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 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-8.5K- 7.15% |
$1.78M - $2.1M
|
110K
$22.1M
|
|
May 09, 2025
Q1 2025
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-8.5K- 25.76% |
$1.78M - $2.1M
|
24.5K
$4.91M
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.57K- 4.61% |
$1.8M - $2.12M
|
177K
$35.5M
|
|
May 12, 2025
Q1 2025
|
Dillon & Associates Inc
|
SELL
|
- |
-8.59K- 3.12% |
$1.8M - $2.12M
|
267K
$53.4M
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-8.59K- 2.4% |
$1.8M - $2.12M
|
350K
$70M
|
|
Jun 06, 2025
Q1 2025
|
First Long Island Investors, LLC
|
SELL
|
- |
-8.6K- 5.48% |
$1.8M - $2.13M
|
148K
$29.7M
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-8.61K- 16.96% |
$1.8M - $2.13M
|
42.1K
$8.44M
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-8.62K- 18.22% |
$1.81M - $2.13M
|
38.7K
$7.75M
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-8.67K- 7.67% |
$1.82M - $2.14M
|
104K
$20.9M
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-8.73K- 9.37% |
$1.83M - $2.16M
|
84.5K
$16.9M
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-8.78K- 1.27% |
$1.84M - $2.17M
|
683K
$137M
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
SELL
|
- |
-8.79K- 5.34% |
$1.84M - $2.17M
|
156K
$31.2M
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-8.83K- 9.43% |
$1.85M - $2.18M
|
84.8K
$17M
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-8.83K- 13.99% |
$1.85M - $2.18M
|
54.3K
$10.9M
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-8.86K- 3.37% |
$1.86M - $2.19M
|
254K
$50.8M
|
|
May 05, 2025
Q1 2025
|
Birinyi Associates Inc
|
SELL
|
- |
-8.87K- 2.58% |
$1.86M - $2.19M
|
335K
$67.1M
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-8.89K- 3.37% |
$1.86M - $2.2M
|
255K
$51M
|
|
Apr 23, 2025
Q1 2025
|
Unison Asset Management LLC
|
SELL
|
- |
-8.9K- 30.01% |
$1.87M - $2.2M
|
20.8K
$4.16M
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-8.91K- 9.95% |
$1.87M - $2.2M
|
80.7K
$16.2M
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-8.98K- 27.27% |
$1.88M - $2.22M
|
23.9K
$4.8M
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-9.03K- 1.43% |
$1.89M - $2.23M
|
622K
$125M
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-9.09K- 4.34% |
$1.9M - $2.24M
|
200K
$40.1M
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
SELL
|
- |
-9.1K- 78.64% |
$1.91M - $2.25M
|
2.47K
$495K
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-9.11K- 21.94% |
$1.91M - $2.25M
|
32.4K
$6.49M
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-9.15K- 8.3% |
$1.92M - $2.26M
|
101K
$20.2M
|
|
May 09, 2025
Q1 2025
|
Alapocas Investment Partners, Inc.
Beverly, MA |
SELL
|
- |
-9.19K- 13.02% |
$1.93M - $2.27M
|
61.4K
$12.3M
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-9.19K- 14.39% |
$1.93M - $2.27M
|
54.7K
$11M
|
|
Apr 23, 2025
Q1 2025
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-9.2K- 1.08% |
$1.93M - $2.27M
|
843K
$169M
|
|
Apr 17, 2025
Q1 2025
|
Shikiar Asset Management Inc
|
SELL
|
- |
-9.24K- 3.24% |
$1.94M - $2.28M
|
276K
$55.3M
|
|
May 07, 2025
Q1 2025
|
Nkcfo LLC
|
SELL
|
- |
-9.25K- 16.36% |
$1.94M - $2.29M
|
47.3K
$9.47M
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-9.28K- 1.25% |
$1.94M - $2.29M
|
732K
$147M
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-9.3K- 4.85% |
$1.95M - $2.3M
|
182K
$36.5M
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-9.31KClosed |
$1.95M - $2.3M
|
0
$0
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-9.38K- 26.71% |
$1.97M - $2.32M
|
25.7K
$5.15M
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-9.39K- 5.46% |
$1.97M - $2.32M
|
163K
$32.5M
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-9.43K- 9.2% |
$1.98M - $2.33M
|
93.1K
$18.6M
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-9.47K- 9.78% |
$1.99M - $2.34M
|
87.4K
$17.5M
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-9.49K- 0.67% |
$1.99M - $2.34M
|
1.4M
$280M
|
|
May 13, 2025
Q1 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
SELL
|
- |
-9.51K- 2.79% |
$1.99M - $2.35M
|
331K
$66.4M
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-9.51K- 1.88% |
$1.99M - $2.35M
|
495K
$99.2M
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-9.52K- 87.38% |
$2M - $2.35M
|
1.37K
$275K
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
SELL
|
- |
-9.56K- 24.63% |
$2M - $2.36M
|
29.3K
$5.86M
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-9.57K- 3.32% |
$2.01M - $2.36M
|
278K
$55.8M
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-9.66K- 25.31% |
$2.03M - $2.39M
|
28.5K
$5.71M
|
|
Apr 22, 2025
Q1 2025
|
Refined Wealth Management
|
SELL
|
- |
-9.76K- 76.67% |
$2.05M - $2.41M
|
2.97K
$595K
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-9.79K- 8.13% |
$2.05M - $2.42M
|
111K
$22.2M
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
SELL
|
- |
-9.8K- 21.87% |
$2.05M - $2.42M
|
35K
$7.01M
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-9.81K- 4.67% |
$2.06M - $2.42M
|
200K
$40.1M
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-9.82K- 14.52% |
$2.06M - $2.43M
|
57.8K
$11.6M
|
|
May 14, 2025
Q1 2025
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-9.82K- 35.59% |
$2.06M - $2.43M
|
17.8K
$3.56M
|