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 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
395+ 0.54% |
$82.8K - $97.6K
|
73K
$14.6M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
393+ 3.49% |
$82.4K - $97.1K
|
11.6K
$2.33M
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
389+ 19.63% |
$81.6K - $96.1K
|
2.37K
$475K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
389+ 2.91% |
$81.6K - $96.1K
|
13.7K
$2.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
388+ 1.25% |
$81.4K - $95.9K
|
31.4K
$6.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
385+ 3.68% |
$80.7K - $95.1K
|
10.8K
$2.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
385+ 5.96% |
$80.7K - $95.1K
|
6.84K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
385+ 5.71% |
$80.7K - $95.1K
|
7.13K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
382+ 3.84% |
$80.1K - $94.4K
|
10.3K
$2.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
380+ 2.31% |
$79.7K - $93.9K
|
16.8K
$3.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
380+ 0.94% |
$79.7K - $93.9K
|
40.7K
$8.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
377+ 2.53% |
$79K - $93.2K
|
15.3K
$3.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
376+ 1.11% |
$78.8K - $92.9K
|
34.2K
$6.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Saybrook Capital
|
BUY
|
- |
375+ 0.23% |
$78.6K - $92.7K
|
166K
$33.2M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
374+ 4.59% |
$78.4K - $92.4K
|
8.53K
$1.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
373+ 3.61% |
$78.2K - $92.2K
|
10.7K
$2.15M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
373+ 2.65% |
$78.2K - $92.2K
|
14.4K
$2.89M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
372+ 0.53% |
$78K - $91.9K
|
70.8K
$14.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
371+ 3.29% |
$77.8K - $91.7K
|
11.7K
$2.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
370+ 0.77% |
$77.6K - $91.4K
|
48.1K
$9.64M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
370+ 2.87% |
$77.6K - $91.4K
|
13.3K
$2.66M
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
364+ 10.01% |
$76.3K - $89.9K
|
4K
$801K
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
363+ 1.19% |
$76.1K - $89.7K
|
30.9K
$6.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
362+ 1.22% |
$75.9K - $89.5K
|
30K
$6.02M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
362+ 1.01% |
$75.9K - $89.5K
|
36.3K
$7.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
359+ 0.61% |
$75.3K - $88.7K
|
59K
$11.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
357+ 1.97% |
$74.9K - $88.2K
|
18.4K
$3.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
357+ 1.08% |
$74.9K - $88.2K
|
33.5K
$6.7M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
355+ 1.18% |
$74.4K - $87.7K
|
30.4K
$6.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
348+ 5.68% |
$73K - $86K
|
6.48K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
347+ 0.92% |
$72.8K - $85.7K
|
38.1K
$7.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
346+ 2.3% |
$72.5K - $85.5K
|
15.4K
$3.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
346+ 0.85% |
$72.5K - $85.5K
|
41.3K
$8.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
345+ 1.4% |
$72.3K - $85.2K
|
25K
$5.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
345+ 1.07% |
$72.3K - $85.2K
|
32.5K
$6.52M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
344+ 1.11% |
$72.1K - $85K
|
31.2K
$6.26M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
BUY
|
- |
344+ 0.56% |
$72.1K - $85K
|
61.4K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
344+ 2.45% |
$72.1K - $85K
|
14.4K
$2.88M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
343+ 7.4% |
$71.9K - $84.8K
|
4.98K
$998K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
340+ 3.78% |
$71.3K - $84K
|
9.34K
$1.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
338+ 1.41% |
$70.9K - $83.5K
|
24.3K
$4.87M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
337+ 0.88% |
$70.7K - $83.3K
|
38.8K
$7.78M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
334+ 1.62% |
$70K - $82.5K
|
20.9K
$4.19M
|
|
|
May 05, 2025
Q1 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
331+ 18.97% |
$69.4K - $81.8K
|
2.08K
$416K
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
330+ 0.94% |
$69.2K - $81.5K
|
35.5K
$7.11M
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
329+ 1.35% |
$69K - $81.3K
|
24.7K
$4.94M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
329+ 3.38% |
$69K - $81.3K
|
10.1K
$2.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
328+ 1.8% |
$68.8K - $81K
|
18.6K
$3.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
325+ 1.9% |
$68.1K - $80.3K
|
17.4K
$3.49M
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
325+ 5.73% |
$68.1K - $80.3K
|
5.99K
$1.2M
|