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 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
106+ 4.44% |
$22.2K - $26.2K
|
2.49K
$573K
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
105+ 2.73% |
$22K - $25.9K
|
3.96K
$908K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
105+ 6.74% |
$22K - $25.9K
|
1.66K
$382K
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
104+ 11.76% |
$21.8K - $25.7K
|
988
$227K
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
104+ 6.77% |
$21.8K - $25.7K
|
1.64K
$377K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
103+ 0.6% |
$21.6K - $25.5K
|
17.3K
$3.96M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
103+ 17.08% |
$21.6K - $25.5K
|
706
$162K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
102+ 0.04% |
$21.4K - $25.2K
|
228K
$52.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
101+ 0.43% |
$21.2K - $25K
|
23.7K
$5.44M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
100+ 0.31% |
$21K - $24.7K
|
32.4K
$7.44M
|
|
|
May 13, 2025
Q1 2025
|
Bright Valley Capital LTD
Hong Kong, K3 |
BUY
|
- |
100New |
$21K - $24.7K
|
100
$23K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
98+ 0.59% |
$20.5K - $24.2K
|
16.7K
$3.83M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
98+ 0.25% |
$20.5K - $24.2K
|
39.2K
$8.99M
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
98+ 1.39% |
$20.5K - $24.2K
|
7.17K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
97+ 7.66% |
$20.3K - $24K
|
1.36K
$313K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
97+ 1.02% |
$20.3K - $24K
|
9.63K
$2.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
97+ 1.39% |
$20.3K - $24K
|
7.06K
$1.62M
|
|
|
May 12, 2025
Q1 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
97+ 0.18% |
$20.3K - $24K
|
52.8K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
97+ 0.59% |
$20.3K - $24K
|
16.7K
$3.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
96+ 0.85% |
$20.1K - $23.7K
|
11.4K
$2.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
95+ 0.24% |
$19.9K - $23.5K
|
40.2K
$9.23M
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
95+ 1.32% |
$19.9K - $23.5K
|
7.3K
$1.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
94+ 0.73% |
$19.7K - $23.2K
|
13K
$2.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
94+ 0.16% |
$19.7K - $23.2K
|
59.8K
$13.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
93+ 0.65% |
$19.5K - $23K
|
14.4K
$3.31M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
93+ 0.64% |
$19.5K - $23K
|
14.6K
$3.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
92+ 0.09% |
$19.3K - $22.7K
|
101K
$23.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
92+ 0.08% |
$19.3K - $22.7K
|
112K
$25.7M
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
92+ 0.52% |
$19.3K - $22.7K
|
17.7K
$4.07M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
91+ 1.99% |
$19.1K - $22.5K
|
4.66K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
91+ 0.48% |
$19.1K - $22.5K
|
19.1K
$4.39M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
90+ 0.9% |
$18.9K - $22.2K
|
10K
$2.31M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Management Advisors, LLC
|
BUY
|
- |
87+ 0.26% |
$18.2K - $21.5K
|
34K
$7.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
87+ 0.92% |
$18.2K - $21.5K
|
9.51K
$2.18M
|
|
|
May 02, 2025
Q1 2025
|
Provident Trust CO
|
BUY
|
- |
87+ 0.29% |
$18.2K - $21.5K
|
29.8K
$6.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
85+ 0.07% |
$17.8K - $21K
|
114K
$26.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
85+ 3.21% |
$17.8K - $21K
|
2.73K
$627K
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
84+ 1.67% |
$17.6K - $20.8K
|
5.13K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
83+ 0.08% |
$17.4K - $20.5K
|
103K
$23.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
82+ 1.01% |
$17.2K - $20.3K
|
8.24K
$1.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
81+ 0.03% |
$17K - $20K
|
304K
$69.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
81+ 0.55% |
$17K - $20K
|
14.8K
$3.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
81+ 2.37% |
$17K - $20K
|
3.49K
$802K
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
80+ 0.04% |
$16.8K - $19.8K
|
186K
$42.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
80+ 0.94% |
$16.8K - $19.8K
|
8.58K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
80+ 0.13% |
$16.8K - $19.8K
|
61.4K
$14.1M
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
80+ 0.49% |
$16.8K - $19.8K
|
16.4K
$3.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
79+ 0.35% |
$16.6K - $19.5K
|
22.7K
$5.21M
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
78+ 0.64% |
$16.4K - $19.3K
|
12.3K
$2.83M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
78+ 0.92% |
$16.4K - $19.3K
|
8.56K
$1.97M
|