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 15, 2025
Q1 2025
|
Terra Alpha Investments LLC
Washington, DC |
SELL
|
- |
-2.93K- 12.7% |
$613K - $723K
|
20.1K
$4.62M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.93K- 4.99% |
$614K - $723K
|
55.8K
$12.8M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.95K- 2.76% |
$618K - $728K
|
104K
$23.9M
|
|
|
May 15, 2025
Q1 2025
|
Clear Street Derivatives LLC
New York, NY |
SELL
|
- |
-2.95K- 23.41% |
$619K - $730K
|
9.66K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-2.96K- 6.95% |
$621K - $732K
|
39.7K
$9.11M
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-2.98K- 6.04% |
$626K - $737K
|
46.4K
$10.7M
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
SELL
|
- |
-2.99K- 2.15% |
$626K - $738K
|
136K
$31.2M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-2.99K- 5.81% |
$627K - $739K
|
48.4K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-3K- 43.48% |
$628K - $740K
|
3.89K
$894K
|
|
|
May 06, 2025
Q1 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
SELL
|
- |
-3K- 7.29% |
$629K - $741K
|
38.1K
$8.76M
|
|
|
May 12, 2025
Q1 2025
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-3K- 21.64% |
$629K - $741K
|
10.9K
$2.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.02K- 1.38% |
$633K - $746K
|
216K
$49.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-3.02K- 17.01% |
$634K - $747K
|
14.8K
$3.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-3.03K- 5.84% |
$636K - $749K
|
48.9K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-3.03K- 1.89% |
$636K - $749K
|
158K
$36.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-3.03K- 0.76% |
$636K - $749K
|
394K
$90.6M
|
|
|
May 15, 2025
Q1 2025
|
True Wealth Financial Partners
|
SELL
|
- |
-3.03K- 58.23% |
$636K - $750K
|
2.18K
$500K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-3.04K- 4.18% |
$637K - $750K
|
69.6K
$16M
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-3.04K- 29.16% |
$637K - $751K
|
7.38K
$1.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3.04K- 3.3% |
$637K - $751K
|
89.2K
$20.5M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-3.04K- 9.3% |
$637K - $751K
|
29.6K
$6.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-3.06K- 22.14% |
$642K - $756K
|
10.8K
$2.47M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-3.06K- 14.67% |
$642K - $756K
|
17.8K
$4.09M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-3.06K- 2.37% |
$642K - $757K
|
126K
$29M
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
SELL
|
- |
-3.07K- 4.06% |
$643K - $758K
|
72.5K
$16.6M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-3.08K- 14.28% |
$646K - $761K
|
18.5K
$4.24M
|
|
|
May 15, 2025
Q1 2025
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-3.08K- 5.82% |
$646K - $761K
|
49.8K
$11.4M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.08K- 24.32% |
$646K - $761K
|
9.59K
$2.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.08K- 0.85% |
$646K - $762K
|
362K
$83M
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-3.1K- 3.41% |
$649K - $765K
|
87.8K
$20.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-3.1K- 9.05% |
$650K - $766K
|
31.2K
$7.16M
|
|
|
May 13, 2025
Q1 2025
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-3.11K- 6.74% |
$651K - $767K
|
43K
$9.87M
|
|
|
May 05, 2025
Q1 2025
|
Lipe & Dalton
|
SELL
|
- |
-3.11K- 4.14% |
$651K - $768K
|
72K
$16.5M
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-3.11K- 2.19% |
$652K - $768K
|
139K
$31.9M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-3.11K- 5.03% |
$653K - $769K
|
58.7K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-3.12K- 1.67% |
$653K - $770K
|
183K
$42.1M
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-3.12K- 1.67% |
$653K - $770K
|
183K
$42.1M
|
|
|
May 07, 2025
Q1 2025
|
Wernau Asset Management Inc.
Gloucester, MA |
SELL
|
- |
-3.12K- 2.96% |
$655K - $772K
|
102K
$23.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-3.13K- 3.26% |
$657K - $774K
|
93.1K
$21.4M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-3.14K- 0.45% |
$657K - $775K
|
694K
$159M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-3.14K- 0.44% |
$658K - $776K
|
713K
$164M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-3.15K- 4.64% |
$660K - $778K
|
64.8K
$14.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.15K- 1.37% |
$661K - $779K
|
227K
$52.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-3.16K- 3.5% |
$662K - $780K
|
87K
$20M
|
|
|
May 13, 2025
Q1 2025
|
Progressive Investment Management Corp
|
SELL
|
- |
-3.16K- 2.01% |
$663K - $781K
|
154K
$35.3M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.17K- 10.07% |
$665K - $784K
|
28.3K
$6.5M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-3.18K- 1.64% |
$667K - $786K
|
191K
$43.8M
|
|
|
May 21, 2025
Q1 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-3.19K- 3.37% |
$668K - $787K
|
91.5K
$21M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-3.2K- 1.98% |
$670K - $789K
|
158K
$36.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-3.2K- 12.67% |
$670K - $790K
|
22K
$5.06M
|