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 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
523+ 10.24% |
$110K - $129K
|
5.63K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
522+ 1.4% |
$109K - $129K
|
37.7K
$7.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
518+ 2.63% |
$109K - $128K
|
20.2K
$4.05M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
518+ 0.72% |
$109K - $128K
|
72K
$14.4M
|
|
|
May 12, 2025
Q1 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
518+ 2.62% |
$109K - $128K
|
20.3K
$4.07M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
517+ 0.95% |
$108K - $128K
|
54.9K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
517+ 0.35% |
$108K - $128K
|
149K
$29.8M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
516+ 0.51% |
$108K - $128K
|
102K
$20.4M
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
513+ 6.2% |
$108K - $127K
|
8.79K
$1.76M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
512+ 6.37% |
$107K - $127K
|
8.55K
$1.71M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
510+ 0.74% |
$107K - $126K
|
69.4K
$13.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
510+ 11.26% |
$107K - $126K
|
5.04K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
508+ 4.06% |
$107K - $126K
|
13K
$2.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
506+ 0.73% |
$106K - $125K
|
69.7K
$14M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
506+ 35.61% |
$106K - $125K
|
1.93K
$386K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
505+ 31.21% |
$106K - $125K
|
2.12K
$425K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
505+ 22.94% |
$106K - $125K
|
2.71K
$542K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
505+ 5.06% |
$106K - $125K
|
10.5K
$2.1M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
502+ 0.22% |
$105K - $124K
|
227K
$45.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
499+ 4.92% |
$105K - $123K
|
10.6K
$2.13M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
497+ 9.14% |
$104K - $123K
|
5.94K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
491+ 36.78% |
$103K - $121K
|
1.83K
$366K
|
|
|
May 16, 2025
Q1 2025
|
Aaf Wealth Management, LLC
|
BUY
|
- |
491+ 2.55% |
$103K - $121K
|
19.8K
$3.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
487+ 4.15% |
$102K - $120K
|
12.2K
$2.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
487+ 10.06% |
$102K - $120K
|
5.33K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
487+ 16.91% |
$102K - $120K
|
3.37K
$674K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
485+ 1.74% |
$102K - $120K
|
28.4K
$5.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
484+ 1.03% |
$101K - $120K
|
47.3K
$9.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
483+ 3.05% |
$101K - $119K
|
16.3K
$3.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
482+ 9.19% |
$101K - $119K
|
5.73K
$1.15M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
478+ 14.74% |
$100K - $118K
|
3.72K
$745K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
470+ 0.58% |
$98.5K - $116K
|
81.6K
$16.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
BUY
|
- |
468+ 2.09% |
$98.1K - $116K
|
22.8K
$4.57M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
468+ 1.58% |
$98.1K - $116K
|
30.2K
$6.04M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
468+ 1.42% |
$98.1K - $116K
|
33.5K
$6.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
466+ 2.7% |
$97.7K - $115K
|
17.7K
$3.55M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
465+ 2.6% |
$97.5K - $115K
|
18.4K
$3.68M
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
459+ 0.59% |
$96.2K - $113K
|
78.3K
$15.7M
|
|
|
May 06, 2025
Q1 2025
|
Alpha Omega Group, Inc.
|
BUY
|
- |
458+ 30.39% |
$96K - $113K
|
1.97K
$394K
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
458+ 7.19% |
$96K - $113K
|
6.83K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
457+ 0.52% |
$95.8K - $113K
|
88.2K
$17.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
455+ 0.45% |
$95.4K - $112K
|
101K
$20.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
454+ 1.65% |
$95.2K - $112K
|
27.9K
$5.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
454+ 0.13% |
$95.2K - $112K
|
361K
$72.3M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
453+ 4.03% |
$95K - $112K
|
11.7K
$2.34M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
451+ 2.59% |
$94.6K - $111K
|
17.9K
$3.58M
|
|
|
May 05, 2025
Q1 2025
|
Prospect Hill Management, LLC
|
BUY
|
- |
450+ 0.09% |
$94.4K - $111K
|
512K
$103M
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
450+ 9.31% |
$94.4K - $111K
|
5.28K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
449+ 0.51% |
$94.1K - $111K
|
87.8K
$17.6M
|
|
|
May 09, 2025
Q1 2025
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
449+ 55.64% |
$94.1K - $111K
|
1.26K
$252K
|