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 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-356- 16.95% |
$74.6K - $88K
|
1.74K
$349K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-356- 1.6% |
$74.6K - $88K
|
21.9K
$4.39M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-356- 2.84% |
$74.6K - $88K
|
12.2K
$2.44M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-356- 1.78% |
$74.6K - $88K
|
19.6K
$3.94M
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-356- 0.19% |
$74.6K - $88K
|
192K
$38.4M
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-357- 2.68% |
$74.9K - $88.2K
|
13K
$2.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-359- 0.68% |
$75.3K - $88.7K
|
52.3K
$10.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-362- 1.55% |
$75.9K - $89.5K
|
23K
$4.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-363- 1.56% |
$76.1K - $89.7K
|
22.9K
$4.58M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-365- 1.91% |
$76.5K - $90.2K
|
18.8K
$3.76M
|
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-365- 6.15% |
$76.5K - $90.2K
|
5.57K
$1.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Spring Capital Management, LLC
|
SELL
|
- |
-366- 0.56% |
$76.7K - $90.4K
|
64.5K
$12.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-370- 2.98% |
$77.6K - $91.4K
|
12.1K
$2.41M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-372- 2.26% |
$78K - $91.9K
|
16.1K
$3.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-372- 2.92% |
$78K - $91.9K
|
12.4K
$2.48M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-372- 1.21% |
$78K - $91.9K
|
30.4K
$6.08M
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-374- 0.45% |
$78.4K - $92.4K
|
82.8K
$16.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-375- 1.13% |
$78.6K - $92.7K
|
32.7K
$6.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-375- 0.63% |
$78.6K - $92.7K
|
59.4K
$11.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-375- 0.34% |
$78.6K - $92.7K
|
109K
$21.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-376- 1.26% |
$78.8K - $92.9K
|
29.4K
$5.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-376- 27.35% |
$78.8K - $92.9K
|
999
$200K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
SELL
|
- |
-376- 1.83% |
$78.8K - $92.9K
|
20.2K
$4.05M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-376- 0.95% |
$78.8K - $92.9K
|
39.2K
$7.85M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-379- 3.6% |
$79.5K - $93.7K
|
10.1K
$2.03M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-379- 1.29% |
$79.5K - $93.7K
|
28.9K
$5.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-380- 2.86% |
$79.7K - $93.9K
|
12.9K
$2.58M
|
|
|
May 12, 2025
Q1 2025
|
Keating Investment Counselors Inc
|
SELL
|
- |
-380- 10.32% |
$79.7K - $93.9K
|
3.3K
$661K
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-380- 8.81% |
$79.7K - $93.9K
|
3.93K
$788K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-380- 0.57% |
$79.7K - $93.9K
|
65.9K
$13.2M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-381- 0.92% |
$79.9K - $94.1K
|
41.2K
$8.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-385- 2.51% |
$80.7K - $95.1K
|
14.9K
$2.99M
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-385- 0.81% |
$80.7K - $95.1K
|
47.3K
$9.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-386- 5.65% |
$80.9K - $95.4K
|
6.45K
$1.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-386- 1.28% |
$80.9K - $95.4K
|
29.7K
$5.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-386- 0.3% |
$80.9K - $95.4K
|
130K
$26M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-386- 0.79% |
$80.9K - $95.4K
|
48.4K
$9.69M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-386- 0.61% |
$80.9K - $95.4K
|
62.8K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-386- 0.82% |
$80.9K - $95.4K
|
46.7K
$9.35M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-387- 0.42% |
$81.1K - $95.6K
|
91.2K
$18.3M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-388- 4.05% |
$81.4K - $95.9K
|
9.18K
$1.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-390- 1.28% |
$81.8K - $96.4K
|
30.2K
$6.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-391- 0.35% |
$82K - $96.6K
|
111K
$22.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-391- 3.31% |
$82K - $96.6K
|
11.4K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-392- 2.73% |
$82.2K - $96.9K
|
13.9K
$2.79M
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-393- 1.08% |
$82.4K - $97.1K
|
35.9K
$7.2M
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-393- 0.84% |
$82.4K - $97.1K
|
46.5K
$9.31M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-394- 0.55% |
$82.6K - $97.4K
|
71.6K
$14.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-394- 13.35% |
$82.6K - $97.4K
|
2.56K
$512K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-394- 1.54% |
$82.6K - $97.4K
|
25.3K
$5.06M
|