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 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.22K- 1.94% |
$884K - $1.04M
|
213K
$49M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-4.22K- 2.01% |
$885K - $1.04M
|
206K
$47.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-4.22K- 15.55% |
$885K - $1.04M
|
22.9K
$5.26M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-4.24K- 4.86% |
$888K - $1.05M
|
83K
$19.1M
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-4.24K- 9.75% |
$888K - $1.05M
|
39.2K
$9.01M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-4.25K- 5.24% |
$890K - $1.05M
|
76.8K
$17.6M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-4.25K- 4.58% |
$891K - $1.05M
|
88.6K
$20.3M
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-4.26K- 3.08% |
$893K - $1.05M
|
134K
$30.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-4.26K- 25.61% |
$894K - $1.05M
|
12.4K
$2.84M
|
|
|
May 13, 2025
Q1 2025
|
Inkwell Capital LLC
Miami, FL |
SELL
|
- |
-4.27K- 23.38% |
$895K - $1.06M
|
14K
$3.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-4.27K- 25.59% |
$896K - $1.06M
|
12.4K
$2.85M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-4.29K- 1.89% |
$900K - $1.06M
|
223K
$51.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-4.3K- 6.85% |
$902K - $1.06M
|
58.4K
$13.4M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-4.31K- 5.45% |
$905K - $1.07M
|
74.8K
$17.2M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Capital Management LLC
Alexandria, VA |
SELL
|
- |
-4.33K- 10.09% |
$908K - $1.07M
|
38.6K
$8.86M
|
|
|
May 13, 2025
Q1 2025
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-4.33K- 1.44% |
$908K - $1.07M
|
297K
$68.2M
|
|
|
May 08, 2025
Q1 2025
|
Castellan Group
Louisville, KY |
SELL
|
- |
-4.33K- 72.51% |
$908K - $1.07M
|
1.64K
$377K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4.35K- 19.86% |
$912K - $1.07M
|
17.5K
$4.03M
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-4.35K- 6.06% |
$912K - $1.08M
|
67.4K
$15.5M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-4.35K- 1.63% |
$913K - $1.08M
|
263K
$60.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-4.36K- 5.3% |
$915K - $1.08M
|
77.9K
$17.9M
|
|
|
May 09, 2025
Q1 2025
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-4.37K- 4.25% |
$915K - $1.08M
|
98.2K
$22.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-4.38K- 3.22% |
$918K - $1.08M
|
132K
$30.2M
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-4.39K- 22.16% |
$919K - $1.08M
|
15.4K
$3.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-4.41K- 8.43% |
$924K - $1.09M
|
47.9K
$11M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-4.42K- 0.67% |
$927K - $1.09M
|
652K
$150M
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-4.42K- 3.88% |
$927K - $1.09M
|
109K
$25.1M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-4.43K- 1.5% |
$929K - $1.09M
|
292K
$67M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-4.45K- 2.87% |
$932K - $1.1M
|
151K
$34.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-4.45K- 2.82% |
$932K - $1.1M
|
153K
$35.2M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-4.46K- 27.52% |
$935K - $1.1M
|
11.7K
$2.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-4.48K- 3.57% |
$938K - $1.11M
|
121K
$27.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.49K- 6.05% |
$942K - $1.11M
|
69.8K
$16M
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-4.51K- 0.92% |
$946K - $1.12M
|
484K
$111M
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-4.52K- 4.7% |
$948K - $1.12M
|
91.6K
$21M
|
|
|
May 14, 2025
Q1 2025
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-4.52K- 2.81% |
$948K - $1.12M
|
156K
$35.9M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.53K- 1.02% |
$950K - $1.12M
|
438K
$100M
|
|
|
May 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-4.54K- 4.46% |
$951K - $1.12M
|
97.1K
$22.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-4.54K- 23.21% |
$952K - $1.12M
|
15K
$3.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-4.55K- 10.79% |
$953K - $1.12M
|
37.6K
$8.63M
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-4.55K- 9.03% |
$953K - $1.12M
|
45.8K
$10.5M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-4.55K- 2.35% |
$955K - $1.13M
|
189K
$43.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-4.58K- 29.64% |
$960K - $1.13M
|
10.9K
$2.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-4.58K- 8.87% |
$961K - $1.13M
|
47.1K
$10.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-4.59K- 54.27% |
$962K - $1.13M
|
3.87K
$888K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.59K- 3.57% |
$962K - $1.13M
|
124K
$28.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-4.59K- 30.79% |
$963K - $1.13M
|
10.3K
$2.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-4.61K- 10.78% |
$967K - $1.14M
|
38.2K
$8.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-4.62K- 1.24% |
$968K - $1.14M
|
366K
$84.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-4.62K- 1.54% |
$969K - $1.14M
|
294K
$67.6M
|