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 12, 2025
Q1 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-239- 0.33% |
$50.1K - $59.1K
|
73.1K
$16.8M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-240- 3.57% |
$50.3K - $59.3K
|
6.49K
$1.49M
|
|
|
May 07, 2025
Q1 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-241- 1.27% |
$50.5K - $59.6K
|
18.8K
$4.32M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-241- 3.4% |
$50.5K - $59.6K
|
6.84K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-243- 2.09% |
$51K - $60K
|
11.4K
$2.61M
|
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-243- 7.84% |
$51K - $60K
|
2.86K
$656K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-243- 3.22% |
$51K - $60K
|
7.31K
$1.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-245- 1.21% |
$51.4K - $60.5K
|
20.1K
$4.61M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-245- 0.68% |
$51.4K - $60.5K
|
35.7K
$8.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-246- 2.7% |
$51.6K - $60.8K
|
8.87K
$2.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-247- 1.65% |
$51.8K - $61K
|
14.8K
$3.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-247- 7.16% |
$51.8K - $61K
|
3.21K
$736K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-248- 1.62% |
$52K - $61.3K
|
15K
$3.45M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-248- 0.69% |
$52K - $61.3K
|
35.5K
$8.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-249- 0.55% |
$52.2K - $61.5K
|
45.2K
$10.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-249- 2.87% |
$52.2K - $61.5K
|
8.42K
$1.93M
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
SELL
|
- |
-249- 1.85% |
$52.2K - $61.5K
|
13.2K
$3.04M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-249- 1.94% |
$52.2K - $61.5K
|
12.6K
$2.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-250- 0.91% |
$52.4K - $61.8K
|
27.3K
$6.27M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-250- 0.61% |
$52.4K - $61.8K
|
41K
$9.42M
|
|
|
May 15, 2025
Q1 2025
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-250- 17.24% |
$52.4K - $61.8K
|
1.2K
$276K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-250- 6.48% |
$52.4K - $61.8K
|
3.61K
$828K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-251- 0.76% |
$52.6K - $62K
|
32.8K
$7.52M
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
SELL
|
- |
-251- 10.43% |
$52.6K - $62K
|
2.16K
$495K
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-251- 2.09% |
$52.6K - $62K
|
11.8K
$2.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
SELL
|
- |
-252- 0.6% |
$52.8K - $62.3K
|
41.5K
$9.52M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-252- 0.71% |
$52.8K - $62.3K
|
35.2K
$8.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
SELL
|
- |
-253- 1.85% |
$53K - $62.5K
|
13.4K
$3.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-254- 0.62% |
$53.3K - $62.8K
|
40.6K
$9.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-254- 3.92% |
$53.3K - $62.8K
|
6.23K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-254- 2.27% |
$53.3K - $62.8K
|
10.9K
$2.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-255- 11.91% |
$53.5K - $63K
|
1.89K
$433K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-255- 0.84% |
$53.5K - $63K
|
30.2K
$6.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-256- 2.71% |
$53.7K - $63.3K
|
9.2K
$2.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-256- 3.68% |
$53.7K - $63.3K
|
6.69K
$1.54M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-257- 1.01% |
$53.9K - $63.5K
|
25.2K
$5.79M
|
|
|
May 08, 2025
Q1 2025
|
Bck Capital Management LP
Stamford, CT |
SELL
|
- |
-258- 3.82% |
$54.1K - $63.8K
|
6.5K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-258- 0.78% |
$54.1K - $63.8K
|
32.8K
$7.52M
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-258- 0.67% |
$54.1K - $63.8K
|
38.3K
$8.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
SELL
|
- |
-259- 1.21% |
$54.3K - $64K
|
21.2K
$4.86M
|
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-259- 7.9% |
$54.3K - $64K
|
3.02K
$693K
|
|
|
May 13, 2025
Q1 2025
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-260- 0.72% |
$54.5K - $64.2K
|
36K
$8.27M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-260- 2.72% |
$54.5K - $64.2K
|
9.28K
$2.13M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-260- 4.86% |
$54.5K - $64.2K
|
5.09K
$1.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-263- 0.53% |
$55.1K - $65K
|
49.5K
$11.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-263- 0.66% |
$55.1K - $65K
|
39.3K
$9.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-263- 3.63% |
$55.1K - $65K
|
6.99K
$1.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-263- 0.41% |
$55.1K - $65K
|
63.5K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-264- 1.16% |
$55.4K - $65.2K
|
22.5K
$5.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-269- 0.88% |
$56.4K - $66.5K
|
30.4K
$6.99M
|