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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-9.86K- 3.78% |
$2.07M - $2.44M
|
251K
$50.3M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-9.87K- 7.48% |
$2.07M - $2.44M
|
122K
$24.5M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-9.91K- 2.89% |
$2.08M - $2.45M
|
332K
$66.6M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-9.93K- 4.55% |
$2.08M - $2.45M
|
208K
$41.7M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-9.94K- 4.14% |
$2.08M - $2.46M
|
230K
$46.1M
|
|
|
May 15, 2025
Q1 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.98K- 12.59% |
$2.09M - $2.47M
|
69.3K
$13.9M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-10K- 38.56% |
$2.1M - $2.47M
|
15.9K
$3.19M
|
|
|
May 12, 2025
Q1 2025
|
Wilmar Advisors LLC
Juno Beach, FL |
SELL
|
- |
-10K- 8.33% |
$2.1M - $2.47M
|
110K
$22M
|
|
|
Apr 30, 2025
Q1 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-10K- 7.28% |
$2.1M - $2.48M
|
128K
$25.6M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-10.1K- 1.71% |
$2.11M - $2.49M
|
577K
$116M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-10.1K- 7.44% |
$2.11M - $2.49M
|
125K
$25.1M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-10.1K- 2.23% |
$2.11M - $2.49M
|
442K
$88.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-10.1K- 10.33% |
$2.12M - $2.49M
|
87.6K
$17.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-10.2K- 4.02% |
$2.13M - $2.51M
|
243K
$48.6M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-10.2K- 12.48% |
$2.14M - $2.52M
|
71.6K
$14.3M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-10.2K- 12.22% |
$2.14M - $2.52M
|
73.4K
$14.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-10.2K- 8.77% |
$2.15M - $2.53M
|
106K
$21.3M
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-10.3K- 17.7% |
$2.15M - $2.53M
|
47.7K
$9.55M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-10.3K- 7.57% |
$2.16M - $2.54M
|
126K
$25.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-10.3K- 1.88% |
$2.16M - $2.55M
|
538K
$108M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-10.4K- 5.68% |
$2.18M - $2.57M
|
173K
$34.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-10.4K- 80.56% |
$2.18M - $2.57M
|
2.51K
$503K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-10.4K- 1.58% |
$2.19M - $2.58M
|
652K
$131M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-10.5K- 6.58% |
$2.21M - $2.6M
|
150K
$29.9M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-10.5K- 2.09% |
$2.21M - $2.61M
|
493K
$98.7M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-10.6K- 30.18% |
$2.22M - $2.62M
|
24.5K
$4.91M
|
|
|
May 14, 2025
Q1 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-10.6K- 5.18% |
$2.22M - $2.62M
|
194K
$38.9M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-10.6K- 42.33% |
$2.23M - $2.62M
|
14.5K
$2.9M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-10.7K- 15.59% |
$2.24M - $2.64M
|
57.8K
$11.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-10.7K- 6.65% |
$2.25M - $2.65M
|
150K
$30.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-10.7K- 8.82% |
$2.25M - $2.66M
|
111K
$22.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-10.8K- 21.1% |
$2.26M - $2.66M
|
40.3K
$8.07M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-10.8K- 3.54% |
$2.27M - $2.67M
|
294K
$58.9M
|
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-10.9K- 18.42% |
$2.29M - $2.69M
|
48.3K
$9.67M
|
|
|
May 14, 2025
Q1 2025
|
Westwood Wealth Management
|
SELL
|
- |
-10.9K- 8.08% |
$2.29M - $2.7M
|
124K
$24.9M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-10.9K- 20.22% |
$2.29M - $2.7M
|
43.2K
$8.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11K- 5.58% |
$2.3M - $2.71M
|
185K
$37.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-11K- 14.04% |
$2.3M - $2.71M
|
67.1K
$13.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-11K- 10.67% |
$2.3M - $2.71M
|
91.8K
$18.4M
|
|
|
May 15, 2025
Q1 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
SELL
|
- |
-11K- 88.18% |
$2.31M - $2.73M
|
1.48K
$296K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-11.1K- 4.95% |
$2.32M - $2.73M
|
212K
$42.5M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-11.1K- 3.06% |
$2.33M - $2.74M
|
351K
$70.3M
|
|
|
May 14, 2025
Q1 2025
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-11.2K- 15.14% |
$2.35M - $2.77M
|
62.9K
$12.6M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11.3K- 3.35% |
$2.36M - $2.78M
|
325K
$65.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Surience Private Wealth LLC
|
SELL
|
- |
-11.3K- 61.52% |
$2.36M - $2.79M
|
7.05K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-11.3K- 6.87% |
$2.37M - $2.79M
|
153K
$30.7M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-11.3K- 41.85% |
$2.37M - $2.8M
|
15.7K
$3.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-11.3K- 52.33% |
$2.38M - $2.8M
|
10.3K
$2.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-11.3K- 3.84% |
$2.38M - $2.8M
|
284K
$56.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-11.4K- 3.77% |
$2.38M - $2.81M
|
290K
$58M
|