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 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-136- 0.23% |
$28.5K - $33.6K
|
58.5K
$13.4M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-137- 0.36% |
$28.7K - $33.9K
|
38.1K
$8.76M
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-137- 4.28% |
$28.7K - $33.9K
|
3.07K
$704K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-138- 0.53% |
$28.9K - $34.1K
|
25.8K
$5.92M
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-138- 0.49% |
$28.9K - $34.1K
|
27.8K
$6.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-139- 3.05% |
$29.1K - $34.3K
|
4.43K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-139- 45.28% |
$29.1K - $34.3K
|
168
$38.6K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-139- 0.32% |
$29.1K - $34.3K
|
43K
$9.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
SELL
|
- |
-140- 0.39% |
$29.4K - $34.6K
|
35.7K
$8.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-140- 0.25% |
$29.4K - $34.6K
|
55.3K
$12.7M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-140- 2.84% |
$29.4K - $34.6K
|
4.79K
$1.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-142- 1.04% |
$29.8K - $35.1K
|
13.5K
$3.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-142- 2.57% |
$29.8K - $35.1K
|
5.38K
$1.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-142- 7.05% |
$29.8K - $35.1K
|
1.87K
$430K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-143- 1.59% |
$30K - $35.3K
|
8.84K
$2.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-143- 1.03% |
$30K - $35.3K
|
13.8K
$3.17M
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-143- 0.38% |
$30K - $35.3K
|
37.1K
$8.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-145- 1.77% |
$30.4K - $35.8K
|
8.05K
$1.85M
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-145- 0.63% |
$30.4K - $35.8K
|
22.8K
$5.24M
|
|
|
May 05, 2025
Q1 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-145- 4.37% |
$30.4K - $35.8K
|
3.17K
$729K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-146- 0.08% |
$30.6K - $36.1K
|
178K
$40.8M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-146- 0.21% |
$30.6K - $36.1K
|
69.7K
$16M
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-147- 2.06% |
$30.8K - $36.3K
|
6.99K
$1.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-148- 0.36% |
$31K - $36.6K
|
41.4K
$9.51M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-148- 0.81% |
$31K - $36.6K
|
18.2K
$4.19M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-148- 0.39% |
$31K - $36.6K
|
37.6K
$8.63M
|
|
|
May 14, 2025
Q1 2025
|
Broyhill Asset Management
Charlotte, NC |
SELL
|
- |
-148- 2.29% |
$31K - $36.6K
|
6.33K
$1.45M
|
|
|
May 06, 2025
Q1 2025
|
Reik & Co., LLC
|
SELL
|
- |
-150- 0.83% |
$31.5K - $37.1K
|
17.8K
$4.1M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-150- 0.39% |
$31.5K - $37.1K
|
38.5K
$8.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-152- 0.34% |
$31.9K - $37.6K
|
44.1K
$10.1M
|
|
|
Apr 16, 2025
Q1 2025
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-155- 3.07% |
$32.5K - $38.3K
|
4.89K
$1.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-156- 0.24% |
$32.7K - $38.5K
|
63.6K
$14.6M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-156- 0.56% |
$32.7K - $38.5K
|
27.5K
$6.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-157- 1.87% |
$32.9K - $38.8K
|
8.22K
$1.89M
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
SELL
|
- |
-157- 0.49% |
$32.9K - $38.8K
|
32.2K
$7.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-158- 10.49% |
$33.1K - $39K
|
1.35K
$310K
|
|
|
May 07, 2025
Q1 2025
|
Evergreen Advisors, LLC
|
SELL
|
- |
-158- 4.35% |
$33.1K - $39K
|
3.48K
$799K
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-158- 0.58% |
$33.1K - $39K
|
27.2K
$6.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-160- 2.75% |
$33.5K - $39.5K
|
5.67K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-160- 1.4% |
$33.5K - $39.5K
|
11.2K
$2.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-163- 0.55% |
$34.2K - $40.3K
|
29.6K
$6.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-163- 1.08% |
$34.2K - $40.3K
|
15K
$3.44M
|
|
|
May 08, 2025
Q1 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-163- 3.69% |
$34.2K - $40.3K
|
4.25K
$976K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-164- 0.23% |
$34.4K - $40.5K
|
72K
$16.5M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-164- 1.62% |
$34.4K - $40.5K
|
9.94K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
SELL
|
- |
-164- 1.01% |
$34.4K - $40.5K
|
16K
$3.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
SELL
|
- |
-165- 0.18% |
$34.6K - $40.8K
|
90.8K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-165- 0.21% |
$34.6K - $40.8K
|
80.2K
$18.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-166- 2.46% |
$34.8K - $41K
|
6.58K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-166- 0.7% |
$34.8K - $41K
|
23.6K
$5.43M
|