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 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
607+ 0.96% |
$127K - $150K
|
64.1K
$12.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
607+ 0.81% |
$127K - $150K
|
75.2K
$15.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
603+ 1.91% |
$126K - $149K
|
32.1K
$6.43M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
602+ 15.98% |
$126K - $149K
|
4.37K
$875K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
600+ 7.6% |
$126K - $148K
|
8.5K
$1.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
600+ 2.49% |
$126K - $148K
|
24.7K
$4.95M
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
600New |
$126K - $148K
|
600
$120K
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
596+ 1.56% |
$125K - $147K
|
38.7K
$7.75M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
594+ 4.91% |
$125K - $147K
|
12.7K
$2.54M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
593+ 2.26% |
$124K - $147K
|
26.8K
$5.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
593+ 0.49% |
$124K - $147K
|
121K
$24.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
592+ 4.08% |
$124K - $146K
|
15.1K
$3.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
590+ 9.85% |
$124K - $146K
|
6.58K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
589+ 0.76% |
$124K - $146K
|
77.9K
$15.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
588+ 27.7% |
$123K - $145K
|
2.71K
$543K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
BUY
|
- |
587+ 41.78% |
$123K - $145K
|
1.99K
$399K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
584+ 2.65% |
$122K - $144K
|
22.6K
$4.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
583+ 6.46% |
$122K - $144K
|
9.61K
$1.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
582+ 1.35% |
$122K - $144K
|
43.8K
$8.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
581+ 2.37% |
$122K - $144K
|
25.1K
$5.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
579+ 3.01% |
$121K - $143K
|
19.8K
$3.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Cairn Investment Group, Inc.
|
BUY
|
- |
573+ 1.32% |
$120K - $142K
|
43.9K
$8.79M
|
|
|
May 15, 2025
Q1 2025
|
Mane Global Capital Management LP
New York, NY |
BUY
|
- |
573+ 43.64% |
$120K - $142K
|
1.89K
$378K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
572+ 3.52% |
$120K - $141K
|
16.8K
$3.37M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
572+ 0.77% |
$120K - $141K
|
75K
$15M
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
570+ 6.72% |
$120K - $141K
|
9.06K
$1.81M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
567+ 3.03% |
$119K - $140K
|
19.3K
$3.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
563+ 0.29% |
$118K - $139K
|
194K
$38.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
562+ 3.75% |
$118K - $139K
|
15.6K
$3.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
562+ 2.75% |
$118K - $139K
|
21K
$4.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
560+ 18.78% |
$117K - $138K
|
3.54K
$709K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
558+ 6.43% |
$117K - $138K
|
9.23K
$1.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
558+ 0.79% |
$117K - $138K
|
71.6K
$14.3M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
555+ 1.4% |
$116K - $137K
|
40.2K
$8.05M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
554+ 1.6% |
$116K - $137K
|
35.3K
$7.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
551+ 0.61% |
$116K - $136K
|
90.4K
$18.1M
|
|
|
May 08, 2025
Q1 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
551+ 0.35% |
$116K - $136K
|
158K
$31.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
550+ 8.84% |
$115K - $136K
|
6.77K
$1.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
550+ 1.41% |
$115K - $136K
|
39.5K
$7.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
545+ 7.66% |
$114K - $135K
|
7.66K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
545+ 7.72% |
$114K - $135K
|
7.61K
$1.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
544+ 0.4% |
$114K - $134K
|
135K
$27M
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
542+ 3.55% |
$114K - $134K
|
15.8K
$3.17M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
542+ 1.82% |
$114K - $134K
|
30.4K
$6.09M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
540+ 0.31% |
$113K - $133K
|
173K
$34.7M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
539New |
$113K - $133K
|
539
$108K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
538+ 1.01% |
$113K - $133K
|
53.8K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
533+ 7.56% |
$112K - $132K
|
7.58K
$1.52M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
531+ 3.03% |
$111K - $131K
|
18.1K
$3.62M
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
524+ 4.55% |
$110K - $129K
|
12.1K
$2.41M
|