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 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-25- 0.23% |
$5.24K - $6.18K
|
10.8K
$2.16M
|
|
|
May 08, 2025
Q1 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-25- -0.0% |
$5.24K - $6.18K
|
586K
$117M
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-25- 7.58% |
$5.24K - $6.18K
|
305
$61.1K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-25- 0.24% |
$5.24K - $6.18K
|
10.5K
$2.11M
|
|
|
May 13, 2025
Q1 2025
|
Ar Asset Management Inc
|
SELL
|
- |
-25- 0.01% |
$5.24K - $6.18K
|
252K
$50.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-26- 0.09% |
$5.45K - $6.42K
|
29.9K
$5.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-26- 0.18% |
$5.45K - $6.42K
|
14.5K
$2.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-26- 0.15% |
$5.45K - $6.42K
|
17.4K
$3.48M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-26- -0.0% |
$5.45K - $6.42K
|
931K
$186M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-26- 0.06% |
$5.45K - $6.42K
|
40.6K
$8.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-27- 0.24% |
$5.66K - $6.67K
|
11.4K
$2.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-27- 2.55% |
$5.66K - $6.67K
|
1.03K
$206K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-27- 0.02% |
$5.66K - $6.67K
|
112K
$22.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-28- 0.15% |
$5.87K - $6.92K
|
19K
$3.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-28- 0.4% |
$5.87K - $6.92K
|
7.01K
$1.4M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-28- 0.11% |
$5.87K - $6.92K
|
26.6K
$5.33M
|
|
|
May 06, 2025
Q1 2025
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-29- 0.24% |
$6.08K - $7.17K
|
12.3K
$2.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-30- 3.07% |
$6.29K - $7.41K
|
947
$190K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-30- 0.01% |
$6.29K - $7.41K
|
552K
$111M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.3% |
$6.29K - $7.41K
|
9.97K
$2M
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-30- 1.12% |
$6.29K - $7.41K
|
2.66K
$532K
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-30- 0.8% |
$6.29K - $7.41K
|
3.74K
$750K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-31- 0.62% |
$6.5K - $7.66K
|
4.97K
$994K
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-31- 0.15% |
$6.5K - $7.66K
|
20.5K
$4.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-32- 0.26% |
$6.71K - $7.91K
|
12.1K
$2.42M
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-32- 0.91% |
$6.71K - $7.91K
|
3.47K
$696K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-32- 0.03% |
$6.71K - $7.91K
|
123K
$24.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-32- 0.17% |
$6.71K - $7.91K
|
18.3K
$3.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-33- 0.05% |
$6.92K - $8.15K
|
67.5K
$13.5M
|
|
|
May 06, 2025
Q1 2025
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-33- 0.19% |
$6.92K - $8.15K
|
17.8K
$3.57M
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-33- 2.28% |
$6.92K - $8.15K
|
1.41K
$283K
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-35- 0.27% |
$7.34K - $8.65K
|
12.8K
$2.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-35- 0.14% |
$7.34K - $8.65K
|
25.4K
$5.09M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-35- 0.02% |
$7.34K - $8.65K
|
143K
$28.7M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-35- 0.38% |
$7.34K - $8.65K
|
9.12K
$1.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-36- 0.42% |
$7.55K - $8.9K
|
8.49K
$1.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-36- 0.5% |
$7.55K - $8.9K
|
7.18K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-36- 0.56% |
$7.55K - $8.9K
|
6.38K
$1.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-37- 0.2% |
$7.76K - $9.14K
|
18.8K
$3.76M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-37- 0.71% |
$7.76K - $9.14K
|
5.2K
$1.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-38- 1.0% |
$7.97K - $9.39K
|
3.75K
$751K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-38- 0.7% |
$7.97K - $9.39K
|
5.38K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-39- 0.06% |
$8.18K - $9.64K
|
62.6K
$12.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
SELL
|
- |
-39- 1.4% |
$8.18K - $9.64K
|
2.75K
$551K
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-40- 0.55% |
$8.39K - $9.88K
|
7.29K
$1.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-40- 0.19% |
$8.39K - $9.88K
|
20.7K
$4.15M
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-40- 3.2% |
$8.39K - $9.88K
|
1.21K
$242K
|
|
|
May 07, 2025
Q1 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-40- 0.42% |
$8.39K - $9.88K
|
9.46K
$1.9M
|
|
|
May 02, 2025
Q1 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-41- 3.41% |
$8.6K - $10.1K
|
1.16K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-41- 2.69% |
$8.6K - $10.1K
|
1.48K
$297K
|