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 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
93+ 0.64% |
$19.5K - $23K
|
14.6K
$2.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
92+ 0.09% |
$19.3K - $22.7K
|
101K
$20.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
92+ 0.08% |
$19.3K - $22.7K
|
112K
$22.4M
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
92+ 0.52% |
$19.3K - $22.7K
|
17.7K
$3.55M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
91+ 1.99% |
$19.1K - $22.5K
|
4.66K
$934K
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
91+ 0.48% |
$19.1K - $22.5K
|
19.1K
$3.83M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
90+ 0.9% |
$18.9K - $22.2K
|
10K
$2.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Management Advisors, LLC
|
BUY
|
- |
87+ 0.26% |
$18.2K - $21.5K
|
34K
$6.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
87+ 0.92% |
$18.2K - $21.5K
|
9.51K
$1.91M
|
|
|
May 02, 2025
Q1 2025
|
Provident Trust CO
|
BUY
|
- |
87+ 0.29% |
$18.2K - $21.5K
|
29.8K
$5.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
85+ 0.07% |
$17.8K - $21K
|
114K
$22.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
85+ 3.21% |
$17.8K - $21K
|
2.73K
$547K
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
84+ 1.67% |
$17.6K - $20.8K
|
5.13K
$1.03M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
83+ 0.08% |
$17.4K - $20.5K
|
103K
$20.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
82+ 1.01% |
$17.2K - $20.3K
|
8.24K
$1.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
81+ 0.03% |
$17K - $20K
|
304K
$60.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
81+ 0.55% |
$17K - $20K
|
14.8K
$2.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
81+ 2.37% |
$17K - $20K
|
3.49K
$700K
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
80+ 0.04% |
$16.8K - $19.8K
|
186K
$37.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
80+ 0.94% |
$16.8K - $19.8K
|
8.58K
$1.72M
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
80+ 0.13% |
$16.8K - $19.8K
|
61.4K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
80+ 0.49% |
$16.8K - $19.8K
|
16.4K
$3.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
79+ 0.35% |
$16.6K - $19.5K
|
22.7K
$4.54M
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
78+ 0.64% |
$16.4K - $19.3K
|
12.3K
$2.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
78+ 0.92% |
$16.4K - $19.3K
|
8.56K
$1.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
78+ 1.48% |
$16.4K - $19.3K
|
5.37K
$1.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
77+ 1.32% |
$16.1K - $19K
|
5.93K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
77+ 0.62% |
$16.1K - $19K
|
12.4K
$2.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
76+ 1.37% |
$15.9K - $18.8K
|
5.61K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
75+ 3.8% |
$15.7K - $18.5K
|
2.05K
$410K
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
74+ 0.86% |
$15.5K - $18.3K
|
8.72K
$1.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
74+ 0.5% |
$15.5K - $18.3K
|
14.8K
$2.97M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
74+ 0.33% |
$15.5K - $18.3K
|
22.8K
$4.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
73+ 1.16% |
$15.3K - $18K
|
6.36K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
73+ 0.17% |
$15.3K - $18K
|
41.8K
$8.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
72+ 0.56% |
$15.1K - $17.8K
|
12.9K
$2.59M
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
72+ 0.35% |
$15.1K - $17.8K
|
20.6K
$4.13M
|
|
|
May 13, 2025
Q1 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
72+ 0.38% |
$15.1K - $17.8K
|
19K
$3.8M
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
71+ 0.22% |
$14.9K - $17.5K
|
32.1K
$6.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
69+ 0.18% |
$14.5K - $17K
|
38.2K
$7.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
68+ 0.77% |
$14.3K - $16.8K
|
8.93K
$1.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
68+ 2.22% |
$14.3K - $16.8K
|
3.14K
$628K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
68+ 2.96% |
$14.3K - $16.8K
|
2.37K
$474K
|
|
|
Apr 24, 2025
Q1 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
67+ 1.16% |
$14K - $16.6K
|
5.86K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
67+ 0.05% |
$14K - $16.6K
|
138K
$27.5M
|
|
|
May 14, 2025
Q1 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
66+ 0.91% |
$13.8K - $16.3K
|
7.35K
$1.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
64+ 0.87% |
$13.4K - $15.8K
|
7.4K
$1.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
63+ 2.17% |
$13.2K - $15.6K
|
2.97K
$595K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
63+ 0.89% |
$13.2K - $15.6K
|
7.14K
$1.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
61+ 1.37% |
$12.8K - $15.1K
|
4.51K
$904K
|