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 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-2.37K- 23.24% |
$496K - $584K
|
7.81K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.37K- 2.39% |
$497K - $586K
|
97K
$19.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-2.38K- 7.78% |
$500K - $589K
|
28.3K
$5.66M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.38K- 5.52% |
$500K - $589K
|
40.8K
$8.18M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-2.39K- 3.53% |
$501K - $590K
|
65.1K
$13M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.39K- 0.76% |
$501K - $590K
|
311K
$62.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-2.39K- 8.46% |
$501K - $591K
|
25.9K
$5.18M
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-2.4K- 4.77% |
$504K - $594K
|
48K
$9.61M
|
|
|
May 14, 2025
Q1 2025
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-2.41K- 3.15% |
$505K - $595K
|
74.1K
$14.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-2.41K- 3.64% |
$505K - $596K
|
63.8K
$12.8M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.41K- 2.6% |
$505K - $596K
|
90.2K
$18.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.42K- 0.6% |
$507K - $597K
|
402K
$80.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-2.42K- 3.01% |
$507K - $598K
|
78K
$15.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.42K- 1.7% |
$508K - $598K
|
140K
$28M
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-2.42K- 9.96% |
$508K - $598K
|
21.9K
$4.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-2.42K- 9.33% |
$508K - $598K
|
23.5K
$4.71M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.42K- 3.95% |
$508K - $599K
|
58.9K
$11.8M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-2.43K- 5.07% |
$509K - $600K
|
45.5K
$9.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-2.43K- 1.34% |
$510K - $601K
|
180K
$36M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-2.44K- 15.97% |
$511K - $602K
|
12.8K
$2.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-2.44K- 9.09% |
$511K - $602K
|
24.4K
$4.88M
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-2.44K- 11.45% |
$511K - $603K
|
18.9K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-2.44K- 8.7% |
$512K - $603K
|
25.6K
$5.13M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
SELL
|
- |
-2.45K- 3.37% |
$514K - $605K
|
70.2K
$14.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-2.46K- 4.41% |
$515K - $607K
|
53.2K
$10.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-2.46K- 1.64% |
$517K - $609K
|
148K
$29.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-2.46K- 4.19% |
$517K - $609K
|
56.4K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-2.47K- 1.15% |
$518K - $610K
|
212K
$42.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-2.48K- 43.09% |
$520K - $613K
|
3.27K
$656K
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
SELL
|
- |
-2.48K- 34.03% |
$521K - $614K
|
4.82K
$964K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.49K- 6.51% |
$522K - $615K
|
35.7K
$7.16M
|
|
|
May 14, 2025
Q1 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
SELL
|
- |
-2.49K- 4.98% |
$522K - $615K
|
47.5K
$9.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-2.49K- 3.44% |
$522K - $616K
|
69.9K
$14M
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-2.5K- 0.44% |
$524K - $618K
|
565K
$113M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-2.5K- 4.62% |
$524K - $618K
|
51.6K
$10.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Defender Capital, Llc.
|
SELL
|
- |
-2.5K- 34.76% |
$524K - $618K
|
4.7K
$940K
|
|
|
May 14, 2025
Q1 2025
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
SELL
|
- |
-2.5K- 6.01% |
$525K - $618K
|
39.2K
$7.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-2.51K- 52.02% |
$525K - $619K
|
2.31K
$463K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-2.51K- 15.3% |
$527K - $621K
|
13.9K
$2.79M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-2.53K- 6.71% |
$531K - $626K
|
35.2K
$7.05M
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-2.54K- 8.82% |
$533K - $628K
|
26.3K
$5.26M
|
|
|
May 15, 2025
Q1 2025
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-2.54K- 10.43% |
$533K - $628K
|
21.8K
$4.37M
|
|
|
May 14, 2025
Q1 2025
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
SELL
|
- |
-2.55K- 0.75% |
$534K - $629K
|
336K
$67.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-2.55K- 1.74% |
$534K - $629K
|
144K
$28.8M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-2.55K- 1.57% |
$534K - $630K
|
160K
$32M
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-2.55K- 1.41% |
$535K - $631K
|
178K
$35.7M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-2.55K- 5.73% |
$535K - $631K
|
42K
$8.41M
|
|
|
May 05, 2025
Q1 2025
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-2.56K- 5.9% |
$536K - $632K
|
40.8K
$8.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
SELL
|
- |
-2.57K- 8.03% |
$538K - $634K
|
29.4K
$5.89M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-2.57K- 2.83% |
$540K - $636K
|
88.3K
$17.7M
|