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
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
35K+ 318.18% |
$7.34M - $8.65M
|
46K
$9.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
35K+ 14.7% |
$7.33M - $8.64M
|
273K
$55M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
34.9K+ 150.79% |
$7.31M - $8.62M
|
58K
$11.7M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
34.1K+ 8.23% |
$7.15M - $8.42M
|
448K
$90.4M
|
|
|
May 15, 2025
Q1 2025
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
33.9K+ 27.26% |
$7.11M - $8.38M
|
158K
$31.9M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
33.3K+ 48.64% |
$6.98M - $8.23M
|
102K
$20.5M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
33.2K+ 9.27% |
$6.97M - $8.21M
|
392K
$78.9M
|
|
|
May 07, 2025
Q1 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
33K+ 20.5% |
$6.92M - $8.15M
|
194K
$39.1M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
32.9K+ 1.55% |
$6.89M - $8.12M
|
2.15M
$433M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
31.4K+ 108.79% |
$6.59M - $7.76M
|
60.3K
$12.2M
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
BUY
|
- |
31.4K+ 11.38% |
$6.57M - $7.75M
|
307K
$61.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
30.9K+ 13.36% |
$6.47M - $7.63M
|
262K
$52.8M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
30.8K+ 79.58% |
$6.47M - $7.62M
|
69.6K
$14M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
30.7K+ 82.5% |
$6.44M - $7.59M
|
67.9K
$13.7M
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
30.7K+ 123.46% |
$6.43M - $7.58M
|
55.5K
$11.2M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
30.6K+ 4.61% |
$6.42M - $7.56M
|
694K
$140M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
30.6K+ 12.79% |
$6.41M - $7.55M
|
270K
$54.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
30.5K+ 10.46% |
$6.39M - $7.53M
|
322K
$64.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
30.2K+ 4.09% |
$6.33M - $7.46M
|
768K
$155M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
30.1K+ 38.66% |
$6.3M - $7.43M
|
108K
$21.7M
|
|
|
May 13, 2025
Q1 2025
|
Barrier Capital Management, LLC
San Francisco, CA |
BUY
|
- |
30KNew |
$6.3M - $7.42M
|
30K
$6.05M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
29.6K+ 36.69% |
$6.21M - $7.32M
|
110K
$22.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
29.6K+ 63.1% |
$6.2M - $7.31M
|
76.4K
$15.4M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
29.5K+ 43.16% |
$6.19M - $7.29M
|
97.9K
$19.7M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
29K+ 39.29% |
$6.08M - $7.17M
|
103K
$20.7M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
28.8K+ 115.72% |
$6.03M - $7.1M
|
53.6K
$10.8M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
28.7K+ 34.64% |
$6.02M - $7.1M
|
112K
$22.5M
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
28.3K+ 944000.0% |
$5.94M - $7M
|
28.3K
$5.71M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
28.2K+ 24.91% |
$5.91M - $6.96M
|
141K
$28.5M
|
|
|
May 15, 2025
Q1 2025
|
Interval Partners, LP
New York, NY |
BUY
|
- |
28.2KNew |
$5.91M - $6.96M
|
28.2K
$5.68M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
28K+ 8.81% |
$5.86M - $6.91M
|
346K
$69.6M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
27.8K+ 4.4% |
$5.83M - $6.87M
|
660K
$133M
|
|
|
May 15, 2025
Q1 2025
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
27.6K+ 152.36% |
$5.78M - $6.82M
|
45.7K
$9.21M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
27.4K+ 1.9% |
$5.75M - $6.77M
|
1.47M
$296M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
27.3K+ 51.29% |
$5.73M - $6.75M
|
80.6K
$16.2M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
26.9KNew |
$5.65M - $6.66M
|
26.9K
$5.43M
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
26.9K+ 72.05% |
$5.64M - $6.64M
|
64.2K
$12.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
26.6K+ 52.78% |
$5.58M - $6.58M
|
77.1K
$15.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
26.5K+ 52.97% |
$5.56M - $6.55M
|
76.5K
$15.4M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
26.2K+ 526.17% |
$5.5M - $6.48M
|
31.2K
$6.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
26K+ 34.63% |
$5.45M - $6.42M
|
101K
$20.4M
|
|
|
May 13, 2025
Q1 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
25.9K+ 5.08% |
$5.44M - $6.41M
|
537K
$108M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
25.9KNew |
$5.43M - $6.39M
|
25.9K
$5.21M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
25.4K+ 5.63% |
$5.33M - $6.28M
|
477K
$96.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
24.9K+ 70.04% |
$5.23M - $6.16M
|
60.5K
$12.2M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
24.8K+ 176.56% |
$5.2M - $6.13M
|
38.9K
$7.83M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
24.5K+ 10.71% |
$5.14M - $6.06M
|
254K
$51.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
24.5K+ 5.58% |
$5.13M - $6.05M
|
464K
$93.4M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
24.5K+ 64.04% |
$5.13M - $6.04M
|
62.6K
$12.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
24.4K+ 45.08% |
$5.12M - $6.03M
|
78.5K
$15.8M
|