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 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-1.72K- 47.74% |
$361K - $425K
|
1.88K
$377K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.72K- 7.3% |
$361K - $426K
|
21.9K
$4.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-1.72K- 11.78% |
$361K - $426K
|
12.9K
$2.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Absher Wealth Management, LLC
|
SELL
|
- |
-1.73K- 1.83% |
$362K - $426K
|
92.6K
$18.6M
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.73K- 0.56% |
$362K - $427K
|
307K
$61.6M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-1.73K- 2.8% |
$362K - $427K
|
60K
$12M
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-1.73K- 2.08% |
$363K - $428K
|
81.7K
$16.4M
|
|
|
May 09, 2025
Q1 2025
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
SELL
|
- |
-1.74K- 3.0% |
$364K - $429K
|
56.1K
$11.2M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-1.74K- 2.48% |
$365K - $431K
|
68.4K
$13.7M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.75K- 1.02% |
$367K - $432K
|
170K
$34M
|
|
|
Apr 17, 2025
Q1 2025
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-1.75K- 14.46% |
$367K - $432K
|
10.4K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-1.75K- 0.24% |
$367K - $432K
|
728K
$146M
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-1.76K- 3.02% |
$368K - $434K
|
56.4K
$11.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
SELL
|
- |
-1.76K- 35.13% |
$368K - $434K
|
3.25K
$650K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-1.76K- 9.97% |
$369K - $435K
|
15.9K
$3.19M
|
|
|
May 13, 2025
Q1 2025
|
Carroll Investors, Inc
|
SELL
|
- |
-1.77K- 2.03% |
$370K - $436K
|
85.1K
$17M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-1.77K- 0.6% |
$371K - $437K
|
292K
$58.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-1.77K- 1.58% |
$371K - $437K
|
111K
$22.1M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-1.77K- 0.44% |
$371K - $437K
|
398K
$79.7M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.77K- 5.65% |
$371K - $437K
|
29.6K
$5.92M
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-1.77K- 2.09% |
$372K - $438K
|
83.1K
$16.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Norway Savings Bank
|
SELL
|
- |
-1.78K- 3.92% |
$372K - $439K
|
43.5K
$8.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-1.78K- 1.89% |
$373K - $439K
|
92.2K
$18.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.78K- 2.46% |
$373K - $440K
|
70.6K
$14.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.78K- 1.91% |
$374K - $441K
|
91.5K
$18.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.79K- 1.55% |
$375K - $442K
|
114K
$22.7M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-1.79K- 8.18% |
$376K - $443K
|
20.1K
$4.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-1.8K- 5.16% |
$376K - $444K
|
33K
$6.61M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.8K- 2.63% |
$376K - $444K
|
66.4K
$13.3M
|
|
|
May 09, 2025
Q1 2025
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-1.8K- 1.57% |
$377K - $445K
|
113K
$22.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.8K- 1.43% |
$378K - $445K
|
124K
$24.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.8K- 2.74% |
$378K - $445K
|
64K
$12.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1.8K- 2.28% |
$378K - $446K
|
77.5K
$15.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.81K- 11.9% |
$379K - $447K
|
13.4K
$2.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1.81K- 2.41% |
$380K - $448K
|
73.3K
$14.7M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.81K- 0.16% |
$380K - $448K
|
1.12M
$225M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.82K- 0.6% |
$382K - $450K
|
300K
$60.1M
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.82K- 7.56% |
$382K - $450K
|
22.2K
$4.46M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-1.83K- 13.8% |
$383K - $451K
|
11.4K
$2.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-1.83K- 15.01% |
$383K - $451K
|
10.3K
$2.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-1.84K- 2.09% |
$385K - $454K
|
86K
$17.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.84K- 5.49% |
$385K - $454K
|
31.6K
$6.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-1.84K- 0.13% |
$386K - $455K
|
1.44M
$289M
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-1.84K- 3.66% |
$386K - $455K
|
48.4K
$9.7M
|
|
|
May 07, 2025
Q1 2025
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-1.84K- 1.28% |
$386K - $455K
|
142K
$28.5M
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.84K- 3.38% |
$386K - $455K
|
52.7K
$10.6M
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-1.84K- 1.99% |
$386K - $455K
|
90.7K
$18.2M
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-1.84K- 5.44% |
$387K - $456K
|
32K
$6.42M
|
|
|
May 15, 2025
Q1 2025
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.85K- 10.88% |
$387K - $456K
|
15.1K
$3.03M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.85K- 4.22% |
$387K - $457K
|
42K
$8.41M
|