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 15, 2025
Q1 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
1+ 0.02% |
$210 - $247
|
5.14K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
1+ 0.01% |
$210 - $247
|
7.18K
$1.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-1- 0.03% |
$210 - $247
|
3.78K
$756K
|
|
|
Apr 16, 2025
Q1 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-1- 0.02% |
$210 - $247
|
6.21K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Chico Wealth Ria
|
SELL
|
- |
-1- 0.02% |
$210 - $247
|
5.61K
$1.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-1- 0.05% |
$210 - $247
|
2.14K
$429K
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-1- 0.01% |
$210 - $247
|
17.5K
$3.51M
|
|
|
May 14, 2025
Q1 2025
|
Dnca Finance
Paris, I0 |
SELL
|
- |
-1- -0.0% |
$210 - $247
|
135K
$27M
|
|
|
May 19, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1- 0.02% |
$210 - $247
|
6.02K
$1.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-2- 0.13% |
$419 - $494
|
1.53K
$307K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-2- 0.02% |
$419 - $494
|
10.5K
$2.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-2- 0.05% |
$419 - $494
|
3.74K
$749K
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-2- 0.03% |
$419 - $494
|
7K
$1.4M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-2- 0.06% |
$419 - $494
|
3.36K
$673K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-3- 0.01% |
$629 - $741
|
54.1K
$10.8M
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-3- 1.2% |
$629 - $741
|
248
$49.7K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-3- 0.02% |
$629 - $741
|
12.2K
$2.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-4- 0.06% |
$839 - $988
|
6.87K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
SELL
|
- |
-4- 0.37% |
$839 - $988
|
1.07K
$215K
|
|
|
Apr 22, 2025
Q1 2025
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-4- 0.06% |
$839 - $988
|
6.4K
$1.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-4- 0.12% |
$839 - $988
|
3.25K
$650K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-4- 0.02% |
$839 - $988
|
18.5K
$3.7M
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-4- 0.01% |
$839 - $988
|
31.4K
$6.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-5- 0.15% |
$1.05K - $1.24K
|
3.26K
$653K
|
|
|
May 08, 2025
Q1 2025
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-5- 0.06% |
$1.05K - $1.24K
|
7.84K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5- 0.06% |
$1.05K - $1.24K
|
8.64K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5- 0.02% |
$1.05K - $1.24K
|
26.2K
$5.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-6- 0.9% |
$1.26K - $1.48K
|
660
$132K
|
|
|
Apr 28, 2025
Q1 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-6- 0.42% |
$1.26K - $1.48K
|
1.42K
$284K
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-6- 0.39% |
$1.26K - $1.48K
|
1.53K
$307K
|
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-6- 0.09% |
$1.26K - $1.48K
|
6.47K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-7- 0.49% |
$1.47K - $1.73K
|
1.42K
$284K
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-7- 0.04% |
$1.47K - $1.73K
|
16.3K
$3.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
SELL
|
- |
-7- 0.39% |
$1.47K - $1.73K
|
1.78K
$356K
|
|
|
May 08, 2025
Q1 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-7- 0.38% |
$1.47K - $1.73K
|
1.83K
$366K
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-8- 0.01% |
$1.68K - $1.98K
|
61K
$12.2M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-8- 0.25% |
$1.68K - $1.98K
|
3.19K
$639K
|
|
|
May 14, 2025
Q1 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-8- 0.1% |
$1.68K - $1.98K
|
7.97K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-8- 0.12% |
$1.68K - $1.98K
|
6.8K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-8- 0.23% |
$1.68K - $1.98K
|
3.5K
$701K
|
|
|
Apr 08, 2025
Q1 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-9- 0.01% |
$1.89K - $2.22K
|
104K
$20.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-9- 0.01% |
$1.89K - $2.22K
|
117K
$23.5M
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-9- 0.14% |
$1.89K - $2.22K
|
6.45K
$1.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-9- 0.09% |
$1.89K - $2.22K
|
10.1K
$2.03M
|
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-9- 0.45% |
$1.89K - $2.22K
|
2K
$401K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-10- 0.51% |
$2.1K - $2.47K
|
1.96K
$392K
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-10- 0.28% |
$2.1K - $2.47K
|
3.59K
$719K
|
|
|
May 15, 2025
Q1 2025
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-10- 0.12% |
$2.1K - $2.47K
|
8K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-10- 0.08% |
$2.1K - $2.47K
|
12K
$2.4M
|
|
|
May 27, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-10- -0.0% |
$2.1K - $2.47K
|
295K
$59M
|