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
                 | 
      Clear Point Advisors Inc.
       Melville, NY | SELL | - | -391- 3.31% |                   
                  $82K - $96.6K
                 |                   
                11.4K
                $3.07M
               | |
| 
                  May 15, 2025
                  Q1 2025
                 | 
      Brasada Capital Management, LP
       Houston, TX | SELL | - | -392- 2.73% |                   
                  $82.2K - $96.9K
                 |                   
                13.9K
                $3.75M
               | |
| 
                  May 01, 2025
                  Q1 2025
                 | 
      Leelyn Smith, LLC
       Geneva, IL | SELL | - | -393- 1.08% |                   
                  $82.4K - $97.1K
                 |                   
                35.9K
                $9.66M
               | |
| 
                  May 08, 2025
                  Q1 2025
                 | 
      Gs Investments, Inc.
      
   | SELL | - | -393- 0.84% |                   
                  $82.4K - $97.1K
                 |                   
                46.5K
                $12.5M
               | |
| 
                  Apr 08, 2025
                  Q1 2025
                 | 
      Cerro Pacific Wealth Advisors LLC
      
   | SELL | - | -394- 0.55% |                   
                  $82.6K - $97.4K
                 |                   
                71.6K
                $19.2M
               | |
| 
                  Apr 11, 2025
                  Q1 2025
                 | 
      Ridgeline Wealth, LLC
       Mesa, AZ | SELL | - | -394- 13.35% |                   
                  $82.6K - $97.4K
                 |                   
                2.56K
                $688K
               | |
| 
                  Apr 15, 2025
                  Q1 2025
                 | 
      Rockingstone Advisors LLC
       Great Barrington, MA | SELL | - | -394- 1.54% |                   
                  $82.6K - $97.4K
                 |                   
                25.3K
                $6.79M
               | |
| 
                  May 09, 2025
                  Q1 2025
                 | 
      Leisure Capital Management
      
   | SELL | - | -395- 0.28% |                   
                  $82.8K - $97.6K
                 |                   
                139K
                $37.5M
               | |
| 
                  Apr 17, 2025
                  Q1 2025
                 | 
      M. Kraus & CO
      
   | SELL | - | -396- 1.46% |                   
                  $83K - $97.9K
                 |                   
                26.8K
                $7.2M
               | |
| 
                  May 01, 2025
                  Q1 2025
                 | 
      Private Capital Advisors, Inc.
      
   | SELL | - | -398- 0.14% |                   
                  $83.5K - $98.3K
                 |                   
                275K
                $74M
               | |
| 
                  May 13, 2025
                  Q1 2025
                 | 
      Cornerstone Financial Group, LLC /Ne/
       Omaha, NE | SELL | - | -399- 12.36% |                   
                  $83.7K - $98.6K
                 |                   
                2.83K
                $760K
               | |
| 
                  Apr 18, 2025
                  Q1 2025
                 | 
      Sander Capital Advisors Inc
       Seattle, WA | SELL | - | -400- 0.27% |                   
                  $83.9K - $98.8K
                 |                   
                147K
                $39.5M
               | |
| 
                  May 13, 2025
                  Q1 2025
                 | 
      United Capital Management Of Ks, Inc.
      
   | SELL | - | -400- 0.51% |                   
                  $83.9K - $98.8K
                 |                   
                78.6K
                $21.1M
               | |
| 
                  May 13, 2025
                  Q1 2025
                 | 
      Cladis Investment Advisory, LLC
       Billings, MT | SELL | - | -400- 0.71% |                   
                  $83.9K - $98.8K
                 |                   
                55.9K
                $15M
               | |
| 
                  May 14, 2025
                  Q1 2025
                 | 
      Elkhorn Partners Limited Partnership
       Omaha, NE | SELL | - | -400- 3.05% |                   
                  $83.9K - $98.8K
                 |                   
                12.7K
                $3.41M
               | |
| 
                  May 14, 2025
                  Q1 2025
                 | 
      Solano Wealth Investment Advisors LLC
       Fairfield, CA | SELL | - | -400- 9.41% |                   
                  $83.9K - $98.8K
                 |                   
                3.85K
                $1.04M
               | |
| 
                  May 02, 2025
                  Q1 2025
                 | 
      Landaas & CO 
       Milwaukee, WI | SELL | - | -402- 1.37% |                   
                  $84.3K - $99.3K
                 |                   
                28.9K
                $7.76M
               | |
| 
                  Apr 16, 2025
                  Q1 2025
                 | 
      Signature Resources Capital Management, LLC
       Newport Beach, CA | SELL | - | -403- 11.92% |                   
                  $84.5K - $99.6K
                 |                   
                2.98K
                $800K
               | |
| 
                  May 05, 2025
                  Q1 2025
                 | 
      Nelson Capital Management, LLC
      
   | SELL | - | -404- 0.4% |                   
                  $84.7K - $99.8K
                 |                   
                99.5K
                $26.8M
               | |
| 
                  May 06, 2025
                  Q1 2025
                 | 
      Kdk Private Wealth Management, LLC
       Houston, TX | SELL | - | -404- 4.69% |                   
                  $84.7K - $99.8K
                 |                   
                8.21K
                $2.21M
               | |
| 
                  Apr 23, 2025
                  Q1 2025
                 | 
      Mount Vernon Associates Inc 
      
   | SELL | - | -405- 0.64% |                   
                  $84.9K - $100K
                 |                   
                62.6K
                $16.8M
               | |
| 
                  May 01, 2025
                  Q1 2025
                 | 
      Westmount Partners, LLC
       Los Angeles, CA | SELL | - | -405- 0.25% |                   
                  $84.9K - $100K
                 |                   
                164K
                $44.1M
               | |
| 
                  May 16, 2025
                  Q1 2025
                 | 
      Obsidian Personal Planning Solutions LLC
      
   | SELL | - | -405- 2.29% |                   
                  $84.9K - $100K
                 |                   
                17.2K
                $4.64M
               | |
| 
                  Apr 21, 2025
                  Q1 2025
                 | 
      Wealthspan Partners, LLC
       Davenport, IA | SELL | - | -406- 1.98% |                   
                  $85.1K - $100K
                 |                   
                20.1K
                $5.4M
               | |
| 
                  Apr 21, 2025
                  Q1 2025
                 | 
      Strategic Point Investment Advisors, LLC
       Providence, RI | SELL | - | -407- 4.9% |                   
                  $85.3K - $101K
                 |                   
                7.89K
                $2.12M
               | |
| 
                  May 08, 2025
                  Q1 2025
                 | 
      Aldebaran Financial Inc.
      
   | SELL | - | -408- 1.66% |                   
                  $85.5K - $101K
                 |                   
                24.2K
                $6.51M
               | |
| 
                  Apr 14, 2025
                  Q1 2025
                 | 
      Single Point Partners, LLC
      
   | SELL | - | -409- 2.55% |                   
                  $85.8K - $101K
                 |                   
                15.6K
                $4.2M
               | |
| 
                  Apr 21, 2025
                  Q1 2025
                 | 
      Warner Financial, Inc
       Bethesda, MD | SELL | - | -411- 2.61% |                   
                  $86.2K - $102K
                 |                   
                15.4K
                $4.13M
               | |
| 
                  May 02, 2025
                  Q1 2025
                 | 
      Mechanics Financial Corp
      
   | SELL | - | -414- 0.7% |                   
                  $86.8K - $102K
                 |                   
                58.8K
                $15.8M
               | |
| 
                  May 09, 2025
                  Q1 2025
                 | 
      Gill Capital Partners, LLC
       Denver, CO | SELL | - | -414- 2.5% |                   
                  $86.8K - $102K
                 |                   
                16.2K
                $4.35M
               | |
| 
                  May 01, 2025
                  Q1 2025
                 | 
      Pya Waltman Capital, LLC
       Knoxville, TN | SELL | - | -416- 3.65% |                   
                  $87.2K - $103K
                 |                   
                11K
                $2.95M
               | |
| 
                  Apr 03, 2025
                  Q1 2025
                 | 
      Adirondack Trust CO
      
   | SELL | - | -417- 0.59% |                   
                  $87.4K - $103K
                 |                   
                70.7K
                $19M
               | |
| 
                  Apr 14, 2025
                  Q1 2025
                 | 
      Panoramic Capital Partners, LLC
       Lake Oswego, OR | SELL | - | -418- 2.24% |                   
                  $87.6K - $103K
                 |                   
                18.2K
                $4.9M
               | |
| 
                  Apr 16, 2025
                  Q1 2025
                 | 
      Legacy Trust
       Grand Rapids, MI | SELL | - | -419- 0.49% |                   
                  $87.9K - $104K
                 |                   
                85.1K
                $22.9M
               | |
| 
                  Apr 28, 2025
                  Q1 2025
                 | 
      Pinnacle Financial Partners Inc
      
   | SELL | - | -419- 0.05% |                   
                  $87.9K - $104K
                 |                   
                923K
                $248M
               | |
| 
                  Apr 30, 2025
                  Q1 2025
                 | 
      Rock Point Advisors, LLC
       Burlington, VT | SELL | - | -419- 0.75% |                   
                  $87.9K - $104K
                 |                   
                55.6K
                $15M
               | |
| 
                  May 07, 2025
                  Q1 2025
                 | 
      Seneschal Advisors, LLC
       Tacoma, WA | SELL | - | -422- 6.35% |                   
                  $88.5K - $104K
                 |                   
                6.22K
                $1.67M
               | |
| 
                  May 13, 2025
                  Q1 2025
                 | 
      Life Plan Investment Advisors, Inc.
       Raleigh, NC | SELL | - | -423- 4.68% |                   
                  $88.7K - $105K
                 |                   
                8.62K
                $2.32M
               | |
| 
                  Apr 28, 2025
                  Q1 2025
                 | 
      Mainstream Capital Management LLC
       Los Angeles, CA | SELL | - | -424- 1.08% |                   
                  $88.9K - $105K
                 |                   
                38.9K
                $10.4M
               | |
| 
                  Apr 29, 2025
                  Q1 2025
                 | 
      Investors Asset Management Of Georgia Inc 
      
   | SELL | - | -424- 2.53% |                   
                  $88.9K - $105K
                 |                   
                16.3K
                $4.39M
               | |
| 
                  May 15, 2025
                  Q1 2025
                 | 
      Boyer & Corporon Wealth Management, LLC
       Overland Park, KS | SELL | - | -425- 1.37% |                   
                  $89.1K - $105K
                 |                   
                30.5K
                $8.2M
               | |
| 
                  Apr 15, 2025
                  Q1 2025
                 | 
      Davis Investment Partners, LLC
       Charlotte, NC | SELL | - | -426- 1.92% |                   
                  $89.3K - $105K
                 |                   
                21.8K
                $5.85M
               | |
| 
                  May 05, 2025
                  Q1 2025
                 | 
      Sns Financial Group, LLC
      
   | SELL | - | -427- 0.3% |                   
                  $89.5K - $106K
                 |                   
                144K
                $38.8M
               | |
| 
                  Apr 24, 2025
                  Q1 2025
                 | 
      Total Wealth Planning & Management, Inc.
       Ponte Vedra Beach, FL | SELL | - | -428- 3.03% |                   
                  $89.7K - $106K
                 |                   
                13.7K
                $3.68M
               | |
| 
                  May 09, 2025
                  Q1 2025
                 | 
      R. W. Roge & Company, Inc.
       Bohemia, NY | SELL | - | -429- 2.81% |                   
                  $90K - $106K
                 |                   
                14.8K
                $3.98M
               | |
| 
                  May 13, 2025
                  Q1 2025
                 | 
      Delta Financial Advisors LLC
      
   | SELL | - | -429- 0.62% |                   
                  $90K - $106K
                 |                   
                68.8K
                $18.5M
               | |
| 
                  Apr 22, 2025
                  Q1 2025
                 | 
      Gallagher Capital Advisors, LLC
       Argyle, TX | SELL | - | -431- 1.36% |                   
                  $90.4K - $107K
                 |                   
                31.2K
                $8.38M
               | |
| 
                  May 12, 2025
                  Q1 2025
                 | 
      Ariadne Wealth Management, LP
       Santa Barbara, CA | SELL | - | -431- 4.08% |                   
                  $90.4K - $107K
                 |                   
                10.1K
                $2.72M
               | |
| 
                  Apr 24, 2025
                  Q1 2025
                 | 
      Philip James Wealth Mangement, LLC
       Milton, GA | SELL | - | -432- 1.99% |                   
                  $90.6K - $107K
                 |                   
                21.3K
                $5.72M
               | |
| 
                  Apr 15, 2025
                  Q1 2025
                 | 
      Farrell Financial LLC
       Orchard Park, NY | SELL | - | -433- 1.34% |                   
                  $90.8K - $107K
                 |                   
                31.9K
                $8.58M
               |