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 08, 2025
Q1 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-830- 1.69% |
$174K - $205K
|
48.2K
$11.1M
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-830- 21.95% |
$174K - $205K
|
2.95K
$678K
|
|
|
Aug 13, 2025
Q1 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
SELL
|
- |
-830- 2.75% |
$174K - $205K
|
29.3K
$6.73M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-833- 0.65% |
$175K - $206K
|
126K
$29M
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-833- 3.9% |
$175K - $206K
|
20.5K
$4.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-837- 2.71% |
$176K - $207K
|
30K
$6.9M
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-838- 0.83% |
$176K - $207K
|
99.7K
$22.9M
|
|
|
May 01, 2025
Q1 2025
|
Cortland Associates Inc
|
SELL
|
- |
-839- 3.02% |
$176K - $207K
|
26.9K
$6.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-840- 4.13% |
$176K - $208K
|
19.5K
$4.48M
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-840- 2.03% |
$176K - $208K
|
40.6K
$9.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-842- 1.42% |
$177K - $208K
|
58.6K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-847- 2.49% |
$178K - $209K
|
33.2K
$7.62M
|
|
|
May 06, 2025
Q1 2025
|
Ninepoint Partners LP
|
SELL
|
- |
-848- 15.39% |
$178K - $210K
|
4.66K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-849- 1.65% |
$178K - $210K
|
50.6K
$11.6M
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-850- 1.0% |
$178K - $210K
|
84.2K
$19.3M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-853- 6.97% |
$179K - $211K
|
11.4K
$2.62M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-857- 0.87% |
$180K - $212K
|
97.5K
$22.4M
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-859- 0.59% |
$180K - $212K
|
144K
$33M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-859- 0.37% |
$180K - $212K
|
230K
$52.7M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-860- 22.87% |
$180K - $213K
|
2.9K
$666K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-862- 12.99% |
$181K - $213K
|
5.78K
$1.33M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-866- 1.59% |
$182K - $214K
|
53.5K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-866- 3.34% |
$182K - $214K
|
25K
$5.75M
|
|
|
Apr 01, 2025
Q1 2025
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-868- 0.16% |
$182K - $214K
|
539K
$124M
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-868- 15.34% |
$182K - $214K
|
4.79K
$1.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Profit Investment Management, LLC
|
SELL
|
- |
-870- 9.9% |
$182K - $215K
|
7.92K
$1.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-870- 1.08% |
$182K - $215K
|
79.9K
$18.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
SELL
|
- |
-870- 25.06% |
$182K - $215K
|
2.6K
$598K
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-871- 4.16% |
$183K - $215K
|
20K
$4.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-876- 0.99% |
$184K - $216K
|
87.3K
$20.1M
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
SELL
|
- |
-879- 0.66% |
$184K - $217K
|
131K
$30.2M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-879- 13.37% |
$184K - $217K
|
5.69K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-879- 5.26% |
$184K - $217K
|
15.8K
$3.64M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-881- 0.46% |
$185K - $218K
|
190K
$43.7M
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-881- 1.91% |
$185K - $218K
|
45.1K
$10.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-882- 0.56% |
$185K - $218K
|
156K
$35.8M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-885- 4.68% |
$186K - $219K
|
18K
$4.14M
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-886- 7.15% |
$186K - $219K
|
11.5K
$2.64M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-886- 14.21% |
$186K - $219K
|
5.35K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-889- 2.43% |
$186K - $220K
|
35.6K
$8.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-892- 1.24% |
$187K - $220K
|
71.3K
$16.4M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-894- 1.25% |
$187K - $221K
|
70.8K
$16.3M
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-896- 4.46% |
$188K - $221K
|
19.2K
$4.41M
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-897- 1.6% |
$188K - $222K
|
55.1K
$12.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-899- 0.33% |
$189K - $222K
|
272K
$62.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-900- 1.03% |
$189K - $222K
|
86.3K
$19.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
SELL
|
- |
-900- 25.0% |
$189K - $222K
|
2.7K
$620K
|
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-902- 1.52% |
$189K - $223K
|
58.3K
$13.4M
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-905- 6.58% |
$190K - $224K
|
12.9K
$2.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-908- 1.46% |
$190K - $224K
|
61.5K
$14.1M
|