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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.6K- 1.79% |
$336K - $396K
|
87.8K
$17.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.61K- 1.28% |
$337K - $397K
|
124K
$24.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.61K- 2.8% |
$337K - $398K
|
55.8K
$11.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.62K- 2.01% |
$339K - $400K
|
79K
$15.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-1.62K- 0.98% |
$340K - $401K
|
163K
$32.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-1.62K- 33.98% |
$341K - $401K
|
3.16K
$632K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.63K- 1.19% |
$341K - $402K
|
135K
$27M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.63K- 2.41% |
$341K - $402K
|
65.8K
$13.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.63K- 4.68% |
$342K - $403K
|
33.3K
$6.66M
|
|
|
May 06, 2025
Q1 2025
|
Guild Investment Management, Inc.
|
SELL
|
- |
-1.64K- 9.59% |
$343K - $404K
|
15.4K
$3.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Professional Advisory Services Inc
|
SELL
|
- |
-1.65K- 2.19% |
$345K - $406K
|
73.6K
$14.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-1.65K- 20.13% |
$345K - $406K
|
6.53K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-1.65K- 20.54% |
$345K - $406K
|
6.36K
$1.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
SELL
|
- |
-1.65K- 8.22% |
$346K - $408K
|
18.4K
$3.69M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.65K- 6.23% |
$346K - $408K
|
24.9K
$4.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-1.66K- 2.33% |
$347K - $409K
|
69.5K
$13.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.66K- 1.57% |
$348K - $410K
|
104K
$20.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.66K- 1.71% |
$348K - $411K
|
95.6K
$19.1M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.66K- 6.58% |
$348K - $411K
|
23.6K
$4.72M
|
|
|
May 12, 2025
Q1 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-1.66K- 2.35% |
$349K - $411K
|
69.2K
$13.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-1.67K- 8.03% |
$350K - $412K
|
19.1K
$3.82M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.67K- 1.23% |
$351K - $413K
|
134K
$26.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.67K- 8.17% |
$351K - $414K
|
18.8K
$3.77M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1.68K- 3.06% |
$352K - $415K
|
53.2K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.68K- 6.32% |
$353K - $416K
|
25K
$5M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.69K- 41.75% |
$353K - $416K
|
2.35K
$471K
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-1.69K- 1.9% |
$354K - $417K
|
86.9K
$17.4M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.69K- 5.77% |
$354K - $417K
|
27.5K
$5.51M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.69K- 11.04% |
$354K - $417K
|
13.6K
$2.73M
|
|
|
May 08, 2025
Q1 2025
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-1.69K- 2.11% |
$355K - $418K
|
78.3K
$15.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-1.69K- 9.94% |
$355K - $418K
|
15.3K
$3.07M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.69K- 2.02% |
$355K - $419K
|
82.3K
$16.5M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.69K- 1.09% |
$355K - $419K
|
153K
$30.7M
|
|
|
May 06, 2025
Q1 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-1.7K- 4.1% |
$355K - $419K
|
39.7K
$7.94M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-1.7K- 5.56% |
$355K - $419K
|
28.8K
$5.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.7K- 2.1% |
$356K - $420K
|
79.3K
$15.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-1.7K- 1.86% |
$357K - $420K
|
89.8K
$18M
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-1.7K- 0.47% |
$357K - $420K
|
360K
$72M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-1.7K- 3.37% |
$357K - $421K
|
48.8K
$9.78M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.7K- 2.88% |
$357K - $421K
|
57.5K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Fidato Wealth LLC
|
SELL
|
- |
-1.7K- 15.21% |
$357K - $421K
|
9.49K
$1.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1.7K- 3.98% |
$357K - $421K
|
41.1K
$8.24M
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-1.7K- 8.44% |
$357K - $421K
|
18.5K
$3.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-1.71K- 7.19% |
$358K - $422K
|
22K
$4.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-1.71K- 14.07% |
$358K - $422K
|
10.4K
$2.09M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.71K- 2.29% |
$358K - $422K
|
73K
$14.6M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.71K- 8.62% |
$358K - $422K
|
18.1K
$3.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.71K- 6.58% |
$359K - $423K
|
24.3K
$4.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
SELL
|
- |
-1.72K- 13.55% |
$360K - $424K
|
10.9K
$2.19M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-1.72K- 9.82% |
$361K - $425K
|
15.8K
$3.17M
|