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 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
4.09K+ 35.1% |
$705K - $915K
|
15.7K
$4.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
4.07K+ 8.0% |
$702K - $911K
|
55K
$14.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
4.07K+ 4.01% |
$701K - $911K
|
106K
$27.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
4.07KNew |
$701K - $910K
|
4.07K
$1.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
4.05K+ 61.04% |
$699K - $907K
|
10.7K
$2.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.05K+ 3.76% |
$698K - $907K
|
112K
$29.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
4.04K+ 21.35% |
$696K - $904K
|
22.9K
$6.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4.03K+ 0.32% |
$695K - $902K
|
1.25M
$327M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
4.03K+ 34.43% |
$695K - $902K
|
15.7K
$4.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
4.02K+ 12.35% |
$693K - $900K
|
36.6K
$9.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
4.02K+ 7.71% |
$693K - $900K
|
56.1K
$14.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.02K+ 1.83% |
$692K - $899K
|
224K
$58.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4.01K+ 7.33% |
$691K - $898K
|
58.7K
$15.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
4.01K+ 197.53% |
$691K - $897K
|
6.03K
$1.59M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
3.99K+ 3.24% |
$689K - $894K
|
127K
$33.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
3.98K+ 4.75% |
$686K - $891K
|
87.7K
$23.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
3.95K+ 37.88% |
$681K - $884K
|
14.4K
$3.78M
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
3.94KNew |
$680K - $883K
|
3.94K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.93K+ 3.91% |
$678K - $881K
|
105K
$27.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
3.92K+ 14.51% |
$675K - $877K
|
30.9K
$8.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.91K+ 11.03% |
$675K - $876K
|
39.4K
$10.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
3.91K+ 4.35% |
$674K - $875K
|
93.8K
$24.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
BUY
|
- |
3.91K+ 3.08% |
$674K - $875K
|
131K
$34.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
3.9K+ 17.33% |
$672K - $873K
|
26.4K
$6.94M
|
|
|
Jul 31, 2025
Q2 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
3.89K+ 1.25% |
$671K - $872K
|
316K
$83.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.89K+ 0.97% |
$671K - $871K
|
404K
$106M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.89K+ 5.57% |
$671K - $871K
|
73.8K
$19.4M
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.86K+ 5.45% |
$666K - $864K
|
74.8K
$19.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
3.86K+ 5.37% |
$666K - $864K
|
75.7K
$19.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.84K+ 7.78% |
$663K - $861K
|
53.2K
$14M
|
|
|
Aug 12, 2025
Q2 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
3.77K+ 14.06% |
$651K - $845K
|
30.6K
$8.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
3.77K+ 77.53% |
$650K - $844K
|
8.64K
$2.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.77K+ 4.58% |
$650K - $844K
|
86.1K
$22.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
3.76K+ 21.85% |
$649K - $842K
|
21K
$5.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
3.75KNew |
$647K - $840K
|
3.75K
$985K
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
3.73K+ 1.4% |
$643K - $835K
|
271K
$71.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
3.68K+ 5.92% |
$634K - $823K
|
65.8K
$17.3M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
3.67K+ 5.56% |
$633K - $822K
|
69.7K
$18.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.65K+ 4.53% |
$630K - $818K
|
84.2K
$22.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3.62K+ 3.97% |
$625K - $811K
|
95K
$25M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
3.61K+ 23.94% |
$622K - $808K
|
18.7K
$4.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
BUY
|
- |
3.6K+ 7.87% |
$621K - $806K
|
49.4K
$13M
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
3.59K+ 3.2% |
$618K - $803K
|
116K
$30.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3.58K+ 9.03% |
$618K - $802K
|
43.3K
$11.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
3.57K+ 8.2% |
$616K - $800K
|
47.2K
$12.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
3.57K+ 13.14% |
$615K - $799K
|
30.7K
$8.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.57K+ 6.01% |
$615K - $799K
|
63K
$16.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.56K+ 2.64% |
$614K - $797K
|
139K
$36.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
3.56KNew |
$614K - $797K
|
3.56K
$935K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.56K+ 2.24% |
$613K - $796K
|
163K
$42.7M
|