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 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-471- 0.65% |
$98.8K - $116K
|
72.1K
$15.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-473- 0.78% |
$99.2K - $117K
|
60.5K
$12.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-475- 4.25% |
$99.6K - $117K
|
10.7K
$2.25M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-476- 4.72% |
$99.8K - $118K
|
9.61K
$2.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-476- 1.19% |
$99.8K - $118K
|
39.7K
$8.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-477- 0.25% |
$100K - $118K
|
193K
$40.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-478- 1.69% |
$100K - $118K
|
27.7K
$5.83M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-478- 1.27% |
$100K - $118K
|
37.2K
$7.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-479- 0.28% |
$100K - $118K
|
172K
$36.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-480- 10.68% |
$101K - $119K
|
4.01K
$843K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-480- 0.48% |
$101K - $119K
|
98.8K
$20.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-481- 14.16% |
$101K - $119K
|
2.92K
$612K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-481- 6.69% |
$101K - $119K
|
6.71K
$1.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-481- 2.43% |
$101K - $119K
|
19.3K
$4.05M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-484- 2.18% |
$101K - $120K
|
21.7K
$4.56M
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-485- 0.78% |
$102K - $120K
|
61.4K
$12.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-487- 5.02% |
$102K - $120K
|
9.22K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-487- 21.11% |
$102K - $120K
|
1.82K
$382K
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-488- 2.93% |
$102K - $121K
|
16.2K
$3.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-489- 13.18% |
$103K - $121K
|
3.22K
$676K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-489- 0.75% |
$103K - $121K
|
64.7K
$13.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-490- 2.19% |
$103K - $121K
|
21.9K
$4.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
SELL
|
- |
-491- 6.87% |
$103K - $121K
|
6.66K
$1.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-493- 3.12% |
$103K - $122K
|
15.3K
$3.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-493- 0.7% |
$103K - $122K
|
69.8K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-494- 1.25% |
$104K - $122K
|
39K
$8.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-495- 0.49% |
$104K - $122K
|
101K
$21.2M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-495- 2.04% |
$104K - $122K
|
23.8K
$5M
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-496- 2.44% |
$104K - $123K
|
19.8K
$4.16M
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
SELL
|
- |
-500- 1.42% |
$105K - $124K
|
34.8K
$7.31M
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-500- 0.69% |
$105K - $124K
|
71.9K
$15.1M
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-500- 5.4% |
$105K - $124K
|
8.76K
$1.84M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-501- 1.51% |
$105K - $124K
|
32.6K
$6.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
SELL
|
- |
-502- 6.14% |
$105K - $124K
|
7.67K
$1.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-502- 9.63% |
$105K - $124K
|
4.71K
$989K
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-504- 1.32% |
$106K - $125K
|
37.7K
$7.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-506- 0.67% |
$106K - $125K
|
75.5K
$15.9M
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-506- 1.46% |
$106K - $125K
|
34.2K
$7.19M
|
|
|
May 14, 2025
Q1 2025
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-506- 0.74% |
$106K - $125K
|
67.5K
$14.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-507- 4.65% |
$106K - $125K
|
10.4K
$2.18M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-508- 1.91% |
$107K - $126K
|
26.2K
$5.49M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-509- 7.54% |
$107K - $126K
|
6.24K
$1.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-513- 2.56% |
$108K - $127K
|
19.5K
$4.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-514- 1.81% |
$108K - $127K
|
27.9K
$5.86M
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-515- 0.51% |
$108K - $127K
|
101K
$21.2M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-515- 2.33% |
$108K - $127K
|
21.5K
$4.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-516- 0.33% |
$108K - $128K
|
155K
$32.5M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-516- 0.88% |
$108K - $128K
|
58.4K
$12.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-517- 26.68% |
$108K - $128K
|
1.42K
$298K
|
|
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-517- 11.56% |
$108K - $128K
|
3.96K
$831K
|