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
|
Glynn Capital Management LLC
|
BUY
|
- |
14+ 0.07% |
$2.94K - $3.46K
|
19.1K
$3.83M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
14+ 0.01% |
$2.94K - $3.46K
|
149K
$29.9M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
14+ 0.09% |
$2.94K - $3.46K
|
16K
$3.2M
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
13+ 0.32% |
$2.73K - $3.21K
|
4.09K
$819K
|
|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
13+ 0.03% |
$2.73K - $3.21K
|
41K
$8.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
12+ 0.3% |
$2.52K - $2.97K
|
3.96K
$794K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
12+ 0.04% |
$2.52K - $2.97K
|
32.2K
$6.44M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
12+ 0.13% |
$2.52K - $2.97K
|
9.29K
$1.86M
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
11+ 0.11% |
$2.31K - $2.72K
|
10.4K
$2.09M
|
|
|
May 06, 2025
Q1 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
11+ 0.13% |
$2.31K - $2.72K
|
8.61K
$1.72M
|
|
|
May 07, 2025
Q1 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
11+ 0.09% |
$2.31K - $2.72K
|
12.4K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
11+ 0.1% |
$2.31K - $2.72K
|
11.1K
$2.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
10+ 0.05% |
$2.1K - $2.47K
|
19.8K
$3.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
9+ 0.01% |
$1.89K - $2.22K
|
128K
$25.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
9+ 0.21% |
$1.89K - $2.22K
|
4.34K
$869K
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
9+ 0.02% |
$1.89K - $2.22K
|
51K
$10.2M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
9+ 0.05% |
$1.89K - $2.22K
|
17.5K
$3.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
7+ 0.11% |
$1.47K - $1.73K
|
6.23K
$1.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
7+ 0.03% |
$1.47K - $1.73K
|
25.6K
$5.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
7+ 0.02% |
$1.47K - $1.73K
|
36.9K
$7.39M
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
7+ 0.04% |
$1.47K - $1.73K
|
15.6K
$3.12M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
7+ 0.02% |
$1.47K - $1.73K
|
36K
$7.2M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
7+ 0.1% |
$1.47K - $1.73K
|
7.1K
$1.42M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
7+ 0.14% |
$1.47K - $1.73K
|
4.89K
$980K
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
BUY
|
- |
7+ 0.21% |
$1.47K - $1.73K
|
3.41K
$683K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
6+ 0.19% |
$1.26K - $1.48K
|
3.23K
$647K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
6+ 0.28% |
$1.26K - $1.48K
|
2.19K
$438K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
6+ 0.01% |
$1.26K - $1.48K
|
71.9K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
6+ 0.2% |
$1.26K - $1.48K
|
3K
$600K
|
|
|
Apr 02, 2025
Q1 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
5+ 0.1% |
$1.05K - $1.24K
|
5.05K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
5+ 0.05% |
$1.05K - $1.24K
|
9.32K
$1.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
5+ 0.05% |
$1.05K - $1.24K
|
9.12K
$1.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
5+ 0.08% |
$1.05K - $1.24K
|
6.08K
$1.22M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5+ 0.03% |
$1.05K - $1.24K
|
16.4K
$3.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
4+ 0.05% |
$839 - $988
|
7.4K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
4+ 0.07% |
$839 - $988
|
6.13K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
4+ 0.1% |
$839 - $988
|
4.05K
$811K
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
4+ 0.03% |
$839 - $988
|
12.8K
$2.56M
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
4+ 0.07% |
$839 - $988
|
5.77K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
4+ 0.15% |
$839 - $988
|
2.61K
$523K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4+ 0.01% |
$839 - $988
|
33.3K
$6.68M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.02% |
$839 - $988
|
19.3K
$3.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.1% |
$629 - $741
|
3.06K
$612K
|
|
|
Apr 14, 2025
Q1 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
3+ 0.13% |
$629 - $741
|
2.25K
$451K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
3+ 0.09% |
$629 - $741
|
3.31K
$663K
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
3+ 0.02% |
$629 - $741
|
15.1K
$3.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
3+ 0.08% |
$629 - $741
|
3.9K
$782K
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
3+ 0.1% |
$629 - $741
|
2.98K
$597K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
3+ 0.06% |
$629 - $741
|
5.24K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3+ 0.08% |
$629 - $741
|
3.61K
$723K
|