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 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-255- 2.9% |
$44K - $57.1K
|
8.53K
$2.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Kitching Partners, LLC
Conshohocken, PA |
SELL
|
- |
-255- 14.01% |
$44K - $57.1K
|
1.57K
$425K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-256- 0.58% |
$44.1K - $57.3K
|
44.1K
$12M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-257- 3.98% |
$44.3K - $57.5K
|
6.19K
$1.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-257- 0.81% |
$44.3K - $57.5K
|
31.6K
$8.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-257- 0.38% |
$44.3K - $57.5K
|
67.6K
$18.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-258- 0.28% |
$44.5K - $57.8K
|
92.9K
$25.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-258- 0.41% |
$44.5K - $57.8K
|
62K
$16.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-259- 6.89% |
$44.7K - $58K
|
3.5K
$950K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-259- 7.16% |
$44.7K - $58K
|
3.36K
$911K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-260- 4.88% |
$44.8K - $58.2K
|
5.07K
$1.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-261- 2.81% |
$45K - $58.4K
|
9.01K
$2.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-261- 1.33% |
$45K - $58.4K
|
19.3K
$5.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-263- 0.65% |
$45.3K - $58.9K
|
39.9K
$10.8M
|
|
|
Aug 13, 2025
Q2 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-263- 2.44% |
$45.3K - $58.9K
|
10.5K
$2.85M
|
|
|
Jul 25, 2025
Q2 2025
|
Sather Financial Group Inc
|
SELL
|
- |
-264- 0.84% |
$45.5K - $59.1K
|
31K
$8.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-265- 3.56% |
$45.7K - $59.3K
|
7.18K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-265- 2.87% |
$45.7K - $59.3K
|
8.95K
$2.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-266- 1.85% |
$45.9K - $59.6K
|
14.1K
$3.82M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-266- 0.45% |
$45.9K - $59.6K
|
59.4K
$16.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-266- 1.92% |
$45.9K - $59.6K
|
13.6K
$3.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-269- 1.26% |
$46.4K - $60.2K
|
21K
$5.71M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-269- 1.34% |
$46.4K - $60.2K
|
19.8K
$5.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-270- 0.74% |
$46.6K - $60.5K
|
36K
$9.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-272- 0.79% |
$46.9K - $60.9K
|
34.3K
$9.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-273- 4.42% |
$47.1K - $61.1K
|
5.91K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-274- 18.61% |
$47.2K - $61.3K
|
1.2K
$325K
|
|
|
Aug 01, 2025
Q2 2025
|
Unconventional Investor, LLC
|
SELL
|
- |
-275- 6.29% |
$47.4K - $61.6K
|
4.1K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-276- 1.06% |
$47.6K - $61.8K
|
25.7K
$6.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-277- 3.16% |
$47.8K - $62K
|
8.48K
$2.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-277- 4.92% |
$47.8K - $62K
|
5.36K
$1.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-278- 4.64% |
$47.9K - $62.2K
|
5.72K
$1.55M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-278- 0.46% |
$47.9K - $62.2K
|
60.8K
$16.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-279- 2.17% |
$48.1K - $62.5K
|
12.6K
$3.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-280- 2.99% |
$48.3K - $62.7K
|
9.1K
$2.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-280- 3.37% |
$48.3K - $62.7K
|
8.04K
$2.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-281- 0.94% |
$48.5K - $62.9K
|
29.8K
$8.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-281- 0.49% |
$48.5K - $62.9K
|
57.4K
$15.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-282- 0.15% |
$48.6K - $63.1K
|
193K
$52.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-283- 1.87% |
$48.8K - $63.4K
|
14.9K
$4.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-283- 1.01% |
$48.8K - $63.4K
|
27.6K
$7.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-284- 0.37% |
$49K - $63.6K
|
76.4K
$20.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-284- 0.57% |
$49K - $63.6K
|
49.1K
$13.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-284- 2.24% |
$49K - $63.6K
|
12.4K
$3.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-285- 0.06% |
$49.1K - $63.8K
|
468K
$127M
|
|
|
Jul 24, 2025
Q2 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-285- 0.74% |
$49.1K - $63.8K
|
38.2K
$10.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-287- 0.6% |
$49.5K - $64.3K
|
47.2K
$12.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-288- 0.9% |
$49.7K - $64.5K
|
31.7K
$8.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-290- 1.68% |
$50K - $64.9K
|
17K
$4.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-291- 0.51% |
$50.2K - $65.2K
|
56.5K
$15.3M
|