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
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
584+ 2.65% |
$122K - $144K
|
22.6K
$5.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
583+ 6.46% |
$122K - $144K
|
9.61K
$2.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
582+ 1.35% |
$122K - $144K
|
43.8K
$11.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
581+ 2.37% |
$122K - $144K
|
25.1K
$6.59M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
579+ 3.01% |
$121K - $143K
|
19.8K
$5.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Cairn Investment Group, Inc.
|
BUY
|
- |
573+ 1.32% |
$120K - $142K
|
43.9K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Mane Global Capital Management LP
New York, NY |
BUY
|
- |
573+ 43.64% |
$120K - $142K
|
1.89K
$496K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
572+ 3.52% |
$120K - $141K
|
16.8K
$4.42M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
572+ 0.77% |
$120K - $141K
|
75K
$19.7M
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
570+ 6.72% |
$120K - $141K
|
9.06K
$2.38M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
567+ 3.03% |
$119K - $140K
|
19.3K
$5.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
563+ 0.29% |
$118K - $139K
|
194K
$50.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
562+ 3.75% |
$118K - $139K
|
15.6K
$4.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
562+ 2.75% |
$118K - $139K
|
21K
$5.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
560+ 18.78% |
$117K - $138K
|
3.54K
$931K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
558+ 6.43% |
$117K - $138K
|
9.23K
$2.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
558+ 0.79% |
$117K - $138K
|
71.6K
$18.8M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
555+ 1.4% |
$116K - $137K
|
40.2K
$10.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
554+ 1.6% |
$116K - $137K
|
35.3K
$9.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
551+ 0.61% |
$116K - $136K
|
90.4K
$23.8M
|
|
|
May 08, 2025
Q1 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
551+ 0.35% |
$116K - $136K
|
158K
$41.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
550+ 8.84% |
$115K - $136K
|
6.77K
$1.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
550+ 1.41% |
$115K - $136K
|
39.5K
$10.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
545+ 7.66% |
$114K - $135K
|
7.66K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
545+ 7.72% |
$114K - $135K
|
7.61K
$2M
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
544+ 0.4% |
$114K - $134K
|
135K
$35.5M
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
542+ 3.55% |
$114K - $134K
|
15.8K
$4.16M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
542+ 1.82% |
$114K - $134K
|
30.4K
$7.99M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
540+ 0.31% |
$113K - $133K
|
173K
$45.5M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
539New |
$113K - $133K
|
539
$142K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
538+ 1.01% |
$113K - $133K
|
53.8K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
533+ 7.56% |
$112K - $132K
|
7.58K
$1.99M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
531+ 3.03% |
$111K - $131K
|
18.1K
$4.75M
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
524+ 4.55% |
$110K - $129K
|
12.1K
$3.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
523+ 10.24% |
$110K - $129K
|
5.63K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
522+ 1.4% |
$109K - $129K
|
37.7K
$9.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
518+ 2.63% |
$109K - $128K
|
20.2K
$5.31M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
518+ 0.72% |
$109K - $128K
|
72K
$18.9M
|
|
|
May 12, 2025
Q1 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
518+ 2.62% |
$109K - $128K
|
20.3K
$5.34M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
517+ 0.95% |
$108K - $128K
|
54.9K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
517+ 0.35% |
$108K - $128K
|
149K
$39.1M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
516+ 0.51% |
$108K - $128K
|
102K
$26.8M
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
513+ 6.2% |
$108K - $127K
|
8.79K
$2.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
512+ 6.37% |
$107K - $127K
|
8.55K
$2.25M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
510+ 0.74% |
$107K - $126K
|
69.4K
$18.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
510+ 11.26% |
$107K - $126K
|
5.04K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
508+ 4.06% |
$107K - $126K
|
13K
$3.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
506+ 0.73% |
$106K - $125K
|
69.7K
$18.3M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
506+ 35.61% |
$106K - $125K
|
1.93K
$506K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
505+ 31.21% |
$106K - $125K
|
2.12K
$558K
|