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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
10.3K+ 5.78% |
$1.77M - $2.3M
|
188K
$43.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
10.3K+ 18.41% |
$1.77M - $2.3M
|
66K
$15.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.2K+ 32.02% |
$1.75M - $2.27M
|
41.9K
$9.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
10.1K+ 12.35% |
$1.75M - $2.27M
|
92.3K
$21.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
10.1K+ 12.29% |
$1.75M - $2.27M
|
92.5K
$21.2M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
10.1K+ 34.79% |
$1.74M - $2.26M
|
39.1K
$8.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
9.97K+ 14.95% |
$1.72M - $2.23M
|
76.7K
$17.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9.85K+ 10.14% |
$1.7M - $2.21M
|
107K
$24.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
9.85K+ 2.38% |
$1.7M - $2.21M
|
423K
$97.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
9.82K+ 7.1% |
$1.69M - $2.2M
|
148K
$34M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
9.81K+ 8.96% |
$1.69M - $2.2M
|
119K
$27.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
9.71KNew |
$1.67M - $2.17M
|
9.71K
$2.23M
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
9.71K+ 96.18% |
$1.67M - $2.17M
|
19.8K
$4.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Qvr LLC
|
BUY
|
- |
9.53KNew |
$1.64M - $2.13M
|
9.53K
$2.19M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
9.52K+ 16.5% |
$1.64M - $2.13M
|
67.2K
$15.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
9.47K+ 53.22% |
$1.63M - $2.12M
|
27.3K
$6.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
9.39K+ 102.67% |
$1.62M - $2.1M
|
18.5K
$4.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Ycg, LLC
|
BUY
|
- |
9.37K+ 4.77% |
$1.62M - $2.1M
|
206K
$47.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
9.3K+ 11479.01% |
$1.6M - $2.08M
|
9.38K
$2.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.28K+ 4.3% |
$1.6M - $2.08M
|
225K
$51.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
9.24KNew |
$1.59M - $2.07M
|
9.24K
$2.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.19K+ 1.2% |
$1.59M - $2.06M
|
774K
$178M
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
BUY
|
- |
9.16K+ 3.74% |
$1.58M - $2.05M
|
254K
$58.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
9.11K+ 39.88% |
$1.57M - $2.04M
|
31.9K
$7.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
8.98K+ 4.12% |
$1.55M - $2.01M
|
227K
$52.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
8.9K+ 3.94% |
$1.53M - $1.99M
|
235K
$53.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
8.9K+ 29.73% |
$1.53M - $1.99M
|
38.8K
$8.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
8.85KNew |
$1.53M - $1.98M
|
8.85K
$2.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
8.83K+ 6.14% |
$1.52M - $1.98M
|
153K
$35.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
8.83K+ 3.12% |
$1.52M - $1.98M
|
292K
$67.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
8.78K+ 44.73% |
$1.51M - $1.97M
|
28.4K
$6.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
8.73K+ 23.45% |
$1.5M - $1.95M
|
45.9K
$10.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
8.7K+ 73.8% |
$1.5M - $1.95M
|
20.5K
$4.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
8.61K+ 2.34% |
$1.48M - $1.93M
|
377K
$86.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
8.6K+ 1.68% |
$1.48M - $1.93M
|
522K
$120M
|
|
|
Aug 14, 2025
Q2 2025
|
Kemnay Advisory Services Inc.
New York, NY |
BUY
|
- |
8.59K+ 13.58% |
$1.48M - $1.92M
|
71.8K
$16.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8.56K+ 4.94% |
$1.48M - $1.92M
|
182K
$41.8M
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
8.53K+ 55.46% |
$1.47M - $1.91M
|
23.9K
$5.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
8.46K+ 33.71% |
$1.46M - $1.89M
|
33.5K
$7.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
8.45K+ 4.34% |
$1.46M - $1.89M
|
203K
$46.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.45K+ 0.14% |
$1.46M - $1.89M
|
6.13M
$1.41B
|
|
|
Jul 28, 2025
Q2 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
8.37K+ 3.49% |
$1.44M - $1.87M
|
248K
$57.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
8.36K+ 2.1% |
$1.44M - $1.87M
|
407K
$93.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
8.33K+ 19.15% |
$1.44M - $1.87M
|
51.8K
$11.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
8.31K+ 2.4% |
$1.43M - $1.86M
|
354K
$81.3M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8.27K+ 59.91% |
$1.43M - $1.85M
|
22.1K
$5.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
8.27KNew |
$1.43M - $1.85M
|
8.27K
$1.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
8.25K+ 13.63% |
$1.42M - $1.85M
|
68.8K
$15.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
8.22K+ 4.1% |
$1.42M - $1.84M
|
209K
$47.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
8.19K+ 110.72% |
$1.41M - $1.83M
|
15.6K
$3.58M
|