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 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
SELL
|
- |
-2.57K- 2.85% |
$540K - $636K
|
87.8K
$17.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-2.58K- 5.23% |
$541K - $637K
|
46.7K
$9.36M
|
|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-2.58K- 3.01% |
$541K - $638K
|
83.1K
$16.6M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.59K- 0.7% |
$544K - $641K
|
368K
$73.7M
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-2.59K- 14.22% |
$544K - $641K
|
15.7K
$3.14M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.6K- 2.92% |
$545K - $642K
|
86.5K
$17.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-2.62K- 6.54% |
$550K - $648K
|
37.5K
$7.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-2.63K- 1.53% |
$552K - $651K
|
170K
$34M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2.64K- 2.45% |
$554K - $653K
|
105K
$21.1M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.65K- 2.53% |
$556K - $655K
|
102K
$20.5M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-2.66K- 8.35% |
$558K - $657K
|
29.2K
$5.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-2.66K- 2.35% |
$558K - $658K
|
110K
$22.1M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-2.66K- 22.0% |
$559K - $658K
|
9.45K
$1.89M
|
|
|
Apr 18, 2025
Q1 2025
|
Marest Capital, LLC
Tarzana, CA |
SELL
|
- |
-2.67K- 10.42% |
$560K - $660K
|
23K
$4.6M
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
SELL
|
- |
-2.67K- 2.87% |
$560K - $660K
|
90.3K
$18.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.67K- 38.94% |
$560K - $660K
|
4.19K
$840K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.68K- 5.74% |
$562K - $663K
|
44K
$8.82M
|
|
|
May 15, 2025
Q1 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-2.69K- 2.25% |
$564K - $664K
|
117K
$23.4M
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-2.69K- 1.09% |
$564K - $665K
|
244K
$48.9M
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-2.7K- 12.74% |
$565K - $666K
|
18.5K
$3.7M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-2.7K- 1.22% |
$566K - $667K
|
218K
$43.6M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.7K- 3.31% |
$566K - $667K
|
78.7K
$15.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2.71K- 1.91% |
$567K - $668K
|
139K
$27.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-2.71K- 1.82% |
$567K - $669K
|
146K
$29.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-2.71K- 2.22% |
$567K - $669K
|
119K
$23.9M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-2.71K- 8.36% |
$568K - $669K
|
29.7K
$5.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-2.71K- 0.8% |
$569K - $670K
|
336K
$67.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.73K- 1.84% |
$571K - $673K
|
145K
$29.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2.73K- 4.83% |
$572K - $674K
|
53.7K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-2.74K- 1.56% |
$573K - $676K
|
172K
$34.5M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.75K- 1.73% |
$576K - $679K
|
156K
$31.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-2.75K- 3.59% |
$576K - $679K
|
73.8K
$14.8M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-2.75K- 2.35% |
$577K - $680K
|
114K
$22.9M
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-2.76K- 2.01% |
$578K - $681K
|
135K
$27M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.77K- 9.95% |
$581K - $684K
|
25K
$5.02M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-2.77K- 4.26% |
$581K - $684K
|
62.2K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-2.77K- 1.19% |
$581K - $685K
|
231K
$46.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-2.79K- 1.24% |
$585K - $689K
|
222K
$44.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-2.79K- 9.82% |
$586K - $690K
|
25.7K
$5.14M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.8K- 3.16% |
$588K - $693K
|
86.1K
$17.2M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.81K- 0.78% |
$588K - $693K
|
359K
$71.9M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-2.81K- 11.35% |
$589K - $694K
|
21.9K
$4.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.81K- 3.53% |
$589K - $694K
|
76.7K
$15.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-2.81K- 10.6% |
$589K - $694K
|
23.7K
$4.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-2.81K- 0.9% |
$589K - $695K
|
308K
$61.8M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2.81K- 2.83% |
$589K - $695K
|
96.6K
$19.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.82K- 1.42% |
$591K - $696K
|
195K
$39.2M
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-2.82K- 13.55% |
$591K - $697K
|
18K
$3.6M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-2.82K- 7.06% |
$592K - $697K
|
37.1K
$7.44M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-2.82K- 3.09% |
$592K - $697K
|
88.6K
$17.7M
|