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 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
61+ 0.08% |
$10.5K - $13.7K
|
76.9K
$17.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
61+ 0.16% |
$10.5K - $13.7K
|
37.1K
$8.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
59+ 0.38% |
$10.2K - $13.2K
|
15.8K
$3.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
58+ 3.02% |
$10K - $13K
|
1.98K
$454K
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
58+ 0.33% |
$10K - $13K
|
17.8K
$4.08M
|
|
|
Aug 15, 2025
Q2 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
58+ 0.28% |
$10K - $13K
|
20.5K
$4.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
57+ 1.13% |
$9.83K - $12.8K
|
5.11K
$1.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
57+ 0.26% |
$9.83K - $12.8K
|
22K
$5.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
57+ 0.2% |
$9.83K - $12.8K
|
28.5K
$6.54M
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
57+ 0.2% |
$9.83K - $12.8K
|
28.6K
$6.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
57+ 0.25% |
$9.83K - $12.8K
|
23.2K
$5.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
56+ 0.09% |
$9.66K - $12.5K
|
62K
$14.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
56+ 0.23% |
$9.66K - $12.5K
|
24.2K
$5.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
54+ 0.37% |
$9.31K - $12.1K
|
14.5K
$3.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
54+ 0.59% |
$9.31K - $12.1K
|
9.28K
$2.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
54+ 0.13% |
$9.31K - $12.1K
|
40.2K
$9.24M
|
|
|
Aug 01, 2025
Q2 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
54+ 0.06% |
$9.31K - $12.1K
|
87.7K
$20.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
54+ 0.06% |
$9.31K - $12.1K
|
88.3K
$20.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
54+ 0.03% |
$9.31K - $12.1K
|
184K
$42.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
53+ 0.25% |
$9.14K - $11.9K
|
20.9K
$4.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
53+ 1.07% |
$9.14K - $11.9K
|
5.01K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Legato Capital Management LLC
|
BUY
|
- |
53+ 0.16% |
$9.14K - $11.9K
|
32.2K
$7.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
52+ 0.12% |
$8.97K - $11.6K
|
44.8K
$10.3M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
50+ 0.06% |
$8.62K - $11.2K
|
86.7K
$19.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
50+ 2.81% |
$8.62K - $11.2K
|
1.83K
$420K
|
|
|
Jul 23, 2025
Q2 2025
|
Shariaportfolio, Inc.
Lake Mary, FL |
BUY
|
- |
50+ 1.27% |
$8.62K - $11.2K
|
4K
$918K
|
|
|
Aug 05, 2025
Q2 2025
|
Once Capital Management, LLC
|
BUY
|
- |
50+ 0.06% |
$8.62K - $11.2K
|
80.9K
$18.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
50+ 2.67% |
$8.62K - $11.2K
|
1.92K
$441K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
49+ 0.86% |
$8.45K - $11K
|
5.72K
$1.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
49+ 0.11% |
$8.45K - $11K
|
43.9K
$10.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
49+ 0.06% |
$8.45K - $11K
|
81.6K
$18.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Baker Boyer National Bank
|
BUY
|
- |
47+ 0.26% |
$8.1K - $10.5K
|
18K
$4.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Beddow Capital Management Inc
|
BUY
|
- |
47+ 1.84% |
$8.1K - $10.5K
|
2.6K
$596K
|
|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
46+ 1.06% |
$7.93K - $10.3K
|
4.38K
$1.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
46+ 0.75% |
$7.93K - $10.3K
|
6.16K
$1.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
46+ 2.77% |
$7.93K - $10.3K
|
1.71K
$392K
|
|
|
Jul 14, 2025
Q2 2025
|
Martin Capital Advisors, LLP
|
BUY
|
- |
45+ 0.03% |
$7.76K - $10.1K
|
145K
$33.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
44+ 0.55% |
$7.59K - $9.85K
|
8K
$1.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
44+ 0.12% |
$7.59K - $9.85K
|
35.6K
$8.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Schulhoff & CO Inc
|
BUY
|
- |
44+ 0.23% |
$7.59K - $9.85K
|
18.8K
$4.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
43+ 0.73% |
$7.41K - $9.63K
|
5.97K
$1.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
43+ 0.66% |
$7.41K - $9.63K
|
6.58K
$1.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
43+ 0.12% |
$7.41K - $9.63K
|
34.6K
$7.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
42+ 0.08% |
$7.24K - $9.4K
|
53K
$12.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
42+ 0.7% |
$7.24K - $9.4K
|
6.03K
$1.38M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
40+ 0.04% |
$6.9K - $8.96K
|
92.2K
$21.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
40+ 0.49% |
$6.9K - $8.96K
|
8.28K
$1.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
40+ 0.8% |
$6.9K - $8.96K
|
5.07K
$1.16M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
39+ 0.31% |
$6.72K - $8.73K
|
12.4K
$2.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
39+ 0.09% |
$6.72K - $8.73K
|
42K
$9.64M
|