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 16, 2025
Q1 2025
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-1.26K- 3.82% |
$263K - $310K
|
31.6K
$6.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-1.26K- 16.78% |
$264K - $311K
|
6.25K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.26K- 6.36% |
$264K - $311K
|
18.5K
$3.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 3.47% |
$265K - $312K
|
35.2K
$7.04M
|
|
|
May 12, 2025
Q1 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-1.27K- 0.26% |
$265K - $313K
|
488K
$97.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.27K- 1.43% |
$266K - $314K
|
87.4K
$17.5M
|
|
|
May 15, 2025
Q1 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.27K- 6.75% |
$267K - $314K
|
17.6K
$3.52M
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-1.27K- 3.9% |
$267K - $315K
|
31.4K
$6.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-1.28K- 1.76% |
$268K - $315K
|
71.3K
$14.3M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.28K- 0.99% |
$268K - $315K
|
127K
$25.5M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.28K- 5.11% |
$268K - $316K
|
23.7K
$4.75M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.28K- 3.13% |
$268K - $316K
|
39.5K
$7.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-1.28K- 3.54% |
$268K - $316K
|
34.9K
$6.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1.28K- 4.11% |
$268K - $316K
|
29.9K
$5.98M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.28K- 7.52% |
$269K - $317K
|
15.8K
$3.16M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.28K- 8.64% |
$269K - $317K
|
13.6K
$2.72M
|
|
|
May 15, 2025
Q1 2025
|
Morangie Management LLC
New York, NY |
SELL
|
- |
-1.28K- 5.54% |
$269K - $317K
|
21.9K
$4.38M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.28K- 8.85% |
$269K - $317K
|
13.2K
$2.65M
|
|
|
May 12, 2025
Q1 2025
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-1.29K- 4.62% |
$271K - $319K
|
26.7K
$5.34M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.29K- 3.91% |
$271K - $320K
|
31.7K
$6.36M
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-1.3K- 11.69% |
$272K - $320K
|
9.79K
$1.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.31K- 3.56% |
$274K - $323K
|
35.4K
$7.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-1.31K- 6.5% |
$274K - $323K
|
18.8K
$3.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.31K- 2.26% |
$274K - $323K
|
56.6K
$11.3M
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
SELL
|
- |
-1.31K- 7.42% |
$274K - $323K
|
16.3K
$3.27M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.31K- 1.25% |
$275K - $324K
|
103K
$20.7M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.31K- 2.24% |
$275K - $324K
|
57.3K
$11.5M
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-1.32K- 3.68% |
$276K - $326K
|
34.5K
$6.91M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-1.32K- 0.13% |
$277K - $326K
|
1.03M
$206M
|
|
|
Apr 16, 2025
Q1 2025
|
Tenon Financial LLC
Metuchen, NJ |
SELL
|
- |
-1.32K- 10.19% |
$278K - $327K
|
11.7K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-1.33K- 1.87% |
$278K - $327K
|
69.7K
$14M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.33K- 2.14% |
$278K - $328K
|
60.6K
$12.1M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.33K- 7.86% |
$278K - $328K
|
15.6K
$3.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-1.34K- 9.86% |
$281K - $331K
|
12.2K
$2.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.34K- 1.18% |
$281K - $332K
|
113K
$22.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-1.34K- 36.66% |
$282K - $332K
|
2.32K
$465K
|
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.34K- 7.43% |
$282K - $332K
|
16.8K
$3.36M
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.34K- 6.21% |
$282K - $332K
|
20.3K
$4.07M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.35K- 0.38% |
$282K - $333K
|
349K
$69.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.35K- 1.24% |
$283K - $333K
|
107K
$21.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-1.35K- 9.12% |
$283K - $334K
|
13.4K
$2.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.35K- 4.65% |
$283K - $334K
|
27.7K
$5.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-1.35K- 3.97% |
$283K - $334K
|
32.7K
$6.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.35K- 2.1% |
$283K - $334K
|
63K
$12.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-1.35K- 2.24% |
$284K - $335K
|
59.2K
$11.9M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.35K- 35.15% |
$284K - $335K
|
2.5K
$500K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.36K- 4.03% |
$284K - $335K
|
32.3K
$6.47M
|
|
|
May 05, 2025
Q1 2025
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
SELL
|
- |
-1.36K- 1.7% |
$285K - $335K
|
78.6K
$15.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-1.36K- 3.22% |
$285K - $336K
|
40.8K
$8.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.36K- 3.13% |
$286K - $337K
|
42.3K
$8.47M
|