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 13, 2025
Q2 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-16K- 89.79% |
$2.76M - $3.58M
|
1.82K
$478K
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-16.1K- 5.51% |
$2.77M - $3.6M
|
276K
$72.5M
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-16.1K- 16.89% |
$2.78M - $3.61M
|
79.4K
$20.9M
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-16.3K- 25.05% |
$2.81M - $3.65M
|
48.8K
$12.8M
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-16.3K- 4.74% |
$2.82M - $3.66M
|
328K
$86.2M
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
SELL
|
- |
-16.4K- 6.53% |
$2.83M - $3.68M
|
235K
$61.8M
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-16.6K- 10.26% |
$2.87M - $3.72M
|
145K
$38.2M
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Asset Management LTD
London, |
SELL
|
- |
-16.7K- 71.97% |
$2.89M - $3.75M
|
6.52K
$1.71M
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-16.8K- 38.09% |
$2.89M - $3.75M
|
27.3K
$7.16M
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-16.9K- 94.32% |
$2.92M - $3.79M
|
1.02K
$268K
|
|
Aug 12, 2025
Q2 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-17.1K- 2.74% |
$2.94M - $3.82M
|
605K
$159M
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-17.2K- 1.8% |
$2.97M - $3.86M
|
943K
$248M
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-17.3K- 24.46% |
$2.98M - $3.87M
|
53.4K
$14M
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-17.3K- 43.1% |
$2.99M - $3.88M
|
22.9K
$6M
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-17.4K- 4.91% |
$3M - $3.89M
|
337K
$88.6M
|
|
Aug 08, 2025
Q2 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-17.4K- 92.52% |
$3M - $3.9M
|
1.41K
$370K
|
|
Jul 17, 2025
Q2 2025
|
Jlb & Associates Inc
|
SELL
|
- |
-17.5K- 10.59% |
$3.01M - $3.91M
|
147K
$38.7M
|
|
Aug 11, 2025
Q2 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-17.5K- 27.26% |
$3.02M - $3.92M
|
46.7K
$12.3M
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-17.5K- 4.65% |
$3.02M - $3.93M
|
360K
$94.5M
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-17.5K- 5.85% |
$3.03M - $3.93M
|
282K
$74.2M
|
|
Aug 05, 2025
Q2 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-17.7K- 2.52% |
$3.05M - $3.96M
|
684K
$180M
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-17.8K- 19.37% |
$3.07M - $3.98M
|
74K
$19.5M
|
|
Aug 11, 2025
Q2 2025
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-17.8K- 19.89% |
$3.07M - $3.98M
|
71.7K
$18.8M
|
|
Aug 04, 2025
Q2 2025
|
Lathrop Investment Management Corp
|
SELL
|
- |
-17.8K- 20.27% |
$3.07M - $3.99M
|
70K
$18.4M
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-18K- 25.1% |
$3.1M - $4.03M
|
53.6K
$14.1M
|
|
Aug 12, 2025
Q2 2025
|
Eulav Asset Management
|
SELL
|
- |
-18K- 35.3% |
$3.11M - $4.03M
|
33K
$8.68M
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-18K- 3.12% |
$3.11M - $4.04M
|
559K
$147M
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-18.1K- 11.32% |
$3.12M - $4.05M
|
142K
$37.3M
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-18.1K- 22.41% |
$3.12M - $4.05M
|
62.7K
$16.5M
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-18.2K- 5.07% |
$3.14M - $4.07M
|
340K
$89.5M
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-18.3K- 3.67% |
$3.15M - $4.09M
|
480K
$126M
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-18.3K- 68.72% |
$3.16M - $4.1M
|
8.34K
$2.19M
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-18.3K- 13.56% |
$3.16M - $4.11M
|
117K
$30.7M
|
|
Jul 28, 2025
Q2 2025
|
Sage Advisors, LLC
Boulder, CO |
SELL
|
- |
-18.4K- 40.75% |
$3.17M - $4.11M
|
26.7K
$7.02M
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-18.4K- 0.15% |
$3.17M - $4.11M
|
12.6M
$3.32B
|
|
Aug 14, 2025
Q2 2025
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-18.4K- 16.12% |
$3.17M - $4.12M
|
95.8K
$25.2M
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-18.5K- 10.73% |
$3.18M - $4.13M
|
154K
$40.4M
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-18.5K- 10.12% |
$3.19M - $4.14M
|
164K
$43.1M
|
|
Aug 07, 2025
Q2 2025
|
Amica Mutual Insurance CO
|
SELL
|
- |
-18.5K- 8.93% |
$3.19M - $4.14M
|
189K
$49.6M
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-18.5K- 35.19% |
$3.19M - $4.14M
|
34.1K
$8.96M
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-18.5K- 11.79% |
$3.19M - $4.15M
|
139K
$36.4M
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-18.6K- 24.61% |
$3.21M - $4.16M
|
57K
$15M
|
|
Jul 17, 2025
Q2 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
SELL
|
- |
-18.7K- 24.44% |
$3.22M - $4.18M
|
57.7K
$15.2M
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-18.9K- 10.76% |
$3.26M - $4.23M
|
157K
$41.2M
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-19K- 3.02% |
$3.28M - $4.25M
|
610K
$160M
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-19.1K- 39.83% |
$3.29M - $4.27M
|
28.8K
$7.57M
|
|
Jul 30, 2025
Q2 2025
|
Divergent Planning, LLC
|
SELL
|
- |
-19.2K- 67.61% |
$3.3M - $4.29M
|
9.18K
$2.41M
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-19.2K- 5.71% |
$3.3M - $4.29M
|
317K
$83.2M
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-19.5K- 1.31% |
$3.36M - $4.36M
|
1.47M
$386M
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-19.5K- 4.56% |
$3.36M - $4.36M
|
408K
$107M
|