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 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-1.53K- 3.39% |
$320K - $377K
|
43.5K
$9.99M
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-1.53K- 5.51% |
$320K - $377K
|
26.2K
$6.01M
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.53K- 3.25% |
$320K - $378K
|
45.4K
$10.4M
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1.53K- 64.02% |
$321K - $378K
|
860
$197K
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.53K- 3.65% |
$322K - $379K
|
40.5K
$9.29M
|
|
May 01, 2025
Q1 2025
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-1.54K- 18.86% |
$322K - $379K
|
6.6K
$1.52M
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-1.54K- 3.11% |
$323K - $380K
|
48K
$11M
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
SELL
|
- |
-1.54K- 3.88% |
$323K - $381K
|
38.2K
$8.77M
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.54K- 4.26% |
$323K - $381K
|
34.6K
$7.95M
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-1.54K- 1.42% |
$324K - $382K
|
107K
$24.6M
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.55K- 2.45% |
$324K - $382K
|
61.4K
$14.1M
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
SELL
|
- |
-1.55K- 3.19% |
$325K - $383K
|
47K
$10.8M
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.55K- 10.28% |
$325K - $383K
|
13.5K
$3.11M
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.55K- 1.59% |
$325K - $383K
|
96K
$22M
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-1.55K- 3.73% |
$325K - $383K
|
40.1K
$9.2M
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-1.55K- 10.47% |
$325K - $383K
|
13.3K
$3.05M
|
|
May 15, 2025
Q1 2025
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-1.55K- 1.13% |
$325K - $383K
|
135K
$31.1M
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-1.56K- 6.05% |
$326K - $384K
|
24.1K
$5.54M
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.56K- 3.72% |
$326K - $384K
|
40.2K
$9.23M
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-1.56K- 4.88% |
$326K - $384K
|
30.3K
$6.97M
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-1.56K- 0.94% |
$327K - $385K
|
165K
$37.9M
|
|
May 13, 2025
Q1 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
SELL
|
- |
-1.56K- 2.0% |
$327K - $385K
|
76.2K
$17.5M
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.56K- 7.28% |
$328K - $386K
|
19.9K
$4.57M
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.56K- 0.76% |
$328K - $386K
|
204K
$46.9M
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.57K- 0.28% |
$329K - $388K
|
557K
$128M
|
|
Apr 22, 2025
Q1 2025
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-1.57K- 8.01% |
$330K - $389K
|
18.1K
$4.15M
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-1.58K- 2.44% |
$330K - $389K
|
63K
$14.5M
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-1.58K- 4.51% |
$331K - $390K
|
33.4K
$7.68M
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-1.58K- 5.97% |
$332K - $391K
|
24.9K
$5.72M
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-1.59K- 1.91% |
$333K - $392K
|
81.6K
$18.7M
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.59K- 16.32% |
$334K - $393K
|
8.16K
$1.87M
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.59K- 4.93% |
$334K - $393K
|
30.7K
$7.05M
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-1.59K- 5.2% |
$334K - $394K
|
29.1K
$6.67M
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-1.6K- 2.29% |
$335K - $395K
|
68.3K
$15.7M
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1.6K- 5.03% |
$335K - $395K
|
30.2K
$6.94M
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-1.6K- 16.48% |
$336K - $396K
|
8.12K
$1.86M
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-1.6K- 10.71% |
$336K - $396K
|
13.4K
$3.07M
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.6K- 1.79% |
$336K - $396K
|
87.8K
$20.2M
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.61K- 1.28% |
$337K - $397K
|
124K
$28.5M
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.61K- 2.8% |
$337K - $398K
|
55.8K
$12.8M
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.62K- 2.01% |
$339K - $400K
|
79K
$18.2M
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-1.62K- 0.98% |
$340K - $401K
|
163K
$37.5M
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-1.62K- 33.98% |
$341K - $401K
|
3.16K
$725K
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.63K- 1.19% |
$341K - $402K
|
135K
$31M
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.63K- 2.41% |
$341K - $402K
|
65.8K
$15.1M
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.63K- 4.68% |
$342K - $403K
|
33.3K
$7.64M
|
|
May 06, 2025
Q1 2025
|
Guild Investment Management, Inc.
|
SELL
|
- |
-1.64K- 9.59% |
$343K - $404K
|
15.4K
$3.54M
|
|
Apr 14, 2025
Q1 2025
|
Professional Advisory Services Inc
|
SELL
|
- |
-1.65K- 2.19% |
$345K - $406K
|
73.6K
$16.9M
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-1.65K- 20.13% |
$345K - $406K
|
6.53K
$1.5M
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-1.65K- 20.54% |
$345K - $406K
|
6.36K
$1.46M
|