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 07, 2025
Q2 2025
|
S&Co Inc
Boston, MA |
BUY
|
- |
6.57K+ 2.69% |
$1.13M - $1.47M
|
251K
$66M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
6.56K+ 668.71% |
$1.13M - $1.47M
|
7.54K
$1.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
6.54K+ 53.38% |
$1.13M - $1.46M
|
18.8K
$4.94M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
6.53K+ 69.7% |
$1.13M - $1.46M
|
15.9K
$4.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
6.51K+ 2.57% |
$1.12M - $1.46M
|
260K
$68.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
6.5K+ 12.95% |
$1.12M - $1.45M
|
56.7K
$14.9M
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
6.46K+ 4.54% |
$1.11M - $1.45M
|
149K
$39M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.44K+ 3.79% |
$1.11M - $1.44M
|
176K
$46.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
6.42K+ 13.46% |
$1.11M - $1.44M
|
54.1K
$14.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
6.42K+ 25.35% |
$1.11M - $1.44M
|
31.7K
$8.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
6.41K+ 7.26% |
$1.11M - $1.44M
|
94.7K
$24.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
6.4K+ 20.54% |
$1.1M - $1.43M
|
37.6K
$9.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
6.39K+ 20.95% |
$1.1M - $1.43M
|
36.9K
$9.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
6.37K+ 4.16% |
$1.1M - $1.43M
|
160K
$42M
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
6.37K+ 61.98% |
$1.1M - $1.43M
|
16.7K
$4.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
6.37K+ 9.45% |
$1.1M - $1.43M
|
73.8K
$19.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.37K+ 6.31% |
$1.1M - $1.43M
|
107K
$28.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
6.29K+ 4.86% |
$1.08M - $1.41M
|
136K
$35.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
6.26K+ 43.86% |
$1.08M - $1.4M
|
20.5K
$5.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6.23K+ 5.48% |
$1.07M - $1.39M
|
120K
$31.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.19K+ 0.72% |
$1.07M - $1.39M
|
860K
$226M
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
6.17KNew |
$1.06M - $1.38M
|
6.17K
$1.62M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
6.17K+ 16.01% |
$1.06M - $1.38M
|
44.7K
$11.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6.16K+ 62.62% |
$1.06M - $1.38M
|
16K
$4.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
6.11KNew |
$1.05M - $1.37M
|
6.11K
$1.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
BUY
|
- |
6.09K+ 482.73% |
$1.05M - $1.36M
|
7.35K
$1.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.08K+ 18.95% |
$1.05M - $1.36M
|
38.2K
$10M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
6.08K+ 35741.18% |
$1.05M - $1.36M
|
6.09K
$1.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
6.04K+ 17.62% |
$1.04M - $1.35M
|
40.3K
$10.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
6.03K+ 22.09% |
$1.04M - $1.35M
|
33.3K
$8.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
6K+ 0.13% |
$1.03M - $1.34M
|
4.78M
$1.26B
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
5.97K+ 23.16% |
$1.03M - $1.34M
|
31.8K
$8.35M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
5.92KNew |
$1.02M - $1.33M
|
5.92K
$1.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
5.89K+ 5.15% |
$1.02M - $1.32M
|
120K
$31.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
5.89K+ 428.31% |
$1.01M - $1.32M
|
7.26K
$1.91M
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
5.87K+ 7.18% |
$1.01M - $1.31M
|
87.5K
$23M
|
|
|
Aug 07, 2025
Q2 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
5.87K+ 138.87% |
$1.01M - $1.31M
|
10.1K
$2.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5.82K+ 2.02% |
$1M - $1.3M
|
294K
$77.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
5.81K+ 3.52% |
$1M - $1.3M
|
171K
$44.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
5.81K+ 2.0% |
$1M - $1.3M
|
296K
$77.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5.79K+ 4.78% |
$998K - $1.3M
|
127K
$33.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.77K+ 7.9% |
$996K - $1.29M
|
78.9K
$20.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
5.77K+ 5.82% |
$995K - $1.29M
|
105K
$27.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
5.76K+ 1.07% |
$992K - $1.29M
|
542K
$143M
|
|
|
Jul 16, 2025
Q2 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
5.74KNew |
$989K - $1.28M
|
5.74K
$1.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
5.69K+ 13.87% |
$982K - $1.27M
|
46.8K
$12.3M
|
|
|
Jul 22, 2025
Q2 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
5.68K+ 13.33% |
$980K - $1.27M
|
48.3K
$12.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
5.66K+ 12.28% |
$975K - $1.27M
|
51.7K
$13.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.65K+ 0.63% |
$974K - $1.27M
|
901K
$237M
|
|
|
Aug 05, 2025
Q2 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
5.63K+ 14.58% |
$970K - $1.26M
|
44.2K
$11.6M
|