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 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
415+ 3.64% |
$87K - $103K
|
11.8K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Haven Capital Group, Inc.
Camarillo, CA |
BUY
|
- |
415+ 0.89% |
$87K - $103K
|
47.3K
$10.9M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
414+ 0.36% |
$86.8K - $102K
|
115K
$26.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
411+ 2.47% |
$86.2K - $102K
|
17K
$3.91M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
411+ 13.64% |
$86.2K - $102K
|
3.42K
$786K
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
409+ 4.61% |
$85.8K - $101K
|
9.27K
$2.13M
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
407+ 3.88% |
$85.3K - $101K
|
10.9K
$2.5M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
406+ 6.6% |
$85.1K - $100K
|
6.56K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
405+ 1.31% |
$84.9K - $100K
|
31.3K
$7.18M
|
|
|
May 09, 2025
Q1 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
405+ 0.87% |
$84.9K - $100K
|
46.8K
$10.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
404+ 3.21% |
$84.7K - $99.8K
|
13K
$2.98M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
403+ 17.11% |
$84.5K - $99.6K
|
2.76K
$634K
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
400+ 1.43% |
$83.9K - $98.8K
|
28.4K
$6.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
400+ 1.84% |
$83.9K - $98.8K
|
22.1K
$5.08M
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
400+ 7.0% |
$83.9K - $98.8K
|
6.12K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
400+ 1.21% |
$83.9K - $98.8K
|
33.5K
$7.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
398+ 3.63% |
$83.5K - $98.3K
|
11.4K
$2.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
397+ 2.73% |
$83.2K - $98.1K
|
14.9K
$3.43M
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
397+ 1.26% |
$83.2K - $98.1K
|
31.9K
$7.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
395+ 1.57% |
$82.8K - $97.6K
|
25.6K
$5.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
395+ 0.54% |
$82.8K - $97.6K
|
73K
$16.8M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
393+ 3.49% |
$82.4K - $97.1K
|
11.6K
$2.67M
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
389+ 19.63% |
$81.6K - $96.1K
|
2.37K
$545K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
389+ 2.91% |
$81.6K - $96.1K
|
13.7K
$3.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
388+ 1.25% |
$81.4K - $95.9K
|
31.4K
$7.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
385+ 3.68% |
$80.7K - $95.1K
|
10.8K
$2.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
385+ 5.96% |
$80.7K - $95.1K
|
6.84K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
385+ 5.71% |
$80.7K - $95.1K
|
7.13K
$1.64M
|
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
382+ 3.84% |
$80.1K - $94.4K
|
10.3K
$2.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
380+ 2.31% |
$79.7K - $93.9K
|
16.8K
$3.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
380+ 0.94% |
$79.7K - $93.9K
|
40.7K
$9.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
377+ 2.53% |
$79K - $93.2K
|
15.3K
$3.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
376+ 1.11% |
$78.8K - $92.9K
|
34.2K
$7.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Saybrook Capital
|
BUY
|
- |
375+ 0.23% |
$78.6K - $92.7K
|
166K
$38M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
374+ 4.59% |
$78.4K - $92.4K
|
8.53K
$1.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
373+ 3.61% |
$78.2K - $92.2K
|
10.7K
$2.46M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
373+ 2.65% |
$78.2K - $92.2K
|
14.4K
$3.32M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
372+ 0.53% |
$78K - $91.9K
|
70.8K
$16.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
371+ 3.29% |
$77.8K - $91.7K
|
11.7K
$2.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
370+ 0.77% |
$77.6K - $91.4K
|
48.1K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
370+ 2.87% |
$77.6K - $91.4K
|
13.3K
$3.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
364+ 10.01% |
$76.3K - $89.9K
|
4K
$919K
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
363+ 1.19% |
$76.1K - $89.7K
|
30.9K
$7.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
362+ 1.22% |
$75.9K - $89.5K
|
30K
$6.9M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
362+ 1.01% |
$75.9K - $89.5K
|
36.3K
$8.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
359+ 0.61% |
$75.3K - $88.7K
|
59K
$13.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
357+ 1.97% |
$74.9K - $88.2K
|
18.4K
$4.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
357+ 1.08% |
$74.9K - $88.2K
|
33.5K
$7.68M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
355+ 1.18% |
$74.4K - $87.7K
|
30.4K
$6.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
348+ 5.68% |
$73K - $86K
|
6.48K
$1.49M
|