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 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
3.28K+ 14.49% |
$565K - $734K
|
25.9K
$5.95M
|
|
|
Aug 05, 2025
Q2 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
3.28K+ 4.4% |
$565K - $733K
|
77.8K
$17.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
3.26K+ 4.71% |
$562K - $729K
|
72.4K
$16.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.26K+ 0.72% |
$562K - $729K
|
459K
$105M
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
3.26K+ 47.64% |
$562K - $729K
|
10.1K
$2.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
BUY
|
- |
3.25K+ 10.35% |
$560K - $728K
|
34.6K
$7.96M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
3.25K+ 0.96% |
$560K - $727K
|
341K
$78.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
3.24KNew |
$558K - $725K
|
3.24K
$744K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3.24K+ 40.59% |
$558K - $725K
|
11.2K
$2.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
3.23KNew |
$557K - $724K
|
3.23K
$742K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
3.21K+ 39.53% |
$553K - $718K
|
11.3K
$2.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
3.19KNew |
$550K - $715K
|
3.19K
$733K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
3.17K+ 11.78% |
$547K - $710K
|
30.1K
$6.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
3.17K+ 7.88% |
$546K - $709K
|
43.4K
$9.96M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
3.16K+ 1.01% |
$544K - $707K
|
314K
$72.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
3.14K+ 18.09% |
$542K - $704K
|
20.5K
$4.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.14K+ 3.13% |
$541K - $703K
|
104K
$23.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
3.14K+ 18.68% |
$541K - $702K
|
19.9K
$4.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
3.12K+ 8.41% |
$538K - $699K
|
40.3K
$9.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.11K+ 1.32% |
$537K - $697K
|
239K
$54.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
3.1K+ 11.42% |
$535K - $694K
|
30.2K
$6.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.1K+ 1.74% |
$534K - $693K
|
181K
$41.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
3.09K+ 25.29% |
$533K - $693K
|
15.3K
$3.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.09K+ 10.81% |
$533K - $692K
|
31.7K
$7.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
3.07K+ 3.95% |
$529K - $687K
|
80.8K
$18.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
3.07K+ 10.27% |
$528K - $686K
|
32.9K
$7.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
3.06K+ 9.37% |
$527K - $684K
|
35.7K
$8.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
3.05K+ 98.32% |
$526K - $683K
|
6.15K
$1.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
3.04K+ 8.69% |
$524K - $680K
|
38K
$8.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
3.02K+ 11.77% |
$521K - $676K
|
28.7K
$6.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
BUY
|
- |
3.01K+ 6.41% |
$520K - $675K
|
50.1K
$11.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3.01K+ 5.55% |
$519K - $674K
|
57.3K
$13.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
3.01KNew |
$518K - $673K
|
3.01K
$691K
|
|
|
Jul 22, 2025
Q2 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
3K+ 13.04% |
$517K - $672K
|
26K
$5.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
3K+ 17.14% |
$517K - $671K
|
20.5K
$4.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3K+ 10.14% |
$516K - $671K
|
32.5K
$7.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
2.99K+ 4.28% |
$515K - $669K
|
72.8K
$16.7M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
2.98K+ 2.75% |
$514K - $668K
|
111K
$25.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.98K+ 5.84% |
$514K - $667K
|
54K
$12.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2.97K+ 10.87% |
$513K - $666K
|
30.3K
$6.97M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.97K+ 0.32% |
$512K - $665K
|
930K
$214M
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.97K+ 16.44% |
$512K - $665K
|
21K
$4.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.96K+ 2.93% |
$511K - $663K
|
104K
$23.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Round Hill Asset Management
Pasadena, CA |
BUY
|
- |
2.96KNew |
$510K - $662K
|
2.96K
$679K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.94K+ 1.38% |
$507K - $659K
|
216K
$49.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
2.92K+ 0.54% |
$504K - $655K
|
541K
$124M
|
|
|
Jul 28, 2025
Q2 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
2.92K+ 72.76% |
$504K - $654K
|
6.94K
$1.59M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.92K+ 1.9% |
$504K - $654K
|
156K
$35.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
2.9K+ 3.7% |
$500K - $649K
|
81.2K
$18.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.89K+ 3.71% |
$498K - $647K
|
80.8K
$18.6M
|