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 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-2.18K- 1.74% |
$458K - $539K
|
123K
$28.4M
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-2.18K- 6.32% |
$458K - $539K
|
32.3K
$7.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.19K- 9.92% |
$458K - $540K
|
19.8K
$4.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-2.19K- 2.87% |
$458K - $540K
|
74K
$17M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-2.19K- 0.99% |
$458K - $540K
|
219K
$50.3M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.19K- 5.98% |
$459K - $540K
|
34.4K
$7.89M
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-2.19K- 4.67% |
$459K - $541K
|
44.6K
$10.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.19K- 3.75% |
$460K - $542K
|
56.3K
$12.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.19K- 3.95% |
$460K - $542K
|
53.3K
$12.2M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-2.2K- 3.46% |
$461K - $543K
|
61.3K
$14.1M
|
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-2.2K- 16.97% |
$461K - $543K
|
10.8K
$2.47M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-2.22K- 1.17% |
$464K - $547K
|
186K
$42.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-2.24K- 26.55% |
$470K - $554K
|
6.2K
$1.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-2.24K- 13.37% |
$470K - $554K
|
14.5K
$3.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-2.25K- 3.24% |
$471K - $555K
|
67K
$15.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-2.25K- 15.06% |
$471K - $555K
|
12.7K
$2.91M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2.25K- 8.27% |
$471K - $555K
|
24.9K
$5.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.25K- 3.18% |
$472K - $556K
|
68.5K
$15.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.25K- 3.88% |
$472K - $557K
|
55.8K
$12.8M
|
|
|
Jul 15, 2025
Q1 2025
|
Ims Capital Management
|
SELL
|
- |
-2.26K- 3.74% |
$473K - $558K
|
58.1K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.26K- 2.91% |
$475K - $559K
|
75.5K
$17.3M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-2.27K- 5.43% |
$475K - $560K
|
39.4K
$9.06M
|
|
|
May 08, 2025
Q1 2025
|
Torray LLC
|
SELL
|
- |
-2.27K- 3.68% |
$476K - $560K
|
59.4K
$13.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-2.27K- 1.48% |
$476K - $561K
|
151K
$34.6M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-2.28K- 5.05% |
$477K - $562K
|
42.8K
$9.82M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.28K- 0.38% |
$478K - $563K
|
594K
$136M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-2.29K- 26.93% |
$480K - $566K
|
6.22K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-2.3K- 0.98% |
$482K - $568K
|
233K
$53.5M
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-2.31K- 14.76% |
$483K - $570K
|
13.3K
$3.06M
|
|
|
May 09, 2025
Q1 2025
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-2.31K- 10.93% |
$484K - $570K
|
18.8K
$4.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.31K- 8.26% |
$485K - $572K
|
25.7K
$5.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-2.31K- 2.02% |
$485K - $572K
|
112K
$25.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-2.32K- 2.28% |
$487K - $574K
|
99.6K
$22.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
SELL
|
- |
-2.33K- 54.09% |
$489K - $576K
|
1.98K
$455K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-2.34K- 5.01% |
$491K - $579K
|
44.4K
$10.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-2.35K- 5.69% |
$493K - $580K
|
38.9K
$8.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.35K- 3.91% |
$493K - $581K
|
57.9K
$13.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-2.36K- 5.04% |
$494K - $582K
|
44.4K
$10.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-2.36K- 2.86% |
$495K - $583K
|
80.1K
$18.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-2.37K- 23.24% |
$496K - $584K
|
7.81K
$1.79M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.37K- 2.39% |
$497K - $586K
|
97K
$22.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-2.38K- 7.78% |
$500K - $589K
|
28.3K
$6.49M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.38K- 5.52% |
$500K - $589K
|
40.8K
$9.38M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-2.39K- 3.53% |
$501K - $590K
|
65.1K
$15M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.39K- 0.76% |
$501K - $590K
|
311K
$71.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-2.39K- 8.46% |
$501K - $591K
|
25.9K
$5.94M
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-2.4K- 4.77% |
$504K - $594K
|
48K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-2.41K- 3.15% |
$505K - $595K
|
74.1K
$17M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-2.41K- 3.64% |
$505K - $596K
|
63.8K
$14.6M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.41K- 2.6% |
$505K - $596K
|
90.2K
$20.7M
|