Purchases and Sales Made in Q2 2025 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 30, 2025
Q2 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
13.2K+ 162.34% |
$2.27M - $2.95M
|
21.3K
$4.89M
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
13.1K+ 2.9% |
$2.26M - $2.93M
|
465K
$107M
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
13.1K+ 19.85% |
$2.25M - $2.93M
|
78.9K
$18.1M
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
13K+ 10.04% |
$2.24M - $2.91M
|
143K
$32.8M
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
13KNew |
$2.24M - $2.9M
|
13K
$2.98M
|
|
Aug 07, 2025
Q2 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
13K+ 10791.67% |
$2.23M - $2.9M
|
13.1K
$3M
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
12.9K+ 32.95% |
$2.23M - $2.89M
|
52.1K
$12M
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
12.8K+ 1.22% |
$2.2M - $2.86M
|
1.06M
$244M
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
12.8K+ 0.67% |
$2.2M - $2.86M
|
1.91M
$438M
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
12.7KNew |
$2.2M - $2.85M
|
12.7K
$2.93M
|
|
Aug 14, 2025
Q2 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
12.7K+ 509.12% |
$2.19M - $2.85M
|
15.2K
$3.5M
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
12.7KNew |
$2.19M - $2.84M
|
12.7K
$2.92M
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
12.6K+ 33.47% |
$2.17M - $2.82M
|
50.3K
$11.6M
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
12.5KNew |
$2.16M - $2.81M
|
12.5K
$2.88M
|
|
Jul 11, 2025
Q2 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
12.5KNew |
$2.16M - $2.8M
|
12.5K
$2.88M
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
12.4K+ 23.0% |
$2.15M - $2.79M
|
66.6K
$15.3M
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
12.4K+ 86.93% |
$2.14M - $2.78M
|
26.7K
$6.13M
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
12.4K+ 13.9% |
$2.14M - $2.77M
|
102K
$23.3M
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
12.3K+ 3.41% |
$2.13M - $2.76M
|
374K
$86M
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
12.3KNew |
$2.12M - $2.76M
|
12.3K
$2.83M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
12.3K+ 5.25% |
$2.11M - $2.75M
|
246K
$56.5M
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
12.2K+ 6.33% |
$2.1M - $2.72M
|
204K
$46.9M
|
|
Aug 14, 2025
Q2 2025
|
Infusive Asset Management Inc.
New York, NY |
BUY
|
- |
12K+ 194.32% |
$2.08M - $2.7M
|
18.2K
$4.19M
|
|
Aug 01, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
12K+ 617.28% |
$2.07M - $2.69M
|
13.9K
$3.2M
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
11.9K+ 1.37% |
$2.05M - $2.67M
|
881K
$202M
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
11.8K+ 72.15% |
$2.03M - $2.64M
|
28.1K
$6.46M
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
11.8K+ 221.91% |
$2.03M - $2.63M
|
17.1K
$3.92M
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
11.6K+ 5.58% |
$2M - $2.6M
|
220K
$50.5M
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
11.6K+ 10.84% |
$1.99M - $2.59M
|
118K
$27.1M
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
11.6K+ 9.87% |
$1.99M - $2.59M
|
129K
$29.6M
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
11.6K+ 6.66% |
$1.99M - $2.59M
|
185K
$42.5M
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
11.4K+ 117.37% |
$1.96M - $2.55M
|
21.1K
$4.84M
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
11.3K+ 3.3% |
$1.95M - $2.53M
|
353K
$81.1M
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.3K+ 1.17% |
$1.94M - $2.52M
|
975K
$224M
|
|
Aug 14, 2025
Q2 2025
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
11.2KNew |
$1.94M - $2.51M
|
11.2K
$2.58M
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
11.1K+ 20.82% |
$1.91M - $2.49M
|
64.4K
$14.8M
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.1K+ 2.19% |
$1.91M - $2.47M
|
517K
$119M
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
11K+ 21.5% |
$1.89M - $2.45M
|
61.9K
$14.2M
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
10.9K+ 17.94% |
$1.88M - $2.44M
|
71.7K
$16.5M
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
10.9K+ 3.27% |
$1.87M - $2.43M
|
343K
$78.8M
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
BUY
|
- |
10.8K+ 7.31% |
$1.87M - $2.42M
|
159K
$36.5M
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
10.7K+ 8.48% |
$1.85M - $2.4M
|
137K
$31.5M
|
|
Aug 13, 2025
Q2 2025
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
10.7K+ 21.17% |
$1.85M - $2.4M
|
61.3K
$14.1M
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
10.7K+ 4.22% |
$1.85M - $2.4M
|
264K
$60.7M
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
10.6K+ 9.57% |
$1.82M - $2.36M
|
121K
$27.8M
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
10.5K+ 8.79% |
$1.81M - $2.35M
|
130K
$29.9M
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10.4K+ 0.55% |
$1.79M - $2.33M
|
1.91M
$439M
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
10.4K+ 27.55% |
$1.79M - $2.32M
|
47.9K
$11M
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
10.3K+ 20.78% |
$1.78M - $2.31M
|
60K
$13.8M
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 6.01% |
$1.77M - $2.3M
|
181K
$41.5M
|