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 14, 2025
Q1 2025
|
Dash Acquisitions Inc.
|
SELL
|
- |
-5.15K- 13.48% |
$1.08M - $1.27M
|
33K
$6.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-5.17K- 1.07% |
$1.08M - $1.28M
|
480K
$96.1M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-5.18K- 3.32% |
$1.09M - $1.28M
|
151K
$30.1M
|
|
|
May 12, 2025
Q1 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-5.18K- 7.73% |
$1.09M - $1.28M
|
61.8K
$12.4M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-5.19K- 99.67% |
$1.09M - $1.28M
|
17
$3.41K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5.22K- 0.27% |
$1.1M - $1.29M
|
1.9M
$381M
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-5.23K- 14.06% |
$1.1M - $1.29M
|
32K
$6.41M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-5.24K- 12.16% |
$1.1M - $1.29M
|
37.8K
$7.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-5.28K- 2.1% |
$1.11M - $1.3M
|
246K
$49.4M
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-5.28K- 1.47% |
$1.11M - $1.3M
|
353K
$70.8M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-5.28K- 0.72% |
$1.11M - $1.31M
|
731K
$146M
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
SELL
|
- |
-5.3K- 16.22% |
$1.11M - $1.31M
|
27.4K
$5.48M
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-5.32K- 3.78% |
$1.11M - $1.31M
|
135K
$27.1M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-5.33K- 60.18% |
$1.12M - $1.32M
|
3.53K
$706K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-5.33K- 58.43% |
$1.12M - $1.32M
|
3.79K
$760K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-5.34K- 3.24% |
$1.12M - $1.32M
|
160K
$32M
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-5.37K- 3.27% |
$1.13M - $1.33M
|
159K
$31.9M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5.4K- 2.17% |
$1.13M - $1.33M
|
243K
$48.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-5.4K- 30.32% |
$1.13M - $1.34M
|
12.4K
$2.49M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-5.4K- 12.64% |
$1.13M - $1.34M
|
37.3K
$7.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-5.41K- 1.32% |
$1.13M - $1.34M
|
405K
$81.2M
|
|
|
May 09, 2025
Q1 2025
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-5.46K- 2.75% |
$1.14M - $1.35M
|
193K
$38.6M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-5.47K- 20.21% |
$1.15M - $1.35M
|
21.6K
$4.33M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.49K- 7.63% |
$1.15M - $1.36M
|
66.4K
$13.3M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-5.49K- 11.68% |
$1.15M - $1.36M
|
41.5K
$8.32M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-5.51K- 2.9% |
$1.15M - $1.36M
|
184K
$36.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Skylands Capital, LLC
|
SELL
|
- |
-5.53K- 4.09% |
$1.16M - $1.37M
|
130K
$25.9M
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-5.58K- 74.44% |
$1.17M - $1.38M
|
1.91K
$383K
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-5.6K- 11.22% |
$1.17M - $1.38M
|
44.3K
$8.88M
|
|
|
May 15, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-5.62K- 7.14% |
$1.18M - $1.39M
|
73.2K
$14.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-5.63K- 2.06% |
$1.18M - $1.39M
|
268K
$53.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-5.63K- 8.14% |
$1.18M - $1.39M
|
63.5K
$12.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-5.63K- 3.57% |
$1.18M - $1.39M
|
152K
$30.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-5.65K- 31.58% |
$1.19M - $1.4M
|
12.2K
$2.45M
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-5.66K- 3.5% |
$1.19M - $1.4M
|
156K
$31.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5.69K- 1.24% |
$1.19M - $1.41M
|
451K
$90.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-5.7K- 13.86% |
$1.19M - $1.41M
|
35.4K
$7.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-5.7K- 8.84% |
$1.2M - $1.41M
|
58.8K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-5.7K- 4.77% |
$1.2M - $1.41M
|
114K
$22.8M
|
|
|
May 13, 2025
Q1 2025
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-5.71K- 2.95% |
$1.2M - $1.41M
|
188K
$37.7M
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-5.71K- 2.14% |
$1.2M - $1.41M
|
261K
$52.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-5.72K- 9.73% |
$1.2M - $1.41M
|
53.1K
$10.6M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-5.73K- 7.2% |
$1.2M - $1.42M
|
73.8K
$14.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-5.73K- 22.06% |
$1.2M - $1.42M
|
20.3K
$4.06M
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-5.75K- 23.88% |
$1.21M - $1.42M
|
18.3K
$3.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-5.75K- 16.53% |
$1.21M - $1.42M
|
29K
$5.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-5.76K- 10.69% |
$1.21M - $1.42M
|
48.1K
$9.63M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.77K- 8.71% |
$1.21M - $1.43M
|
60.5K
$12.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-5.79K- 0.45% |
$1.21M - $1.43M
|
1.29M
$258M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-5.8K- 2.68% |
$1.22M - $1.43M
|
210K
$42.2M
|