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 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-230- 1.11% |
$48.2K - $56.8K
|
20.4K
$4.11M
|
|
|
Apr 25, 2025
Q1 2025
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-230- 1.81% |
$48.2K - $56.8K
|
12.5K
$2.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-230- 9.04% |
$48.2K - $56.8K
|
2.32K
$465K
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-230- 1.58% |
$48.2K - $56.8K
|
14.3K
$2.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-231- 2.34% |
$48.4K - $57.1K
|
9.63K
$1.94M
|
|
|
May 12, 2025
Q1 2025
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-231- 16.95% |
$48.4K - $57.1K
|
1.13K
$228K
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-232- 2.88% |
$48.6K - $57.3K
|
7.82K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
SELL
|
- |
-232- 0.22% |
$48.6K - $57.3K
|
103K
$20.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-234- 1.0% |
$49.1K - $57.8K
|
23.1K
$4.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-235- 2.61% |
$49.3K - $58.1K
|
8.76K
$1.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-235- 0.77% |
$49.3K - $58.1K
|
30.2K
$6.08M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-236- 1.28% |
$49.5K - $58.3K
|
18.2K
$3.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-236- 0.29% |
$49.5K - $58.3K
|
81.1K
$16.3M
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-237- 0.78% |
$49.7K - $58.6K
|
30.3K
$6.09M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-238- 0.59% |
$49.9K - $58.8K
|
39.8K
$8.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-239- 0.34% |
$50.1K - $59.1K
|
70.6K
$14.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
SELL
|
- |
-239- 2.86% |
$50.1K - $59.1K
|
8.11K
$1.63M
|
|
|
May 12, 2025
Q1 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-239- 0.33% |
$50.1K - $59.1K
|
73.1K
$14.7M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-240- 3.57% |
$50.3K - $59.3K
|
6.49K
$1.3M
|
|
|
May 07, 2025
Q1 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-241- 1.27% |
$50.5K - $59.6K
|
18.8K
$3.78M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-241- 3.4% |
$50.5K - $59.6K
|
6.84K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-243- 2.09% |
$51K - $60K
|
11.4K
$2.28M
|
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-243- 7.84% |
$51K - $60K
|
2.86K
$574K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-243- 3.22% |
$51K - $60K
|
7.31K
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-245- 1.21% |
$51.4K - $60.5K
|
20.1K
$4.03M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-245- 0.68% |
$51.4K - $60.5K
|
35.7K
$7.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-246- 2.7% |
$51.6K - $60.8K
|
8.87K
$1.78M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-247- 1.65% |
$51.8K - $61K
|
14.8K
$2.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-247- 7.16% |
$51.8K - $61K
|
3.21K
$644K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-248- 1.62% |
$52K - $61.3K
|
15K
$3.02M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-248- 0.69% |
$52K - $61.3K
|
35.5K
$7.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-249- 0.55% |
$52.2K - $61.5K
|
45.2K
$9.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-249- 2.87% |
$52.2K - $61.5K
|
8.42K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
SELL
|
- |
-249- 1.85% |
$52.2K - $61.5K
|
13.2K
$2.66M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-249- 1.94% |
$52.2K - $61.5K
|
12.6K
$2.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-250- 0.91% |
$52.4K - $61.8K
|
27.3K
$5.49M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-250- 0.61% |
$52.4K - $61.8K
|
41K
$8.24M
|
|
|
May 15, 2025
Q1 2025
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-250- 17.24% |
$52.4K - $61.8K
|
1.2K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-250- 6.48% |
$52.4K - $61.8K
|
3.61K
$725K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-251- 0.76% |
$52.6K - $62K
|
32.8K
$6.59M
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
SELL
|
- |
-251- 10.43% |
$52.6K - $62K
|
2.16K
$433K
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-251- 2.09% |
$52.6K - $62K
|
11.8K
$2.36M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
SELL
|
- |
-252- 0.6% |
$52.8K - $62.3K
|
41.5K
$8.34M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-252- 0.71% |
$52.8K - $62.3K
|
35.2K
$7.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
SELL
|
- |
-253- 1.85% |
$53K - $62.5K
|
13.4K
$2.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-254- 0.62% |
$53.3K - $62.8K
|
40.6K
$8.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-254- 3.92% |
$53.3K - $62.8K
|
6.23K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-254- 2.27% |
$53.3K - $62.8K
|
10.9K
$2.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-255- 11.91% |
$53.5K - $63K
|
1.89K
$379K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-255- 0.84% |
$53.5K - $63K
|
30.2K
$6.07M
|