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 09, 2025
Q1 2025
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
3+ 0.05% |
$629 - $741
|
6.64K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.02% |
$629 - $741
|
12.1K
$2.42M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
3+ 0.14% |
$629 - $741
|
2.15K
$431K
|
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
3+ 0.06% |
$629 - $741
|
5.01K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
3+ 0.08% |
$629 - $741
|
3.56K
$712K
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
3+ 0.01% |
$629 - $741
|
27.7K
$5.55M
|
|
|
Jun 17, 2025
Q1 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
3+ 0.06% |
$629 - $741
|
4.88K
$977K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
2+ 0.07% |
$419 - $494
|
2.84K
$569K
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
2+ 0.03% |
$419 - $494
|
7.85K
$1.57M
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
2+ 0.09% |
$419 - $494
|
2.12K
$425K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.09% |
$419 - $494
|
2.25K
$451K
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
2+ 0.13% |
$419 - $494
|
1.6K
$320K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2+ 0.02% |
$419 - $494
|
12.8K
$2.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
2+ 0.02% |
$419 - $494
|
10.2K
$2.04M
|
|
|
May 02, 2025
Q1 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
2+ 0.03% |
$419 - $494
|
7.86K
$1.57M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2+ 0.0% |
$419 - $494
|
187K
$37.4M
|
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
2+ 0.09% |
$419 - $494
|
2.13K
$426K
|
|
|
May 14, 2025
Q1 2025
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
2+ 0.06% |
$419 - $494
|
3.49K
$699K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2+ 0.04% |
$419 - $494
|
5.65K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
BUY
|
- |
2+ 0.04% |
$419 - $494
|
5.46K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
2+ 0.05% |
$419 - $494
|
3.67K
$736K
|
|
|
May 21, 2025
Q1 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
2+ 0.06% |
$419 - $494
|
3.3K
$660K
|
|
|
Apr 01, 2025
Q1 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
1+ 0.11% |
$210 - $247
|
916
$183K
|
|
|
Apr 08, 2025
Q1 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
1+ 0.06% |
$210 - $247
|
1.73K
$347K
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
BUY
|
- |
1+ 0.03% |
$210 - $247
|
3.59K
$718K
|
|
|
Apr 09, 2025
Q1 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$210 - $247
|
11.4K
$2.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
1+ 0.02% |
$210 - $247
|
5.76K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1+ 0.26% |
$210 - $247
|
384
$76.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
1+ 0.04% |
$210 - $247
|
2.54K
$508K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
1+ 0.03% |
$210 - $247
|
3.83K
$768K
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.06% |
$210 - $247
|
1.69K
$338K
|
|
|
Apr 22, 2025
Q1 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
1+ 0.03% |
$210 - $247
|
3.49K
$698K
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$210 - $247
|
4.5K
$901K
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
1+ 0.01% |
$210 - $247
|
19.5K
$3.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1+ 0.11% |
$210 - $247
|
929
$186K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1+ 0.08% |
$210 - $247
|
1.24K
$248K
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
1+ 0.03% |
$210 - $247
|
3.2K
$641K
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1+ 0.01% |
$210 - $247
|
9.38K
$1.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1+ 0.01% |
$210 - $247
|
7.05K
$1.41M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
1+ 0.03% |
$210 - $247
|
3.32K
$664K
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1+ 0.01% |
$210 - $247
|
6.76K
$1.35M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
1+ 0.02% |
$210 - $247
|
5.74K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$210 - $247
|
4.05K
$811K
|
|
|
May 07, 2025
Q1 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
1+ 0.09% |
$210 - $247
|
1.16K
$232K
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
1+ 0.01% |
$210 - $247
|
8.24K
$1.65M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1+ 0.0% |
$210 - $247
|
345K
$69.1M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1New |
$210 - $247
|
1
$200
|
|
|
May 13, 2025
Q1 2025
|
Robotti Robert
New York, NY |
BUY
|
- |
1+ 0.1% |
$210 - $247
|
1.05K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
1+ 0.03% |
$210 - $247
|
3.78K
$756K
|
|
|
May 14, 2025
Q1 2025
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
1+ 0.01% |
$210 - $247
|
6.83K
$1.37M
|