Purchases and Sales Made in Q3 2025 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.58K+ 17.43% |
$319K - $405K
|
10.6K
$2.79M
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.48K+ 45.17% |
$299K - $379K
|
4.74K
$1.25M
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
1.45K+ 3.3% |
$294K - $373K
|
45.5K
$12M
|
|
Oct 14, 2025
Q3 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.45K+ 6.38% |
$294K - $373K
|
24.2K
$6.37M
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.45K+ 0.59% |
$293K - $372K
|
246K
$64.7M
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.43K+ 7.1% |
$290K - $368K
|
21.6K
$5.68M
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.42K+ 1.85% |
$288K - $365K
|
78.3K
$20.6M
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
BUY
|
- |
1.41K+ 5.84% |
$284K - $361K
|
25.5K
$6.69M
|
|
Oct 20, 2025
Q3 2025
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
1.39KNew |
$281K - $357K
|
1.39K
$365K
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.38K+ 1.01% |
$279K - $354K
|
138K
$36.4M
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
1.37K+ 1.39% |
$277K - $351K
|
99.5K
$26.2M
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.36K+ 0.62% |
$274K - $348K
|
220K
$57.8M
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.34K+ 8.09% |
$271K - $343K
|
17.9K
$4.7M
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 2.3% |
$268K - $341K
|
58.9K
$15.5M
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.32K+ 4.68% |
$266K - $338K
|
29.4K
$7.73M
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
1.31K+ 1.18% |
$265K - $337K
|
112K
$29.5M
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
BUY
|
- |
1.3K+ 3.92% |
$263K - $334K
|
34.5K
$9.05M
|
|
Oct 17, 2025
Q3 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
1.27K+ 2.88% |
$258K - $327K
|
45.5K
$12M
|
|
Oct 14, 2025
Q3 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.27K+ 8.65% |
$257K - $326K
|
15.9K
$4.19M
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.26K+ 9.91% |
$256K - $325K
|
14K
$3.68M
|
|
Oct 16, 2025
Q3 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
1.26K+ 1.93% |
$255K - $324K
|
66.6K
$17.5M
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.26K+ 10.99% |
$254K - $322K
|
12.7K
$3.33M
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
1.25K+ 5.77% |
$254K - $322K
|
23K
$6.04M
|
|
Oct 21, 2025
Q3 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
1.2K+ 9.02% |
$243K - $308K
|
14.5K
$3.81M
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.2K+ 1.18% |
$242K - $308K
|
103K
$27.1M
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.2K+ 7.34% |
$242K - $307K
|
17.5K
$4.59M
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
BUY
|
- |
1.19K+ 0.32% |
$240K - $305K
|
376K
$98.7M
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.17K+ 22.38% |
$237K - $301K
|
6.4K
$1.68M
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.15K+ 16.07% |
$233K - $295K
|
8.3K
$2.18M
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.14K+ 1.41% |
$231K - $293K
|
82.1K
$21.6M
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.13K+ 19.12% |
$228K - $290K
|
7.03K
$1.85M
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.1K+ 7.6% |
$223K - $283K
|
15.6K
$4.1M
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
BUY
|
- |
1.1K+ 13.96% |
$223K - $283K
|
9K
$2.36M
|
|
Oct 08, 2025
Q3 2025
|
Wilsey Asset Management Inc
|
BUY
|
- |
1.1KNew |
$222K - $282K
|
1.1K
$288K
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.08K+ 7.14% |
$219K - $278K
|
16.2K
$4.27M
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.07K+ 1.98% |
$216K - $274K
|
54.9K
$14.4M
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.07K+ 1.97% |
$216K - $274K
|
55.3K
$14.5M
|
|
Oct 22, 2025
Q3 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
1.04K+ 23.17% |
$211K - $267K
|
5.53K
$1.45M
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.04K+ 5.46% |
$210K - $267K
|
20.1K
$5.27M
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.04K+ 1.91% |
$210K - $266K
|
55.4K
$14.5M
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.04K+ 1.77% |
$210K - $266K
|
59.7K
$15.7M
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.03K+ 16.6% |
$209K - $265K
|
7.25K
$1.91M
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.02K+ 1.81% |
$207K - $263K
|
57.6K
$15.1M
|
|
Oct 21, 2025
Q3 2025
|
Suncoast Equity Management
|
BUY
|
- |
1.02K+ 0.59% |
$207K - $263K
|
174K
$45.6M
|
|
Oct 15, 2025
Q3 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
1.01K+ 12.62% |
$205K - $260K
|
9.05K
$2.38M
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.01K+ 3.29% |
$204K - $259K
|
31.7K
$8.32M
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1K+ 2.49% |
$203K - $257K
|
41.3K
$10.8M
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
986+ 2.07% |
$200K - $253K
|
48.6K
$12.8M
|
|
Oct 20, 2025
Q3 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
980+ 3.84% |
$198K - $252K
|
26.5K
$6.96M
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
977+ 1.3% |
$198K - $251K
|
76.4K
$20.1M
|