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 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
7+ 0.02% |
$1.47K - $1.73K
|
36K
$8.26M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
7+ 0.1% |
$1.47K - $1.73K
|
7.1K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
7+ 0.14% |
$1.47K - $1.73K
|
4.89K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
BUY
|
- |
7+ 0.21% |
$1.47K - $1.73K
|
3.41K
$783K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
6+ 0.19% |
$1.26K - $1.48K
|
3.23K
$742K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
6+ 0.28% |
$1.26K - $1.48K
|
2.19K
$502K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
6+ 0.01% |
$1.26K - $1.48K
|
71.9K
$16.5M
|
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
6+ 0.2% |
$1.26K - $1.48K
|
3K
$688K
|
|
|
Apr 02, 2025
Q1 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
5+ 0.1% |
$1.05K - $1.24K
|
5.05K
$1.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
5+ 0.05% |
$1.05K - $1.24K
|
9.32K
$2.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
5+ 0.05% |
$1.05K - $1.24K
|
9.12K
$2.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
5+ 0.08% |
$1.05K - $1.24K
|
6.08K
$1.4M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5+ 0.03% |
$1.05K - $1.24K
|
16.4K
$3.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
4+ 0.05% |
$839 - $988
|
7.4K
$1.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
4+ 0.07% |
$839 - $988
|
6.13K
$1.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
4+ 0.1% |
$839 - $988
|
4.05K
$930K
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
4+ 0.03% |
$839 - $988
|
12.8K
$2.93M
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
4+ 0.07% |
$839 - $988
|
5.77K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
4+ 0.15% |
$839 - $988
|
2.61K
$600K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4+ 0.01% |
$839 - $988
|
33.3K
$7.66M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.02% |
$839 - $988
|
19.3K
$4.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.1% |
$629 - $741
|
3.06K
$702K
|
|
|
Apr 14, 2025
Q1 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
3+ 0.13% |
$629 - $741
|
2.25K
$518K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
3+ 0.09% |
$629 - $741
|
3.31K
$760K
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
3+ 0.02% |
$629 - $741
|
15.1K
$3.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
3+ 0.08% |
$629 - $741
|
3.9K
$897K
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
3+ 0.1% |
$629 - $741
|
2.98K
$684K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
3+ 0.06% |
$629 - $741
|
5.24K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3+ 0.08% |
$629 - $741
|
3.61K
$829K
|
|
|
May 09, 2025
Q1 2025
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
3+ 0.05% |
$629 - $741
|
6.64K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.02% |
$629 - $741
|
12.1K
$2.78M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
3+ 0.14% |
$629 - $741
|
2.15K
$494K
|
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
3+ 0.06% |
$629 - $741
|
5.01K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
3+ 0.08% |
$629 - $741
|
3.56K
$817K
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
3+ 0.01% |
$629 - $741
|
27.7K
$6.37M
|
|
|
Jun 17, 2025
Q1 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
3+ 0.06% |
$629 - $741
|
4.88K
$1.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
2+ 0.07% |
$419 - $494
|
2.84K
$652K
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
2+ 0.03% |
$419 - $494
|
7.85K
$1.8M
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
2+ 0.09% |
$419 - $494
|
2.12K
$488K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.09% |
$419 - $494
|
2.25K
$517K
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
2+ 0.13% |
$419 - $494
|
1.6K
$367K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2+ 0.02% |
$419 - $494
|
12.8K
$2.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
2+ 0.02% |
$419 - $494
|
10.2K
$2.34M
|
|
|
May 02, 2025
Q1 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
2+ 0.03% |
$419 - $494
|
7.86K
$1.8M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2+ 0.0% |
$419 - $494
|
187K
$42.8M
|
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
2+ 0.09% |
$419 - $494
|
2.13K
$489K
|
|
|
May 14, 2025
Q1 2025
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
2+ 0.06% |
$419 - $494
|
3.49K
$801K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2+ 0.04% |
$419 - $494
|
5.65K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
BUY
|
- |
2+ 0.04% |
$419 - $494
|
5.46K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
2+ 0.05% |
$419 - $494
|
3.67K
$844K
|