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
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
972+ 14.16% |
$197K - $250K
|
7.84K
$2.06M
|
|
Oct 20, 2025
Q3 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
966+ 0.73% |
$195K - $248K
|
133K
$35.1M
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
950New |
$192K - $244K
|
950
$250K
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
943+ 1.97% |
$191K - $242K
|
48.9K
$12.8M
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
940+ 6.43% |
$190K - $241K
|
15.6K
$4.09M
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
937+ 4.02% |
$190K - $241K
|
24.3K
$6.38M
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
920+ 9.77% |
$186K - $236K
|
10.3K
$2.72M
|
|
Oct 07, 2025
Q3 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
917New |
$186K - $236K
|
917
$241K
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
917+ 2.47% |
$186K - $236K
|
38.1K
$10M
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
916+ 0.98% |
$185K - $235K
|
94.8K
$24.9M
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
910+ 1.13% |
$184K - $234K
|
81.5K
$21.4M
|
|
Oct 01, 2025
Q3 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
908+ 17.78% |
$184K - $233K
|
6.02K
$1.58M
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
907+ 1.32% |
$184K - $233K
|
69.7K
$18.3M
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
890+ 6.4% |
$180K - $229K
|
14.8K
$3.89M
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
890+ 4.55% |
$180K - $229K
|
20.4K
$5.37M
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
877+ 1.64% |
$177K - $225K
|
54.4K
$14.3M
|
|
Oct 21, 2025
Q3 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
875New |
$177K - $225K
|
875
$230K
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
856+ 0.32% |
$173K - $220K
|
267K
$70.1M
|
|
Oct 06, 2025
Q3 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
839New |
$170K - $216K
|
839
$220K
|
|
Oct 08, 2025
Q3 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
839New |
$170K - $216K
|
839
$220K
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
828+ 1.86% |
$168K - $213K
|
45.4K
$11.9M
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
826+ 11.09% |
$167K - $212K
|
8.28K
$2.17M
|
|
Oct 07, 2025
Q3 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
821+ 3.25% |
$166K - $211K
|
26.1K
$6.85M
|
|
Oct 17, 2025
Q3 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
820New |
$166K - $211K
|
820
$215K
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
804+ 1.16% |
$163K - $207K
|
70.2K
$18.4M
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
803+ 9.1% |
$163K - $206K
|
9.63K
$2.53M
|
|
Oct 02, 2025
Q3 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
797+ 2.09% |
$161K - $205K
|
38.9K
$10.2M
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
797+ 3.08% |
$161K - $205K
|
26.7K
$7.02M
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
795+ 0.92% |
$161K - $204K
|
87.4K
$23M
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
794+ 0.64% |
$161K - $204K
|
125K
$32.8M
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
755+ 2.57% |
$153K - $194K
|
30.1K
$7.91M
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
749+ 0.54% |
$152K - $192K
|
140K
$36.9M
|
|
Oct 15, 2025
Q3 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
743+ 21.28% |
$150K - $191K
|
4.23K
$1.11M
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
737+ 0.73% |
$149K - $189K
|
102K
$26.9M
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
730+ 2.45% |
$148K - $188K
|
30.5K
$8.01M
|
|
Oct 10, 2025
Q3 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
727+ 0.42% |
$147K - $187K
|
174K
$45.8M
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
724+ 0.3% |
$147K - $186K
|
241K
$63.4M
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
717+ 0.45% |
$145K - $184K
|
158K
$41.6M
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
713+ 6.39% |
$144K - $183K
|
11.9K
$3.12M
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
708+ 2.31% |
$143K - $182K
|
31.4K
$8.24M
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
691+ 14.28% |
$140K - $177K
|
5.53K
$1.45M
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
690+ 2.45% |
$140K - $177K
|
28.9K
$7.58M
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
689+ 1.37% |
$139K - $177K
|
51K
$13.4M
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
687+ 5.45% |
$139K - $176K
|
13.3K
$3.49M
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
675+ 0.43% |
$137K - $173K
|
156K
$41.1M
|
|
Oct 16, 2025
Q3 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
673+ 35.37% |
$136K - $173K
|
2.58K
$677K
|
|
Oct 17, 2025
Q3 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
671+ 3.56% |
$136K - $172K
|
19.5K
$5.13M
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
670+ 7.22% |
$136K - $172K
|
9.95K
$2.62M
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
670+ 3.95% |
$136K - $172K
|
17.6K
$4.64M
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
BUY
|
- |
669+ 1.16% |
$135K - $172K
|
58.2K
$15.3M
|