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 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
127+ 0.09% |
$21.9K - $28.4K
|
136K
$31.3M
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
127+ 3.16% |
$21.9K - $28.4K
|
4.14K
$951K
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
126+ 0.13% |
$21.7K - $28.2K
|
95K
$21.8M
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
126+ 13.04% |
$21.7K - $28.2K
|
1.09K
$251K
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
125+ 2.62% |
$21.6K - $28K
|
4.89K
$1.12M
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
125+ 40.98% |
$21.6K - $28K
|
430
$98.7K
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
125+ 2.16% |
$21.6K - $28K
|
5.9K
$1.35M
|
|
Aug 07, 2025
Q2 2025
|
Keating Investment Counselors Inc
|
BUY
|
- |
124+ 3.76% |
$21.4K - $27.8K
|
3.43K
$787K
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
122+ 0.23% |
$21K - $27.3K
|
54.3K
$12.5M
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
120+ 0.34% |
$20.7K - $26.9K
|
35.9K
$8.24M
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
120+ 2.17% |
$20.7K - $26.9K
|
5.65K
$1.3M
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
119+ 2.23% |
$20.5K - $26.6K
|
5.46K
$1.25M
|
|
Aug 07, 2025
Q2 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
119+ 1.34% |
$20.5K - $26.6K
|
9.03K
$2.07M
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
119+ 0.93% |
$20.5K - $26.6K
|
12.9K
$2.97M
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
116+ 26.13% |
$20K - $26K
|
560
$129K
|
|
Aug 04, 2025
Q2 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
116+ 1.52% |
$20K - $26K
|
7.73K
$1.77M
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
113+ 0.48% |
$19.5K - $25.3K
|
23.7K
$5.45M
|
|
Aug 01, 2025
Q2 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
113+ 0.56% |
$19.5K - $25.3K
|
20.4K
$4.68M
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
112+ 1.65% |
$19.3K - $25.1K
|
6.9K
$1.58M
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
BUY
|
- |
109+ 0.35% |
$18.8K - $24.4K
|
31K
$7.11M
|
|
Jul 23, 2025
Q2 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
109+ 0.31% |
$18.8K - $24.4K
|
34.8K
$7.98M
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
108+ 0.15% |
$18.6K - $24.2K
|
72.1K
$16.6M
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
108+ 0.01% |
$18.6K - $24.2K
|
1.62M
$373M
|
|
Aug 13, 2025
Q2 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
107+ 0.93% |
$18.4K - $24K
|
11.6K
$2.67M
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
106+ 0.46% |
$18.3K - $23.7K
|
23.4K
$5.37M
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
105+ 0.84% |
$18.1K - $23.5K
|
12.6K
$2.89M
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
104+ 1.02% |
$17.9K - $23.3K
|
10.3K
$2.37M
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
102+ 2.66% |
$17.6K - $22.8K
|
3.94K
$904K
|
|
Jul 23, 2025
Q2 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
102+ 1.3% |
$17.6K - $22.8K
|
7.96K
$1.83M
|
|
Aug 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
102+ 1.1% |
$17.6K - $22.8K
|
9.38K
$2.15M
|
|
Aug 12, 2025
Q2 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
102+ 0.79% |
$17.6K - $22.8K
|
13K
$2.98M
|
|
Aug 13, 2025
Q2 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
102+ 0.45% |
$17.6K - $22.8K
|
22.9K
$5.25M
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
102+ 0.26% |
$17.6K - $22.8K
|
39.5K
$9.07M
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
100+ 0.4% |
$17.2K - $22.4K
|
25.1K
$5.78M
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
100+ 1.58% |
$17.2K - $22.4K
|
6.42K
$1.47M
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
100+ 0.8% |
$17.2K - $22.4K
|
12.6K
$2.9M
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
100+ 0.36% |
$17.2K - $22.4K
|
28.1K
$6.45M
|
|
Aug 01, 2025
Q2 2025
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
100+ 3.23% |
$17.2K - $22.4K
|
3.19K
$733K
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
100+ 1.86% |
$17.2K - $22.4K
|
5.47K
$1.26M
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
100+ 1.18% |
$17.2K - $22.4K
|
8.56K
$1.97M
|
|
Aug 13, 2025
Q2 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
100+ 0.26% |
$17.2K - $22.4K
|
38.7K
$8.88M
|
|
Aug 14, 2025
Q2 2025
|
Alpen Global Capital LLC
Tahoe City, CA |
BUY
|
- |
100+ 2.06% |
$17.2K - $22.4K
|
4.96K
$1.14M
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
99+ 0.31% |
$17.1K - $22.2K
|
31.8K
$7.31M
|
|
Aug 08, 2025
Q2 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
99+ 0.63% |
$17.1K - $22.2K
|
15.7K
$3.61M
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
95+ 1.45% |
$16.4K - $21.3K
|
6.65K
$1.53M
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
94+ 1.83% |
$16.2K - $21K
|
5.23K
$1.2M
|
|
Jul 30, 2025
Q2 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
94+ 3.19% |
$16.2K - $21K
|
3.04K
$698K
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
94+ 1.06% |
$16.2K - $21K
|
8.96K
$2.06M
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
93+ 0.29% |
$16K - $20.8K
|
32.4K
$7.44M
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
92+ 0.13% |
$15.9K - $20.6K
|
73.5K
$16.9M
|