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
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-250- 17.24% |
$52.4K - $61.8K
|
1.2K
$252K
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-250- 6.48% |
$52.4K - $61.8K
|
3.61K
$758K
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-251- 0.76% |
$52.6K - $62K
|
32.8K
$6.88M
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
SELL
|
- |
-251- 10.43% |
$52.6K - $62K
|
2.16K
$453K
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-251- 2.09% |
$52.6K - $62K
|
11.8K
$2.47M
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
SELL
|
- |
-252- 0.6% |
$52.8K - $62.3K
|
41.5K
$8.71M
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-252- 0.71% |
$52.8K - $62.3K
|
35.2K
$7.4M
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
SELL
|
- |
-253- 1.85% |
$53K - $62.5K
|
13.4K
$2.82M
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-254- 0.62% |
$53.3K - $62.8K
|
40.6K
$8.52M
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-254- 3.92% |
$53.3K - $62.8K
|
6.23K
$1.31M
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-254- 2.27% |
$53.3K - $62.8K
|
10.9K
$2.3M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-255- 11.91% |
$53.5K - $63K
|
1.89K
$396K
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-255- 0.84% |
$53.5K - $63K
|
30.2K
$6.34M
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-256- 2.71% |
$53.7K - $63.3K
|
9.2K
$1.93M
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-256- 3.68% |
$53.7K - $63.3K
|
6.69K
$1.41M
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-257- 1.01% |
$53.9K - $63.5K
|
25.2K
$5.3M
|
|
May 08, 2025
Q1 2025
|
Bck Capital Management LP
Stamford, CT |
SELL
|
- |
-258- 3.82% |
$54.1K - $63.8K
|
6.5K
$1.37M
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-258- 0.78% |
$54.1K - $63.8K
|
32.8K
$6.88M
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-258- 0.67% |
$54.1K - $63.8K
|
38.3K
$8.04M
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
SELL
|
- |
-259- 1.21% |
$54.3K - $64K
|
21.2K
$4.45M
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-259- 7.9% |
$54.3K - $64K
|
3.02K
$634K
|
|
May 13, 2025
Q1 2025
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-260- 0.72% |
$54.5K - $64.2K
|
36K
$7.56M
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-260- 2.72% |
$54.5K - $64.2K
|
9.28K
$1.95M
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-260- 4.86% |
$54.5K - $64.2K
|
5.09K
$1.07M
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-263- 0.53% |
$55.1K - $65K
|
49.5K
$10.4M
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-263- 0.66% |
$55.1K - $65K
|
39.3K
$8.25M
|
|
Apr 28, 2025
Q1 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-263- 3.63% |
$55.1K - $65K
|
6.99K
$1.47M
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-263- 0.41% |
$55.1K - $65K
|
63.5K
$13.3M
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-264- 1.16% |
$55.4K - $65.2K
|
22.5K
$4.72M
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-269- 0.88% |
$56.4K - $66.5K
|
30.4K
$6.39M
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-270- 0.81% |
$56.6K - $66.7K
|
33.1K
$6.96M
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-270- 12.94% |
$56.6K - $66.7K
|
1.82K
$381K
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-270- 2.55% |
$56.6K - $66.7K
|
10.3K
$2.16M
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-272- 2.36% |
$57K - $67.2K
|
11.3K
$2.36M
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-273- 0.73% |
$57.2K - $67.5K
|
37.4K
$7.85M
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-273- 0.5% |
$57.2K - $67.5K
|
54.5K
$11.4M
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-273- 0.29% |
$57.2K - $67.5K
|
93.2K
$19.6M
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-273- 0.87% |
$57.2K - $67.5K
|
31.1K
$6.54M
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-273- 27.94% |
$57.2K - $67.5K
|
704
$148K
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-274- 2.73% |
$57.5K - $67.7K
|
9.77K
$2.05M
|
|
Apr 14, 2025
Q1 2025
|
Shorepath Capital Management LLC
Evanston, IL |
SELL
|
- |
-274- 0.61% |
$57.5K - $67.7K
|
44.7K
$9.38M
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-275- 0.43% |
$57.7K - $68K
|
64.3K
$13.5M
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-275- 0.46% |
$57.7K - $68K
|
60.1K
$12.6M
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-276- 0.47% |
$57.9K - $68.2K
|
58.2K
$12.2M
|
|
May 15, 2025
Q1 2025
|
Chiron Capital Management, LLC
|
SELL
|
- |
-276- 2.51% |
$57.9K - $68.2K
|
10.7K
$2.25M
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-277- 78.03% |
$58.1K - $68.4K
|
78
$16.4K
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-278- 0.96% |
$58.3K - $68.7K
|
28.5K
$5.99M
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-278- 2.22% |
$58.3K - $68.7K
|
12.2K
$2.57M
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-280- 1.41% |
$58.7K - $69.2K
|
19.6K
$4.12M
|
|
May 01, 2025
Q1 2025
|
Parker Investment Management, LLC
|
SELL
|
- |
-280- 3.11% |
$58.7K - $69.2K
|
8.73K
$1.83M
|