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 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
1.26K+ 6.8% |
$217K - $282K
|
19.8K
$4.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.25K+ 1.3% |
$215K - $279K
|
97.3K
$22.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.24K+ 0.67% |
$214K - $278K
|
188K
$43.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.24K+ 4.82% |
$214K - $278K
|
26.9K
$6.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
1.24K+ 1.75% |
$214K - $277K
|
72.2K
$16.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.24K+ 1.55% |
$213K - $277K
|
80.9K
$18.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
1.24K+ 1.31% |
$213K - $277K
|
95.7K
$22M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1.23K+ 40.24% |
$212K - $275K
|
4.29K
$985K
|
|
|
Jul 31, 2025
Q2 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
1.23K+ 3.74% |
$212K - $275K
|
34K
$7.82M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.23K+ 36.56% |
$211K - $274K
|
4.58K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.22K+ 1.44% |
$211K - $274K
|
86K
$19.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.22K+ 64.7% |
$210K - $273K
|
3.1K
$713K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.22K+ 4.76% |
$210K - $273K
|
26.8K
$6.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.21K+ 0.87% |
$209K - $271K
|
141K
$32.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
1.21K+ 2.29% |
$208K - $271K
|
54.1K
$12.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
1.21KNew |
$208K - $270K
|
1.21K
$277K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.2K+ 10.09% |
$207K - $269K
|
13.1K
$3.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
1.2K+ 39.76% |
$207K - $269K
|
4.22K
$969K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.19K+ 4.35% |
$205K - $267K
|
28.6K
$6.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.19K+ 0.31% |
$204K - $265K
|
378K
$86.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
1.19K+ 5.59% |
$204K - $265K
|
22.4K
$5.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
1.18K+ 0.76% |
$204K - $265K
|
156K
$35.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1.18K+ 5.42% |
$203K - $264K
|
22.9K
$5.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
1.18K+ 19.23% |
$203K - $264K
|
7.3K
$1.68M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.18K+ 5.93% |
$203K - $263K
|
21K
$4.82M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.17K+ 34.4% |
$202K - $262K
|
4.58K
$1.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
1.17K+ 2.38% |
$201K - $262K
|
50.2K
$11.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
1.16K+ 8.07% |
$200K - $260K
|
15.6K
$3.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
1.16KNew |
$200K - $260K
|
1.16K
$267K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.16K+ 12.48% |
$200K - $260K
|
10.5K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
1.16K+ 7.94% |
$200K - $260K
|
15.8K
$3.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.16K+ 1.08% |
$199K - $259K
|
109K
$24.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
1.15K+ 8.87% |
$198K - $258K
|
14.1K
$3.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
1.15K+ 1.89% |
$198K - $257K
|
62K
$14.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1.15K+ 2.54% |
$198K - $257K
|
46.3K
$10.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
1.14K+ 5.67% |
$197K - $255K
|
21.3K
$4.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.14K+ 35.9% |
$196K - $255K
|
4.3K
$988K
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.14K+ 2.2% |
$196K - $255K
|
52.7K
$12.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.14K+ 2.87% |
$196K - $254K
|
40.7K
$9.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.13K+ 1.87% |
$194K - $252K
|
61.3K
$14.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Volterra Technologies LP
New York, NY |
BUY
|
- |
1.13KNew |
$194K - $252K
|
1.13K
$259K
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
1.13K+ 1.85% |
$194K - $252K
|
61.9K
$14.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.12K+ 2.17% |
$193K - $251K
|
52.7K
$12.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.12K+ 0.22% |
$193K - $251K
|
502K
$115M
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.12K+ 3.14% |
$193K - $251K
|
36.8K
$8.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.12K+ 6.52% |
$193K - $250K
|
18.3K
$4.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Highview Capital Management LLC
|
BUY
|
- |
1.11K+ 2.2% |
$192K - $249K
|
51.8K
$11.9M
|
|
|
Aug 07, 2025
Q2 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
1.11KNew |
$191K - $249K
|
1.11K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.11K+ 11.18% |
$191K - $248K
|
11K
$2.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.1K+ 3.1% |
$190K - $247K
|
36.8K
$8.44M
|