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 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
159+ 1.72% |
$33.3K - $39.3K
|
9.38K
$1.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
156+ 0.56% |
$32.7K - $38.5K
|
27.9K
$5.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
155+ 0.24% |
$32.5K - $38.3K
|
64.4K
$12.9M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
155+ 1.37% |
$32.5K - $38.3K
|
11.5K
$2.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
152+ 2.71% |
$31.9K - $37.6K
|
5.77K
$1.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
152+ 1.29% |
$31.9K - $37.6K
|
11.9K
$2.39M
|
|
|
May 01, 2025
Q1 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
152+ 10.9% |
$31.9K - $37.6K
|
1.55K
$310K
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
152+ 1.74% |
$31.9K - $37.6K
|
8.91K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
150+ 7.18% |
$31.5K - $37.1K
|
2.24K
$448K
|
|
|
May 14, 2025
Q1 2025
|
Valueworks LLC
New York, NY |
BUY
|
- |
150+ 0.94% |
$31.5K - $37.1K
|
16.1K
$3.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
149+ 3.82% |
$31.2K - $36.8K
|
4.05K
$812K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
149+ 1.71% |
$31.2K - $36.8K
|
8.87K
$1.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
148+ 0.2% |
$31K - $36.6K
|
74.9K
$15M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
147+ 0.09% |
$30.8K - $36.3K
|
155K
$31M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
147+ 1.54% |
$30.8K - $36.3K
|
9.7K
$1.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
144+ 0.08% |
$30.2K - $35.6K
|
172K
$34.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
144+ 0.13% |
$30.2K - $35.6K
|
115K
$23M
|
|
|
May 14, 2025
Q1 2025
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
144+ 0.59% |
$30.2K - $35.6K
|
24.7K
$4.96M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
BUY
|
- |
144+ 2.39% |
$30.2K - $35.6K
|
6.17K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
143+ 0.92% |
$30K - $35.3K
|
15.7K
$3.15M
|
|
|
May 09, 2025
Q1 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
143+ 1.08% |
$30K - $35.3K
|
13.3K
$2.67M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
143+ 1.24% |
$30K - $35.3K
|
11.6K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
142+ 1.32% |
$29.8K - $35.1K
|
10.9K
$2.19M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
140+ 2.53% |
$29.4K - $34.6K
|
5.68K
$1.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
138+ 5.15% |
$28.9K - $34.1K
|
2.82K
$564K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
135+ 0.58% |
$28.3K - $33.4K
|
23.3K
$4.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
134+ 1.91% |
$28.1K - $33.1K
|
7.16K
$1.43M
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
132+ 0.57% |
$27.7K - $32.6K
|
23.2K
$4.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
131+ 0.4% |
$27.5K - $32.4K
|
33.2K
$6.66M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
131+ 3.45% |
$27.5K - $32.4K
|
3.92K
$786K
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
130+ 0.7% |
$27.3K - $32.1K
|
18.8K
$3.76M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
130+ 0.78% |
$27.3K - $32.1K
|
16.8K
$3.37M
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
130+ 10.75% |
$27.3K - $32.1K
|
1.34K
$268K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
129+ 2.85% |
$27K - $31.9K
|
4.66K
$933K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
129+ 0.32% |
$27K - $31.9K
|
40.9K
$8.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
129+ 0.1% |
$27K - $31.9K
|
123K
$24.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
129+ 0.22% |
$27K - $31.9K
|
57.6K
$11.5M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
129+ 2.48% |
$27K - $31.9K
|
5.33K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
129+ 0.3% |
$27K - $31.9K
|
42.9K
$8.58M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
129+ 0.0% |
$27K - $31.9K
|
6.57M
$1.32B
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
128+ 2.99% |
$26.8K - $31.6K
|
4.41K
$883K
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
128+ 0.86% |
$26.8K - $31.6K
|
15K
$3M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
128+ 0.44% |
$26.8K - $31.6K
|
29.5K
$5.91M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
128+ 0.76% |
$26.8K - $31.6K
|
17K
$3.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
127+ 1.6% |
$26.6K - $31.4K
|
8.06K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
127+ 0.44% |
$26.6K - $31.4K
|
29K
$5.8M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
125+ 1.44% |
$26.2K - $30.9K
|
8.8K
$1.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
121+ 2.21% |
$25.4K - $29.9K
|
5.59K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
James Hambro & Partners
|
BUY
|
- |
120+ 2.62% |
$25.2K - $29.7K
|
4.7K
$942K
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
BUY
|
- |
120+ 5.94% |
$25.2K - $29.7K
|
2.14K
$429K
|