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
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
78+ 1.48% |
$16.4K - $19.3K
|
5.37K
$1.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
77+ 1.32% |
$16.1K - $19K
|
5.93K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
77+ 0.62% |
$16.1K - $19K
|
12.4K
$2.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
76+ 1.37% |
$15.9K - $18.8K
|
5.61K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
75+ 3.8% |
$15.7K - $18.5K
|
2.05K
$471K
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
74+ 0.86% |
$15.5K - $18.3K
|
8.72K
$2M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
74+ 0.5% |
$15.5K - $18.3K
|
14.8K
$3.4M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
74+ 0.33% |
$15.5K - $18.3K
|
22.8K
$5.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
73+ 1.16% |
$15.3K - $18K
|
6.36K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
73+ 0.17% |
$15.3K - $18K
|
41.8K
$9.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
72+ 0.56% |
$15.1K - $17.8K
|
12.9K
$2.97M
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
72+ 0.35% |
$15.1K - $17.8K
|
20.6K
$4.73M
|
|
|
May 13, 2025
Q1 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
72+ 0.38% |
$15.1K - $17.8K
|
19K
$4.36M
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
71+ 0.22% |
$14.9K - $17.5K
|
32.1K
$7.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
69+ 0.18% |
$14.5K - $17K
|
38.2K
$8.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
68+ 0.77% |
$14.3K - $16.8K
|
8.93K
$2.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
68+ 2.22% |
$14.3K - $16.8K
|
3.14K
$720K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
68+ 2.96% |
$14.3K - $16.8K
|
2.37K
$544K
|
|
|
Apr 24, 2025
Q1 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
67+ 1.16% |
$14K - $16.6K
|
5.86K
$1.34M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
67+ 0.05% |
$14K - $16.6K
|
138K
$31.6M
|
|
|
May 14, 2025
Q1 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
66+ 0.91% |
$13.8K - $16.3K
|
7.35K
$1.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
64+ 0.87% |
$13.4K - $15.8K
|
7.4K
$1.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
63+ 2.17% |
$13.2K - $15.6K
|
2.97K
$682K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
63+ 0.89% |
$13.2K - $15.6K
|
7.14K
$1.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
61+ 1.37% |
$12.8K - $15.1K
|
4.51K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
61+ 0.96% |
$12.8K - $15.1K
|
6.43K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
61+ 0.04% |
$12.8K - $15.1K
|
136K
$31.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
60New |
$12.6K - $14.8K
|
60
$13.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
60+ 0.53% |
$12.6K - $14.8K
|
11.5K
$2.64M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
60+ 0.64% |
$12.6K - $14.8K
|
9.5K
$2.18M
|
|
|
Jul 24, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
60+ 0.53% |
$12.6K - $14.8K
|
11.5K
$2.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
59+ 0.13% |
$12.4K - $14.6K
|
44.5K
$10.2M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
58+ 0.64% |
$12.2K - $14.3K
|
9.15K
$2.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
56+ 0.62% |
$11.7K - $13.8K
|
9.15K
$2.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
56+ 0.16% |
$11.7K - $13.8K
|
34.2K
$7.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
56+ 2.12% |
$11.7K - $13.8K
|
2.69K
$619K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
56+ 0.46% |
$11.7K - $13.8K
|
12.2K
$2.81M
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
56+ 0.71% |
$11.7K - $13.8K
|
7.96K
$1.83M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
56+ 1.22% |
$11.7K - $13.8K
|
4.66K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
55+ 0.39% |
$11.5K - $13.6K
|
14.1K
$3.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
55+ 0.24% |
$11.5K - $13.6K
|
22.8K
$5.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
54+ 0.86% |
$11.3K - $13.3K
|
6.37K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
54+ 0.1% |
$11.3K - $13.3K
|
54.4K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
54+ 0.14% |
$11.3K - $13.3K
|
37.9K
$8.7M
|
|
|
Aug 06, 2025
Q1 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
54+ 1.57% |
$11.3K - $13.3K
|
3.5K
$804K
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
53+ 1.34% |
$11.1K - $13.1K
|
4.02K
$922K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
53+ 0.15% |
$11.1K - $13.1K
|
36K
$8.26M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
52+ 0.46% |
$10.9K - $12.8K
|
11.4K
$2.61M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
51+ 0.08% |
$10.7K - $12.6K
|
64.3K
$14.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
51+ 0.55% |
$10.7K - $12.6K
|
9.31K
$2.14M
|