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
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
33+ 0.13% |
$6.92K - $8.15K
|
25.2K
$5.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
33+ 3.01% |
$6.92K - $8.15K
|
1.13K
$226K
|
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
32+ 0.52% |
$6.71K - $7.91K
|
6.18K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
30+ 0.1% |
$6.29K - $7.41K
|
30.7K
$6.14M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
29+ 2.51% |
$6.08K - $7.17K
|
1.18K
$237K
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
29+ 0.28% |
$6.08K - $7.17K
|
10.5K
$2.1M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
29+ 0.55% |
$6.08K - $7.17K
|
5.27K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
28+ 0.22% |
$5.87K - $6.92K
|
13K
$2.6M
|
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
27+ 0.3% |
$5.66K - $6.67K
|
9.06K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
27+ 0.15% |
$5.66K - $6.67K
|
17.5K
$3.51M
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
27+ 0.07% |
$5.66K - $6.67K
|
39.4K
$7.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
26+ 0.64% |
$5.45K - $6.42K
|
4.12K
$824K
|
|
|
Apr 15, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
26+ 0.01% |
$5.45K - $6.42K
|
189K
$37.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
26+ 0.75% |
$5.45K - $6.42K
|
3.49K
$698K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
26+ 0.18% |
$5.45K - $6.42K
|
14.7K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
26+ 0.12% |
$5.45K - $6.42K
|
21.4K
$4.29M
|
|
|
Apr 11, 2025
Q1 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
25+ 0.37% |
$5.24K - $6.18K
|
6.87K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
America First Investment Advisors, LLC
|
BUY
|
- |
25+ 0.19% |
$5.24K - $6.18K
|
13.1K
$2.62M
|
|
|
May 14, 2025
Q1 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
25+ 1.22% |
$5.24K - $6.18K
|
2.08K
$416K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
24+ 0.45% |
$5.03K - $5.93K
|
5.39K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
24+ 0.11% |
$5.03K - $5.93K
|
22.6K
$4.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
24+ 0.02% |
$5.03K - $5.93K
|
114K
$22.9M
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
24+ 0.19% |
$5.03K - $5.93K
|
12.8K
$2.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
23+ 0.09% |
$4.82K - $5.68K
|
25.8K
$5.16M
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
23+ 0.3% |
$4.82K - $5.68K
|
7.61K
$1.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
22+ 0.09% |
$4.61K - $5.44K
|
25.9K
$5.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
22+ 0.01% |
$4.61K - $5.44K
|
295K
$59M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
22+ 0.12% |
$4.61K - $5.44K
|
17.6K
$3.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
21+ 0.2% |
$4.4K - $5.19K
|
10.4K
$2.08M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
21+ 0.04% |
$4.4K - $5.19K
|
48.9K
$9.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
20+ 0.19% |
$4.19K - $4.94K
|
10.7K
$2.14M
|
|
|
Apr 28, 2025
Q1 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
20+ 0.09% |
$4.19K - $4.94K
|
21.5K
$4.3M
|
|
|
May 14, 2025
Q1 2025
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
20+ 0.14% |
$4.19K - $4.94K
|
14.3K
$2.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
19+ 1.15% |
$3.98K - $4.69K
|
1.67K
$334K
|
|
|
Apr 29, 2025
Q1 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
19+ 0.09% |
$3.98K - $4.69K
|
22.2K
$4.45M
|
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
BUY
|
- |
19+ 0.05% |
$3.98K - $4.69K
|
38.3K
$7.67M
|
|
|
May 07, 2025
Q1 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
19+ 0.24% |
$3.98K - $4.69K
|
7.78K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
18+ 0.27% |
$3.77K - $4.45K
|
6.6K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
18New |
$3.77K - $4.45K
|
18
$3.61K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
18+ 0.14% |
$3.77K - $4.45K
|
13.1K
$2.62M
|
|
|
May 13, 2025
Q1 2025
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
18+ 0.04% |
$3.77K - $4.45K
|
51.4K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Emc Capital Management
Houston, TX |
BUY
|
- |
18+ 1.22% |
$3.77K - $4.45K
|
1.49K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
17+ 0.11% |
$3.56K - $4.2K
|
15.6K
$3.12M
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
16+ 0.11% |
$3.35K - $3.95K
|
14.6K
$2.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
15+ 0.01% |
$3.15K - $3.71K
|
149K
$29.9M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
15+ 0.01% |
$3.15K - $3.71K
|
120K
$24.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
15+ 0.01% |
$3.15K - $3.71K
|
226K
$45.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
15+ 0.06% |
$3.15K - $3.71K
|
26.4K
$5.29M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
15+ 0.07% |
$3.15K - $3.71K
|
21.2K
$4.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
14+ 0.83% |
$2.94K - $3.46K
|
1.71K
$342K
|