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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
325+ 0.26% |
$68.1K - $80.3K
|
127K
$25.5M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
325+ 0.8% |
$68.1K - $80.3K
|
41.2K
$8.25M
|
|
|
May 15, 2025
Q1 2025
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
324+ 4.32% |
$67.9K - $80.1K
|
7.82K
$1.57M
|
|
|
May 01, 2025
Q1 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
323+ 10.81% |
$67.7K - $79.8K
|
3.31K
$663K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
323+ 0.61% |
$67.7K - $79.8K
|
52.8K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
321+ 2.39% |
$67.3K - $79.3K
|
13.8K
$2.76M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
320+ 10.75% |
$67.1K - $79.1K
|
3.3K
$660K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
320+ 13.99% |
$67.1K - $79.1K
|
2.61K
$522K
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
319+ 0.94% |
$66.9K - $78.8K
|
34.1K
$6.83M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
319+ 1.61% |
$66.9K - $78.8K
|
20.1K
$4.02M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
319+ 1.03% |
$66.9K - $78.8K
|
31.4K
$6.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
318+ 0.29% |
$66.7K - $78.6K
|
112K
$22.4M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
318+ 0.85% |
$66.7K - $78.6K
|
37.7K
$7.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
317+ 7.37% |
$66.5K - $78.3K
|
4.62K
$925K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
317+ 1.03% |
$66.5K - $78.3K
|
31K
$6.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
316+ 0.72% |
$66.3K - $78.1K
|
44.5K
$8.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
315+ 8.16% |
$66K - $77.8K
|
4.17K
$836K
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
315+ 1.32% |
$66K - $77.8K
|
24.2K
$4.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
314+ 24.98% |
$65.8K - $77.6K
|
1.57K
$315K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
313+ 2.19% |
$65.6K - $77.3K
|
14.6K
$2.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
312+ 1.85% |
$65.4K - $77.1K
|
17.2K
$3.45M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
BUY
|
- |
310+ 1.48% |
$65K - $76.6K
|
21.2K
$4.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
309+ 0.42% |
$64.8K - $76.4K
|
73.1K
$14.6M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
308+ 0.25% |
$64.6K - $76.1K
|
122K
$24.5M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
307+ 3.86% |
$64.4K - $75.9K
|
8.27K
$1.66M
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
306+ 15.61% |
$64.2K - $75.6K
|
2.27K
$454K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
305+ 2.13% |
$64K - $75.4K
|
14.6K
$2.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
305+ 1.52% |
$64K - $75.4K
|
20.3K
$4.07M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
304+ 3.88% |
$63.7K - $75.1K
|
8.13K
$1.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
303+ 3.81% |
$63.5K - $74.9K
|
8.25K
$1.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
BUY
|
- |
303+ 1.0% |
$63.5K - $74.9K
|
30.5K
$6.11M
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
301+ 3.97% |
$63.1K - $74.4K
|
7.89K
$1.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
300+ 0.29% |
$62.9K - $74.1K
|
105K
$21.1M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
300+ 2.28% |
$62.9K - $74.1K
|
13.5K
$2.7M
|
|
|
May 13, 2025
Q1 2025
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
300+ 2.51% |
$62.9K - $74.1K
|
12.3K
$2.46M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
296+ 0.28% |
$62.1K - $73.1K
|
104K
$20.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
294+ 5.39% |
$61.6K - $72.6K
|
5.74K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
294+ 6.33% |
$61.6K - $72.6K
|
4.94K
$990K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
285+ 1.14% |
$59.8K - $70.4K
|
25.3K
$5.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
283+ 3.55% |
$59.3K - $69.9K
|
8.25K
$1.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
283+ 4.45% |
$59.3K - $69.9K
|
6.64K
$1.33M
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
281+ 5.16% |
$58.9K - $69.4K
|
5.72K
$1.15M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
280+ 0.24% |
$58.7K - $69.2K
|
116K
$23.3M
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
279+ 2.06% |
$58.5K - $68.9K
|
13.8K
$2.77M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
277+ 2.5% |
$58.1K - $68.4K
|
11.4K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
276+ 1.07% |
$57.9K - $68.2K
|
26.1K
$5.22M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
275New |
$57.7K - $68K
|
275
$55.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
273+ 0.96% |
$57.2K - $67.5K
|
28.6K
$5.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
273+ 13.36% |
$57.2K - $67.5K
|
2.32K
$464K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
271+ 1.1% |
$56.8K - $67K
|
24.9K
$4.98M
|