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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-4- 0.12% |
$839 - $988
|
3.25K
$745K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-4- 0.02% |
$839 - $988
|
18.5K
$4.25M
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-4- 0.01% |
$839 - $988
|
31.4K
$7.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-5- 0.15% |
$1.05K - $1.24K
|
3.26K
$748K
|
|
|
May 08, 2025
Q1 2025
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-5- 0.06% |
$1.05K - $1.24K
|
7.84K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5- 0.06% |
$1.05K - $1.24K
|
8.64K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5- 0.02% |
$1.05K - $1.24K
|
26.2K
$6.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-6- 0.9% |
$1.26K - $1.48K
|
660
$152K
|
|
|
Apr 28, 2025
Q1 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-6- 0.42% |
$1.26K - $1.48K
|
1.42K
$326K
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-6- 0.39% |
$1.26K - $1.48K
|
1.53K
$352K
|
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-6- 0.09% |
$1.26K - $1.48K
|
6.47K
$1.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-7- 0.49% |
$1.47K - $1.73K
|
1.42K
$326K
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-7- 0.04% |
$1.47K - $1.73K
|
16.3K
$3.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
SELL
|
- |
-7- 0.39% |
$1.47K - $1.73K
|
1.78K
$408K
|
|
|
May 08, 2025
Q1 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-7- 0.38% |
$1.47K - $1.73K
|
1.83K
$420K
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-8- 0.01% |
$1.68K - $1.98K
|
61K
$14M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-8- 0.25% |
$1.68K - $1.98K
|
3.19K
$732K
|
|
|
May 14, 2025
Q1 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-8- 0.1% |
$1.68K - $1.98K
|
7.97K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-8- 0.12% |
$1.68K - $1.98K
|
6.8K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-8- 0.23% |
$1.68K - $1.98K
|
3.5K
$804K
|
|
|
Apr 08, 2025
Q1 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-9- 0.01% |
$1.89K - $2.22K
|
104K
$23.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-9- 0.01% |
$1.89K - $2.22K
|
117K
$26.9M
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-9- 0.14% |
$1.89K - $2.22K
|
6.45K
$1.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-9- 0.09% |
$1.89K - $2.22K
|
10.1K
$2.33M
|
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-9- 0.45% |
$1.89K - $2.22K
|
2K
$460K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-10- 0.51% |
$2.1K - $2.47K
|
1.96K
$450K
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-10- 0.28% |
$2.1K - $2.47K
|
3.59K
$825K
|
|
|
May 15, 2025
Q1 2025
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-10- 0.12% |
$2.1K - $2.47K
|
8K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-10- 0.08% |
$2.1K - $2.47K
|
12K
$2.75M
|
|
|
May 27, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-10- -0.0% |
$2.1K - $2.47K
|
295K
$67.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-11- 0.7% |
$2.31K - $2.72K
|
1.56K
$357K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-11- 0.09% |
$2.31K - $2.72K
|
11.6K
$2.67M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-11- 0.01% |
$2.31K - $2.72K
|
95K
$21.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
SELL
|
- |
-12- 0.02% |
$2.52K - $2.97K
|
49.2K
$11.3M
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-12- 0.09% |
$2.52K - $2.97K
|
13.1K
$3.02M
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-12- 0.05% |
$2.52K - $2.97K
|
23.4K
$5.37M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-12- 0.07% |
$2.52K - $2.97K
|
17.8K
$4.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-13- 0.35% |
$2.73K - $3.21K
|
3.65K
$838K
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-13- 0.41% |
$2.73K - $3.21K
|
3.18K
$730K
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-14- 0.09% |
$2.94K - $3.46K
|
15.7K
$3.6M
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-14- 0.13% |
$2.94K - $3.46K
|
10.6K
$2.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-15- 0.46% |
$3.15K - $3.71K
|
3.22K
$739K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-15- 1.3% |
$3.15K - $3.71K
|
1.14K
$261K
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-16- 0.95% |
$3.35K - $3.95K
|
1.66K
$382K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-16- 0.08% |
$3.35K - $3.95K
|
21K
$4.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-16- 0.07% |
$3.35K - $3.95K
|
23K
$5.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Ht Partners LLC
|
SELL
|
- |
-16- 0.16% |
$3.35K - $3.95K
|
9.92K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-16- 0.15% |
$3.35K - $3.95K
|
10.9K
$2.51M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-17- 0.11% |
$3.56K - $4.2K
|
15K
$3.44M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-17- 0.34% |
$3.56K - $4.2K
|
5.04K
$1.16M
|