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 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
224+ 1.61% |
$38.6K - $50.2K
|
14.2K
$3.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
223+ 1.96% |
$38.4K - $49.9K
|
11.6K
$2.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
222+ 3.23% |
$38.3K - $49.7K
|
7.09K
$1.63M
|
|
|
Aug 05, 2025
Q2 2025
|
X Square Capital, LLC
|
BUY
|
- |
219+ 1.9% |
$37.8K - $49K
|
11.8K
$2.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
219+ 0.41% |
$37.8K - $49K
|
54.2K
$12.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
218+ 1.36% |
$37.6K - $48.8K
|
16.3K
$3.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
218+ 1.99% |
$37.6K - $48.8K
|
11.2K
$2.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
217+ 0.31% |
$37.4K - $48.6K
|
69.9K
$16M
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
217+ 1.06% |
$37.4K - $48.6K
|
20.7K
$4.75M
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
212+ 0.59% |
$36.6K - $47.5K
|
36.2K
$8.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
210+ 0.07% |
$36.2K - $47K
|
298K
$68.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
209+ 1.07% |
$36K - $46.8K
|
19.7K
$4.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
209+ 0.79% |
$36K - $46.8K
|
26.8K
$6.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
206+ 20.85% |
$35.5K - $46.1K
|
1.19K
$274K
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
206+ 0.27% |
$35.5K - $46.1K
|
75.9K
$17.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
205+ 3.63% |
$35.3K - $45.9K
|
5.86K
$1.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
204+ 0.61% |
$35.2K - $45.7K
|
33.8K
$7.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
200+ 333.33% |
$34.5K - $44.8K
|
260
$59.7K
|
|
|
Aug 13, 2025
Q2 2025
|
R.M.Sincerbeaux Capital Management LLC
|
BUY
|
- |
200+ 16.47% |
$34.5K - $44.8K
|
1.41K
$325K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
199+ 4.22% |
$34.3K - $44.6K
|
4.91K
$1.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
198+ 0.16% |
$34.1K - $44.3K
|
124K
$28.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
198+ 0.42% |
$34.1K - $44.3K
|
47.6K
$10.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
197+ 0.89% |
$34K - $44.1K
|
22.3K
$5.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
194+ 3.12% |
$33.4K - $43.4K
|
6.42K
$1.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
194+ 1.47% |
$33.4K - $43.4K
|
13.4K
$3.07M
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
194+ 0.35% |
$33.4K - $43.4K
|
55.7K
$12.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
193+ 0.98% |
$33.3K - $43.2K
|
20K
$4.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
191+ 0.3% |
$32.9K - $42.8K
|
64.9K
$14.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
190+ 0.31% |
$32.8K - $42.5K
|
60.7K
$13.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
190+ 1.89% |
$32.8K - $42.5K
|
10.2K
$2.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
190+ 0.34% |
$32.8K - $42.5K
|
56K
$12.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
190+ 4.88% |
$32.8K - $42.5K
|
4.08K
$938K
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
190+ 2.94% |
$32.8K - $42.5K
|
6.66K
$1.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
189+ 0.59% |
$32.6K - $42.3K
|
32.2K
$7.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
187+ 6.73% |
$32.2K - $41.9K
|
2.97K
$681K
|
|
|
Aug 14, 2025
Q2 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
187+ 0.86% |
$32.2K - $41.9K
|
21.9K
$5.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
183+ 1.04% |
$31.6K - $41K
|
17.7K
$4.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
180+ 1.64% |
$31K - $40.3K
|
11.1K
$2.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
179+ 1.14% |
$30.9K - $40.1K
|
15.9K
$3.65M
|
|
|
Aug 12, 2025
Q2 2025
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
BUY
|
- |
179+ 0.32% |
$30.9K - $40.1K
|
56.3K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
179+ 5.86% |
$30.9K - $40.1K
|
3.23K
$742K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
179+ 2.0% |
$30.9K - $40.1K
|
9.11K
$2.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
177+ 2.66% |
$30.5K - $39.6K
|
6.84K
$1.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
177+ 0.38% |
$30.5K - $39.6K
|
47K
$10.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
176+ 0.54% |
$30.3K - $39.4K
|
33K
$7.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
176+ 1.46% |
$30.3K - $39.4K
|
12.3K
$2.82M
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
173+ 0.85% |
$29.8K - $38.7K
|
20.4K
$4.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
173+ 2.79% |
$29.8K - $38.7K
|
6.38K
$1.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
173+ 1.46% |
$29.8K - $38.7K
|
12K
$2.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
BUY
|
- |
172+ 1.24% |
$29.7K - $38.5K
|
14.1K
$3.24M
|