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 28, 2025
Q2 2025
|
Davidson Trust CO
|
SELL
|
- |
-581- 0.97% |
$100K - $130K
|
59.2K
$16.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-584- 1.51% |
$101K - $131K
|
38.2K
$10.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-585- 4.53% |
$101K - $131K
|
12.3K
$3.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-586- 2.28% |
$101K - $131K
|
25.1K
$6.82M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-587- 2.99% |
$101K - $131K
|
19K
$5.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
SELL
|
- |
-588- 0.78% |
$101K - $132K
|
74.7K
$20.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
SELL
|
- |
-590- 0.58% |
$102K - $132K
|
101K
$27.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-590- 5.46% |
$102K - $132K
|
10.2K
$2.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-595- 1.63% |
$103K - $133K
|
36K
$9.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-595- 10.49% |
$103K - $133K
|
5.08K
$1.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-599- 2.03% |
$103K - $134K
|
28.9K
$7.84M
|
|
|
Jul 18, 2025
Q2 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-600- 3.16% |
$103K - $134K
|
18.4K
$4.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-600- 11.74% |
$103K - $134K
|
4.51K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Needham Investment Management LLC
New York, NY |
SELL
|
- |
-600- 3.15% |
$103K - $134K
|
18.5K
$5.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-601- 3.45% |
$104K - $135K
|
16.8K
$4.57M
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-603- 1.46% |
$104K - $135K
|
40.8K
$11.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-605- 0.7% |
$104K - $135K
|
86.1K
$23.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-608- 2.29% |
$105K - $136K
|
26K
$7.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-610- 4.64% |
$105K - $137K
|
12.5K
$3.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-610- 1.91% |
$105K - $137K
|
31.3K
$8.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-612- 8.22% |
$106K - $137K
|
6.84K
$1.86M
|
|
|
Jul 25, 2025
Q2 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-612- 3.21% |
$106K - $137K
|
18.5K
$5.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-615- 7.18% |
$106K - $138K
|
7.95K
$2.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
SELL
|
- |
-617- 3.24% |
$106K - $138K
|
18.4K
$5M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-617- 0.66% |
$106K - $138K
|
92.2K
$25M
|
|
|
Aug 13, 2025
Q2 2025
|
Wills Financial Group LLC
Richmond, VA |
SELL
|
- |
-618- 1.07% |
$107K - $138K
|
57.4K
$15.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-620- 3.62% |
$107K - $139K
|
16.5K
$4.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-621- 18.84% |
$107K - $139K
|
2.68K
$726K
|
|
|
Aug 13, 2025
Q2 2025
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-622- 0.42% |
$107K - $139K
|
146K
$39.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Sound View Advisors Inc.
Olympia, WA |
SELL
|
- |
-625- 8.71% |
$108K - $140K
|
6.55K
$1.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
SELL
|
- |
-625- 0.84% |
$108K - $140K
|
73.4K
$19.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-626- 0.63% |
$108K - $140K
|
98.9K
$26.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-629- 5.11% |
$108K - $141K
|
11.7K
$3.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-631- 4.93% |
$109K - $141K
|
12.2K
$3.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-631- 4.11% |
$109K - $141K
|
14.7K
$3.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-632- 0.83% |
$109K - $141K
|
75.4K
$20.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-632- 0.4% |
$109K - $141K
|
156K
$42.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-634- 3.75% |
$109K - $142K
|
16.3K
$4.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-637- 2.53% |
$110K - $143K
|
24.5K
$6.65M
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-637- 1.18% |
$110K - $143K
|
53.2K
$14.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-640- 0.79% |
$110K - $143K
|
80.2K
$21.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-641- 8.67% |
$111K - $144K
|
6.76K
$1.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-645- 4.27% |
$111K - $144K
|
14.5K
$3.93M
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-645- 3.62% |
$111K - $144K
|
17.2K
$4.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-647- 4.23% |
$112K - $145K
|
14.7K
$3.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-648- 4.25% |
$112K - $145K
|
14.6K
$3.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Glynn Capital Management LLC
|
SELL
|
- |
-649- 3.39% |
$112K - $145K
|
18.5K
$5.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-650- 0.66% |
$112K - $146K
|
98.2K
$26.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-651- 2.37% |
$112K - $146K
|
26.9K
$7.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-653- 0.3% |
$113K - $146K
|
218K
$59.3M
|