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 06, 2025
Q1 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-1.1K- 2.08% |
$231K - $272K
|
51.9K
$11.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
SELL
|
- |
-1.1K- 11.38% |
$231K - $273K
|
8.59K
$1.97M
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-1.1K- 0.18% |
$231K - $273K
|
609K
$140M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-1.1K- 2.71% |
$231K - $273K
|
39.7K
$9.12M
|
|
|
May 15, 2025
Q1 2025
|
Oakmont Corp
|
SELL
|
- |
-1.11K- 0.57% |
$232K - $274K
|
194K
$44.6M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.11K- 1.98% |
$232K - $274K
|
54.7K
$12.6M
|
|
|
May 12, 2025
Q1 2025
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.11K- 21.25% |
$233K - $275K
|
4.12K
$947K
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.12K- 4.39% |
$234K - $276K
|
24.3K
$5.58M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.12K- 7.94% |
$235K - $277K
|
13K
$2.98M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.12K- 0.45% |
$235K - $277K
|
245K
$56.4M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-1.12K- 6.32% |
$235K - $277K
|
16.6K
$3.81M
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.12K- 31.26% |
$235K - $277K
|
2.46K
$565K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.12K- 3.54% |
$235K - $277K
|
30.5K
$7.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.12K- 1.34% |
$235K - $277K
|
82.5K
$18.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-1.12K- 1.67% |
$235K - $277K
|
66K
$15.2M
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.12K- 4.33% |
$236K - $278K
|
24.8K
$5.7M
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-1.12K- 18.36% |
$236K - $278K
|
5K
$1.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.13K- 1.06% |
$236K - $278K
|
105K
$24.2M
|
|
|
May 06, 2025
Q1 2025
|
Kidder Stephen W
|
SELL
|
- |
-1.13K- 0.81% |
$236K - $278K
|
138K
$31.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-1.13K- 2.09% |
$237K - $279K
|
53K
$12.2M
|
|
|
May 01, 2025
Q1 2025
|
Check Capital Management Inc
|
SELL
|
- |
-1.13K- 4.06% |
$237K - $279K
|
26.7K
$6.12M
|
|
|
May 12, 2025
Q1 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
SELL
|
- |
-1.14K- 0.36% |
$238K - $281K
|
312K
$71.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1.14K- 6.12% |
$238K - $281K
|
17.4K
$4M
|
|
|
Apr 28, 2025
Q1 2025
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 6.77% |
$239K - $281K
|
15.7K
$3.6M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.14K- 1.42% |
$239K - $281K
|
78.8K
$18.1M
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-1.14K- 18.03% |
$239K - $281K
|
5.18K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.14K- 0.21% |
$240K - $282K
|
533K
$122M
|
|
|
May 14, 2025
Q1 2025
|
Wormser Freres Gestion
Paris, I0 |
SELL
|
- |
-1.14K- 4.25% |
$240K - $283K
|
25.8K
$5.93M
|
|
|
May 07, 2025
Q1 2025
|
Thornburg Investment Management Inc
|
SELL
|
- |
-1.15K- 26.95% |
$240K - $283K
|
3.1K
$713K
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.15K- 1.16% |
$240K - $283K
|
97.7K
$22.4M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.15K- 1.5% |
$241K - $284K
|
75.4K
$17.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-1.15K- 1.76% |
$241K - $284K
|
64.1K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Investments, LLC
|
SELL
|
- |
-1.15K- 4.25% |
$242K - $285K
|
26K
$5.98M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.16K- 29.62% |
$242K - $285K
|
2.74K
$630K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.16K- 4.25% |
$243K - $287K
|
26.2K
$6.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-1.16K- 7.43% |
$244K - $288K
|
14.5K
$3.33M
|
|
|
May 02, 2025
Q1 2025
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-1.17K- 2.66% |
$245K - $289K
|
42.7K
$9.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-1.17K- 3.17% |
$245K - $289K
|
35.8K
$8.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.17K- 4.95% |
$246K - $289K
|
22.5K
$5.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.17K- 6.19% |
$246K - $290K
|
17.8K
$4.09M
|
|
|
May 09, 2025
Q1 2025
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-1.18K- 1.15% |
$246K - $290K
|
101K
$23.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.18K- 2.4% |
$247K - $291K
|
47.8K
$11M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.18K- 1.06% |
$247K - $291K
|
110K
$25.2M
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-1.18K- 1.72% |
$247K - $291K
|
67.5K
$15.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-1.18K- 7.69% |
$247K - $291K
|
14.2K
$3.25M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-1.18K- 0.5% |
$247K - $292K
|
235K
$54.1M
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.18K- 8.81% |
$247K - $292K
|
12.2K
$2.8M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-1.18K- 0.8% |
$248K - $292K
|
146K
$33.6M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-1.18K- 1.47% |
$248K - $293K
|
79.4K
$18.2M
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.19K- 0.54% |
$249K - $293K
|
220K
$50.5M
|