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 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-777- 1.36% |
$134K - $174K
|
56.4K
$12.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-778- 0.72% |
$134K - $174K
|
108K
$24.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-778- 0.5% |
$134K - $174K
|
155K
$35.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-780- 4.14% |
$134K - $175K
|
18.1K
$4.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-781- 1.34% |
$135K - $175K
|
57.7K
$13.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-788- 3.91% |
$136K - $176K
|
19.3K
$4.44M
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
SELL
|
- |
-789- 1.79% |
$136K - $177K
|
43.2K
$9.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
SELL
|
- |
-789- 1.09% |
$136K - $177K
|
71.8K
$16.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
SELL
|
- |
-793- 3.06% |
$137K - $178K
|
25.1K
$5.76M
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-796- 4.92% |
$137K - $178K
|
15.4K
$3.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-797- 4.36% |
$137K - $178K
|
17.5K
$4.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-798- 1.93% |
$138K - $179K
|
40.6K
$9.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-799- 7.8% |
$138K - $179K
|
9.45K
$2.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-800- 10.21% |
$138K - $179K
|
7.04K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-802- 1.29% |
$138K - $180K
|
61.2K
$14.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-803- 2.72% |
$138K - $180K
|
28.7K
$6.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Kercheville Advisors, LLC
|
SELL
|
- |
-804- 1.11% |
$139K - $180K
|
71.7K
$16.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-807- 2.63% |
$139K - $181K
|
29.8K
$6.85M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-809- 1.48% |
$139K - $181K
|
53.9K
$12.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
SELL
|
- |
-809- 2.51% |
$139K - $181K
|
31.4K
$7.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-809- 3.27% |
$139K - $181K
|
23.9K
$5.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-811- 1.46% |
$140K - $182K
|
54.6K
$12.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-812- 23.62% |
$140K - $182K
|
2.63K
$603K
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-814- 0.9% |
$140K - $182K
|
90.1K
$20.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-815- 2.58% |
$141K - $182K
|
30.8K
$7.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-815- 0.14% |
$141K - $182K
|
567K
$130M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-815- 0.58% |
$141K - $182K
|
140K
$32.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-815- 1.13% |
$141K - $182K
|
71.2K
$16.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-820- 29.02% |
$141K - $184K
|
2.01K
$461K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-822- 48.13% |
$142K - $184K
|
886
$203K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-822- 2.47% |
$142K - $184K
|
32.4K
$7.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-828- 4.17% |
$143K - $185K
|
19K
$4.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-828- 0.74% |
$143K - $185K
|
111K
$25.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-829- 4.45% |
$143K - $186K
|
17.8K
$4.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-830- 1.95% |
$143K - $186K
|
41.8K
$9.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-831- 0.78% |
$143K - $186K
|
106K
$24.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-833- 9.74% |
$144K - $187K
|
7.72K
$1.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-834- 0.85% |
$144K - $187K
|
96.9K
$22.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-835- 4.12% |
$144K - $187K
|
19.4K
$4.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-837- 2.4% |
$144K - $187K
|
34.1K
$7.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-839- 2.2% |
$145K - $188K
|
37.3K
$8.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-839- 0.56% |
$145K - $188K
|
149K
$34.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-840- 23.39% |
$145K - $188K
|
2.75K
$632K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
SELL
|
- |
-840- 1.43% |
$145K - $188K
|
57.9K
$13.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-845- 5.49% |
$146K - $189K
|
14.5K
$3.34M
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-847- 2.22% |
$146K - $190K
|
37.3K
$8.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-850- 9.04% |
$147K - $190K
|
8.55K
$1.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-850- 0.93% |
$147K - $190K
|
90.8K
$20.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-852- 1.08% |
$147K - $191K
|
78.2K
$18M
|
|
|
Aug 14, 2025
Q2 2025
|
Nia Impact Advisors, LLC
|
SELL
|
- |
-852- 1.86% |
$147K - $191K
|
44.9K
$10.3M
|