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 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-17.4K- 4.91% |
$3M - $3.89M
|
337K
$77.4M
|
|
Aug 08, 2025
Q2 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-17.4K- 92.52% |
$3M - $3.9M
|
1.41K
$323K
|
|
Jul 17, 2025
Q2 2025
|
Jlb & Associates Inc
|
SELL
|
- |
-17.5K- 10.59% |
$3.01M - $3.91M
|
147K
$33.8M
|
|
Aug 11, 2025
Q2 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-17.5K- 27.26% |
$3.02M - $3.92M
|
46.7K
$10.7M
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-17.5K- 4.65% |
$3.02M - $3.93M
|
360K
$82.6M
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-17.5K- 5.85% |
$3.03M - $3.93M
|
282K
$64.8M
|
|
Aug 05, 2025
Q2 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-17.7K- 2.52% |
$3.05M - $3.96M
|
684K
$157M
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-17.8K- 19.37% |
$3.07M - $3.98M
|
74K
$17M
|
|
Aug 11, 2025
Q2 2025
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-17.8K- 19.89% |
$3.07M - $3.98M
|
71.7K
$16.5M
|
|
Aug 04, 2025
Q2 2025
|
Lathrop Investment Management Corp
|
SELL
|
- |
-17.8K- 20.27% |
$3.07M - $3.99M
|
70K
$16.1M
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-18K- 25.1% |
$3.1M - $4.03M
|
53.6K
$12.3M
|
|
Aug 12, 2025
Q2 2025
|
Eulav Asset Management
|
SELL
|
- |
-18K- 35.3% |
$3.11M - $4.03M
|
33K
$7.59M
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-18K- 3.12% |
$3.11M - $4.04M
|
559K
$128M
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-18.1K- 11.32% |
$3.12M - $4.05M
|
142K
$32.6M
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-18.1K- 22.41% |
$3.12M - $4.05M
|
62.7K
$14.4M
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-18.2K- 5.07% |
$3.14M - $4.07M
|
340K
$78.2M
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-18.3K- 3.67% |
$3.15M - $4.09M
|
480K
$110M
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-18.3K- 68.72% |
$3.16M - $4.1M
|
8.34K
$1.92M
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-18.3K- 13.56% |
$3.16M - $4.11M
|
117K
$26.9M
|
|
Jul 28, 2025
Q2 2025
|
Sage Advisors, LLC
Boulder, CO |
SELL
|
- |
-18.4K- 40.75% |
$3.17M - $4.11M
|
26.7K
$6.13M
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-18.4K- 0.15% |
$3.17M - $4.11M
|
12.6M
$2.9B
|
|
Aug 14, 2025
Q2 2025
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-18.4K- 16.12% |
$3.17M - $4.12M
|
95.8K
$22M
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-18.5K- 10.73% |
$3.18M - $4.13M
|
154K
$35.3M
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-18.5K- 10.12% |
$3.19M - $4.14M
|
164K
$37.7M
|
|
Aug 07, 2025
Q2 2025
|
Amica Mutual Insurance CO
|
SELL
|
- |
-18.5K- 8.93% |
$3.19M - $4.14M
|
189K
$43.4M
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-18.5K- 35.19% |
$3.19M - $4.14M
|
34.1K
$7.83M
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-18.5K- 11.79% |
$3.19M - $4.15M
|
139K
$31.8M
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-18.6K- 24.61% |
$3.21M - $4.16M
|
57K
$13.1M
|
|
Jul 17, 2025
Q2 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
SELL
|
- |
-18.7K- 24.44% |
$3.22M - $4.18M
|
57.7K
$13.3M
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-18.9K- 10.76% |
$3.26M - $4.23M
|
157K
$36M
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-19K- 3.02% |
$3.28M - $4.25M
|
610K
$140M
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-19.1K- 39.83% |
$3.29M - $4.27M
|
28.8K
$6.62M
|
|
Jul 30, 2025
Q2 2025
|
Divergent Planning, LLC
|
SELL
|
- |
-19.2K- 67.61% |
$3.3M - $4.29M
|
9.18K
$2.11M
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-19.2K- 5.71% |
$3.3M - $4.29M
|
317K
$72.7M
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-19.5K- 1.31% |
$3.36M - $4.36M
|
1.47M
$337M
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-19.5K- 4.56% |
$3.36M - $4.36M
|
408K
$93.8M
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-19.5K- 6.42% |
$3.36M - $4.37M
|
284K
$65.3M
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-19.6K- 53.22% |
$3.39M - $4.4M
|
17.3K
$3.97M
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-19.8K- 84.37% |
$3.41M - $4.42M
|
3.66K
$841K
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-19.9K- 33.49% |
$3.43M - $4.46M
|
39.5K
$9.08M
|
|
Aug 12, 2025
Q2 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-19.9K- 73.18% |
$3.43M - $4.46M
|
7.3K
$1.68M
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-20K- 2.31% |
$3.45M - $4.48M
|
847K
$195M
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-20.7K- 4.65% |
$3.57M - $4.63M
|
424K
$97.4M
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-20.8K- 9.31% |
$3.58M - $4.65M
|
202K
$46.4M
|
|
Aug 05, 2025
Q2 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
SELL
|
- |
-20.8K- 54.58% |
$3.59M - $4.66M
|
17.3K
$3.98M
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-20.8K- 13.1% |
$3.59M - $4.66M
|
138K
$31.7M
|
|
Aug 08, 2025
Q2 2025
|
Impax Asset Management Group PLC
|
SELL
|
- |
-20.9K- 5.04% |
$3.6M - $4.68M
|
394K
$90.5M
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-21K- 1.46% |
$3.62M - $4.7M
|
1.42M
$326M
|
|
Aug 14, 2025
Q2 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-21K- 80.92% |
$3.63M - $4.71M
|
4.96K
$1.14M
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
SELL
|
- |
-21.1K- 2.72% |
$3.63M - $4.72M
|
755K
$173M
|