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 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
667+ 2.2% |
$115K - $149K
|
31K
$7.12M
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
663+ 3.38% |
$114K - $148K
|
20.3K
$4.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
663+ 0.72% |
$114K - $148K
|
92.1K
$21.2M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
662+ 0.24% |
$114K - $148K
|
279K
$64.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
662+ 14.96% |
$114K - $148K
|
5.09K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
661+ 0.4% |
$114K - $148K
|
166K
$38M
|
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
660+ 25.29% |
$114K - $148K
|
3.27K
$751K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
657+ 0.73% |
$113K - $147K
|
90.8K
$20.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
656+ 1.62% |
$113K - $147K
|
41.2K
$9.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
656+ 157.31% |
$113K - $147K
|
1.07K
$246K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
652+ 1.12% |
$112K - $146K
|
59.1K
$13.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
643+ 2.12% |
$111K - $144K
|
31K
$7.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
642+ 3.61% |
$111K - $144K
|
18.4K
$4.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
641+ 2.06% |
$111K - $144K
|
31.8K
$7.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
640+ 1.4% |
$110K - $143K
|
46.5K
$10.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
639+ 19.26% |
$110K - $143K
|
3.96K
$908K
|
|
|
Aug 13, 2025
Q2 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
634+ 7.73% |
$109K - $142K
|
8.84K
$2.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
633+ 0.74% |
$109K - $142K
|
86.2K
$19.8M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
632+ 0.3% |
$109K - $141K
|
212K
$48.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
630+ 8.84% |
$109K - $141K
|
7.76K
$1.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
628+ 1.71% |
$108K - $141K
|
37.3K
$8.57M
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
626+ 3.44% |
$108K - $140K
|
18.8K
$4.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
BUY
|
- |
625+ 0.48% |
$108K - $140K
|
132K
$30.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
624+ 6.81% |
$108K - $140K
|
9.79K
$2.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
622+ 14.68% |
$107K - $139K
|
4.86K
$1.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
618+ 0.06% |
$107K - $138K
|
997K
$229M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
610+ 1.29% |
$105K - $137K
|
48K
$11M
|
|
|
Aug 07, 2025
Q2 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
610+ 0.75% |
$105K - $137K
|
81.5K
$18.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
608+ 8.11% |
$105K - $136K
|
8.11K
$1.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
605+ 2.04% |
$104K - $135K
|
30.3K
$6.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
604+ 2.42% |
$104K - $135K
|
25.6K
$5.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
603+ 9.96% |
$104K - $135K
|
6.66K
$1.53M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
602+ 2.3% |
$104K - $135K
|
26.8K
$6.15M
|
|
|
Jul 29, 2025
Q2 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
600+ 3.62% |
$103K - $134K
|
17.2K
$3.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Sam Advisors, LLC
|
BUY
|
- |
598+ 2.97% |
$103K - $134K
|
20.7K
$4.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
597+ 10.72% |
$103K - $134K
|
6.17K
$1.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
589+ 1.53% |
$102K - $132K
|
39.1K
$8.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
589+ 4.29% |
$102K - $132K
|
14.3K
$3.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
588New |
$101K - $132K
|
588
$135K
|
|
|
Aug 06, 2025
Q2 2025
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
584+ 13.01% |
$101K - $131K
|
5.07K
$1.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
580+ 8.81% |
$100K - $130K
|
7.16K
$1.65M
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
579+ 3.13% |
$99.8K - $130K
|
19.1K
$4.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
578+ 9.51% |
$99.7K - $129K
|
6.66K
$1.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
578+ 1.85% |
$99.7K - $129K
|
31.8K
$7.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
576+ 0.74% |
$99.3K - $129K
|
78.8K
$18.1M
|
|
|
Aug 01, 2025
Q2 2025
|
William Allan, LLC
|
BUY
|
- |
571+ 1.49% |
$98.5K - $128K
|
38.9K
$8.92M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
569+ 0.68% |
$98.1K - $127K
|
83.7K
$19.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
569+ 6.07% |
$98.1K - $127K
|
9.94K
$2.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
568+ 1.86% |
$97.9K - $127K
|
31.1K
$7.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
566+ 1.58% |
$97.6K - $127K
|
36.5K
$8.38M
|