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 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
558+ 6.43% |
$117K - $138K
|
9.23K
$2.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
558+ 0.79% |
$117K - $138K
|
71.6K
$16.4M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
555+ 1.4% |
$116K - $137K
|
40.2K
$9.22M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
554+ 1.6% |
$116K - $137K
|
35.3K
$8.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
551+ 0.61% |
$116K - $136K
|
90.4K
$20.8M
|
|
|
May 08, 2025
Q1 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
551+ 0.35% |
$116K - $136K
|
158K
$36.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
550+ 8.84% |
$115K - $136K
|
6.77K
$1.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
550+ 1.41% |
$115K - $136K
|
39.5K
$9.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
545+ 7.66% |
$114K - $135K
|
7.66K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
545+ 7.72% |
$114K - $135K
|
7.61K
$1.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
544+ 0.4% |
$114K - $134K
|
135K
$31M
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
542+ 3.55% |
$114K - $134K
|
15.8K
$3.63M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
542+ 1.82% |
$114K - $134K
|
30.4K
$6.98M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
540+ 0.31% |
$113K - $133K
|
173K
$39.8M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
539New |
$113K - $133K
|
539
$124K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
538+ 1.01% |
$113K - $133K
|
53.8K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
533+ 7.56% |
$112K - $132K
|
7.58K
$1.74M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
531+ 3.03% |
$111K - $131K
|
18.1K
$4.15M
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
524+ 4.55% |
$110K - $129K
|
12.1K
$2.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
523+ 10.24% |
$110K - $129K
|
5.63K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
522+ 1.4% |
$109K - $129K
|
37.7K
$8.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
518+ 2.63% |
$109K - $128K
|
20.2K
$4.64M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
518+ 0.72% |
$109K - $128K
|
72K
$16.5M
|
|
|
May 12, 2025
Q1 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
518+ 2.62% |
$109K - $128K
|
20.3K
$4.66M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
517+ 0.95% |
$108K - $128K
|
54.9K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
517+ 0.35% |
$108K - $128K
|
149K
$34.1M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
516+ 0.51% |
$108K - $128K
|
102K
$23.4M
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
513+ 6.2% |
$108K - $127K
|
8.79K
$2.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
512+ 6.37% |
$107K - $127K
|
8.55K
$1.96M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
510+ 0.74% |
$107K - $126K
|
69.4K
$15.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
510+ 11.26% |
$107K - $126K
|
5.04K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
508+ 4.06% |
$107K - $126K
|
13K
$2.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
506+ 0.73% |
$106K - $125K
|
69.7K
$16M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
506+ 35.61% |
$106K - $125K
|
1.93K
$443K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
505+ 31.21% |
$106K - $125K
|
2.12K
$488K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
505+ 22.94% |
$106K - $125K
|
2.71K
$621K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
505+ 5.06% |
$106K - $125K
|
10.5K
$2.41M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
502+ 0.22% |
$105K - $124K
|
227K
$52M
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
499+ 4.92% |
$105K - $123K
|
10.6K
$2.44M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
497+ 9.14% |
$104K - $123K
|
5.94K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
491+ 36.78% |
$103K - $121K
|
1.83K
$419K
|
|
|
May 16, 2025
Q1 2025
|
Aaf Wealth Management, LLC
|
BUY
|
- |
491+ 2.55% |
$103K - $121K
|
19.8K
$4.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
487+ 4.15% |
$102K - $120K
|
12.2K
$2.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
487+ 10.06% |
$102K - $120K
|
5.33K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
487+ 16.91% |
$102K - $120K
|
3.37K
$773K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
485+ 1.74% |
$102K - $120K
|
28.4K
$6.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
484+ 1.03% |
$101K - $120K
|
47.3K
$10.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
483+ 3.05% |
$101K - $119K
|
16.3K
$3.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
482+ 9.19% |
$101K - $119K
|
5.73K
$1.32M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
478+ 14.74% |
$100K - $118K
|
3.72K
$854K
|