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
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-83- 1.24% |
$17.4K - $20.5K
|
6.61K
$1.32M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-83- 1.58% |
$17.4K - $20.5K
|
5.15K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-83- 0.56% |
$17.4K - $20.5K
|
14.8K
$2.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-84- 1.49% |
$17.6K - $20.8K
|
5.54K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-84- 0.49% |
$17.6K - $20.8K
|
16.9K
$3.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-84- 0.83% |
$17.6K - $20.8K
|
10.1K
$2.02M
|
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-84- 0.55% |
$17.6K - $20.8K
|
15.2K
$3.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-85- 1.34% |
$17.8K - $21K
|
6.25K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-86- 1.55% |
$18K - $21.3K
|
5.47K
$1.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-88- 0.7% |
$18.5K - $21.7K
|
12.5K
$2.51M
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-88- 0.29% |
$18.5K - $21.7K
|
30.6K
$6.12M
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-88- 0.63% |
$18.5K - $21.7K
|
13.9K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-88- 0.93% |
$18.5K - $21.7K
|
9.36K
$1.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-89- 2.63% |
$18.7K - $22K
|
3.3K
$660K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-89- 0.32% |
$18.7K - $22K
|
27.8K
$5.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-90- 0.96% |
$18.9K - $22.2K
|
9.28K
$1.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-90- 1.61% |
$18.9K - $22.2K
|
5.49K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-90- 3.09% |
$18.9K - $22.2K
|
2.83K
$566K
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-90- 0.28% |
$18.9K - $22.2K
|
32K
$6.41M
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-90- 1.27% |
$18.9K - $22.2K
|
6.97K
$1.4M
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-91- 0.6% |
$19.1K - $22.5K
|
15.1K
$3.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-92- 2.6% |
$19.3K - $22.7K
|
3.44K
$689K
|
|
|
Apr 11, 2025
Q1 2025
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-93- 0.21% |
$19.5K - $23K
|
43.5K
$8.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-93- 0.67% |
$19.5K - $23K
|
13.7K
$2.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Amarillo National Bank
|
SELL
|
- |
-93- 0.22% |
$19.5K - $23K
|
41.6K
$8.33M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-93- 0.39% |
$19.5K - $23K
|
23.8K
$4.76M
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-93- 3.81% |
$19.5K - $23K
|
2.35K
$471K
|
|
|
May 15, 2025
Q1 2025
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-93- 2.96% |
$19.5K - $23K
|
3.05K
$612K
|
|
|
Apr 15, 2025
Q1 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-94- 0.02% |
$19.7K - $23.2K
|
466K
$93.4M
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-95- 0.98% |
$19.9K - $23.5K
|
9.62K
$1.93M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-95- 1.09% |
$19.9K - $23.5K
|
8.59K
$1.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-96- 0.66% |
$20.1K - $23.7K
|
14.5K
$2.9M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-96- 0.11% |
$20.1K - $23.7K
|
88.3K
$17.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Crosspoint Financial, LLC
Tustin, CA |
SELL
|
- |
-97- 7.11% |
$20.3K - $24K
|
1.27K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-97- 4.35% |
$20.3K - $24K
|
2.13K
$427K
|
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-98- 7.91% |
$20.5K - $24.2K
|
1.14K
$229K
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-99- 4.91% |
$20.8K - $24.5K
|
1.92K
$384K
|
|
|
May 12, 2025
Q1 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-99- 9.3% |
$20.8K - $24.5K
|
966
$193K
|
|
|
Apr 16, 2025
Q1 2025
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-100- 0.26% |
$21K - $24.7K
|
38.7K
$7.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-100- 30.58% |
$21K - $24.7K
|
227
$45.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-100- 0.33% |
$21K - $24.7K
|
30.6K
$6.12M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-100- 0.63% |
$21K - $24.7K
|
15.7K
$3.14M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-100- 0.06% |
$21K - $24.7K
|
177K
$35.5M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
SELL
|
- |
-100- 1.16% |
$21K - $24.7K
|
8.5K
$1.7M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-100- 0.51% |
$21K - $24.7K
|
19.6K
$3.93M
|
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-100- 0.09% |
$21K - $24.7K
|
109K
$21.7M
|
|
|
May 12, 2025
Q1 2025
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-100- 1.27% |
$21K - $24.7K
|
7.75K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-100- 0.75% |
$21K - $24.7K
|
13.3K
$2.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-101- 1.54% |
$21.2K - $25K
|
6.44K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-102- 0.74% |
$21.4K - $25.2K
|
13.7K
$2.73M
|