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 17, 2025
Q1 2025
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-289- 0.92% |
$60.6K - $71.4K
|
31.2K
$6.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
SELL
|
- |
-289- 3.02% |
$60.6K - $71.4K
|
9.28K
$1.86M
|
|
|
May 12, 2025
Q1 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-289- 12.01% |
$60.6K - $71.4K
|
2.12K
$426K
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-290- 1.07% |
$60.8K - $71.7K
|
26.7K
$5.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-290- 1.28% |
$60.8K - $71.7K
|
22.4K
$4.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Fenimore Asset Management Inc
|
SELL
|
- |
-292- 2.12% |
$61.2K - $72.2K
|
13.5K
$2.71M
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
SELL
|
- |
-292- 4.6% |
$61.2K - $72.2K
|
6.06K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-293- 6.95% |
$61.4K - $72.4K
|
3.92K
$789K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-294- 1.03% |
$61.6K - $72.6K
|
28.2K
$5.68M
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-295- 0.79% |
$61.9K - $72.9K
|
37.2K
$7.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-296- 0.96% |
$62.1K - $73.1K
|
30.4K
$6.11M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-297- 1.69% |
$62.3K - $73.4K
|
17.3K
$3.48M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-298- 2.8% |
$62.5K - $73.6K
|
10.4K
$2.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-298- 1.21% |
$62.5K - $73.6K
|
24.4K
$4.9M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-298- 3.34% |
$62.5K - $73.6K
|
8.64K
$1.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-299- 1.82% |
$62.7K - $73.9K
|
16.1K
$3.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-300- 10.2% |
$62.9K - $74.1K
|
2.64K
$531K
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-300- 2.82% |
$62.9K - $74.1K
|
10.3K
$2.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-300- 3.15% |
$62.9K - $74.1K
|
9.24K
$1.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-300- 2.7% |
$62.9K - $74.1K
|
10.8K
$2.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-300- 1.54% |
$62.9K - $74.1K
|
19.2K
$3.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-300- 2.86% |
$62.9K - $74.1K
|
10.2K
$2.05M
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-300- 16.65% |
$62.9K - $74.1K
|
1.5K
$302K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-302- 2.6% |
$63.3K - $74.6K
|
11.3K
$2.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-302- 1.26% |
$63.3K - $74.6K
|
23.7K
$4.76M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-302- 1.24% |
$63.3K - $74.6K
|
24.1K
$4.85M
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-303- 0.76% |
$63.5K - $74.9K
|
39.6K
$7.95M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-303- 0.51% |
$63.5K - $74.9K
|
58.9K
$11.8M
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-303- 5.27% |
$63.5K - $74.9K
|
5.45K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-303- 0.33% |
$63.5K - $74.9K
|
90.9K
$18.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-306- 1.14% |
$64.2K - $75.6K
|
26.5K
$5.33M
|
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-306- 0.34% |
$64.2K - $75.6K
|
89.7K
$18M
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-306- 1.6% |
$64.2K - $75.6K
|
18.8K
$3.78M
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-306- 0.64% |
$64.2K - $75.6K
|
47.3K
$9.51M
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-306- 0.64% |
$64.2K - $75.6K
|
47.3K
$9.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-307- 0.61% |
$64.4K - $75.9K
|
50.4K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-308- 1.55% |
$64.6K - $76.1K
|
19.5K
$3.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-309- 3.39% |
$64.8K - $76.4K
|
8.8K
$1.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-309- 2.85% |
$64.8K - $76.4K
|
10.5K
$2.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-309- 2.01% |
$64.8K - $76.4K
|
15.1K
$3.03M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-310- 2.84% |
$65K - $76.6K
|
10.6K
$2.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-311- 2.35% |
$65.2K - $76.8K
|
12.9K
$2.6M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-311- 0.23% |
$65.2K - $76.8K
|
135K
$27.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-312- 0.44% |
$65.4K - $77.1K
|
71.2K
$14.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-312- 2.41% |
$65.4K - $77.1K
|
12.6K
$2.54M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-312- 2.42% |
$65.4K - $77.1K
|
12.6K
$2.53M
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-312- 3.1% |
$65.4K - $77.1K
|
9.76K
$1.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-314- 0.12% |
$65.8K - $77.6K
|
272K
$54.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-314- 0.05% |
$65.8K - $77.6K
|
650K
$131M
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-314- 0.72% |
$65.8K - $77.6K
|
43.6K
$8.76M
|