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 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
BUY
|
- |
303+ 1.0% |
$63.5K - $74.9K
|
30.5K
$7.01M
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
301+ 3.97% |
$63.1K - $74.4K
|
7.89K
$1.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
300+ 0.29% |
$62.9K - $74.1K
|
105K
$24.2M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
300+ 2.28% |
$62.9K - $74.1K
|
13.5K
$3.09M
|
|
|
May 13, 2025
Q1 2025
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
300+ 2.51% |
$62.9K - $74.1K
|
12.3K
$2.82M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
296+ 0.28% |
$62.1K - $73.1K
|
104K
$23.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
294+ 5.39% |
$61.6K - $72.6K
|
5.74K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
294+ 6.33% |
$61.6K - $72.6K
|
4.94K
$1.13M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
285+ 1.14% |
$59.8K - $70.4K
|
25.3K
$5.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
283+ 3.55% |
$59.3K - $69.9K
|
8.25K
$1.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
283+ 4.45% |
$59.3K - $69.9K
|
6.64K
$1.52M
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
281+ 5.16% |
$58.9K - $69.4K
|
5.72K
$1.31M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
280+ 0.24% |
$58.7K - $69.2K
|
116K
$26.7M
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
279+ 2.06% |
$58.5K - $68.9K
|
13.8K
$3.18M
|
|
|
Jul 18, 2025
Q1 2025
|
Vigilare Wealth Management
|
BUY
|
- |
278+ 0.81% |
$58.3K - $68.7K
|
34.5K
$7.93M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
277+ 2.5% |
$58.1K - $68.4K
|
11.4K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
276+ 1.07% |
$57.9K - $68.2K
|
26.1K
$5.99M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
275New |
$57.7K - $68K
|
275
$63.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
273+ 0.96% |
$57.2K - $67.5K
|
28.6K
$6.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
273+ 13.36% |
$57.2K - $67.5K
|
2.32K
$532K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
271+ 1.1% |
$56.8K - $67K
|
24.9K
$5.71M
|
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
269+ 0.73% |
$56.4K - $66.5K
|
37K
$8.5M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
268+ 0.33% |
$56.2K - $66.2K
|
80.9K
$18.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
BUY
|
- |
267+ 24.79% |
$56K - $66K
|
1.34K
$309K
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
BUY
|
- |
267+ 0.86% |
$56K - $66K
|
31.3K
$7.2M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
267+ 2.36% |
$56K - $66K
|
11.6K
$2.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
266+ 0.86% |
$55.8K - $65.7K
|
31.2K
$7.16M
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
266+ 0.64% |
$55.8K - $65.7K
|
41.9K
$9.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
265+ 1.23% |
$55.6K - $65.5K
|
21.9K
$5.02M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
265+ 3.08% |
$55.6K - $65.5K
|
8.86K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
265+ 0.23% |
$55.6K - $65.5K
|
114K
$26.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
264New |
$55.4K - $65.2K
|
264
$60.6K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
263+ 0.37% |
$55.1K - $65K
|
71.9K
$16.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
261+ 2.2% |
$54.7K - $64.5K
|
12.1K
$2.79M
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
260+ 100.0% |
$54.5K - $64.2K
|
520
$119K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
258+ 0.44% |
$54.1K - $63.8K
|
58.3K
$13.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
258+ 2.88% |
$54.1K - $63.8K
|
9.23K
$2.12M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
257+ 1.08% |
$53.9K - $63.5K
|
24K
$5.51M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
257+ 0.89% |
$53.9K - $63.5K
|
29.1K
$6.68M
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
250+ 3.52% |
$52.4K - $61.8K
|
7.36K
$1.69M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
248+ 3.0% |
$52K - $61.3K
|
8.5K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
248+ 0.36% |
$52K - $61.3K
|
69.8K
$16M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
246+ 1.57% |
$51.6K - $60.8K
|
16K
$3.66M
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
240+ 0.39% |
$50.3K - $59.3K
|
62K
$14.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
238+ 1.55% |
$49.9K - $58.8K
|
15.6K
$3.58M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
238+ 0.31% |
$49.9K - $58.8K
|
78.2K
$18M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
237+ 1.54% |
$49.7K - $58.6K
|
15.7K
$3.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
235+ 1.01% |
$49.3K - $58.1K
|
23.6K
$5.42M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
234+ 1.14% |
$49.1K - $57.8K
|
20.7K
$4.76M
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
233+ 13.22% |
$48.9K - $57.6K
|
2K
$458K
|