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 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-992- 2.01% |
$208K - $245K
|
48.3K
$9.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-993- 1.95% |
$208K - $245K
|
50K
$10M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-994- 1.97% |
$208K - $246K
|
49.4K
$9.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-1K- 2.21% |
$210K - $247K
|
44.2K
$8.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1K- 0.49% |
$210K - $247K
|
201K
$40.3M
|
|
|
May 13, 2025
Q1 2025
|
Matthew 25 Management Corp
|
SELL
|
- |
-1K- 1.6% |
$210K - $247K
|
61.5K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Soviero Asset Management, LP
New York, NY |
SELL
|
- |
-1K- 8.33% |
$210K - $247K
|
11K
$2.2M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-1K- 3.68% |
$210K - $248K
|
26.2K
$5.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.01K- 0.16% |
$211K - $249K
|
626K
$125M
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-1.01K- 15.46% |
$212K - $250K
|
5.53K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Promethos Capital, LLC
Boston, MA |
SELL
|
- |
-1.01K- 2.65% |
$212K - $250K
|
37.1K
$7.43M
|
|
|
May 12, 2025
Q1 2025
|
Edentree Asset Management LTD
London, X0 |
SELL
|
- |
-1.01K- 6.96% |
$212K - $250K
|
13.5K
$2.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-1.01K- 7.4% |
$213K - $251K
|
12.7K
$2.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-1.02K- 2.56% |
$213K - $251K
|
38.6K
$7.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
SELL
|
- |
-1.02K- 0.22% |
$213K - $251K
|
469K
$94M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-1.02K- 37.39% |
$213K - $251K
|
1.7K
$341K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-1.02K- 2.11% |
$213K - $251K
|
47.2K
$9.45M
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.02K- 1.71% |
$213K - $252K
|
58.5K
$11.7M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.02K- 2.1% |
$213K - $252K
|
47.5K
$9.52M
|
|
|
May 15, 2025
Q1 2025
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-1.02K- 0.79% |
$213K - $252K
|
129K
$25.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-1.02K- 4.63% |
$214K - $253K
|
21K
$4.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-1.03K- 8.13% |
$215K - $253K
|
11.6K
$2.32M
|
|
|
Jun 05, 2025
Q1 2025
|
Fruth Investment Management
|
SELL
|
- |
-1.03K- 3.0% |
$215K - $253K
|
33.2K
$6.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-1.03K- 3.76% |
$215K - $254K
|
26.3K
$5.26M
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 17.97% |
$216K - $254K
|
4.69K
$940K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.03K- 0.77% |
$216K - $255K
|
133K
$26.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-1.03K- 9.17% |
$216K - $255K
|
10.2K
$2.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-1.03K- 1.6% |
$217K - $256K
|
63.7K
$12.8M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.04K- 0.24% |
$217K - $256K
|
437K
$87.4M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1.04K- 3.16% |
$218K - $257K
|
31.8K
$6.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.04K- 1.69% |
$218K - $257K
|
60.4K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.04K- 0.66% |
$218K - $257K
|
156K
$31.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Manuka Financial, LLC
Richmond, VA |
SELL
|
- |
-1.05K- 26.19% |
$219K - $258K
|
2.95K
$590K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.05K- 3.81% |
$219K - $258K
|
26.4K
$5.29M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-1.05K- 4.41% |
$220K - $259K
|
22.8K
$4.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-1.05K- 5.43% |
$221K - $260K
|
18.3K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-1.06K- 5.07% |
$221K - $261K
|
19.7K
$3.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-1.06K- 8.01% |
$222K - $261K
|
12.2K
$2.43M
|
|
|
May 05, 2025
Q1 2025
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-1.06K- 3.62% |
$222K - $262K
|
28.2K
$5.65M
|
|
|
May 15, 2025
Q1 2025
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-1.06K- 2.29% |
$222K - $262K
|
45.3K
$9.08M
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-1.07K- 16.21% |
$223K - $263K
|
5.51K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.07K- 8.99% |
$224K - $264K
|
10.8K
$2.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-1.07K- 1.74% |
$224K - $264K
|
60.3K
$12.1M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-1.07K- 1.91% |
$224K - $264K
|
55K
$11M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-1.07K- 4.33% |
$224K - $264K
|
23.6K
$4.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.07K- 3.62% |
$225K - $265K
|
28.6K
$5.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.07K- 1.63% |
$225K - $265K
|
64.8K
$13M
|
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
SELL
|
- |
-1.07K- 0.9% |
$225K - $265K
|
118K
$23.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.08K- 7.03% |
$225K - $266K
|
14.2K
$2.85M
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
SELL
|
- |
-1.08K- 0.67% |
$226K - $266K
|
160K
$32M
|