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
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.3% |
$6.29K - $7.41K
|
9.97K
$2.29M
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-30- 1.12% |
$6.29K - $7.41K
|
2.66K
$610K
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-30- 0.8% |
$6.29K - $7.41K
|
3.74K
$859K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-31- 0.62% |
$6.5K - $7.66K
|
4.97K
$1.14M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-31- 0.15% |
$6.5K - $7.66K
|
20.5K
$4.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-32- 0.26% |
$6.71K - $7.91K
|
12.1K
$2.78M
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-32- 0.91% |
$6.71K - $7.91K
|
3.47K
$798K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-32- 0.03% |
$6.71K - $7.91K
|
123K
$28.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-32- 0.17% |
$6.71K - $7.91K
|
18.3K
$4.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-33- 0.05% |
$6.92K - $8.15K
|
67.5K
$15.5M
|
|
|
May 06, 2025
Q1 2025
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-33- 0.19% |
$6.92K - $8.15K
|
17.8K
$4.09M
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-33- 2.28% |
$6.92K - $8.15K
|
1.41K
$324K
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-35- 0.27% |
$7.34K - $8.65K
|
12.8K
$2.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-35- 0.14% |
$7.34K - $8.65K
|
25.4K
$5.83M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-35- 0.02% |
$7.34K - $8.65K
|
143K
$32.9M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-35- 0.38% |
$7.34K - $8.65K
|
9.12K
$2.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-36- 0.42% |
$7.55K - $8.9K
|
8.49K
$1.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-36- 0.5% |
$7.55K - $8.9K
|
7.18K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-36- 0.56% |
$7.55K - $8.9K
|
6.38K
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-37- 0.2% |
$7.76K - $9.14K
|
18.8K
$4.31M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-37- 0.71% |
$7.76K - $9.14K
|
5.2K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-38- 1.0% |
$7.97K - $9.39K
|
3.75K
$861K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-38- 0.7% |
$7.97K - $9.39K
|
5.38K
$1.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-39- 0.06% |
$8.18K - $9.64K
|
62.6K
$14.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
SELL
|
- |
-39- 1.4% |
$8.18K - $9.64K
|
2.75K
$632K
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-40- 0.55% |
$8.39K - $9.88K
|
7.29K
$1.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-40- 0.19% |
$8.39K - $9.88K
|
20.7K
$4.76M
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-40- 3.2% |
$8.39K - $9.88K
|
1.21K
$278K
|
|
|
May 07, 2025
Q1 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-40- 0.42% |
$8.39K - $9.88K
|
9.46K
$2.17M
|
|
|
May 02, 2025
Q1 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-41- 3.41% |
$8.6K - $10.1K
|
1.16K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-41- 2.69% |
$8.6K - $10.1K
|
1.48K
$340K
|
|
|
Apr 09, 2025
Q1 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-42- 0.29% |
$8.81K - $10.4K
|
14.4K
$3.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-42- 0.54% |
$8.81K - $10.4K
|
7.75K
$1.78M
|
|
|
Apr 09, 2025
Q1 2025
|
Jb Global.Com LLC
New York, NY |
SELL
|
- |
-43- 0.47% |
$9.02K - $10.6K
|
9.15K
$2.1M
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-44- 0.6% |
$9.23K - $10.9K
|
7.34K
$1.69M
|
|
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-44- 1.4% |
$9.23K - $10.9K
|
3.09K
$710K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-45- 0.46% |
$9.44K - $11.1K
|
9.69K
$2.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Coerente Capital Management
|
SELL
|
- |
-45- 1.58% |
$9.44K - $11.1K
|
2.81K
$645K
|
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-45- 1.04% |
$9.44K - $11.1K
|
4.28K
$982K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-46- 0.04% |
$9.65K - $11.4K
|
125K
$28.8M
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-46- 0.17% |
$9.65K - $11.4K
|
26.3K
$6.04M
|
|
|
May 21, 2025
Q1 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-46- 2.12% |
$9.65K - $11.4K
|
2.13K
$489K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-47- 3.08% |
$9.85K - $11.6K
|
1.48K
$340K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-47- 0.19% |
$9.85K - $11.6K
|
24.9K
$5.72M
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-47- 0.19% |
$9.85K - $11.6K
|
24.4K
$5.6M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
SELL
|
- |
-47- 0.27% |
$9.85K - $11.6K
|
17.2K
$3.95M
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-47- 0.11% |
$9.85K - $11.6K
|
43.8K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-47- 0.55% |
$9.85K - $11.6K
|
8.46K
$1.94M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-48- 1.0% |
$10.1K - $11.9K
|
4.75K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-48- 1.47% |
$10.1K - $11.9K
|
3.21K
$737K
|