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
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
134+ 1.91% |
$28.1K - $33.1K
|
7.16K
$1.64M
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
132+ 0.57% |
$27.7K - $32.6K
|
23.2K
$5.34M
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
131+ 0.4% |
$27.5K - $32.4K
|
33.2K
$7.64M
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
131+ 3.45% |
$27.5K - $32.4K
|
3.92K
$901K
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
130+ 0.7% |
$27.3K - $32.1K
|
18.8K
$4.31M
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
130+ 0.78% |
$27.3K - $32.1K
|
16.8K
$3.86M
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
130+ 10.75% |
$27.3K - $32.1K
|
1.34K
$308K
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
129+ 2.85% |
$27K - $31.9K
|
4.66K
$1.07M
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
129+ 0.32% |
$27K - $31.9K
|
40.9K
$9.39M
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
129+ 0.1% |
$27K - $31.9K
|
123K
$28.4M
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
129+ 0.22% |
$27K - $31.9K
|
57.6K
$13.2M
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
129+ 2.48% |
$27K - $31.9K
|
5.33K
$1.22M
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
129+ 0.3% |
$27K - $31.9K
|
42.9K
$9.84M
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
129+ 0.0% |
$27K - $31.9K
|
6.57M
$1.51B
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
128+ 2.99% |
$26.8K - $31.6K
|
4.41K
$1.01M
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
128+ 0.86% |
$26.8K - $31.6K
|
15K
$3.44M
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
128+ 0.44% |
$26.8K - $31.6K
|
29.5K
$6.78M
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
128+ 0.76% |
$26.8K - $31.6K
|
17K
$3.9M
|
|
Apr 09, 2025
Q1 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
127+ 1.6% |
$26.6K - $31.4K
|
8.06K
$1.85M
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
127+ 0.44% |
$26.6K - $31.4K
|
29K
$6.65M
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
125+ 1.44% |
$26.2K - $30.9K
|
8.8K
$2.02M
|
|
Jul 16, 2025
Q1 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
123+ 0.2% |
$25.8K - $30.4K
|
60.5K
$13.9M
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
121+ 2.21% |
$25.4K - $29.9K
|
5.59K
$1.28M
|
|
Apr 17, 2025
Q1 2025
|
James Hambro & Partners
|
BUY
|
- |
120+ 2.62% |
$25.2K - $29.7K
|
4.7K
$1.08M
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
BUY
|
- |
120+ 5.94% |
$25.2K - $29.7K
|
2.14K
$492K
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
120+ 0.3% |
$25.2K - $29.7K
|
40.7K
$9.34M
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
119+ 0.34% |
$25K - $29.4K
|
34.9K
$8.02M
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
118+ 3.41% |
$24.7K - $29.2K
|
3.58K
$821K
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
118+ 0.7% |
$24.7K - $29.2K
|
17.1K
$3.92M
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
118+ 1.37% |
$24.7K - $29.2K
|
8.7K
$2M
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
118+ 0.35% |
$24.7K - $29.2K
|
33.5K
$7.69M
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
116+ 3.96% |
$24.3K - $28.7K
|
3.04K
$699K
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
115+ 0.12% |
$24.1K - $28.4K
|
94.8K
$21.8M
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
115+ 0.75% |
$24.1K - $28.4K
|
15.4K
$3.53M
|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
115+ 6.73% |
$24.1K - $28.4K
|
1.82K
$419K
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
114+ 1.48% |
$23.9K - $28.2K
|
7.83K
$1.8M
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
112+ 2.15% |
$23.5K - $27.7K
|
5.33K
$1.22M
|
|
May 13, 2025
Q1 2025
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
112+ 1.02% |
$23.5K - $27.7K
|
11.1K
$2.55M
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
111+ 1.09% |
$23.3K - $27.4K
|
10.3K
$2.36M
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
111+ 0.52% |
$23.3K - $27.4K
|
21.4K
$4.92M
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
110+ 1.22% |
$23.1K - $27.2K
|
9.11K
$2.09M
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
110+ 1.55% |
$23.1K - $27.2K
|
7.22K
$1.66M
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
109+ 2.15% |
$22.9K - $26.9K
|
5.19K
$1.19M
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
109+ 6.83% |
$22.9K - $26.9K
|
1.71K
$392K
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
108+ 3.2% |
$22.6K - $26.7K
|
3.48K
$799K
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
108+ 0.12% |
$22.6K - $26.7K
|
90.9K
$20.9M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
107+ 0.68% |
$22.4K - $26.4K
|
15.9K
$3.65M
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
107+ 0.14% |
$22.4K - $26.4K
|
75.8K
$17.4M
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
106+ 0.16% |
$22.2K - $26.2K
|
66.6K
$15.3M
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
106+ 0.25% |
$22.2K - $26.2K
|
41.8K
$9.61M
|