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 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-328- 1.27% |
$68.8K - $81K
|
25.4K
$5.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-329- 0.91% |
$69K - $81.3K
|
35.8K
$8.23M
|
|
|
May 05, 2025
Q1 2025
|
Capital Management Corp
|
SELL
|
- |
-332- 8.69% |
$69.6K - $82K
|
3.49K
$801K
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-334- 0.83% |
$70K - $82.5K
|
40K
$9.18M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-335- 0.43% |
$70.2K - $82.8K
|
78.1K
$17.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-336- 0.89% |
$70.5K - $83K
|
37.3K
$8.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-338- 1.3% |
$70.9K - $83.5K
|
25.7K
$5.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-338- 1.76% |
$70.9K - $83.5K
|
18.8K
$4.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-338- 2.12% |
$70.9K - $83.5K
|
15.6K
$3.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-339- 0.92% |
$71.1K - $83.8K
|
36.3K
$8.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-339- 5.53% |
$71.1K - $83.8K
|
5.79K
$1.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-339- 10.34% |
$71.1K - $83.8K
|
2.94K
$675K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-339- 0.46% |
$71.1K - $83.8K
|
73.1K
$16.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-340- 8.13% |
$71.3K - $84K
|
3.84K
$882K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-340- 0.21% |
$71.3K - $84K
|
165K
$37.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-341- 0.88% |
$71.5K - $84.3K
|
38.5K
$8.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-342- 2.01% |
$71.7K - $84.5K
|
16.6K
$3.82M
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-342- 1.59% |
$71.7K - $84.5K
|
21.2K
$4.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-346- 0.26% |
$72.5K - $85.5K
|
135K
$31M
|
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
SELL
|
- |
-346- 3.04% |
$72.5K - $85.5K
|
11K
$2.53M
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-346- 1.92% |
$72.5K - $85.5K
|
17.7K
$4.07M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-347- 0.15% |
$72.8K - $85.7K
|
227K
$52M
|
|
|
Apr 30, 2025
Q1 2025
|
Chapman Investment Management, LLC
|
SELL
|
- |
-347- 0.88% |
$72.8K - $85.7K
|
39.3K
$9.02M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-349- 1.93% |
$73.2K - $86.2K
|
17.7K
$4.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-350- 1.8% |
$73.4K - $86.5K
|
19.1K
$4.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-350- 0.72% |
$73.4K - $86.5K
|
48.5K
$11.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
SELL
|
- |
-350- 3.17% |
$73.4K - $86.5K
|
10.7K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-350- 44.19% |
$73.4K - $86.5K
|
442
$102K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-351- 1.09% |
$73.6K - $86.7K
|
32K
$7.34M
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-351- 59.9% |
$73.6K - $86.7K
|
235
$54K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-352- 0.93% |
$73.8K - $87K
|
37.5K
$8.61M
|
|
|
May 14, 2025
Q1 2025
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-352- 0.39% |
$73.8K - $87K
|
89.1K
$20.5M
|
|
|
May 07, 2025
Q1 2025
|
Sam Advisors, LLC
|
SELL
|
- |
-355- 1.73% |
$74.4K - $87.7K
|
20.1K
$4.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-356- 0.24% |
$74.6K - $88K
|
149K
$34.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-356- 16.95% |
$74.6K - $88K
|
1.74K
$401K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-356- 1.6% |
$74.6K - $88K
|
21.9K
$5.04M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-356- 2.84% |
$74.6K - $88K
|
12.2K
$2.8M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-356- 1.78% |
$74.6K - $88K
|
19.6K
$4.51M
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-356- 0.19% |
$74.6K - $88K
|
192K
$44M
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-357- 2.68% |
$74.9K - $88.2K
|
13K
$2.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-359- 0.68% |
$75.3K - $88.7K
|
52.3K
$12M
|
|
|
Aug 11, 2025
Q1 2025
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-360- 1.39% |
$75.5K - $89K
|
25.6K
$5.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-362- 1.55% |
$75.9K - $89.5K
|
23K
$5.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-363- 1.56% |
$76.1K - $89.7K
|
22.9K
$5.25M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-365- 1.91% |
$76.5K - $90.2K
|
18.8K
$4.31M
|
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-365- 6.15% |
$76.5K - $90.2K
|
5.57K
$1.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Spring Capital Management, LLC
|
SELL
|
- |
-366- 0.56% |
$76.7K - $90.4K
|
64.5K
$14.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-370- 2.98% |
$77.6K - $91.4K
|
12.1K
$2.77M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-372- 2.26% |
$78K - $91.9K
|
16.1K
$3.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-372- 2.92% |
$78K - $91.9K
|
12.4K
$2.84M
|