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 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
24+ 0.19% |
$5.03K - $5.93K
|
12.8K
$2.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
23+ 0.09% |
$4.82K - $5.68K
|
25.8K
$5.92M
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
23+ 0.3% |
$4.82K - $5.68K
|
7.61K
$1.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
22+ 0.09% |
$4.61K - $5.44K
|
25.9K
$5.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
22+ 0.01% |
$4.61K - $5.44K
|
295K
$67.6M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
22+ 0.12% |
$4.61K - $5.44K
|
17.6K
$4.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
21+ 0.2% |
$4.4K - $5.19K
|
10.4K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
21+ 0.04% |
$4.4K - $5.19K
|
48.9K
$11.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
20+ 0.19% |
$4.19K - $4.94K
|
10.7K
$2.46M
|
|
|
Apr 28, 2025
Q1 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
20+ 0.09% |
$4.19K - $4.94K
|
21.5K
$4.93M
|
|
|
May 14, 2025
Q1 2025
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
20+ 0.14% |
$4.19K - $4.94K
|
14.3K
$3.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
19+ 1.15% |
$3.98K - $4.69K
|
1.67K
$383K
|
|
|
Apr 29, 2025
Q1 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
19+ 0.09% |
$3.98K - $4.69K
|
22.2K
$5.1M
|
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
BUY
|
- |
19+ 0.05% |
$3.98K - $4.69K
|
38.3K
$8.79M
|
|
|
May 07, 2025
Q1 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
19+ 0.24% |
$3.98K - $4.69K
|
7.78K
$1.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
18+ 0.27% |
$3.77K - $4.45K
|
6.6K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
18New |
$3.77K - $4.45K
|
18
$4.13K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
18+ 0.14% |
$3.77K - $4.45K
|
13.1K
$3M
|
|
|
May 13, 2025
Q1 2025
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
18+ 0.04% |
$3.77K - $4.45K
|
51.4K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Emc Capital Management
Houston, TX |
BUY
|
- |
18+ 1.22% |
$3.77K - $4.45K
|
1.49K
$343K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
17+ 0.11% |
$3.56K - $4.2K
|
15.6K
$3.58M
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
17+ 0.55% |
$3.56K - $4.2K
|
3.08K
$708K
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
16+ 0.11% |
$3.35K - $3.95K
|
14.6K
$3.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
15+ 0.01% |
$3.15K - $3.71K
|
149K
$34.3M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
15+ 0.01% |
$3.15K - $3.71K
|
120K
$27.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
15+ 0.01% |
$3.15K - $3.71K
|
226K
$52M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
15+ 0.06% |
$3.15K - $3.71K
|
26.4K
$6.07M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
15+ 0.07% |
$3.15K - $3.71K
|
21.2K
$4.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
14+ 0.83% |
$2.94K - $3.46K
|
1.71K
$392K
|
|
|
May 06, 2025
Q1 2025
|
Glynn Capital Management LLC
|
BUY
|
- |
14+ 0.07% |
$2.94K - $3.46K
|
19.1K
$4.4M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
14+ 0.01% |
$2.94K - $3.46K
|
149K
$34.3M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
14+ 0.09% |
$2.94K - $3.46K
|
16K
$3.66M
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
13+ 0.32% |
$2.73K - $3.21K
|
4.09K
$939K
|
|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
13+ 0.03% |
$2.73K - $3.21K
|
41K
$9.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
12+ 0.3% |
$2.52K - $2.97K
|
3.96K
$910K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
12+ 0.04% |
$2.52K - $2.97K
|
32.2K
$7.39M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
12+ 0.13% |
$2.52K - $2.97K
|
9.29K
$2.13M
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
11+ 0.11% |
$2.31K - $2.72K
|
10.4K
$2.4M
|
|
|
May 06, 2025
Q1 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
11+ 0.13% |
$2.31K - $2.72K
|
8.61K
$1.98M
|
|
|
May 07, 2025
Q1 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
11+ 0.09% |
$2.31K - $2.72K
|
12.4K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
11+ 0.1% |
$2.31K - $2.72K
|
11.1K
$2.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
10+ 0.05% |
$2.1K - $2.47K
|
19.8K
$4.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
9+ 0.01% |
$1.89K - $2.22K
|
128K
$29.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
9+ 0.21% |
$1.89K - $2.22K
|
4.34K
$996K
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
9+ 0.02% |
$1.89K - $2.22K
|
51K
$11.7M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
9+ 0.05% |
$1.89K - $2.22K
|
17.5K
$4.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
7+ 0.11% |
$1.47K - $1.73K
|
6.23K
$1.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
7+ 0.03% |
$1.47K - $1.73K
|
25.6K
$5.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
7+ 0.02% |
$1.47K - $1.73K
|
36.9K
$8.48M
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
7+ 0.04% |
$1.47K - $1.73K
|
15.6K
$3.58M
|