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
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-201- 1.08% |
$42.1K - $49.7K
|
18.3K
$4.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-202- 2.44% |
$42.4K - $49.9K
|
8.08K
$1.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-202- 1.39% |
$42.4K - $49.9K
|
14.4K
$3.3M
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-203- 0.42% |
$42.6K - $50.2K
|
48.1K
$11M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-204- 0.81% |
$42.8K - $50.4K
|
25.1K
$5.75M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-209- 0.95% |
$43.8K - $51.6K
|
21.9K
$5.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-209- 17.19% |
$43.8K - $51.6K
|
1.01K
$231K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-209- 1.98% |
$43.8K - $51.6K
|
10.3K
$2.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-210- 1.02% |
$44K - $51.9K
|
20.4K
$4.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-210- 0.16% |
$44K - $51.9K
|
134K
$30.7M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
SELL
|
- |
-210- 3.05% |
$44K - $51.9K
|
6.68K
$1.53M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-212- 0.44% |
$44.5K - $52.4K
|
47.8K
$11M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-213- 0.58% |
$44.7K - $52.6K
|
36.7K
$8.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-213- 0.27% |
$44.7K - $52.6K
|
78K
$17.9M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-213- 3.81% |
$44.7K - $52.6K
|
5.37K
$1.23M
|
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-214- 1.79% |
$44.9K - $52.9K
|
11.7K
$2.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-214- 3.85% |
$44.9K - $52.9K
|
5.35K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-215- 0.69% |
$45.1K - $53.1K
|
30.8K
$7.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-216- 11.0% |
$45.3K - $53.4K
|
1.75K
$401K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-216- 2.76% |
$45.3K - $53.4K
|
7.61K
$1.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Graver Capital Management, LLC
Columbus, OH |
SELL
|
- |
-217- 4.41% |
$45.5K - $53.6K
|
4.7K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-218- 0.4% |
$45.7K - $53.9K
|
54.7K
$12.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-218- 2.15% |
$45.7K - $53.9K
|
9.91K
$2.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Cardinal Capital Management
|
SELL
|
- |
-218- 0.26% |
$45.7K - $53.9K
|
83.8K
$19.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Harvey Investment CO LLC
|
SELL
|
- |
-221- 1.63% |
$46.3K - $54.6K
|
13.3K
$3.06M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-223- 0.57% |
$46.8K - $55.1K
|
39K
$8.96M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-224- 27.28% |
$47K - $55.4K
|
597
$137K
|
|
|
Apr 16, 2025
Q1 2025
|
Albert D Mason Inc
|
SELL
|
- |
-225- 4.4% |
$47.2K - $55.6K
|
4.89K
$1.12M
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-225- 8.1% |
$47.2K - $55.6K
|
2.55K
$586K
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-225- 1.15% |
$47.2K - $55.6K
|
19.4K
$4.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-226- 0.54% |
$47.4K - $55.8K
|
41.8K
$9.59M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-227- 2.26% |
$47.6K - $56.1K
|
9.84K
$2.26M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-228- 1.37% |
$47.8K - $56.3K
|
16.5K
$3.78M
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-228- 0.98% |
$47.8K - $56.3K
|
23.1K
$5.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-230- 1.11% |
$48.2K - $56.8K
|
20.4K
$4.69M
|
|
|
Apr 25, 2025
Q1 2025
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-230- 1.81% |
$48.2K - $56.8K
|
12.5K
$2.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-230- 9.04% |
$48.2K - $56.8K
|
2.32K
$532K
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-230- 1.58% |
$48.2K - $56.8K
|
14.3K
$3.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-231- 2.34% |
$48.4K - $57.1K
|
9.63K
$2.21M
|
|
|
May 12, 2025
Q1 2025
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-231- 16.95% |
$48.4K - $57.1K
|
1.13K
$260K
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-232- 2.88% |
$48.6K - $57.3K
|
7.82K
$1.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
SELL
|
- |
-232- 0.22% |
$48.6K - $57.3K
|
103K
$23.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-234- 1.0% |
$49.1K - $57.8K
|
23.1K
$5.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-235- 2.61% |
$49.3K - $58.1K
|
8.76K
$2.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-235- 0.77% |
$49.3K - $58.1K
|
30.2K
$6.94M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-236- 1.28% |
$49.5K - $58.3K
|
18.2K
$4.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-236- 0.29% |
$49.5K - $58.3K
|
81.1K
$18.6M
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-237- 0.78% |
$49.7K - $58.6K
|
30.3K
$6.96M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-238- 0.59% |
$49.9K - $58.8K
|
39.8K
$9.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-239- 0.34% |
$50.1K - $59.1K
|
70.6K
$16.2M
|