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 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-239- 1.35% |
$41.2K - $53.5K
|
17.5K
$4.02M
|
|
Aug 15, 2025
Q2 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-239- 0.72% |
$41.2K - $53.5K
|
32.8K
$7.52M
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-240- 3.21% |
$41.4K - $53.7K
|
7.23K
$1.66M
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-242- 0.78% |
$41.7K - $54.2K
|
30.7K
$7.04M
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-242- 1.63% |
$41.7K - $54.2K
|
14.6K
$3.35M
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-243- 0.65% |
$41.9K - $54.4K
|
37.2K
$8.55M
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-243- 0.49% |
$41.9K - $54.4K
|
49.1K
$11.3M
|
|
Aug 07, 2025
Q2 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-243- 0.52% |
$41.9K - $54.4K
|
46.2K
$10.6M
|
|
Aug 12, 2025
Q2 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
SELL
|
- |
-244- 4.41% |
$42.1K - $54.6K
|
5.29K
$1.22M
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-247- 1.41% |
$42.6K - $55.3K
|
17.3K
$3.96M
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-248- 4.05% |
$42.8K - $55.5K
|
5.87K
$1.35M
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-248- 0.4% |
$42.8K - $55.5K
|
62.4K
$14.3M
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-249- 0.41% |
$42.9K - $55.7K
|
61.2K
$14.1M
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
SELL
|
- |
-250- 4.27% |
$43.1K - $56K
|
5.6K
$1.29M
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-250- 0.78% |
$43.1K - $56K
|
31.9K
$7.33M
|
|
Aug 06, 2025
Q2 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-250- 0.5% |
$43.1K - $56K
|
49.9K
$11.5M
|
|
Jul 30, 2025
Q2 2025
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-252- 6.08% |
$43.4K - $56.4K
|
3.9K
$894K
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-253- 9.69% |
$43.6K - $56.6K
|
2.36K
$542K
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-253- 2.0% |
$43.6K - $56.6K
|
12.4K
$2.85M
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-255- 2.9% |
$44K - $57.1K
|
8.53K
$1.96M
|
|
Aug 14, 2025
Q2 2025
|
Kitching Partners, LLC
Conshohocken, PA |
SELL
|
- |
-255- 14.01% |
$44K - $57.1K
|
1.57K
$359K
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-256- 0.58% |
$44.1K - $57.3K
|
44.1K
$10.1M
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-257- 3.98% |
$44.3K - $57.5K
|
6.19K
$1.42M
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-257- 0.81% |
$44.3K - $57.5K
|
31.6K
$7.26M
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-257- 0.38% |
$44.3K - $57.5K
|
67.6K
$15.5M
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-258- 0.28% |
$44.5K - $57.8K
|
92.9K
$21.3M
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-258- 0.41% |
$44.5K - $57.8K
|
62K
$14.2M
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-259- 6.89% |
$44.7K - $58K
|
3.5K
$804K
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-259- 7.16% |
$44.7K - $58K
|
3.36K
$771K
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-260- 4.88% |
$44.8K - $58.2K
|
5.07K
$1.16M
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-261- 2.81% |
$45K - $58.4K
|
9.01K
$2.07M
|
|
Aug 13, 2025
Q2 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-261- 1.33% |
$45K - $58.4K
|
19.3K
$4.44M
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-263- 0.65% |
$45.3K - $58.9K
|
39.9K
$9.16M
|
|
Aug 13, 2025
Q2 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-263- 2.44% |
$45.3K - $58.9K
|
10.5K
$2.41M
|
|
Jul 25, 2025
Q2 2025
|
Sather Financial Group Inc
|
SELL
|
- |
-264- 0.84% |
$45.5K - $59.1K
|
31K
$7.11M
|
|
Aug 07, 2025
Q2 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-265- 3.56% |
$45.7K - $59.3K
|
7.18K
$1.65M
|
|
Aug 14, 2025
Q2 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-265- 2.87% |
$45.7K - $59.3K
|
8.95K
$2.06M
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-266- 1.85% |
$45.9K - $59.6K
|
14.1K
$3.24M
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-266- 0.45% |
$45.9K - $59.6K
|
59.4K
$13.6M
|
|
Aug 14, 2025
Q2 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-266- 1.92% |
$45.9K - $59.6K
|
13.6K
$3.13M
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-269- 1.26% |
$46.4K - $60.2K
|
21K
$4.83M
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-269- 1.34% |
$46.4K - $60.2K
|
19.8K
$4.55M
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-270- 0.74% |
$46.6K - $60.5K
|
36K
$8.27M
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-272- 0.79% |
$46.9K - $60.9K
|
34.3K
$7.89M
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-273- 4.42% |
$47.1K - $61.1K
|
5.91K
$1.36M
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-274- 18.61% |
$47.2K - $61.3K
|
1.2K
$275K
|
|
Aug 01, 2025
Q2 2025
|
Unconventional Investor, LLC
|
SELL
|
- |
-275- 6.29% |
$47.4K - $61.6K
|
4.1K
$941K
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-276- 1.06% |
$47.6K - $61.8K
|
25.7K
$5.89M
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-277- 3.16% |
$47.8K - $62K
|
8.48K
$1.95M
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-277- 4.92% |
$47.8K - $62K
|
5.36K
$1.23M
|