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 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
19+ 0.55% |
$3.28K - $4.25K
|
3.48K
$800K
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
19+ 0.1% |
$3.28K - $4.25K
|
19.8K
$4.56M
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
19+ 0.4% |
$3.28K - $4.25K
|
4.77K
$1.1M
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
18+ 0.12% |
$3.1K - $4.03K
|
14.4K
$3.31M
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
18+ 0.12% |
$3.1K - $4.03K
|
14.6K
$3.35M
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
17+ 0.79% |
$2.93K - $3.81K
|
2.16K
$496K
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
17+ 0.35% |
$2.93K - $3.81K
|
4.91K
$1.13M
|
|
Jul 28, 2025
Q2 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
17+ 0.11% |
$2.93K - $3.81K
|
15.6K
$3.58M
|
|
Jul 30, 2025
Q2 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
17+ 0.63% |
$2.93K - $3.81K
|
2.73K
$626K
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
16+ 2.21% |
$2.76K - $3.58K
|
739
$170K
|
|
Jul 28, 2025
Q2 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
16+ 0.44% |
$2.76K - $3.58K
|
3.67K
$842K
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
15+ 0.16% |
$2.59K - $3.36K
|
9.41K
$2.16M
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
15+ 0.26% |
$2.59K - $3.36K
|
5.79K
$1.33M
|
|
Aug 14, 2025
Q2 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
15+ 0.14% |
$2.59K - $3.36K
|
11K
$2.52M
|
|
Jul 16, 2025
Q2 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
14+ 0.59% |
$2.41K - $3.13K
|
2.38K
$546K
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
14+ 0.7% |
$2.41K - $3.13K
|
2.02K
$465K
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
13+ 0.08% |
$2.24K - $2.91K
|
16.6K
$3.81M
|
|
Jul 25, 2025
Q2 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
13+ 0.1% |
$2.24K - $2.91K
|
12.8K
$2.93M
|
|
Aug 05, 2025
Q2 2025
|
Meridian Management CO
|
BUY
|
- |
13+ 0.07% |
$2.24K - $2.91K
|
17.6K
$4.04M
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
13+ 0.07% |
$2.24K - $2.91K
|
17.8K
$4.08M
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
12+ 0.1% |
$2.07K - $2.69K
|
11.4K
$2.63M
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
12+ 0.08% |
$2.07K - $2.69K
|
14.9K
$3.41M
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
11+ 0.38% |
$1.9K - $2.46K
|
2.88K
$662K
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
11+ 0.03% |
$1.9K - $2.46K
|
41.2K
$9.46M
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
11+ 0.12% |
$1.9K - $2.46K
|
9.46K
$2.17M
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
11+ 0.14% |
$1.9K - $2.46K
|
8.11K
$1.86M
|
|
Jul 30, 2025
Q2 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
11+ 0.04% |
$1.9K - $2.46K
|
25.4K
$5.84M
|
|
Aug 04, 2025
Q2 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
11+ 0.05% |
$1.9K - $2.46K
|
20.3K
$4.67M
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
11+ 0.08% |
$1.9K - $2.46K
|
13.5K
$3.1M
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
11+ 0.03% |
$1.9K - $2.46K
|
36K
$8.26M
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
11+ 0.33% |
$1.9K - $2.46K
|
3.38K
$776K
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
11+ 0.29% |
$1.9K - $2.46K
|
3.79K
$869K
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.07% |
$1.72K - $2.24K
|
15.1K
$3.46M
|
|
Jul 21, 2025
Q2 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
10+ 0.7% |
$1.72K - $2.24K
|
1.43K
$328K
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
10+ 0.16% |
$1.72K - $2.24K
|
6.26K
$1.44M
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
10+ 0.05% |
$1.72K - $2.24K
|
20.9K
$4.8M
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
9+ 0.08% |
$1.55K - $2.02K
|
11.2K
$2.56M
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
8+ 0.24% |
$1.38K - $1.79K
|
3.29K
$755K
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
8+ 0.05% |
$1.38K - $1.79K
|
17.7K
$4.07M
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
8+ 0.02% |
$1.38K - $1.79K
|
50.5K
$11.6M
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
8+ 0.37% |
$1.38K - $1.79K
|
2.16K
$497K
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
8+ 0.03% |
$1.38K - $1.79K
|
30.9K
$7.09M
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
7+ 0.01% |
$1.21K - $1.57K
|
90K
$20.7M
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
7+ 0.02% |
$1.21K - $1.57K
|
30.1K
$6.9M
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
6+ 0.1% |
$1.03K - $1.34K
|
5.93K
$1.36M
|
|
Jul 14, 2025
Q2 2025
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
6+ 0.23% |
$1.03K - $1.34K
|
2.63K
$604K
|
|
Jul 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
6+ 0.1% |
$1.03K - $1.34K
|
6.13K
$1.41M
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6+ 0.06% |
$1.03K - $1.34K
|
10.3K
$2.37M
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
6+ 0.08% |
$1.03K - $1.34K
|
7.39K
$1.7M
|
|
Aug 05, 2025
Q2 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
6+ 0.05% |
$1.03K - $1.34K
|
12.3K
$2.83M
|