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 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-18.9K- 8.57% |
$3.97M - $4.68M
|
202K
$40.5M
|
|
|
May 09, 2025
Q1 2025
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-19K- 14.9% |
$3.97M - $4.68M
|
108K
$21.7M
|
|
|
May 02, 2025
Q1 2025
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-19.1K- 0.9% |
$4.01M - $4.72M
|
2.11M
$422M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-19.2K- 49.79% |
$4.03M - $4.74M
|
19.4K
$3.88M
|
|
|
May 15, 2025
Q1 2025
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-19.2K- 13.59% |
$4.03M - $4.75M
|
122K
$24.5M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-19.3K- 24.1% |
$4.04M - $4.76M
|
60.6K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-19.4K- 6.12% |
$4.07M - $4.8M
|
298K
$59.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-19.4K- 3.63% |
$4.08M - $4.8M
|
515K
$103M
|
|
|
May 09, 2025
Q1 2025
|
Lgt Capital Partners Ltd.
|
SELL
|
- |
-19.5K- 3.57% |
$4.08M - $4.81M
|
526K
$105M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-19.5K- 30.78% |
$4.08M - $4.81M
|
43.8K
$8.77M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-19.5K- 1.71% |
$4.1M - $4.83M
|
1.12M
$225M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-19.6K- 67.62% |
$4.12M - $4.85M
|
9.4K
$1.88M
|
|
|
May 20, 2025
Q1 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-20K- 1.54% |
$4.19M - $4.94M
|
1.28M
$255M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-20.1K- 25.17% |
$4.21M - $4.96M
|
59.7K
$12M
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-20.2K- 3.63% |
$4.23M - $4.98M
|
535K
$107M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-20.2K- 1.87% |
$4.24M - $5M
|
1.06M
$213M
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-20.4K- 94.86% |
$4.28M - $5.04M
|
1.11K
$222K
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-20.4K- 79.69% |
$4.28M - $5.05M
|
5.21K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-20.5K- 1.53% |
$4.29M - $5.06M
|
1.32M
$264M
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-20.5K- 10.28% |
$4.29M - $5.06M
|
179K
$35.8M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-20.5K- 67.01% |
$4.3M - $5.07M
|
10.1K
$2.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-20.5K- 58.51% |
$4.3M - $5.07M
|
14.5K
$2.91M
|
|
|
May 09, 2025
Q1 2025
|
Pine Ridge Advisers LLC
New York, NY |
SELL
|
- |
-20.6K- 42.33% |
$4.33M - $5.1M
|
28.1K
$5.63M
|
|
|
May 19, 2025
Q1 2025
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-20.6K- 72.37% |
$4.33M - $5.1M
|
7.88K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-20.9K- 8.68% |
$4.37M - $5.16M
|
220K
$44M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-20.9K- 65.65% |
$4.39M - $5.17M
|
10.9K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-20.9K- 4.05% |
$4.39M - $5.17M
|
495K
$99.2M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-21K- 6.79% |
$4.4M - $5.19M
|
288K
$57.7M
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-21.2K- 8.57% |
$4.45M - $5.25M
|
227K
$45.4M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-21.2K- 1.41% |
$4.46M - $5.25M
|
1.49M
$298M
|
|
|
May 13, 2025
Q1 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-21.3K- 43.85% |
$4.46M - $5.25M
|
27.2K
$5.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-21.4K- 2.39% |
$4.48M - $5.28M
|
872K
$175M
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-22.1K- 50.15% |
$4.63M - $5.45M
|
21.9K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Unisphere Establishment
Vaduz, N2 |
SELL
|
- |
-22.4K- 25.6% |
$4.7M - $5.54M
|
65.1K
$13M
|
|
|
May 08, 2025
Q1 2025
|
Cincinnati Financial Corp
|
SELL
|
- |
-22.5K- 0.79% |
$4.72M - $5.56M
|
2.81M
$563M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-22.6K- 2.55% |
$4.73M - $5.57M
|
861K
$173M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-22.6K- 99.81% |
$4.74M - $5.59M
|
42
$8.41K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-22.7K- 4.23% |
$4.77M - $5.62M
|
515K
$103M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-22.8K- 5.47% |
$4.77M - $5.62M
|
393K
$78.8M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-22.8K- 3.93% |
$4.78M - $5.63M
|
557K
$112M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-22.8K- 16.41% |
$4.78M - $5.63M
|
116K
$23.3M
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-22.8K- 22.94% |
$4.78M - $5.63M
|
76.6K
$15.3M
|
|
|
May 13, 2025
Q1 2025
|
Employees Retirement System Of Texas
|
SELL
|
- |
-22.8K- 1.15% |
$4.78M - $5.63M
|
1.96M
$392M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-23.1K- 14.59% |
$4.85M - $5.72M
|
135K
$27.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-23.2K- 46.51% |
$4.86M - $5.73M
|
26.7K
$5.34M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-23.2K- 2.53% |
$4.87M - $5.74M
|
896K
$179M
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-23.3K- 9.53% |
$4.88M - $5.76M
|
221K
$44.3M
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-23.3K- 2.98% |
$4.89M - $5.76M
|
760K
$152M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-23.5K- 14.95% |
$4.93M - $5.81M
|
134K
$26.8M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-23.7K- 5.01% |
$4.97M - $5.86M
|
450K
$90.1M
|