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 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
6.93K+ 5.75% |
$1.19M - $1.55M
|
127K
$29.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
6.92K+ 7.62% |
$1.19M - $1.55M
|
97.8K
$22.4M
|
|
|
Aug 14, 2025
Q2 2025
|
First International Bank Of Israel Ltd.
Tel Aviv, |
BUY
|
- |
6.91KNew |
$1.19M - $1.55M
|
6.91K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
6.87K+ 68.36% |
$1.18M - $1.54M
|
16.9K
$3.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
6.87K+ 32.85% |
$1.18M - $1.54M
|
27.8K
$6.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
6.85K+ 26.55% |
$1.18M - $1.53M
|
32.6K
$7.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
6.84K+ 6.44% |
$1.18M - $1.53M
|
113K
$26M
|
|
|
Aug 12, 2025
Q2 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
6.83K+ 1.36% |
$1.18M - $1.53M
|
509K
$117M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.83K+ 20.56% |
$1.18M - $1.53M
|
40K
$9.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
6.81K+ 43.43% |
$1.17M - $1.52M
|
22.5K
$5.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
6.77K+ 33.39% |
$1.17M - $1.52M
|
27K
$6.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.76K+ 0.96% |
$1.17M - $1.51M
|
712K
$163M
|
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
6.7K+ 10.45% |
$1.15M - $1.5M
|
70.8K
$16.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
6.69K+ 5.02% |
$1.15M - $1.5M
|
140K
$32.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6.68K+ 1.62% |
$1.15M - $1.49M
|
419K
$96.2M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
6.66K+ 1.08% |
$1.15M - $1.49M
|
622K
$143M
|
|
|
Aug 06, 2025
Q2 2025
|
Twin Capital Management Inc
|
BUY
|
- |
6.64K+ 2.54% |
$1.14M - $1.49M
|
268K
$61.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
6.62KNew |
$1.14M - $1.48M
|
6.62K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
6.62K+ 130.14% |
$1.14M - $1.48M
|
11.7K
$2.69M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
6.58K+ 4.3% |
$1.14M - $1.47M
|
160K
$36.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.58K+ 18.95% |
$1.13M - $1.47M
|
41.3K
$9.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.57K+ 3.36% |
$1.13M - $1.47M
|
202K
$46.4M
|
|
|
Aug 07, 2025
Q2 2025
|
S&Co Inc
Boston, MA |
BUY
|
- |
6.57K+ 2.69% |
$1.13M - $1.47M
|
251K
$57.7M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
6.56K+ 668.71% |
$1.13M - $1.47M
|
7.54K
$1.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
6.54K+ 53.38% |
$1.13M - $1.46M
|
18.8K
$4.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
6.53K+ 69.7% |
$1.13M - $1.46M
|
15.9K
$3.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
6.51K+ 2.57% |
$1.12M - $1.46M
|
260K
$59.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
6.5K+ 12.95% |
$1.12M - $1.45M
|
56.7K
$13M
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
6.46K+ 4.54% |
$1.11M - $1.45M
|
149K
$34.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.44K+ 3.79% |
$1.11M - $1.44M
|
176K
$40.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
6.42K+ 13.46% |
$1.11M - $1.44M
|
54.1K
$12.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
6.42K+ 25.35% |
$1.11M - $1.44M
|
31.7K
$7.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
6.41K+ 7.26% |
$1.11M - $1.44M
|
94.7K
$21.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
6.4K+ 20.54% |
$1.1M - $1.43M
|
37.6K
$8.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
6.39K+ 20.95% |
$1.1M - $1.43M
|
36.9K
$8.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
6.37K+ 4.16% |
$1.1M - $1.43M
|
160K
$36.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
6.37K+ 61.98% |
$1.1M - $1.43M
|
16.7K
$3.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
6.37K+ 9.45% |
$1.1M - $1.43M
|
73.8K
$16.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.37K+ 6.31% |
$1.1M - $1.43M
|
107K
$24.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
6.29K+ 4.86% |
$1.08M - $1.41M
|
136K
$31.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
6.26K+ 43.86% |
$1.08M - $1.4M
|
20.5K
$4.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6.23K+ 5.48% |
$1.07M - $1.39M
|
120K
$27.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.19K+ 0.72% |
$1.07M - $1.39M
|
860K
$198M
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
6.17KNew |
$1.06M - $1.38M
|
6.17K
$1.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
6.17K+ 16.01% |
$1.06M - $1.38M
|
44.7K
$10.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6.16K+ 62.62% |
$1.06M - $1.38M
|
16K
$3.67M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
6.11KNew |
$1.05M - $1.37M
|
6.11K
$1.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
BUY
|
- |
6.09K+ 482.73% |
$1.05M - $1.36M
|
7.35K
$1.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.08K+ 18.95% |
$1.05M - $1.36M
|
38.2K
$8.77M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
6.08K+ 35741.18% |
$1.05M - $1.36M
|
6.09K
$1.4M
|