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 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-111- 0.39% |
$23.3K - $27.4K
|
28.6K
$6.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
SELL
|
- |
-111- 3.25% |
$23.3K - $27.4K
|
3.31K
$760K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-111- 0.61% |
$23.3K - $27.4K
|
18.1K
$4.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-112- 2.59% |
$23.5K - $27.7K
|
4.22K
$969K
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-113- 1.08% |
$23.7K - $27.9K
|
10.4K
$2.39M
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-113- 1.3% |
$23.7K - $27.9K
|
8.6K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
SELL
|
- |
-114- 1.58% |
$23.9K - $28.2K
|
7.09K
$1.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-115- 0.25% |
$24.1K - $28.4K
|
46.7K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-115- 0.66% |
$24.1K - $28.4K
|
17.4K
$3.99M
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-115- 0.48% |
$24.1K - $28.4K
|
23.9K
$5.5M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-116- 2.45% |
$24.3K - $28.7K
|
4.62K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-116- 0.13% |
$24.3K - $28.7K
|
89.7K
$20.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-118- 1.36% |
$24.7K - $29.2K
|
8.55K
$1.96M
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-119- 1.97% |
$25K - $29.4K
|
5.92K
$1.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-119- 1.32% |
$25K - $29.4K
|
8.9K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-119- 0.42% |
$25K - $29.4K
|
27.9K
$6.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-121- 0.78% |
$25.4K - $29.9K
|
15.4K
$3.54M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-121- 0.03% |
$25.4K - $29.9K
|
379K
$87.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-122- 0.16% |
$25.6K - $30.1K
|
76.5K
$17.6M
|
|
|
May 08, 2025
Q1 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-122- 8.67% |
$25.6K - $30.1K
|
1.29K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-122- 0.43% |
$25.6K - $30.1K
|
28.6K
$6.56M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-123- 7.37% |
$25.8K - $30.4K
|
1.55K
$355K
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-124- 0.14% |
$26K - $30.6K
|
86.2K
$19.8M
|
|
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-124- 0.81% |
$26K - $30.6K
|
15.1K
$3.47M
|
|
|
May 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-125- 5.82% |
$26.2K - $30.9K
|
2.02K
$465K
|
|
|
May 01, 2025
Q1 2025
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-125- 4.98% |
$26.2K - $30.9K
|
2.39K
$548K
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-125- 1.17% |
$26.2K - $30.9K
|
10.6K
$2.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-126- 1.69% |
$26.4K - $31.1K
|
7.31K
$1.68M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-126- 0.91% |
$26.4K - $31.1K
|
13.7K
$3.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-127- 2.6% |
$26.6K - $31.4K
|
4.75K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-127- 0.56% |
$26.6K - $31.4K
|
22.4K
$5.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-128- 2.52% |
$26.8K - $31.6K
|
4.94K
$1.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-129- 5.68% |
$27K - $31.9K
|
2.14K
$492K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-129- 0.14% |
$27K - $31.9K
|
94.3K
$21.7M
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-129- 0.32% |
$27K - $31.9K
|
40.5K
$9.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
SELL
|
- |
-130- 0.33% |
$27.3K - $32.1K
|
39.6K
$9.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-130- 0.34% |
$27.3K - $32.1K
|
37.7K
$8.65M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-130- 0.61% |
$27.3K - $32.1K
|
21.3K
$4.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-131- 0.81% |
$27.5K - $32.4K
|
16.1K
$3.69M
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-131- 1.66% |
$27.5K - $32.4K
|
7.75K
$1.78M
|
|
|
May 12, 2025
Q1 2025
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-132- 11.29% |
$27.7K - $32.6K
|
1.04K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Disciplined Growth Investors Inc
Minneapolis, MN |
SELL
|
- |
-132- 9.02% |
$27.7K - $32.6K
|
1.33K
$306K
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
SELL
|
- |
-133- 0.72% |
$27.9K - $32.9K
|
18.3K
$4.2M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-133- 0.56% |
$27.9K - $32.9K
|
23.6K
$5.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-135- 0.38% |
$28.3K - $33.4K
|
35.9K
$8.23M
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-135- 5.77% |
$28.3K - $33.4K
|
2.2K
$506K
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-135- 0.7% |
$28.3K - $33.4K
|
19.1K
$4.39M
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-135- 0.7% |
$28.3K - $33.4K
|
19K
$4.37M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-136- 1.36% |
$28.5K - $33.6K
|
9.87K
$2.27M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-136- 0.23% |
$28.5K - $33.6K
|
58.5K
$13.4M
|