K
|
20.1K
$4.02M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
635+ 0.84% |
$133K - $157K
|
76K
$15.2M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
629+ 2.64% |
$132K - $155K
|
24.5K
$4.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Tlw Wealth Management, LLC
|
BUY
|
- |
627+ 1.13% |
$131K - $155K
|
56.2K
$11.3M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
624+ 23.53% |
$131K - $154K
|
3.28K
$656K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
621+ 2.26% |
$130K - $153K
|
28.1K
$5.63M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
618+ 1.43% |
$130K - $153K
|
43.8K
$8.78M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
617+ 1.84% |
$129K - $152K
|
34.1K
$6.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
613+ 1.07% |
$129K - $151K
|
57.6K
$11.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
612+ 12.93% |
$128K - $151K
|
5.35K
$1.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
611+ 1.37% |
$128K - $151K
|
45.3K
$9.06M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
611+ 4.22% |
$128K - $151K
|
15.1K
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
610+ 2.48% |
$128K - $151K
|
25.2K
$5.05M
|
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
609+ 1.13% |
$128K - $150K
|
54.7K
$11M
|