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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q1 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
690New |
$145K - $170K
|
690
$181K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
689+ 1.56% |
$144K - $170K
|
44.7K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
688+ 0.41% |
$144K - $170K
|
170K
$44.6M
|
|
|
May 13, 2025
Q1 2025
|
Stf Management LP
Frisco, TX |
BUY
|
- |
684+ 0.77% |
$143K - $169K
|
89K
$23.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
682+ 3.99% |
$143K - $169K
|
17.8K
$4.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
681+ 1.95% |
$143K - $168K
|
35.7K
$9.37M
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
677+ 1.4% |
$142K - $167K
|
48.9K
$12.9M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
674+ 0.23% |
$141K - $167K
|
290K
$76.3M
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
670+ 5.82% |
$140K - $166K
|
12.2K
$3.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
668+ 2.09% |
$140K - $165K
|
32.6K
$8.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
667+ 3.38% |
$140K - $165K
|
20.4K
$5.36M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
665+ 1.16% |
$139K - $164K
|
58K
$15.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
657+ 0.99% |
$138K - $162K
|
66.7K
$17.5M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
653+ 2.1% |
$137K - $161K
|
31.7K
$8.33M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
653+ 3.05% |
$137K - $161K
|
22K
$5.79M
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
648+ 0.44% |
$136K - $160K
|
147K
$38.5M
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
646+ 0.81% |
$135K - $160K
|
80.9K
$21.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
645+ 0.54% |
$135K - $159K
|
120K
$31.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
641+ 13.91% |
$134K - $158K
|
5.25K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
640+ 6.8% |
$134K - $158K
|
10.1K
$2.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
637+ 3.28% |
$134K - $157K
|
20.1K
$5.27M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
635+ 0.84% |
$133K - $157K
|
76K
$20M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
629+ 2.64% |
$132K - $155K
|
24.5K
$6.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Tlw Wealth Management, LLC
|
BUY
|
- |
627+ 1.13% |
$131K - $155K
|
56.2K
$14.8M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
624+ 23.53% |
$131K - $154K
|
3.28K
$861K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
621+ 2.26% |
$130K - $153K
|
28.1K
$7.39M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
618+ 1.43% |
$130K - $153K
|
43.8K
$11.5M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
617+ 1.84% |
$129K - $152K
|
34.1K
$8.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
613+ 1.07% |
$129K - $151K
|
57.6K
$15.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
612+ 12.93% |
$128K - $151K
|
5.35K
$1.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
611+ 1.37% |
$128K - $151K
|
45.3K
$11.9M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
611+ 4.22% |
$128K - $151K
|
15.1K
$3.96M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
610+ 2.48% |
$128K - $151K
|
25.2K
$6.63M
|
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
609+ 1.13% |
$128K - $150K
|
54.7K
$14.4M
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
607+ 0.96% |
$127K - $150K
|
64.1K
$16.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
607+ 0.81% |
$127K - $150K
|
75.2K
$19.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
603+ 1.91% |
$126K - $149K
|
32.1K
$8.43M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
602+ 15.98% |
$126K - $149K
|
4.37K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
600+ 7.6% |
$126K - $148K
|
8.5K
$2.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
600+ 2.49% |
$126K - $148K
|
24.7K
$6.49M
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
600New |
$126K - $148K
|
600
$158K
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
596+ 1.56% |
$125K - $147K
|
38.7K
$10.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
594+ 4.91% |
$125K - $147K
|
12.7K
$3.34M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
593+ 2.26% |
$124K - $147K
|
26.8K
$7.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
593+ 0.49% |
$124K - $147K
|
121K
$31.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
592+ 4.08% |
$124K - $146K
|
15.1K
$3.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
590+ 9.85% |
$124K - $146K
|
6.58K
$1.73M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
589+ 0.76% |
$124K - $146K
|
77.9K
$20.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
588+ 27.7% |
$123K - $145K
|
2.71K
$712K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
BUY
|
- |
587+ 41.78% |
$123K - $145K
|
1.99K
$523K
|