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 15, 2025
Q1 2025
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-70- 1.22% |
$14.7K - $17.3K
|
5.67K
$1.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-71- 0.07% |
$14.9K - $17.5K
|
109K
$25M
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-71- 0.49% |
$14.9K - $17.5K
|
14.4K
$3.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-71- 0.41% |
$14.9K - $17.5K
|
17.1K
$3.92M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-71- 0.48% |
$14.9K - $17.5K
|
14.9K
$3.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-72- 0.06% |
$15.1K - $17.8K
|
125K
$28.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-72- 0.86% |
$15.1K - $17.8K
|
8.26K
$1.9M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-72- 0.15% |
$15.1K - $17.8K
|
47.1K
$10.8M
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-72- 0.36% |
$15.1K - $17.8K
|
20K
$4.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-73- 1.68% |
$15.3K - $18K
|
4.28K
$984K
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-73- 0.08% |
$15.3K - $18K
|
91.1K
$20.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-73- 1.08% |
$15.3K - $18K
|
6.67K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-73- 0.39% |
$15.3K - $18K
|
18.5K
$4.25M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-73- 0.03% |
$15.3K - $18K
|
284K
$65.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-74- 0.49% |
$15.5K - $18.3K
|
15.2K
$3.48M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-74- 0.42% |
$15.5K - $18.3K
|
17.5K
$4.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
SELL
|
- |
-75- 5.09% |
$15.7K - $18.5K
|
1.4K
$321K
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-75- 0.23% |
$15.7K - $18.5K
|
31.9K
$7.33M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-75- 0.59% |
$15.7K - $18.5K
|
12.5K
$2.88M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-77- 0.14% |
$16.1K - $19K
|
55.1K
$12.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-77- 1.19% |
$16.1K - $19K
|
6.41K
$1.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-77- 0.05% |
$16.1K - $19K
|
152K
$35M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-78- 0.23% |
$16.4K - $19.3K
|
33.6K
$7.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Trevian Wealth Management LLC
|
SELL
|
- |
-79- 0.96% |
$16.6K - $19.5K
|
8.16K
$1.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-79- 1.61% |
$16.6K - $19.5K
|
4.83K
$1.11M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-79- 0.66% |
$16.6K - $19.5K
|
11.9K
$2.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-81- 0.5% |
$17K - $20K
|
16.2K
$3.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-81- 6.95% |
$17K - $20K
|
1.08K
$249K
|
|
|
May 09, 2025
Q1 2025
|
Cumberland Advisors Inc
|
SELL
|
- |
-81- 0.42% |
$17K - $20K
|
19.4K
$4.46M
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-81- 0.46% |
$17K - $20K
|
17.6K
$4.05M
|
|
|
May 12, 2025
Q1 2025
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
SELL
|
- |
-81- 8.11% |
$17K - $20K
|
918
$211K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-83- 1.24% |
$17.4K - $20.5K
|
6.61K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-83- 1.58% |
$17.4K - $20.5K
|
5.15K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-83- 0.56% |
$17.4K - $20.5K
|
14.8K
$3.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-84- 1.49% |
$17.6K - $20.8K
|
5.54K
$1.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-84- 0.49% |
$17.6K - $20.8K
|
16.9K
$3.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-84- 0.83% |
$17.6K - $20.8K
|
10.1K
$2.31M
|
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-84- 0.55% |
$17.6K - $20.8K
|
15.2K
$3.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-85- 1.34% |
$17.8K - $21K
|
6.25K
$1.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-86- 1.55% |
$18K - $21.3K
|
5.47K
$1.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-88- 0.7% |
$18.5K - $21.7K
|
12.5K
$2.88M
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-88- 0.29% |
$18.5K - $21.7K
|
30.6K
$7.02M
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-88- 0.63% |
$18.5K - $21.7K
|
13.9K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-88- 0.93% |
$18.5K - $21.7K
|
9.36K
$2.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-89- 2.63% |
$18.7K - $22K
|
3.3K
$757K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-89- 0.32% |
$18.7K - $22K
|
27.8K
$6.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-90- 0.96% |
$18.9K - $22.2K
|
9.28K
$2.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-90- 1.61% |
$18.9K - $22.2K
|
5.49K
$1.26M
|
|
|
May 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-90- 3.09% |
$18.9K - $22.2K
|
2.83K
$649K
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-90- 0.28% |
$18.9K - $22.2K
|
32K
$7.35M
|