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 21, 2025
Q1 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
2+ 0.06% |
$419 - $494
|
3.3K
$757K
|
|
|
Apr 01, 2025
Q1 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
1+ 0.11% |
$210 - $247
|
916
$210K
|
|
|
Apr 08, 2025
Q1 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
1+ 0.06% |
$210 - $247
|
1.73K
$398K
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
BUY
|
- |
1+ 0.03% |
$210 - $247
|
3.59K
$823K
|
|
|
Apr 09, 2025
Q1 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$210 - $247
|
11.4K
$2.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
1+ 0.02% |
$210 - $247
|
5.76K
$1.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1+ 0.26% |
$210 - $247
|
384
$88.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
1+ 0.04% |
$210 - $247
|
2.54K
$582K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
1+ 0.03% |
$210 - $247
|
3.83K
$880K
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.06% |
$210 - $247
|
1.69K
$387K
|
|
|
Apr 22, 2025
Q1 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
1+ 0.03% |
$210 - $247
|
3.49K
$801K
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$210 - $247
|
4.5K
$1.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
1+ 0.01% |
$210 - $247
|
19.5K
$4.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1+ 0.11% |
$210 - $247
|
929
$213K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1+ 0.08% |
$210 - $247
|
1.24K
$285K
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
1+ 0.03% |
$210 - $247
|
3.2K
$735K
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1+ 0.01% |
$210 - $247
|
9.38K
$2.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1+ 0.01% |
$210 - $247
|
7.05K
$1.62M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
1+ 0.03% |
$210 - $247
|
3.32K
$762K
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1+ 0.01% |
$210 - $247
|
6.76K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
1+ 0.02% |
$210 - $247
|
5.74K
$1.32M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$210 - $247
|
4.05K
$929K
|
|
|
May 07, 2025
Q1 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
1+ 0.09% |
$210 - $247
|
1.16K
$266K
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
1+ 0.01% |
$210 - $247
|
8.24K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1+ 0.0% |
$210 - $247
|
345K
$79.3M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1New |
$210 - $247
|
1
$230
|
|
|
May 13, 2025
Q1 2025
|
Robotti Robert
New York, NY |
BUY
|
- |
1+ 0.1% |
$210 - $247
|
1.05K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
1+ 0.03% |
$210 - $247
|
3.78K
$867K
|
|
|
May 14, 2025
Q1 2025
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
1+ 0.01% |
$210 - $247
|
6.83K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
1+ 0.02% |
$210 - $247
|
5.14K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
1+ 0.01% |
$210 - $247
|
7.18K
$1.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-1- 0.03% |
$210 - $247
|
3.78K
$867K
|
|
|
Apr 16, 2025
Q1 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-1- 0.02% |
$210 - $247
|
6.21K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Chico Wealth Ria
|
SELL
|
- |
-1- 0.02% |
$210 - $247
|
5.61K
$1.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-1- 0.05% |
$210 - $247
|
2.14K
$492K
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-1- 0.01% |
$210 - $247
|
17.5K
$4.02M
|
|
|
May 14, 2025
Q1 2025
|
Dnca Finance
Paris, I0 |
SELL
|
- |
-1- -0.0% |
$210 - $247
|
135K
$31M
|
|
|
May 19, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1- 0.02% |
$210 - $247
|
6.02K
$1.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-2- 0.13% |
$419 - $494
|
1.53K
$352K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-2- 0.02% |
$419 - $494
|
10.5K
$2.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-2- 0.05% |
$419 - $494
|
3.74K
$858K
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-2- 0.03% |
$419 - $494
|
7K
$1.61M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-2- 0.06% |
$419 - $494
|
3.36K
$772K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-3- 0.01% |
$629 - $741
|
54.1K
$12.4M
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-3- 1.2% |
$629 - $741
|
248
$57K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-3- 0.02% |
$629 - $741
|
12.2K
$2.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-4- 0.06% |
$839 - $988
|
6.87K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
SELL
|
- |
-4- 0.37% |
$839 - $988
|
1.07K
$246K
|
|
|
Apr 22, 2025
Q1 2025
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-4- 0.06% |
$839 - $988
|
6.4K
$1.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-4- 0.12% |
$839 - $988
|
3.25K
$745K
|