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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
128+ 0.86% |
$26.8K - $31.6K
|
15K
$3.15M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
128+ 0.44% |
$26.8K - $31.6K
|
29.5K
$6.2M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
128+ 0.76% |
$26.8K - $31.6K
|
17K
$3.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
127+ 1.6% |
$26.6K - $31.4K
|
8.06K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
127+ 0.44% |
$26.6K - $31.4K
|
29K
$6.08M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
125+ 1.44% |
$26.2K - $30.9K
|
8.8K
$1.85M
|
|
|
Jul 16, 2025
Q1 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
123+ 0.2% |
$25.8K - $30.4K
|
60.5K
$12.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
121+ 2.21% |
$25.4K - $29.9K
|
5.59K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
James Hambro & Partners
|
BUY
|
- |
120+ 2.62% |
$25.2K - $29.7K
|
4.7K
$988K
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
BUY
|
- |
120+ 5.94% |
$25.2K - $29.7K
|
2.14K
$450K
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
120+ 0.3% |
$25.2K - $29.7K
|
40.7K
$8.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
119+ 0.34% |
$25K - $29.4K
|
34.9K
$7.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
118+ 3.41% |
$24.7K - $29.2K
|
3.58K
$751K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
118+ 0.7% |
$24.7K - $29.2K
|
17.1K
$3.58M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
118+ 1.37% |
$24.7K - $29.2K
|
8.7K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
118+ 0.35% |
$24.7K - $29.2K
|
33.5K
$7.03M
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
116+ 3.96% |
$24.3K - $28.7K
|
3.04K
$639K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
115+ 0.12% |
$24.1K - $28.4K
|
94.8K
$19.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
115+ 0.75% |
$24.1K - $28.4K
|
15.4K
$3.23M
|
|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
115+ 6.73% |
$24.1K - $28.4K
|
1.82K
$383K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
114+ 1.48% |
$23.9K - $28.2K
|
7.83K
$1.64M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
112+ 2.15% |
$23.5K - $27.7K
|
5.33K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
112+ 1.02% |
$23.5K - $27.7K
|
11.1K
$2.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
111+ 1.09% |
$23.3K - $27.4K
|
10.3K
$2.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
111+ 0.52% |
$23.3K - $27.4K
|
21.4K
$4.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
110+ 1.22% |
$23.1K - $27.2K
|
9.11K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
110+ 1.55% |
$23.1K - $27.2K
|
7.22K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
109+ 2.15% |
$22.9K - $26.9K
|
5.19K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
109+ 6.83% |
$22.9K - $26.9K
|
1.71K
$358K
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
108+ 3.2% |
$22.6K - $26.7K
|
3.48K
$731K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
108+ 0.12% |
$22.6K - $26.7K
|
90.9K
$19.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
107+ 0.68% |
$22.4K - $26.4K
|
15.9K
$3.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
107+ 0.14% |
$22.4K - $26.4K
|
75.8K
$15.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
106+ 0.16% |
$22.2K - $26.2K
|
66.6K
$14M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
106+ 0.25% |
$22.2K - $26.2K
|
41.8K
$8.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
106+ 4.44% |
$22.2K - $26.2K
|
2.49K
$524K
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
105+ 2.73% |
$22K - $25.9K
|
3.96K
$831K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
105+ 6.74% |
$22K - $25.9K
|
1.66K
$349K
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
104+ 11.76% |
$21.8K - $25.7K
|
988
$207K
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
104+ 6.77% |
$21.8K - $25.7K
|
1.64K
$344K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
103+ 0.6% |
$21.6K - $25.5K
|
17.3K
$3.62M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
103+ 17.08% |
$21.6K - $25.5K
|
706
$148K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
102+ 0.04% |
$21.4K - $25.2K
|
228K
$47.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
101+ 0.43% |
$21.2K - $25K
|
23.7K
$4.97M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
100+ 0.31% |
$21K - $24.7K
|
32.4K
$6.8M
|
|
|
May 13, 2025
Q1 2025
|
Bright Valley Capital LTD
Hong Kong, K3 |
BUY
|
- |
100New |
$21K - $24.7K
|
100
$21K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
98+ 0.59% |
$20.5K - $24.2K
|
16.7K
$3.5M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
98+ 0.25% |
$20.5K - $24.2K
|
39.2K
$8.22M
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
98+ 1.39% |
$20.5K - $24.2K
|
7.17K
$1.51M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
97+ 7.66% |
$20.3K - $24K
|
1.36K
$286K
|