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 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.54K- 5.13% |
$742K - $874K
|
65.4K
$15M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-3.54K- 2.93% |
$742K - $874K
|
117K
$26.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
SELL
|
- |
-3.54K- 4.23% |
$743K - $875K
|
80.3K
$18.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-3.54K- 1.28% |
$743K - $876K
|
274K
$63M
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-3.55K- 8.39% |
$745K - $878K
|
38.8K
$8.91M
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-3.57K- 0.9% |
$748K - $882K
|
391K
$89.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-3.58K- 3.79% |
$750K - $884K
|
90.9K
$20.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-3.59K- 1.31% |
$753K - $887K
|
269K
$61.9M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-3.59K- 3.03% |
$753K - $888K
|
115K
$26.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-3.6K- 4.65% |
$755K - $890K
|
73.8K
$17M
|
|
|
Apr 08, 2025
Q1 2025
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-3.61K- 0.86% |
$756K - $891K
|
414K
$95.1M
|
|
|
May 12, 2025
Q1 2025
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-3.62K- 6.16% |
$759K - $895K
|
55.1K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-3.62K- 17.75% |
$760K - $895K
|
16.8K
$3.86M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-3.64K- 1.33% |
$763K - $900K
|
271K
$62.2M
|
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
SELL
|
- |
-3.64K- 1.46% |
$764K - $900K
|
245K
$56.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-3.65K- 7.47% |
$766K - $903K
|
45.3K
$10.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-3.65K- 9.91% |
$766K - $903K
|
33.2K
$7.63M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-3.67K- 23.07% |
$770K - $907K
|
12.2K
$2.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-3.67K- 6.47% |
$770K - $908K
|
53.1K
$12.2M
|
|
|
May 13, 2025
Q1 2025
|
Miramar Capital, LLC
|
SELL
|
- |
-3.68K- 6.51% |
$771K - $908K
|
52.8K
$12.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-3.68K- 7.03% |
$771K - $908K
|
48.6K
$11.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.68K- 2.21% |
$771K - $909K
|
163K
$37.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-3.69K- 0.82% |
$774K - $912K
|
448K
$103M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-3.69K- 0.08% |
$774K - $912K
|
4.42M
$1.02B
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-3.69K- 10.36% |
$774K - $912K
|
31.9K
$7.33M
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-3.69K- 34.58% |
$774K - $912K
|
6.98K
$1.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-3.7K- 4.26% |
$776K - $914K
|
83.1K
$19.1M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-3.71K- 2.77% |
$779K - $917K
|
130K
$30M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.72K- 9.67% |
$780K - $919K
|
34.7K
$7.97M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-3.72K- 7.89% |
$780K - $919K
|
43.4K
$9.96M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-3.73K- 8.56% |
$781K - $920K
|
39.8K
$9.14M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-3.73K- 2.99% |
$781K - $920K
|
121K
$27.8M
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-3.74K- 6.52% |
$784K - $924K
|
53.6K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-3.74K- 6.23% |
$785K - $925K
|
56.4K
$12.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-3.75K- 2.05% |
$787K - $927K
|
180K
$41.2M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-3.76K- 22.49% |
$788K - $929K
|
12.9K
$2.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-3.76K- 12.22% |
$788K - $929K
|
27K
$6.2M
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
SELL
|
- |
-3.77K- 8.73% |
$790K - $931K
|
39.4K
$9.05M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-3.77K- 5.23% |
$790K - $931K
|
68.3K
$15.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.79K- 2.11% |
$794K - $935K
|
176K
$40.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3.79K- 11.05% |
$795K - $937K
|
30.5K
$7.01M
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-3.79K- 9.53% |
$795K - $937K
|
36K
$8.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-3.82K- 6.84% |
$800K - $943K
|
52K
$11.9M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-3.82K- 2.22% |
$800K - $943K
|
168K
$38.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-3.83K- 6.09% |
$803K - $946K
|
59K
$13.6M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3.84K- 2.19% |
$806K - $950K
|
172K
$39.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-3.86K- 7.15% |
$808K - $953K
|
50.1K
$11.5M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-3.87K- 2.46% |
$811K - $956K
|
153K
$35.2M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-3.88K- 18.79% |
$813K - $958K
|
16.8K
$3.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-3.88K- 13.94% |
$814K - $959K
|
24K
$5.5M
|