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 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-122- 0.43% |
$25.6K - $30.1K
|
28.6K
$6M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-123- 7.37% |
$25.8K - $30.4K
|
1.55K
$325K
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-124- 0.14% |
$26K - $30.6K
|
86.2K
$18.1M
|
|
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-124- 0.81% |
$26K - $30.6K
|
15.1K
$3.17M
|
|
|
May 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-125- 5.82% |
$26.2K - $30.9K
|
2.02K
$425K
|
|
|
May 01, 2025
Q1 2025
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-125- 4.98% |
$26.2K - $30.9K
|
2.39K
$501K
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-125- 1.17% |
$26.2K - $30.9K
|
10.6K
$2.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-126- 1.69% |
$26.4K - $31.1K
|
7.31K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-126- 0.91% |
$26.4K - $31.1K
|
13.7K
$2.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-127- 2.6% |
$26.6K - $31.4K
|
4.75K
$997K
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-127- 0.56% |
$26.6K - $31.4K
|
22.4K
$4.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-128- 2.52% |
$26.8K - $31.6K
|
4.94K
$1.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-129- 5.68% |
$27K - $31.9K
|
2.14K
$450K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-129- 0.14% |
$27K - $31.9K
|
94.3K
$19.8M
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-129- 0.32% |
$27K - $31.9K
|
40.5K
$8.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
SELL
|
- |
-130- 0.33% |
$27.3K - $32.1K
|
39.6K
$8.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-130- 0.34% |
$27.3K - $32.1K
|
37.7K
$7.92M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-130- 0.61% |
$27.3K - $32.1K
|
21.3K
$4.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-131- 0.81% |
$27.5K - $32.4K
|
16.1K
$3.38M
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-131- 1.66% |
$27.5K - $32.4K
|
7.75K
$1.63M
|
|
|
May 12, 2025
Q1 2025
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-132- 11.29% |
$27.7K - $32.6K
|
1.04K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Disciplined Growth Investors Inc
Minneapolis, MN |
SELL
|
- |
-132- 9.02% |
$27.7K - $32.6K
|
1.33K
$280K
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
SELL
|
- |
-133- 0.72% |
$27.9K - $32.9K
|
18.3K
$3.84M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-133- 0.56% |
$27.9K - $32.9K
|
23.6K
$4.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-135- 0.38% |
$28.3K - $33.4K
|
35.9K
$7.53M
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-135- 5.77% |
$28.3K - $33.4K
|
2.2K
$463K
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-135- 0.7% |
$28.3K - $33.4K
|
19.1K
$4.02M
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-135- 0.7% |
$28.3K - $33.4K
|
19K
$4M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-136- 1.36% |
$28.5K - $33.6K
|
9.87K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-136- 0.23% |
$28.5K - $33.6K
|
58.5K
$12.3M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-137- 0.36% |
$28.7K - $33.9K
|
38.1K
$8.01M
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-137- 4.28% |
$28.7K - $33.9K
|
3.07K
$644K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-138- 0.53% |
$28.9K - $34.1K
|
25.8K
$5.41M
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-138- 0.49% |
$28.9K - $34.1K
|
27.8K
$5.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-139- 3.05% |
$29.1K - $34.3K
|
4.43K
$929K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-139- 45.28% |
$29.1K - $34.3K
|
168
$35.3K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-139- 0.32% |
$29.1K - $34.3K
|
43K
$9.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
SELL
|
- |
-140- 0.39% |
$29.4K - $34.6K
|
35.7K
$7.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-140- 0.25% |
$29.4K - $34.6K
|
55.3K
$11.6M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-140- 2.84% |
$29.4K - $34.6K
|
4.79K
$1.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-142- 1.04% |
$29.8K - $35.1K
|
13.5K
$2.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-142- 2.57% |
$29.8K - $35.1K
|
5.38K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-142- 7.05% |
$29.8K - $35.1K
|
1.87K
$393K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-143- 1.59% |
$30K - $35.3K
|
8.84K
$1.86M
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-143- 1.03% |
$30K - $35.3K
|
13.8K
$2.9M
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-143- 0.38% |
$30K - $35.3K
|
37.1K
$7.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-145- 1.77% |
$30.4K - $35.8K
|
8.05K
$1.69M
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-145- 0.63% |
$30.4K - $35.8K
|
22.8K
$4.8M
|
|
|
May 05, 2025
Q1 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-145- 4.37% |
$30.4K - $35.8K
|
3.17K
$666K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-146- 0.08% |
$30.6K - $36.1K
|
178K
$37.3M
|