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
|
Gemmer Asset Management LLC
|
BUY
|
- |
782+ 1.52% |
$164K - $193K
|
52.1K
$13.7M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
781+ 0.11% |
$164K - $193K
|
695K
$182M
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
778+ 1.3% |
$163K - $192K
|
60.8K
$16M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
775+ 3.18% |
$163K - $192K
|
25.1K
$6.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
773+ 1.79% |
$162K - $191K
|
44K
$11.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
770+ 1.94% |
$161K - $190K
|
40.5K
$10.7M
|
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
769+ 1.84% |
$161K - $190K
|
42.6K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
768+ 23.68% |
$161K - $190K
|
4.01K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
765+ 1.18% |
$160K - $189K
|
65.7K
$17.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
764+ 9.66% |
$160K - $189K
|
8.68K
$2.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
761+ 4.65% |
$160K - $188K
|
17.1K
$4.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
759+ 11.73% |
$159K - $188K
|
7.23K
$1.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
750+ 6.59% |
$157K - $185K
|
12.1K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
747+ 0.57% |
$157K - $185K
|
131K
$34.5M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
746+ 38.57% |
$156K - $184K
|
2.68K
$704K
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
744+ 3.5% |
$156K - $184K
|
22K
$5.78M
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
742+ 14.54% |
$156K - $183K
|
5.84K
$1.54M
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
741+ 4.5% |
$155K - $183K
|
17.2K
$4.52M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
740+ 0.78% |
$155K - $183K
|
95.2K
$25M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
739+ 1.3% |
$155K - $183K
|
57.5K
$15.1M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
734+ 1.58% |
$154K - $181K
|
47.1K
$12.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
733+ 2.35% |
$154K - $181K
|
31.9K
$8.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
731+ 1.16% |
$153K - $181K
|
63.7K
$16.7M
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
730+ 2.27% |
$153K - $180K
|
32.9K
$8.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
727+ 1.6% |
$152K - $180K
|
46K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
726+ 0.33% |
$152K - $179K
|
218K
$57.2M
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
724+ 4.34% |
$152K - $179K
|
17.4K
$4.58M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
723+ 1.55% |
$152K - $179K
|
47.5K
$12.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
723+ 6.24% |
$152K - $179K
|
12.3K
$3.24M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
723New |
$152K - $179K
|
723
$190K
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
719+ 2.35% |
$151K - $178K
|
31.3K
$8.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
719+ 6.35% |
$151K - $178K
|
12K
$3.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
717+ 54.69% |
$150K - $177K
|
2.03K
$533K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
715+ 0.72% |
$150K - $177K
|
99.7K
$26.2M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
715+ 5.58% |
$150K - $177K
|
13.5K
$3.56M
|
|
|
Aug 12, 2025
Q1 2025
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
715+ 6.65% |
$150K - $177K
|
11.5K
$3.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
712+ 1.37% |
$149K - $176K
|
52.6K
$13.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
710+ 0.24% |
$149K - $175K
|
292K
$76.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
710+ 2.33% |
$149K - $175K
|
31.2K
$8.19M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
709+ 8.19% |
$149K - $175K
|
9.37K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
704+ 0.29% |
$148K - $174K
|
244K
$64.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
701+ 4.1% |
$147K - $173K
|
17.8K
$4.68M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
701+ 8.7% |
$147K - $173K
|
8.76K
$2.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
700+ 2.58% |
$147K - $173K
|
27.8K
$7.31M
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
700+ 4.72% |
$147K - $173K
|
15.5K
$4.08M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
698+ 2.75% |
$146K - $172K
|
26.1K
$6.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Mc Broom & Associates, LLC
|
BUY
|
- |
695+ 1.84% |
$146K - $172K
|
38.4K
$10.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
691+ 1.73% |
$145K - $171K
|
40.5K
$10.6M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
691+ 4.92% |
$145K - $171K
|
14.7K
$3.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
690+ 8.75% |
$145K - $170K
|
8.58K
$2.25M
|