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 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-317- 1.32% |
$66.5K - $78.3K
|
23.7K
$4.76M
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-317- 0.33% |
$66.5K - $78.3K
|
95.6K
$19.2M
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
SELL
|
- |
-318- 3.07% |
$66.7K - $78.6K
|
10.1K
$2.02M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-318- 0.76% |
$66.7K - $78.6K
|
41.3K
$8.3M
|
|
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-318- 0.96% |
$66.7K - $78.6K
|
32.8K
$6.6M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-319- 1.19% |
$66.9K - $78.8K
|
26.6K
$5.34M
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-320- 0.68% |
$67.1K - $79.1K
|
47K
$9.44M
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-322- 1.55% |
$67.5K - $79.6K
|
20.4K
$4.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-323- 1.57% |
$67.7K - $79.8K
|
20.2K
$4.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-323- 7.12% |
$67.7K - $79.8K
|
4.22K
$847K
|
|
|
May 14, 2025
Q1 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-323- 0.31% |
$67.7K - $79.8K
|
103K
$20.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-324- 0.58% |
$67.9K - $80.1K
|
55.1K
$11.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-326- 6.29% |
$68.4K - $80.6K
|
4.86K
$976K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-327- 4.73% |
$68.6K - $80.8K
|
6.58K
$1.32M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-328- 0.91% |
$68.8K - $81K
|
35.8K
$7.19M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-328- 0.26% |
$68.8K - $81K
|
124K
$24.9M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-328- 1.27% |
$68.8K - $81K
|
25.4K
$5.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-329- 0.91% |
$69K - $81.3K
|
35.8K
$7.2M
|
|
|
May 05, 2025
Q1 2025
|
Capital Management Corp
|
SELL
|
- |
-332- 8.69% |
$69.6K - $82K
|
3.49K
$701K
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-334- 0.83% |
$70K - $82.5K
|
40K
$8.04M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-335- 0.43% |
$70.2K - $82.8K
|
78.1K
$15.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-336- 0.89% |
$70.5K - $83K
|
37.3K
$7.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-338- 1.3% |
$70.9K - $83.5K
|
25.7K
$5.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-338- 1.76% |
$70.9K - $83.5K
|
18.8K
$3.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-338- 2.12% |
$70.9K - $83.5K
|
15.6K
$3.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-339- 0.92% |
$71.1K - $83.8K
|
36.3K
$7.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-339- 5.53% |
$71.1K - $83.8K
|
5.79K
$1.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-339- 10.34% |
$71.1K - $83.8K
|
2.94K
$591K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-339- 0.46% |
$71.1K - $83.8K
|
73.1K
$14.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-340- 8.13% |
$71.3K - $84K
|
3.84K
$772K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-340- 0.21% |
$71.3K - $84K
|
165K
$33.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-341- 0.88% |
$71.5K - $84.3K
|
38.5K
$7.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-342- 2.01% |
$71.7K - $84.5K
|
16.6K
$3.34M
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-342- 1.59% |
$71.7K - $84.5K
|
21.2K
$4.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-346- 0.26% |
$72.5K - $85.5K
|
135K
$27.1M
|
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
SELL
|
- |
-346- 3.04% |
$72.5K - $85.5K
|
11K
$2.22M
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-346- 1.92% |
$72.5K - $85.5K
|
17.7K
$3.56M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-347- 0.15% |
$72.8K - $85.7K
|
227K
$45.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Chapman Investment Management, LLC
|
SELL
|
- |
-347- 0.88% |
$72.8K - $85.7K
|
39.3K
$7.9M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-349- 1.93% |
$73.2K - $86.2K
|
17.7K
$3.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-350- 1.8% |
$73.4K - $86.5K
|
19.1K
$3.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-350- 0.72% |
$73.4K - $86.5K
|
48.5K
$9.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
SELL
|
- |
-350- 3.17% |
$73.4K - $86.5K
|
10.7K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-350- 44.19% |
$73.4K - $86.5K
|
442
$88.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-351- 1.09% |
$73.6K - $86.7K
|
32K
$6.42M
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-351- 59.9% |
$73.6K - $86.7K
|
235
$47.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-352- 0.93% |
$73.8K - $87K
|
37.5K
$7.54M
|
|
|
May 14, 2025
Q1 2025
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-352- 0.39% |
$73.8K - $87K
|
89.1K
$17.9M
|
|
|
May 07, 2025
Q1 2025
|
Sam Advisors, LLC
|
SELL
|
- |
-355- 1.73% |
$74.4K - $87.7K
|
20.1K
$4.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-356- 0.24% |
$74.6K - $88K
|
149K
$29.9M
|