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
|
Peak Financial Management, Inc.
|
SELL
|
- |
-3.79K- 9.53% |
$795K - $937K
|
36K
$7.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-3.82K- 6.84% |
$800K - $943K
|
52K
$10.4M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-3.82K- 2.22% |
$800K - $943K
|
168K
$33.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-3.83K- 6.09% |
$803K - $946K
|
59K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3.84K- 2.19% |
$806K - $950K
|
172K
$34.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-3.86K- 7.15% |
$808K - $953K
|
50.1K
$10M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-3.87K- 2.46% |
$811K - $956K
|
153K
$30.7M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-3.88K- 18.79% |
$813K - $958K
|
16.8K
$3.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-3.88K- 13.94% |
$814K - $959K
|
24K
$4.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-3.89K- 11.19% |
$816K - $961K
|
30.9K
$6.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-3.89K- 23.52% |
$816K - $961K
|
12.7K
$2.53M
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-3.9K- 3.86% |
$817K - $962K
|
96.9K
$19.4M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-3.9K- 33.68% |
$817K - $963K
|
7.67K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Avenir Corp
Washington, DC |
SELL
|
- |
-3.9K- 1.54% |
$817K - $963K
|
249K
$50M
|
|
|
May 15, 2025
Q1 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-3.92K- 38.86% |
$822K - $969K
|
6.17K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.92K- 1.92% |
$823K - $970K
|
201K
$40.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-3.93K- 5.15% |
$824K - $971K
|
72.3K
$14.5M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.96K- 0.69% |
$830K - $979K
|
573K
$115M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-3.96K- 3.4% |
$830K - $979K
|
112K
$22.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-3.96K- 77.43% |
$831K - $979K
|
1.16K
$231K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.97K- 2.56% |
$831K - $980K
|
151K
$30.2M
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-3.97K- 6.31% |
$833K - $981K
|
59K
$11.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-3.98K- 1.98% |
$833K - $982K
|
197K
$39.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-3.98K- 13.05% |
$834K - $982K
|
26.5K
$5.31M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3.98K- 1.57% |
$835K - $983K
|
249K
$49.9M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-4.01K- 7.89% |
$840K - $990K
|
46.8K
$9.37M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-4.02K- 8.77% |
$842K - $992K
|
41.8K
$8.36M
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-4.02K- 6.43% |
$842K - $993K
|
58.5K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-4.03K- 19.03% |
$845K - $996K
|
17.2K
$3.44M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-4.03K- 10.43% |
$846K - $997K
|
34.7K
$6.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-4.04K- 19.03% |
$846K - $997K
|
17.2K
$3.44M
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-4.04K- 14.35% |
$846K - $998K
|
24.1K
$4.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-4.04K- 5.88% |
$847K - $998K
|
64.6K
$12.9M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-4.04K- 4.5% |
$847K - $998K
|
85.7K
$17.2M
|
|
|
May 13, 2025
Q1 2025
|
Loup Funds, LLC
Minneapolis, MN |
SELL
|
- |
-4.05K- 52.9% |
$849K - $1M
|
3.61K
$722K
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-4.07K- 22.77% |
$854K - $1.01M
|
13.8K
$2.77M
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-4.08K- 9.81% |
$856K - $1.01M
|
37.6K
$7.52M
|
|
|
May 12, 2025
Q1 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-4.1K- 4.52% |
$860K - $1.01M
|
86.7K
$17.4M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-4.1K- 3.25% |
$860K - $1.01M
|
122K
$24.5M
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-4.1K- 5.71% |
$860K - $1.01M
|
67.8K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Greenbrier Partners Capital Management, LLC
|
SELL
|
- |
-4.13K- 0.29% |
$867K - $1.02M
|
1.43M
$286M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.14K- 1.49% |
$867K - $1.02M
|
274K
$54.8M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.15K- 0.26% |
$869K - $1.02M
|
1.59M
$318M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4.16K- 16.7% |
$871K - $1.03M
|
20.7K
$4.15M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-4.16K- 5.41% |
$872K - $1.03M
|
72.7K
$14.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-4.16K- 24.07% |
$873K - $1.03M
|
13.1K
$2.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-4.17K- 9.93% |
$874K - $1.03M
|
37.8K
$7.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-4.17K- 6.04% |
$874K - $1.03M
|
64.8K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-4.17K- 6.1% |
$874K - $1.03M
|
64.2K
$12.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-4.17K- 16.57% |
$875K - $1.03M
|
21K
$4.21M
|