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 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-406- 1.98% |
$85.1K - $100K
|
20.1K
$4.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-407- 4.9% |
$85.3K - $101K
|
7.89K
$1.81M
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-408- 1.66% |
$85.5K - $101K
|
24.2K
$5.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-409- 2.55% |
$85.8K - $101K
|
15.6K
$3.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-411- 2.61% |
$86.2K - $102K
|
15.4K
$3.53M
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-414- 0.7% |
$86.8K - $102K
|
58.8K
$13.5M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-414- 2.5% |
$86.8K - $102K
|
16.2K
$3.71M
|
|
|
May 01, 2025
Q1 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-416- 3.65% |
$87.2K - $103K
|
11K
$2.52M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-417- 0.59% |
$87.4K - $103K
|
70.7K
$16.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-418- 2.24% |
$87.6K - $103K
|
18.2K
$4.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-419- 0.49% |
$87.9K - $104K
|
85.1K
$19.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-419- 0.05% |
$87.9K - $104K
|
923K
$212M
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-419- 0.75% |
$87.9K - $104K
|
55.6K
$12.8M
|
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
SELL
|
- |
-422- 6.35% |
$88.5K - $104K
|
6.22K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-423- 4.68% |
$88.7K - $105K
|
8.62K
$1.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-424- 1.08% |
$88.9K - $105K
|
38.9K
$8.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-424- 2.53% |
$88.9K - $105K
|
16.3K
$3.75M
|
|
|
May 15, 2025
Q1 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-425- 1.37% |
$89.1K - $105K
|
30.5K
$7M
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-426- 1.92% |
$89.3K - $105K
|
21.8K
$5M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-427- 0.3% |
$89.5K - $106K
|
144K
$33.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-428- 3.03% |
$89.7K - $106K
|
13.7K
$3.15M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-429- 2.81% |
$90K - $106K
|
14.8K
$3.4M
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-429- 0.62% |
$90K - $106K
|
68.8K
$15.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-431- 1.36% |
$90.4K - $107K
|
31.2K
$7.16M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-431- 4.08% |
$90.4K - $107K
|
10.1K
$2.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-432- 1.99% |
$90.6K - $107K
|
21.3K
$4.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-433- 1.34% |
$90.8K - $107K
|
31.9K
$7.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-433- 1.56% |
$90.8K - $107K
|
27.4K
$6.28M
|
|
|
May 09, 2025
Q1 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-434- 3.33% |
$91K - $107K
|
12.6K
$2.89M
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-435- 9.31% |
$91.2K - $107K
|
4.24K
$973K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
SELL
|
- |
-435- 8.93% |
$91.2K - $107K
|
4.44K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Impac Tfolio, LLC
|
SELL
|
- |
-436- 2.08% |
$91.4K - $108K
|
20.5K
$4.71M
|
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-437- 0.23% |
$91.6K - $108K
|
194K
$44.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-439- 1.52% |
$92K - $108K
|
28.5K
$6.53M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-439- 0.48% |
$92K - $108K
|
91.3K
$21M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-440- 2.43% |
$92.3K - $109K
|
17.7K
$4.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
SELL
|
- |
-441- 3.63% |
$92.5K - $109K
|
11.7K
$2.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-443- 7.3% |
$92.9K - $109K
|
5.63K
$1.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-444- 2.49% |
$93.1K - $110K
|
17.4K
$3.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-444- 2.02% |
$93.1K - $110K
|
21.5K
$4.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-445- 0.78% |
$93.3K - $110K
|
56.5K
$13M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-445- 0.94% |
$93.3K - $110K
|
47K
$10.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-446- 0.39% |
$93.5K - $110K
|
115K
$26.3M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-447- 14.26% |
$93.7K - $110K
|
2.69K
$617K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-448- 1.04% |
$93.9K - $111K
|
42.8K
$9.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-448- 3.4% |
$93.9K - $111K
|
12.7K
$2.93M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-448- 1.58% |
$93.9K - $111K
|
27.9K
$6.4M
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-450- 21.16% |
$94.4K - $111K
|
1.68K
$385K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-451- 2.31% |
$94.6K - $111K
|
19.1K
$4.38M
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-453- 2.92% |
$95K - $112K
|
15K
$3.46M
|