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
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-608- 3.36% |
$127K - $150K
|
17.5K
$4.01M
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-609- 3.54% |
$128K - $150K
|
16.6K
$3.81M
|
|
|
May 13, 2025
Q1 2025
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-610- 0.97% |
$128K - $151K
|
62.4K
$14.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-612- 0.32% |
$128K - $151K
|
189K
$43.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Menlo Advisors LLC
|
SELL
|
- |
-616- 1.13% |
$129K - $152K
|
54K
$12.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-616- 1.61% |
$129K - $152K
|
37.7K
$8.66M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-616- 1.09% |
$129K - $152K
|
56.1K
$12.9M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-624- 5.3% |
$131K - $154K
|
11.2K
$2.56M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-625- 2.19% |
$131K - $154K
|
27.9K
$6.42M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-627- 2.37% |
$131K - $155K
|
25.8K
$5.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-630- 11.52% |
$132K - $156K
|
4.84K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-630- 13.48% |
$132K - $156K
|
4.04K
$928K
|
|
|
May 15, 2025
Q1 2025
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-630- 15.54% |
$132K - $156K
|
3.42K
$786K
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-633- 4.06% |
$133K - $156K
|
15K
$3.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-636- 0.85% |
$133K - $157K
|
73.9K
$17M
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-637- 3.0% |
$134K - $157K
|
20.6K
$4.73M
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-640- 2.05% |
$134K - $158K
|
30.6K
$7.04M
|
|
|
May 15, 2025
Q1 2025
|
Kdt Advisors, LLC
New York, NY |
SELL
|
- |
-641- 3.14% |
$134K - $158K
|
19.8K
$4.54M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-643- 0.48% |
$135K - $159K
|
134K
$30.8M
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-643- 2.32% |
$135K - $159K
|
27.1K
$6.23M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-644- 3.95% |
$135K - $159K
|
15.6K
$3.59M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-644- 15.12% |
$135K - $159K
|
3.62K
$830K
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-644- 6.31% |
$135K - $159K
|
9.56K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-644- 1.4% |
$135K - $159K
|
45.5K
$10.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-648- 27.14% |
$136K - $160K
|
1.74K
$400K
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-648- 22.45% |
$136K - $160K
|
2.24K
$514K
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-650- 24.71% |
$136K - $161K
|
1.98K
$455K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-650- 0.48% |
$136K - $161K
|
135K
$31.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-650- 1.62% |
$136K - $161K
|
39.4K
$9.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-650- 1.22% |
$136K - $161K
|
52.6K
$12.1M
|
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-650- 5.53% |
$136K - $161K
|
11.1K
$2.55M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-651- 0.46% |
$137K - $161K
|
142K
$32.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-653- 1.55% |
$137K - $161K
|
41.5K
$9.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-655- 1.47% |
$137K - $162K
|
43.8K
$10.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-656- 3.64% |
$138K - $162K
|
17.3K
$3.98M
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-658- 3.74% |
$138K - $163K
|
16.9K
$3.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-661- 1.36% |
$139K - $163K
|
48K
$11M
|
|
|
Apr 08, 2025
Q1 2025
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-663- 1.69% |
$139K - $164K
|
38.5K
$8.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-663- 5.58% |
$139K - $164K
|
11.2K
$2.58M
|
|
|
Jul 15, 2025
Q1 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
SELL
|
- |
-664- 9.81% |
$139K - $164K
|
6.11K
$1.4M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-665- 3.17% |
$139K - $164K
|
20.3K
$4.67M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-666- 4.53% |
$140K - $165K
|
14K
$3.22M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-670- 3.32% |
$140K - $166K
|
19.5K
$4.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-672- 0.9% |
$141K - $166K
|
74K
$17M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-672- 3.23% |
$141K - $166K
|
20.1K
$4.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-673- 7.14% |
$141K - $166K
|
8.75K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-673- 4.17% |
$141K - $166K
|
15.5K
$3.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-675- 0.15% |
$142K - $167K
|
438K
$100M
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-676- 5.71% |
$142K - $167K
|
11.2K
$2.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-676- 2.04% |
$142K - $167K
|
32.4K
$7.44M
|