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 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
233+ 2.55% |
$48.9K - $57.6K
|
9.37K
$2.15M
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
232+ 1.08% |
$48.6K - $57.3K
|
21.8K
$5M
|
|
Aug 15, 2025
Q1 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
232+ 2.48% |
$48.6K - $57.3K
|
9.59K
$2.2M
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
231+ 0.17% |
$48.4K - $57.1K
|
135K
$31M
|
|
May 12, 2025
Q1 2025
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
231+ 1.49% |
$48.4K - $57.1K
|
15.8K
$3.62M
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
230+ 6.55% |
$48.2K - $56.8K
|
3.74K
$859K
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
224+ 0.88% |
$47K - $55.4K
|
25.6K
$5.88M
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
224+ 1.18% |
$47K - $55.4K
|
19.2K
$4.42M
|
|
May 13, 2025
Q1 2025
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
224+ 0.24% |
$47K - $55.4K
|
94.4K
$21.7M
|
|
Jun 27, 2025
Q1 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
BUY
|
- |
224+ 1.73% |
$47K - $55.4K
|
13.2K
$3.03M
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
223+ 1.45% |
$46.8K - $55.1K
|
15.6K
$3.58M
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
222+ 0.74% |
$46.5K - $54.9K
|
30.3K
$6.97M
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
222+ 0.13% |
$46.5K - $54.9K
|
169K
$38.8M
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
221+ 0.56% |
$46.3K - $54.6K
|
39.4K
$9.04M
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
221+ 0.6% |
$46.3K - $54.6K
|
37.1K
$8.52M
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
220+ 4.77% |
$46.1K - $54.4K
|
4.83K
$1.11M
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
219+ 6.72% |
$45.9K - $54.1K
|
3.48K
$798K
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
218+ 3.35% |
$45.7K - $53.9K
|
6.72K
$1.54M
|
|
Apr 28, 2025
Q1 2025
|
Sitrin Capital Management LLC
|
BUY
|
- |
218+ 0.44% |
$45.7K - $53.9K
|
50.2K
$11.5M
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
212+ 5.93% |
$44.5K - $52.4K
|
3.79K
$870K
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
212+ 0.64% |
$44.5K - $52.4K
|
33.4K
$7.68M
|
|
May 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
212+ 0.24% |
$44.5K - $52.4K
|
89.9K
$20.6M
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
210+ 0.8% |
$44K - $51.9K
|
26.6K
$6.11M
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
207+ 8.05% |
$43.4K - $51.1K
|
2.78K
$638K
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
207+ 0.25% |
$43.4K - $51.1K
|
81.7K
$18.8M
|
|
May 15, 2025
Q1 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
206+ 0.22% |
$43.2K - $50.9K
|
92.4K
$21.2M
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
204+ 0.66% |
$42.8K - $50.4K
|
31.1K
$7.14M
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
204+ 2.03% |
$42.8K - $50.4K
|
10.2K
$2.35M
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
201+ 0.19% |
$42.1K - $49.7K
|
108K
$24.7M
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
201+ 0.74% |
$42.1K - $49.7K
|
27.3K
$6.26M
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
201+ 1.68% |
$42.1K - $49.7K
|
12.2K
$2.8M
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
200+ 2.86% |
$41.9K - $49.4K
|
7.18K
$1.65M
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
200+ 0.43% |
$41.9K - $49.4K
|
46.7K
$10.7M
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
200+ 1.03% |
$41.9K - $49.4K
|
19.6K
$4.51M
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
199+ 0.57% |
$41.7K - $49.2K
|
35K
$8.03M
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
199+ 2.2% |
$41.7K - $49.2K
|
9.23K
$2.12M
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
197+ 0.16% |
$41.3K - $48.7K
|
127K
$29.2M
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
197+ 0.79% |
$41.3K - $48.7K
|
25.2K
$5.79M
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
195+ 0.55% |
$40.9K - $48.2K
|
35.5K
$8.15M
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
194+ 0.41% |
$40.7K - $47.9K
|
47.3K
$10.9M
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
192+ 0.19% |
$40.3K - $47.4K
|
98.8K
$22.7M
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
188+ 0.25% |
$39.4K - $46.5K
|
76.4K
$17.5M
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
187+ 1.19% |
$39.2K - $46.2K
|
15.9K
$3.64M
|
|
Apr 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
187+ 1.47% |
$39.2K - $46.2K
|
12.9K
$2.96M
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
187+ 0.62% |
$39.2K - $46.2K
|
30.3K
$6.96M
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
187+ 1.89% |
$39.2K - $46.2K
|
10.1K
$2.32M
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
186+ 0.96% |
$39K - $46K
|
19.6K
$4.5M
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
186+ 0.66% |
$39K - $46K
|
28.4K
$6.53M
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
184+ 5.37% |
$38.6K - $45.5K
|
3.61K
$829K
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
184+ 4.45% |
$38.6K - $45.5K
|
4.32K
$991K
|