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 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-429- 2.81% |
$90K - $106K
|
14.8K
$3.11M
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-429- 0.62% |
$90K - $106K
|
68.8K
$14.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-431- 1.36% |
$90.4K - $107K
|
31.2K
$6.55M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-431- 4.08% |
$90.4K - $107K
|
10.1K
$2.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-432- 1.99% |
$90.6K - $107K
|
21.3K
$4.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-433- 1.34% |
$90.8K - $107K
|
31.9K
$6.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-433- 1.56% |
$90.8K - $107K
|
27.4K
$5.75M
|
|
|
May 09, 2025
Q1 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-434- 3.33% |
$91K - $107K
|
12.6K
$2.64M
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-435- 9.31% |
$91.2K - $107K
|
4.24K
$890K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
SELL
|
- |
-435- 8.93% |
$91.2K - $107K
|
4.44K
$931K
|
|
|
Apr 25, 2025
Q1 2025
|
Impac Tfolio, LLC
|
SELL
|
- |
-436- 2.08% |
$91.4K - $108K
|
20.5K
$4.3M
|
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-437- 0.23% |
$91.6K - $108K
|
194K
$40.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-439- 1.52% |
$92K - $108K
|
28.5K
$5.98M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-439- 0.48% |
$92K - $108K
|
91.3K
$19.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-440- 2.43% |
$92.3K - $109K
|
17.7K
$3.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
SELL
|
- |
-441- 3.63% |
$92.5K - $109K
|
11.7K
$2.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-443- 7.3% |
$92.9K - $109K
|
5.63K
$1.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-444- 2.49% |
$93.1K - $110K
|
17.4K
$3.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-444- 2.02% |
$93.1K - $110K
|
21.5K
$4.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-445- 0.78% |
$93.3K - $110K
|
56.5K
$11.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-445- 0.94% |
$93.3K - $110K
|
47K
$9.87M
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-446- 0.39% |
$93.5K - $110K
|
115K
$24.1M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-447- 14.26% |
$93.7K - $110K
|
2.69K
$564K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-448- 1.04% |
$93.9K - $111K
|
42.8K
$8.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-448- 3.4% |
$93.9K - $111K
|
12.7K
$2.68M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-448- 1.58% |
$93.9K - $111K
|
27.9K
$5.85M
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-450- 21.16% |
$94.4K - $111K
|
1.68K
$352K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-451- 2.31% |
$94.6K - $111K
|
19.1K
$4.01M
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-453- 2.92% |
$95K - $112K
|
15K
$3.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-454- 0.68% |
$95.2K - $112K
|
66K
$13.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-455- 1.77% |
$95.4K - $112K
|
25.2K
$5.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-456- 1.96% |
$95.6K - $113K
|
22.9K
$4.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-458- 0.78% |
$96K - $113K
|
57.9K
$12.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-459- 4.81% |
$96.2K - $113K
|
9.09K
$1.91M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-459- 0.76% |
$96.2K - $113K
|
59.6K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-460- 0.96% |
$96.5K - $114K
|
47.5K
$9.98M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-460- 1.27% |
$96.5K - $114K
|
35.8K
$7.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-462- 0.92% |
$96.9K - $114K
|
49.6K
$10.4M
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-462- 4.61% |
$96.9K - $114K
|
9.56K
$2.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-463- 3.25% |
$97.1K - $114K
|
13.8K
$2.89M
|
|
|
May 15, 2025
Q1 2025
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-463- 0.29% |
$97.1K - $114K
|
159K
$33.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-464- 1.13% |
$97.3K - $115K
|
40.6K
$8.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-464- 26.85% |
$97.3K - $115K
|
1.26K
$265K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-465- 2.47% |
$97.5K - $115K
|
18.4K
$3.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-466- 5.87% |
$97.7K - $115K
|
7.47K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-467- 0.77% |
$97.9K - $115K
|
60.3K
$12.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-469- 3.37% |
$98.3K - $116K
|
13.4K
$2.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Tepp Ria, LLC
Westfield, NJ |
SELL
|
- |
-469- 7.4% |
$98.3K - $116K
|
5.87K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-470- 3.96% |
$98.5K - $116K
|
11.4K
$2.39M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-470- 0.77% |
$98.5K - $116K
|
60.8K
$12.8M
|