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 06, 2025
Q2 2025
|
Warm Springs Advisors Inc.
Larkspur, CA |
SELL
|
- |
-867- 3.3% |
$149K - $194K
|
25.4K
$5.83M
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
SELL
|
- |
-871- 5.07% |
$150K - $195K
|
16.3K
$3.75M
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-872- 1.46% |
$150K - $195K
|
58.8K
$13.5M
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-876- 2.73% |
$151K - $196K
|
31.2K
$7.17M
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-876- 0.63% |
$151K - $196K
|
137K
$31.5M
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-879- 3.37% |
$152K - $197K
|
25.2K
$5.8M
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-880- 1.21% |
$152K - $197K
|
72.1K
$16.6M
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-884- 5.69% |
$152K - $198K
|
14.7K
$3.37M
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-884- 6.47% |
$152K - $198K
|
12.8K
$2.93M
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-888- 6.43% |
$153K - $199K
|
12.9K
$2.97M
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-889- 17.99% |
$153K - $199K
|
4.05K
$931K
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-891- 1.08% |
$154K - $199K
|
81.3K
$18.7M
|
|
Aug 11, 2025
Q2 2025
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-892- 2.1% |
$154K - $200K
|
41.5K
$9.53M
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-893- 1.4% |
$154K - $200K
|
62.8K
$14.4M
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-895- 2.37% |
$154K - $200K
|
36.9K
$8.48M
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-897- 2.33% |
$155K - $201K
|
37.7K
$8.65M
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-898- 4.7% |
$155K - $201K
|
18.2K
$4.18M
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-898- 6.14% |
$155K - $201K
|
13.7K
$3.15M
|
|
Jul 24, 2025
Q2 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-900- 9.92% |
$155K - $202K
|
8.17K
$1.88M
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-902- 3.04% |
$156K - $202K
|
28.7K
$6.6M
|
|
Jul 21, 2025
Q2 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
SELL
|
- |
-904- 3.11% |
$156K - $202K
|
28.1K
$6.46M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-904- 0.01% |
$156K - $202K
|
10.2M
$2.34B
|
|
Aug 14, 2025
Q2 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-905- 6.69% |
$156K - $203K
|
12.6K
$2.9M
|
|
Aug 14, 2025
Q2 2025
|
Barnett & Company, Inc.
|
SELL
|
- |
-907- 22.0% |
$156K - $203K
|
3.22K
$738K
|
|
Aug 12, 2025
Q2 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-909- 2.42% |
$157K - $204K
|
36.6K
$8.42M
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-914- 43.61% |
$158K - $205K
|
1.18K
$271K
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-916- 1.83% |
$158K - $205K
|
49.2K
$11.3M
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-919- 1.75% |
$158K - $206K
|
51.7K
$11.9M
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-920- 2.34% |
$159K - $206K
|
38.4K
$8.82M
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-923- 0.51% |
$159K - $207K
|
179K
$41M
|
|
Aug 14, 2025
Q2 2025
|
Haven Capital Group, Inc.
Camarillo, CA |
SELL
|
- |
-926- 1.96% |
$160K - $207K
|
46.4K
$10.6M
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-930- 20.13% |
$160K - $208K
|
3.69K
$847K
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-932- 3.82% |
$161K - $209K
|
23.5K
$5.39M
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-935- 9.41% |
$161K - $209K
|
9K
$2.07M
|
|
Jul 30, 2025
Q2 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-935- 5.57% |
$161K - $209K
|
15.8K
$3.64M
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-935- 0.51% |
$161K - $209K
|
181K
$41.5M
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-936- 5.55% |
$161K - $210K
|
15.9K
$3.66M
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-937- 3.76% |
$162K - $210K
|
24K
$5.51M
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-937- 3.86% |
$162K - $210K
|
23.4K
$5.36M
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-937- 1.58% |
$162K - $210K
|
58.4K
$13.4M
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-940- 0.37% |
$162K - $210K
|
256K
$58.9M
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-942- 5.19% |
$162K - $211K
|
17.2K
$3.95M
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-943- 2.38% |
$163K - $211K
|
38.6K
$8.87M
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-944- 2.94% |
$163K - $211K
|
31.1K
$7.15M
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-946- 11.12% |
$163K - $212K
|
7.56K
$1.74M
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-946- 0.84% |
$163K - $212K
|
111K
$25.5M
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-946- 0.88% |
$163K - $212K
|
107K
$24.5M
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-947- 0.48% |
$163K - $212K
|
196K
$45.1M
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-947- 19.81% |
$163K - $212K
|
3.83K
$880K
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-949- 6.18% |
$164K - $212K
|
14.4K
$3.31M
|