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
|
Members Trust CO
|
BUY
|
- |
11.6K+ 10.84% |
$1.99M - $2.59M
|
118K
$31.1M
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
11.6K+ 9.87% |
$1.99M - $2.59M
|
129K
$33.8M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
11.6K+ 6.66% |
$1.99M - $2.59M
|
185K
$48.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
11.4K+ 117.37% |
$1.96M - $2.55M
|
21.1K
$5.54M
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
11.3K+ 3.3% |
$1.95M - $2.53M
|
353K
$92.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.3K+ 1.17% |
$1.94M - $2.52M
|
975K
$256M
|
|
|
Aug 14, 2025
Q2 2025
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
11.2KNew |
$1.94M - $2.51M
|
11.2K
$2.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
11.1K+ 20.82% |
$1.91M - $2.49M
|
64.4K
$16.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.1K+ 2.19% |
$1.91M - $2.47M
|
517K
$136M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
11K+ 21.5% |
$1.89M - $2.45M
|
61.9K
$16.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
10.9K+ 17.94% |
$1.88M - $2.44M
|
71.7K
$18.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
10.9K+ 3.27% |
$1.87M - $2.43M
|
343K
$90.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
BUY
|
- |
10.8K+ 7.31% |
$1.87M - $2.42M
|
159K
$41.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
10.7K+ 8.48% |
$1.85M - $2.4M
|
137K
$36.1M
|
|
|
Aug 13, 2025
Q2 2025
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
10.7K+ 21.17% |
$1.85M - $2.4M
|
61.3K
$16.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
10.7K+ 4.22% |
$1.85M - $2.4M
|
264K
$69.4M
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
10.6K+ 9.57% |
$1.82M - $2.36M
|
121K
$31.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
10.5K+ 8.79% |
$1.81M - $2.35M
|
130K
$34.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10.4K+ 0.55% |
$1.79M - $2.33M
|
1.91M
$502M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
10.4K+ 27.55% |
$1.79M - $2.32M
|
47.9K
$12.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
10.3K+ 20.78% |
$1.78M - $2.31M
|
60K
$15.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 6.01% |
$1.77M - $2.3M
|
181K
$47.5M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
10.3K+ 5.78% |
$1.77M - $2.3M
|
188K
$49.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
10.3K+ 18.41% |
$1.77M - $2.3M
|
66K
$17.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.2K+ 32.02% |
$1.75M - $2.27M
|
41.9K
$11M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
10.1K+ 12.35% |
$1.75M - $2.27M
|
92.3K
$24.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
10.1K+ 12.29% |
$1.75M - $2.27M
|
92.5K
$24.3M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
10.1K+ 34.79% |
$1.74M - $2.26M
|
39.1K
$10.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
9.97K+ 14.95% |
$1.72M - $2.23M
|
76.7K
$20.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9.85K+ 10.14% |
$1.7M - $2.21M
|
107K
$28.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
9.85K+ 2.38% |
$1.7M - $2.21M
|
423K
$111M
|
|
|
Aug 15, 2025
Q2 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
9.84K+ 25.41% |
$1.7M - $2.2M
|
48.5K
$12.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
9.82K+ 7.1% |
$1.69M - $2.2M
|
148K
$38.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
9.81K+ 8.96% |
$1.69M - $2.2M
|
119K
$31.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
9.71KNew |
$1.67M - $2.17M
|
9.71K
$2.55M
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
9.71K+ 96.18% |
$1.67M - $2.17M
|
19.8K
$5.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Qvr LLC
|
BUY
|
- |
9.53KNew |
$1.64M - $2.13M
|
9.53K
$2.5M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
9.52K+ 16.5% |
$1.64M - $2.13M
|
67.2K
$17.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
9.47K+ 53.22% |
$1.63M - $2.12M
|
27.3K
$7.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
9.39K+ 102.67% |
$1.62M - $2.1M
|
18.5K
$4.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Ycg, LLC
|
BUY
|
- |
9.37K+ 4.77% |
$1.62M - $2.1M
|
206K
$54.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
9.3K+ 11479.01% |
$1.6M - $2.08M
|
9.38K
$2.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.28K+ 4.3% |
$1.6M - $2.08M
|
225K
$59.1M
|
|
|
Oct 07, 2025
Q2 2025
|
Element Squared LLC
Minneapolis, MN |
BUY
|
- |
9.27KNew |
$1.6M - $2.08M
|
9.27K
$2.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
9.24KNew |
$1.59M - $2.07M
|
9.24K
$2.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.19K+ 1.2% |
$1.59M - $2.06M
|
774K
$203M
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
BUY
|
- |
9.16K+ 3.74% |
$1.58M - $2.05M
|
254K
$66.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
9.11K+ 39.88% |
$1.57M - $2.04M
|
31.9K
$8.39M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
8.99K+ 0.51% |
$1.55M - $2.01M
|
1.79M
$469M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
8.98K+ 4.12% |
$1.55M - $2.01M
|
227K
$59.6M
|