Purchases and Sales Made in Q1 2025 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
220+ 4.77% |
$46.1K - $54.4K
|
4.83K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
219+ 6.72% |
$45.9K - $54.1K
|
3.48K
$730K
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
218+ 3.35% |
$45.7K - $53.9K
|
6.72K
$1.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Sitrin Capital Management LLC
|
BUY
|
- |
218+ 0.44% |
$45.7K - $53.9K
|
50.2K
$10.5M
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
212+ 5.93% |
$44.5K - $52.4K
|
3.79K
$796K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
212+ 0.64% |
$44.5K - $52.4K
|
33.4K
$7.02M
|
|
|
May 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
212+ 0.24% |
$44.5K - $52.4K
|
89.9K
$18.9M
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
210+ 0.8% |
$44K - $51.9K
|
26.6K
$5.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
207+ 8.05% |
$43.4K - $51.1K
|
2.78K
$584K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
207+ 0.25% |
$43.4K - $51.1K
|
81.7K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
206+ 0.22% |
$43.2K - $50.9K
|
92.4K
$19.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
204+ 0.66% |
$42.8K - $50.4K
|
31.1K
$6.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
204+ 2.03% |
$42.8K - $50.4K
|
10.2K
$2.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
201+ 0.19% |
$42.1K - $49.7K
|
108K
$22.6M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
201+ 0.74% |
$42.1K - $49.7K
|
27.3K
$5.73M
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
201+ 1.68% |
$42.1K - $49.7K
|
12.2K
$2.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
200+ 2.86% |
$41.9K - $49.4K
|
7.18K
$1.51M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
200+ 0.43% |
$41.9K - $49.4K
|
46.7K
$9.8M
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
200+ 1.03% |
$41.9K - $49.4K
|
19.6K
$4.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
199+ 0.57% |
$41.7K - $49.2K
|
35K
$7.35M
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
199+ 2.2% |
$41.7K - $49.2K
|
9.23K
$1.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
197+ 0.16% |
$41.3K - $48.7K
|
127K
$26.7M
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
197+ 0.79% |
$41.3K - $48.7K
|
25.2K
$5.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
195+ 0.55% |
$40.9K - $48.2K
|
35.5K
$7.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
194+ 0.41% |
$40.7K - $47.9K
|
47.3K
$9.92M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
192+ 0.19% |
$40.3K - $47.4K
|
98.8K
$20.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
188+ 0.25% |
$39.4K - $46.5K
|
76.4K
$16M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
187+ 1.19% |
$39.2K - $46.2K
|
15.9K
$3.33M
|
|
|
Apr 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
187+ 1.47% |
$39.2K - $46.2K
|
12.9K
$2.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
187+ 0.62% |
$39.2K - $46.2K
|
30.3K
$6.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
187+ 1.89% |
$39.2K - $46.2K
|
10.1K
$2.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
186+ 0.96% |
$39K - $46K
|
19.6K
$4.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
186+ 0.66% |
$39K - $46K
|
28.4K
$5.97M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
184+ 5.37% |
$38.6K - $45.5K
|
3.61K
$758K
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
184+ 4.45% |
$38.6K - $45.5K
|
4.32K
$907K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
182+ 0.37% |
$38.2K - $45K
|
49.4K
$10.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
181+ 0.01% |
$38K - $44.7K
|
1.4M
$295M
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
180+ 1800.0% |
$37.7K - $44.5K
|
190
$39.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
179+ 0.07% |
$37.5K - $44.2K
|
257K
$54M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
178+ 1.64% |
$37.3K - $44K
|
11K
$2.32M
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
178+ 1.45% |
$37.3K - $44K
|
12.4K
$2.61M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
178+ 1.01% |
$37.3K - $44K
|
17.8K
$3.73M
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
176+ 11.39% |
$36.9K - $43.5K
|
1.72K
$361K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
172+ 1.31% |
$36.1K - $42.5K
|
13.3K
$2.8M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
172+ 0.45% |
$36.1K - $42.5K
|
38.7K
$8.13M
|
|
|
May 12, 2025
Q1 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
172+ 2.15% |
$36.1K - $42.5K
|
8.16K
$1.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
171+ 0.68% |
$35.9K - $42.3K
|
25.4K
$5.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
171+ 0.78% |
$35.9K - $42.3K
|
22.1K
$4.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
170+ 0.51% |
$35.6K - $42K
|
33.8K
$7.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
169+ 1.03% |
$35.4K - $41.8K
|
16.6K
$3.49M
|