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 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-811- 17.45% |
$170K - $200K
|
3.84K
$769K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-812- 1.06% |
$170K - $201K
|
76.1K
$15.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-814- 2.87% |
$171K - $201K
|
27.6K
$5.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-814- 0.88% |
$171K - $201K
|
92K
$18.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-814- 1.71% |
$171K - $201K
|
46.7K
$9.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-815- 0.46% |
$171K - $201K
|
175K
$35M
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-815- 0.91% |
$171K - $201K
|
88.6K
$17.8M
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-817- 0.65% |
$171K - $202K
|
125K
$25M
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-818- 1.51% |
$172K - $202K
|
53.3K
$10.7M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-818- 1.54% |
$172K - $202K
|
52.1K
$10.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-822- 2.25% |
$172K - $203K
|
35.7K
$7.16M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-825- 0.38% |
$173K - $204K
|
214K
$42.8M
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-825- 10.54% |
$173K - $204K
|
7.01K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-826- 7.46% |
$173K - $204K
|
10.2K
$2.05M
|
|
|
May 13, 2025
Q1 2025
|
Ycg, LLC
|
SELL
|
- |
-828- 0.42% |
$174K - $205K
|
196K
$39.3M
|
|
|
May 08, 2025
Q1 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-830- 1.69% |
$174K - $205K
|
48.2K
$9.65M
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-830- 21.95% |
$174K - $205K
|
2.95K
$591K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-833- 0.65% |
$175K - $206K
|
126K
$25.3M
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-833- 3.9% |
$175K - $206K
|
20.5K
$4.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-837- 2.71% |
$176K - $207K
|
30K
$6.02M
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-838- 0.83% |
$176K - $207K
|
99.7K
$20M
|
|
|
May 01, 2025
Q1 2025
|
Cortland Associates Inc
|
SELL
|
- |
-839- 3.02% |
$176K - $207K
|
26.9K
$5.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-840- 4.13% |
$176K - $208K
|
19.5K
$3.91M
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-840- 2.03% |
$176K - $208K
|
40.6K
$8.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-842- 1.42% |
$177K - $208K
|
58.6K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-847- 2.49% |
$178K - $209K
|
33.2K
$6.65M
|
|
|
May 06, 2025
Q1 2025
|
Ninepoint Partners LP
|
SELL
|
- |
-848- 15.39% |
$178K - $210K
|
4.66K
$934K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-849- 1.65% |
$178K - $210K
|
50.6K
$10.1M
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-850- 1.0% |
$178K - $210K
|
84.2K
$16.9M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-853- 6.97% |
$179K - $211K
|
11.4K
$2.28M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-857- 0.87% |
$180K - $212K
|
97.5K
$19.5M
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-859- 0.59% |
$180K - $212K
|
144K
$28.8M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-859- 0.37% |
$180K - $212K
|
230K
$46M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-860- 22.87% |
$180K - $213K
|
2.9K
$581K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-862- 12.99% |
$181K - $213K
|
5.78K
$1.16M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-866- 1.59% |
$182K - $214K
|
53.5K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-866- 3.34% |
$182K - $214K
|
25K
$5.02M
|
|
|
Apr 01, 2025
Q1 2025
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-868- 0.16% |
$182K - $214K
|
539K
$108M
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-868- 15.34% |
$182K - $214K
|
4.79K
$960K
|
|
|
Apr 08, 2025
Q1 2025
|
Profit Investment Management, LLC
|
SELL
|
- |
-870- 9.9% |
$182K - $215K
|
7.92K
$1.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-870- 1.08% |
$182K - $215K
|
79.9K
$16M
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
SELL
|
- |
-870- 25.06% |
$182K - $215K
|
2.6K
$521K
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-871- 4.16% |
$183K - $215K
|
20K
$4.01M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-876- 0.99% |
$184K - $216K
|
87.3K
$17.5M
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
SELL
|
- |
-879- 0.66% |
$184K - $217K
|
131K
$26.3M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-879- 13.37% |
$184K - $217K
|
5.69K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-879- 5.26% |
$184K - $217K
|
15.8K
$3.17M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-881- 0.46% |
$185K - $218K
|
190K
$38.1M
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-881- 1.91% |
$185K - $218K
|
45.1K
$9.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-882- 0.56% |
$185K - $218K
|
156K
$31.2M
|