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
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
648+ 0.44% |
$136K - $160K
|
147K
$33.7M
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
646+ 0.81% |
$135K - $160K
|
80.9K
$18.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
645+ 0.54% |
$135K - $159K
|
120K
$27.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
641+ 13.91% |
$134K - $158K
|
5.25K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
640+ 6.8% |
$134K - $158K
|
10.1K
$2.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
637+ 3.28% |
$134K - $157K
|
20.1K
$4.61M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
635+ 0.84% |
$133K - $157K
|
76K
$17.5M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
629+ 2.64% |
$132K - $155K
|
24.5K
$5.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Tlw Wealth Management, LLC
|
BUY
|
- |
627+ 1.13% |
$131K - $155K
|
56.2K
$12.9M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
624+ 23.53% |
$131K - $154K
|
3.28K
$752K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
621+ 2.26% |
$130K - $153K
|
28.1K
$6.46M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
618+ 1.43% |
$130K - $153K
|
43.8K
$10.1M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
617+ 1.84% |
$129K - $152K
|
34.1K
$7.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
613+ 1.07% |
$129K - $151K
|
57.6K
$13.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
612+ 12.93% |
$128K - $151K
|
5.35K
$1.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
611+ 1.37% |
$128K - $151K
|
45.3K
$10.4M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
611+ 4.22% |
$128K - $151K
|
15.1K
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
610+ 2.48% |
$128K - $151K
|
25.2K
$5.79M
|
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
609+ 1.13% |
$128K - $150K
|
54.7K
$12.6M
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
607+ 0.96% |
$127K - $150K
|
64.1K
$14.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
607+ 0.81% |
$127K - $150K
|
75.2K
$17.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
603+ 1.91% |
$126K - $149K
|
32.1K
$7.37M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
602+ 15.98% |
$126K - $149K
|
4.37K
$1M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
600+ 7.6% |
$126K - $148K
|
8.5K
$1.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
600+ 2.49% |
$126K - $148K
|
24.7K
$5.67M
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
600New |
$126K - $148K
|
600
$138K
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
596+ 1.56% |
$125K - $147K
|
38.7K
$8.88M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
594+ 4.91% |
$125K - $147K
|
12.7K
$2.91M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
593+ 2.26% |
$124K - $147K
|
26.8K
$6.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
593+ 0.49% |
$124K - $147K
|
121K
$27.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
592+ 4.08% |
$124K - $146K
|
15.1K
$3.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
590+ 9.85% |
$124K - $146K
|
6.58K
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
589+ 0.76% |
$124K - $146K
|
77.9K
$17.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
588+ 27.7% |
$123K - $145K
|
2.71K
$623K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
BUY
|
- |
587+ 41.78% |
$123K - $145K
|
1.99K
$457K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
584+ 2.65% |
$122K - $144K
|
22.6K
$5.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
583+ 6.46% |
$122K - $144K
|
9.61K
$2.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
582+ 1.35% |
$122K - $144K
|
43.8K
$10.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
581+ 2.37% |
$122K - $144K
|
25.1K
$5.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
579+ 3.01% |
$121K - $143K
|
19.8K
$4.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Cairn Investment Group, Inc.
|
BUY
|
- |
573+ 1.32% |
$120K - $142K
|
43.9K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Mane Global Capital Management LP
New York, NY |
BUY
|
- |
573+ 43.64% |
$120K - $142K
|
1.89K
$433K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
572+ 3.52% |
$120K - $141K
|
16.8K
$3.87M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
572+ 0.77% |
$120K - $141K
|
75K
$17.2M
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
570+ 6.72% |
$120K - $141K
|
9.06K
$2.08M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
567+ 3.03% |
$119K - $140K
|
19.3K
$4.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
563+ 0.29% |
$118K - $139K
|
194K
$44.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
562+ 3.75% |
$118K - $139K
|
15.6K
$3.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
562+ 2.75% |
$118K - $139K
|
21K
$4.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
560+ 18.78% |
$117K - $138K
|
3.54K
$813K
|