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 30, 2025
Q1 2025
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
51+ 3.46% |
$10.7K - $12.6K
|
1.52K
$350K
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
49+ 3.89% |
$10.3K - $12.1K
|
1.31K
$301K
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
48+ 0.8% |
$10.1K - $11.9K
|
6.06K
$1.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
47+ 0.22% |
$9.85K - $11.6K
|
21.4K
$4.91M
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
45+ 0.44% |
$9.44K - $11.1K
|
10.4K
$2.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
44+ 1.0% |
$9.23K - $10.9K
|
4.46K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
44+ 1.33% |
$9.23K - $10.9K
|
3.36K
$773K
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
44+ 0.31% |
$9.23K - $10.9K
|
14.2K
$3.25M
|
|
|
May 14, 2025
Q1 2025
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
44+ 4.58% |
$9.23K - $10.9K
|
1.01K
$231K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
43+ 0.17% |
$9.02K - $10.6K
|
25.1K
$5.77M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
43+ 0.78% |
$9.02K - $10.6K
|
5.57K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
42+ 3.03% |
$8.81K - $10.4K
|
1.43K
$327K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
42+ 0.26% |
$8.81K - $10.4K
|
16.4K
$3.77M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
42+ 0.02% |
$8.81K - $10.4K
|
218K
$50.1M
|
|
|
Apr 21, 2025
Q1 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
40+ 0.49% |
$8.39K - $9.88K
|
8.14K
$1.87M
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
40+ 0.16% |
$8.39K - $9.88K
|
25.6K
$5.87M
|
|
|
May 02, 2025
Q1 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
40+ 0.03% |
$8.39K - $9.88K
|
144K
$33M
|
|
|
May 12, 2025
Q1 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
40+ 0.43% |
$8.39K - $9.88K
|
9.33K
$2.14M
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
39+ 0.14% |
$8.18K - $9.64K
|
27.7K
$6.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
38+ 0.28% |
$7.97K - $9.39K
|
13.6K
$3.12M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
37+ 0.48% |
$7.76K - $9.14K
|
7.79K
$1.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
36+ 0.15% |
$7.55K - $8.9K
|
23.6K
$5.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
36+ 0.97% |
$7.55K - $8.9K
|
3.76K
$864K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
35+ 0.17% |
$7.34K - $8.65K
|
20.6K
$4.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
35+ 0.03% |
$7.34K - $8.65K
|
117K
$26.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
34+ 0.08% |
$7.13K - $8.4K
|
43.7K
$10M
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
33+ 0.51% |
$6.92K - $8.15K
|
6.47K
$1.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
33+ 1.08% |
$6.92K - $8.15K
|
3.1K
$711K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
33+ 0.13% |
$6.92K - $8.15K
|
25.2K
$5.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
33+ 3.01% |
$6.92K - $8.15K
|
1.13K
$259K
|
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
32+ 0.52% |
$6.71K - $7.91K
|
6.18K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
30+ 0.1% |
$6.29K - $7.41K
|
30.7K
$7.04M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
29+ 2.51% |
$6.08K - $7.17K
|
1.18K
$272K
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
29+ 0.28% |
$6.08K - $7.17K
|
10.5K
$2.41M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
29+ 0.55% |
$6.08K - $7.17K
|
5.27K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
28+ 0.22% |
$5.87K - $6.92K
|
13K
$2.98M
|
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
27+ 0.3% |
$5.66K - $6.67K
|
9.06K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
27+ 0.15% |
$5.66K - $6.67K
|
17.5K
$4.02M
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
27+ 0.07% |
$5.66K - $6.67K
|
39.4K
$9.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
26+ 0.64% |
$5.45K - $6.42K
|
4.12K
$945K
|
|
|
Apr 15, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
26+ 0.01% |
$5.45K - $6.42K
|
189K
$43.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
26+ 0.75% |
$5.45K - $6.42K
|
3.49K
$800K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
26+ 0.18% |
$5.45K - $6.42K
|
14.7K
$3.38M
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
26+ 0.12% |
$5.45K - $6.42K
|
21.4K
$4.92M
|
|
|
Apr 11, 2025
Q1 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
25+ 0.37% |
$5.24K - $6.18K
|
6.87K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
America First Investment Advisors, LLC
|
BUY
|
- |
25+ 0.19% |
$5.24K - $6.18K
|
13.1K
$3M
|
|
|
May 14, 2025
Q1 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
25+ 1.22% |
$5.24K - $6.18K
|
2.08K
$477K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
24+ 0.45% |
$5.03K - $5.93K
|
5.39K
$1.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
24+ 0.11% |
$5.03K - $5.93K
|
22.6K
$5.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
24+ 0.02% |
$5.03K - $5.93K
|
114K
$26.2M
|