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 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
987New |
$170K - $221K
|
987
$227K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
983+ 7.37% |
$169K - $220K
|
14.3K
$3.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
982+ 6.82% |
$169K - $220K
|
15.4K
$3.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Disciplined Growth Investors Inc
Minneapolis, MN |
BUY
|
- |
980+ 73.57% |
$169K - $219K
|
2.31K
$531K
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
979+ 5.41% |
$169K - $219K
|
19.1K
$4.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
970+ 28.14% |
$167K - $217K
|
4.42K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Addison Capital CO
|
BUY
|
- |
968+ 4.1% |
$167K - $217K
|
24.6K
$5.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
965+ 0.98% |
$166K - $216K
|
99.6K
$22.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
960+ 0.96% |
$166K - $215K
|
101K
$23.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
957+ 1.81% |
$165K - $214K
|
53.7K
$12.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
956+ 9.97% |
$165K - $214K
|
10.5K
$2.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
955+ 0.86% |
$165K - $214K
|
113K
$25.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
954+ 1.13% |
$164K - $214K
|
85.4K
$19.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
953+ 3.77% |
$164K - $213K
|
26.2K
$6.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
BUY
|
- |
945+ 0.73% |
$163K - $212K
|
131K
$30.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
941+ 5.41% |
$162K - $211K
|
18.3K
$4.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
941+ 1.39% |
$162K - $211K
|
68.7K
$15.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
939+ 1.24% |
$162K - $210K
|
76.4K
$17.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
937+ 14.33% |
$162K - $210K
|
7.47K
$1.72M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
936+ 2.53% |
$161K - $210K
|
37.9K
$8.71M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
930+ 2.43% |
$160K - $208K
|
39.2K
$9M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
928+ 1.16% |
$160K - $208K
|
80.8K
$18.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
928+ 5.05% |
$160K - $208K
|
19.3K
$4.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
927+ 6.33% |
$160K - $208K
|
15.6K
$3.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
924+ 11.83% |
$159K - $207K
|
8.74K
$2.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
924+ 31.45% |
$159K - $207K
|
3.86K
$887K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
923+ 5.22% |
$159K - $207K
|
18.6K
$4.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
923+ 0.74% |
$159K - $207K
|
126K
$29M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
921+ 2.26% |
$159K - $206K
|
41.7K
$9.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
921+ 2.44% |
$159K - $206K
|
38.6K
$8.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
920+ 176.92% |
$159K - $206K
|
1.44K
$331K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
918+ 7.8% |
$158K - $206K
|
12.7K
$2.91M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
918+ 34.08% |
$158K - $206K
|
3.61K
$829K
|
|
|
Aug 12, 2025
Q2 2025
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
917+ 5.82% |
$158K - $205K
|
16.7K
$3.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
912+ 2.35% |
$157K - $204K
|
39.7K
$9.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
911+ 4.0% |
$157K - $204K
|
23.7K
$5.44M
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
908+ 7.38% |
$157K - $203K
|
13.2K
$3.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
907+ 17.21% |
$156K - $203K
|
6.18K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
904+ 1.58% |
$156K - $202K
|
58K
$13.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
893+ 1.55% |
$154K - $200K
|
58.5K
$13.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
890+ 1.37% |
$153K - $199K
|
66K
$15.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
888+ 3.89% |
$153K - $199K
|
23.7K
$5.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
886+ 1.7% |
$153K - $198K
|
52.9K
$12.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
883+ 2.73% |
$152K - $198K
|
33.2K
$7.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
881+ 0.75% |
$152K - $197K
|
118K
$27.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
880+ 8.47% |
$152K - $197K
|
11.3K
$2.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
880+ 1.45% |
$152K - $197K
|
61.7K
$14.2M
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
879+ 0.09% |
$152K - $197K
|
932K
$214M
|
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
BUY
|
- |
875+ 9.65% |
$151K - $196K
|
9.95K
$2.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
871+ 26.73% |
$150K - $195K
|
4.13K
$948K
|