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 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.4K+ 2.83% |
$242K - $314K
|
51K
$13.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1.4K+ 8.29% |
$242K - $314K
|
18.3K
$4.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
1.4K+ 112.81% |
$241K - $313K
|
2.64K
$694K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.4K+ 0.28% |
$241K - $312K
|
494K
$130M
|
|
|
Jul 29, 2025
Q2 2025
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.39K+ 1.61% |
$240K - $312K
|
88.1K
$23.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.39K+ 1.19% |
$240K - $312K
|
118K
$31.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.39K+ 3.7% |
$239K - $311K
|
38.9K
$10.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.39K+ 4.59% |
$239K - $311K
|
31.6K
$8.31M
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
1.38K+ 4.01% |
$239K - $310K
|
35.9K
$9.43M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 1.33% |
$239K - $310K
|
105K
$27.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.38K+ 7.96% |
$238K - $309K
|
18.7K
$4.91M
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
1.37K+ 8.63% |
$237K - $307K
|
17.3K
$4.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.37K+ 1.96% |
$235K - $306K
|
71.2K
$18.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.36K+ 1.34% |
$235K - $305K
|
103K
$27M
|
|
|
Jul 18, 2025
Q2 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
1.36K+ 2.02% |
$235K - $305K
|
68.9K
$18.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.36K+ 1.93% |
$235K - $305K
|
72K
$18.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.36K+ 0.53% |
$234K - $304K
|
259K
$68.1M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.36K+ 18.24% |
$234K - $304K
|
8.81K
$2.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.36K+ 2.04% |
$234K - $303K
|
67.8K
$17.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.35K+ 3.99% |
$233K - $302K
|
35.2K
$9.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.35K+ 1.97% |
$232K - $301K
|
69.8K
$18.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.34K+ 3.93% |
$232K - $301K
|
35.6K
$9.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.34K+ 4.46% |
$231K - $300K
|
31.3K
$8.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.34K+ 2.1% |
$230K - $299K
|
65K
$17.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.33K+ 40.31% |
$230K - $299K
|
4.64K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
1.33K+ 1.2% |
$230K - $298K
|
113K
$29.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.33K+ 1.04% |
$229K - $298K
|
129K
$33.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.32K+ 41.09% |
$228K - $296K
|
4.54K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Sirios Capital Management L P
Boston, MA |
BUY
|
- |
1.32K+ 12.42% |
$227K - $295K
|
11.9K
$3.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
1.31KNew |
$225K - $293K
|
1.31K
$343K
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
1.31K+ 8.34% |
$225K - $292K
|
17K
$4.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.31K+ 4.81% |
$225K - $292K
|
28.4K
$7.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
1.3K+ 7.54% |
$224K - $291K
|
18.6K
$4.87M
|
|
|
Aug 01, 2025
Q2 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.29K+ 1.65% |
$223K - $290K
|
79.9K
$21M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.28K+ 18.19% |
$221K - $287K
|
8.34K
$2.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.28K+ 1.09% |
$221K - $287K
|
119K
$31.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Pembroke Management, LTD
|
BUY
|
- |
1.28K+ 139.96% |
$221K - $287K
|
2.2K
$578K
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.28K+ 9.45% |
$221K - $287K
|
14.8K
$3.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.28K+ 4.1% |
$221K - $287K
|
32.5K
$8.54M
|
|
|
Aug 04, 2025
Q2 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
1.27K+ 0.24% |
$219K - $285K
|
539K
$142M
|
|
|
Aug 15, 2025
Q2 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.27K+ 2.18% |
$219K - $285K
|
59.6K
$15.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
1.27K+ 6.24% |
$219K - $284K
|
21.6K
$5.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
1.27K+ 30.11% |
$219K - $284K
|
5.48K
$1.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.27K+ 8.38% |
$218K - $283K
|
16.4K
$4.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
1.27KNew |
$218K - $283K
|
1.27K
$332K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.26K+ 5.73% |
$218K - $283K
|
23.3K
$6.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.26K+ 11.3% |
$218K - $283K
|
12.4K
$3.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
1.26KNew |
$218K - $283K
|
1.26K
$332K
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
1.26K+ 6.8% |
$217K - $282K
|
19.8K
$5.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.25K+ 1.3% |
$215K - $279K
|
97.3K
$25.6M
|