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 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
SELL
|
- |
-157- 0.49% |
$32.9K - $38.8K
|
32.2K
$6.47M
|
|
Apr 25, 2025
Q1 2025
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-158- 10.49% |
$33.1K - $39K
|
1.35K
$271K
|
|
May 07, 2025
Q1 2025
|
Evergreen Advisors, LLC
|
SELL
|
- |
-158- 4.35% |
$33.1K - $39K
|
3.48K
$699K
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-158- 0.58% |
$33.1K - $39K
|
27.2K
$5.46M
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-160- 2.75% |
$33.5K - $39.5K
|
5.67K
$1.14M
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-160- 1.4% |
$33.5K - $39.5K
|
11.2K
$2.26M
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-163- 0.55% |
$34.2K - $40.3K
|
29.6K
$5.95M
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-163- 1.08% |
$34.2K - $40.3K
|
15K
$3.01M
|
|
May 08, 2025
Q1 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-163- 3.69% |
$34.2K - $40.3K
|
4.25K
$854K
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-164- 0.23% |
$34.4K - $40.5K
|
72K
$14.5M
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-164- 1.62% |
$34.4K - $40.5K
|
9.94K
$2M
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
SELL
|
- |
-164- 1.01% |
$34.4K - $40.5K
|
16K
$3.22M
|
|
Apr 28, 2025
Q1 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
SELL
|
- |
-165- 0.18% |
$34.6K - $40.8K
|
90.8K
$18.3M
|
|
May 15, 2025
Q1 2025
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-165- 0.21% |
$34.6K - $40.8K
|
80.2K
$16.1M
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-166- 2.46% |
$34.8K - $41K
|
6.58K
$1.32M
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-166- 0.7% |
$34.8K - $41K
|
23.6K
$4.75M
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-168- 1.15% |
$35.2K - $41.5K
|
14.4K
$2.89M
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-168- 0.63% |
$35.2K - $41.5K
|
26.7K
$5.37M
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-169- 2.35% |
$35.4K - $41.8K
|
7.01K
$1.41M
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-169- 1.22% |
$35.4K - $41.8K
|
13.7K
$2.74M
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-169- 0.95% |
$35.4K - $41.8K
|
17.6K
$3.55M
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-170- 0.21% |
$35.6K - $42K
|
79.8K
$16M
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-171- 0.33% |
$35.9K - $42.3K
|
52.1K
$10.5M
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-172- 1.35% |
$36.1K - $42.5K
|
12.5K
$2.52M
|
|
May 08, 2025
Q1 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-172- 11.15% |
$36.1K - $42.5K
|
1.37K
$275K
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
SELL
|
- |
-173- 0.8% |
$36.3K - $42.7K
|
21.4K
$4.3M
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-174- 0.86% |
$36.5K - $43K
|
20K
$4.02M
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
SELL
|
- |
-174- 2.65% |
$36.5K - $43K
|
6.39K
$1.28M
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
SELL
|
- |
-175- 0.92% |
$36.7K - $43.2K
|
18.9K
$3.79M
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-177- 0.15% |
$37.1K - $43.7K
|
115K
$23.1M
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-177- 1.15% |
$37.1K - $43.7K
|
15.2K
$3.07M
|
|
Jun 04, 2025
Q1 2025
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-179- 6.67% |
$37.5K - $44.2K
|
2.51K
$504K
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-180- 0.16% |
$37.7K - $44.5K
|
112K
$22.6M
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-180- 9.7% |
$37.7K - $44.5K
|
1.68K
$337K
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-180- 0.5% |
$37.7K - $44.5K
|
35.6K
$7.16M
|
|
May 15, 2025
Q1 2025
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-180- 1.97% |
$37.7K - $44.5K
|
8.94K
$1.8M
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
SELL
|
- |
-181- 0.27% |
$38K - $44.7K
|
67.1K
$13.5M
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-181- 1.61% |
$38K - $44.7K
|
11K
$2.22M
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-182- 0.74% |
$38.2K - $45K
|
24.4K
$4.91M
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-183- 0.13% |
$38.4K - $45.2K
|
141K
$28.4M
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-185- 3.41% |
$38.8K - $45.7K
|
5.24K
$1.05M
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-185- 2.11% |
$38.8K - $45.7K
|
8.57K
$1.72M
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-185- 0.47% |
$38.8K - $45.7K
|
39.4K
$7.92M
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-185- 1.77% |
$38.8K - $45.7K
|
10.3K
$2.06M
|
|
Apr 15, 2025
Q1 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-186- 9.38% |
$39K - $46K
|
1.8K
$361K
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-186- 0.68% |
$39K - $46K
|
27.4K
$5.5M
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
SELL
|
- |
-186- 0.29% |
$39K - $46K
|
64.4K
$12.9M
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-187- 3.01% |
$39.2K - $46.2K
|
6.02K
$1.21M
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-188- 0.85% |
$39.4K - $46.5K
|
22.1K
$4.43M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-188- 0.09% |
$39.4K - $46.5K
|
208K
$41.8M
|