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
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-4.55K- 2.35% |
$955K - $1.13M
|
189K
$37.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-4.58K- 29.64% |
$960K - $1.13M
|
10.9K
$2.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-4.58K- 8.87% |
$961K - $1.13M
|
47.1K
$9.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-4.59K- 54.27% |
$962K - $1.13M
|
3.87K
$775K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.59K- 3.57% |
$962K - $1.13M
|
124K
$24.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-4.59K- 30.79% |
$963K - $1.13M
|
10.3K
$2.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-4.61K- 10.78% |
$967K - $1.14M
|
38.2K
$7.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-4.62K- 1.24% |
$968K - $1.14M
|
366K
$73.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-4.62K- 1.54% |
$969K - $1.14M
|
294K
$59M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-4.62K- 0.44% |
$969K - $1.14M
|
1.05M
$210M
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-4.63K- 3.13% |
$971K - $1.14M
|
143K
$28.7M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.65K- 2.42% |
$976K - $1.15M
|
188K
$37.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-4.67K- 1.06% |
$980K - $1.15M
|
437K
$87.5M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-4.69K- 4.76% |
$983K - $1.16M
|
93.7K
$18.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-4.72K- 7.02% |
$990K - $1.17M
|
62.5K
$12.5M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-4.73K- 0.26% |
$992K - $1.17M
|
1.79M
$359M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-4.73K- 1.34% |
$992K - $1.17M
|
349K
$69.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-4.75K- 5.77% |
$997K - $1.17M
|
77.7K
$15.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-4.77K- 5.22% |
$1M - $1.18M
|
86.7K
$17.4M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-4.79K- 6.35% |
$1M - $1.18M
|
70.6K
$14.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-4.8K- 1.61% |
$1.01M - $1.19M
|
293K
$58.6M
|
|
|
May 12, 2025
Q1 2025
|
Colrain Capital LLC
Boston, MA |
SELL
|
- |
-4.8K- 80.67% |
$1.01M - $1.19M
|
1.15K
$230K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-4.81K- 4.23% |
$1.01M - $1.19M
|
109K
$21.8M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.84K- 2.74% |
$1.01M - $1.2M
|
172K
$34.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-4.85K- 35.06% |
$1.02M - $1.2M
|
8.98K
$1.8M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-4.86K- 50.0% |
$1.02M - $1.2M
|
4.86K
$974K
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-4.87K- 6.9% |
$1.02M - $1.2M
|
65.7K
$13.2M
|
|
|
Apr 04, 2025
Q1 2025
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.88K- 6.32% |
$1.02M - $1.2M
|
72.2K
$14.5M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-4.88K- 21.31% |
$1.02M - $1.21M
|
18K
$3.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-4.89K- 10.12% |
$1.02M - $1.21M
|
43.4K
$8.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-4.92K- 9.31% |
$1.03M - $1.22M
|
47.9K
$9.6M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-4.92K- 2.7% |
$1.03M - $1.22M
|
177K
$35.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-4.92K- 6.14% |
$1.03M - $1.22M
|
75.3K
$15.1M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-4.96K- 3.1% |
$1.04M - $1.23M
|
155K
$31M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-4.96K- 4.09% |
$1.04M - $1.23M
|
116K
$23.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-4.99K- 0.84% |
$1.05M - $1.23M
|
587K
$118M
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-5K- 18.1% |
$1.05M - $1.24M
|
22.6K
$4.53M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-5K- 16.89% |
$1.05M - $1.24M
|
24.6K
$4.93M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-5.01K- 44.48% |
$1.05M - $1.24M
|
6.25K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-5.01K- 4.21% |
$1.05M - $1.24M
|
114K
$22.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-5.02K- 1.56% |
$1.05M - $1.24M
|
318K
$63.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-5.03K- 5.87% |
$1.06M - $1.24M
|
80.7K
$16.2M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-5.06K- 2.37% |
$1.06M - $1.25M
|
208K
$41.7M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-5.06K- 12.29% |
$1.06M - $1.25M
|
36.2K
$7.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-5.07K- 3.22% |
$1.06M - $1.25M
|
152K
$30.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-5.08K- 20.41% |
$1.06M - $1.25M
|
19.8K
$3.97M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-5.09K- 11.43% |
$1.07M - $1.26M
|
39.5K
$7.9M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-5.12K- 26.23% |
$1.07M - $1.27M
|
14.4K
$2.88M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-5.13K- 5.7% |
$1.07M - $1.27M
|
84.8K
$17M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-5.14K- 4.45% |
$1.08M - $1.27M
|
110K
$22.1M
|