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 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-11- 0.7% |
$2.31K - $2.72K
|
1.56K
$311K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-11- 0.09% |
$2.31K - $2.72K
|
11.6K
$2.33M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-11- 0.01% |
$2.31K - $2.72K
|
95K
$19M
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
SELL
|
- |
-12- 0.02% |
$2.52K - $2.97K
|
49.2K
$9.86M
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-12- 0.09% |
$2.52K - $2.97K
|
13.1K
$2.63M
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-12- 0.05% |
$2.52K - $2.97K
|
23.4K
$4.69M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-12- 0.07% |
$2.52K - $2.97K
|
17.8K
$3.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-13- 0.35% |
$2.73K - $3.21K
|
3.65K
$731K
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-13- 0.41% |
$2.73K - $3.21K
|
3.18K
$637K
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-14- 0.09% |
$2.94K - $3.46K
|
15.7K
$3.14M
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-14- 0.13% |
$2.94K - $3.46K
|
10.6K
$2.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-15- 0.46% |
$3.15K - $3.71K
|
3.22K
$644K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-15- 1.3% |
$3.15K - $3.71K
|
1.14K
$228K
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-16- 0.95% |
$3.35K - $3.95K
|
1.66K
$333K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-16- 0.08% |
$3.35K - $3.95K
|
21K
$4.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-16- 0.07% |
$3.35K - $3.95K
|
23K
$4.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Ht Partners LLC
|
SELL
|
- |
-16- 0.16% |
$3.35K - $3.95K
|
9.92K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-16- 0.15% |
$3.35K - $3.95K
|
10.9K
$2.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-17- 0.11% |
$3.56K - $4.2K
|
15K
$3M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-17- 0.34% |
$3.56K - $4.2K
|
5.04K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-17- 0.2% |
$3.56K - $4.2K
|
8.65K
$1.73M
|
|
|
May 12, 2025
Q1 2025
|
Jordan Park Trust CO LLC
Portsmouth, NH |
SELL
|
- |
-17- 0.73% |
$3.56K - $4.2K
|
2.32K
$464K
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-17- 0.29% |
$3.56K - $4.2K
|
5.9K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
SELL
|
- |
-18- 0.03% |
$3.77K - $4.45K
|
55.7K
$11.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-18- 0.11% |
$3.77K - $4.45K
|
16.1K
$3.22M
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-19- 0.03% |
$3.98K - $4.69K
|
60.8K
$12.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-20- 1.0% |
$4.19K - $4.94K
|
1.98K
$396K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-20- 0.14% |
$4.19K - $4.94K
|
14.6K
$2.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-20- 0.05% |
$4.19K - $4.94K
|
38.9K
$7.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-20- 0.12% |
$4.19K - $4.94K
|
16.9K
$3.38M
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-20- 0.27% |
$4.19K - $4.94K
|
7.45K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-20- 0.25% |
$4.19K - $4.94K
|
7.85K
$1.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-21- 0.81% |
$4.4K - $5.19K
|
2.57K
$514K
|
|
|
Apr 22, 2025
Q1 2025
|
Channing Global Advisors, LLC
|
SELL
|
- |
-21- 0.1% |
$4.4K - $5.19K
|
21K
$4.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-21- 0.26% |
$4.4K - $5.19K
|
7.95K
$1.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-21- 0.2% |
$4.4K - $5.19K
|
10.4K
$2.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-22- 0.08% |
$4.61K - $5.44K
|
28.7K
$5.75M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-22- 0.06% |
$4.61K - $5.44K
|
38.2K
$7.65M
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-22- 0.36% |
$4.61K - $5.44K
|
6.06K
$1.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-23- 0.05% |
$4.82K - $5.68K
|
46.8K
$9.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-23- 0.96% |
$4.82K - $5.68K
|
2.36K
$474K
|
|
|
Apr 28, 2025
Q1 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-23- 0.06% |
$4.82K - $5.68K
|
35.5K
$7.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-23- 0.7% |
$4.82K - $5.68K
|
3.28K
$657K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-23- 0.45% |
$4.82K - $5.68K
|
5.04K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-23- 0.3% |
$4.82K - $5.68K
|
7.56K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-23- 0.08% |
$4.82K - $5.68K
|
28.7K
$5.75M
|
|
|
May 12, 2025
Q1 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-23- 1.37% |
$4.82K - $5.68K
|
1.65K
$331K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-24- 0.15% |
$5.03K - $5.93K
|
16K
$3.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
SELL
|
- |
-25- 0.98% |
$5.24K - $6.18K
|
2.52K
$504K
|
|
|
Apr 28, 2025
Q1 2025
|
Af Advisors, Inc.
|
SELL
|
- |
-25- 1.39% |
$5.24K - $6.18K
|
1.77K
$354K
|