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 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-575- 0.16% |
$121K - $142K
|
361K
$75.8M
|
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-575- 0.82% |
$121K - $142K
|
69.2K
$14.5M
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-576- 2.39% |
$121K - $142K
|
23.6K
$4.95M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-578- 0.82% |
$121K - $143K
|
69.6K
$14.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-578- 2.37% |
$121K - $143K
|
23.8K
$5M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-579- 1.05% |
$121K - $143K
|
54.7K
$11.5M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-585- 0.54% |
$123K - $145K
|
108K
$22.7M
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-585- 3.49% |
$123K - $145K
|
16.2K
$3.4M
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-585- 0.53% |
$123K - $145K
|
111K
$23.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-586- 0.54% |
$123K - $145K
|
109K
$22.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Objectivity Squared, LLC
Charleston, SC |
SELL
|
- |
-586- 3.76% |
$123K - $145K
|
15K
$3.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-586- 2.63% |
$123K - $145K
|
21.7K
$4.56M
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-589- 4.32% |
$124K - $146K
|
13K
$2.74M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-592- 4.13% |
$124K - $146K
|
13.8K
$2.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-595- 1.69% |
$125K - $147K
|
34.6K
$7.27M
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-596- 3.22% |
$125K - $147K
|
17.9K
$3.76M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-596- 4.35% |
$125K - $147K
|
13.1K
$2.75M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-597- 1.28% |
$125K - $148K
|
46.1K
$9.68M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-598- 1.55% |
$125K - $148K
|
38K
$7.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-600- 4.05% |
$126K - $148K
|
14.2K
$2.98M
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-600- 3.68% |
$126K - $148K
|
15.7K
$3.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-601- 1.04% |
$126K - $149K
|
57.3K
$12M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-601- 0.94% |
$126K - $149K
|
63.3K
$13.3M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-602- 4.28% |
$126K - $149K
|
13.5K
$2.83M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-603- 8.86% |
$126K - $149K
|
6.2K
$1.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-604- 0.74% |
$127K - $149K
|
81.2K
$17.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-604- 6.18% |
$127K - $149K
|
9.18K
$1.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-605- 17.41% |
$127K - $149K
|
2.87K
$603K
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-608- 6.22% |
$127K - $150K
|
9.17K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-608- 3.36% |
$127K - $150K
|
17.5K
$3.67M
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-609- 3.54% |
$128K - $150K
|
16.6K
$3.48M
|
|
|
May 13, 2025
Q1 2025
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-610- 0.97% |
$128K - $151K
|
62.4K
$13.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-612- 0.32% |
$128K - $151K
|
189K
$39.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Menlo Advisors LLC
|
SELL
|
- |
-616- 1.13% |
$129K - $152K
|
54K
$11.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-616- 1.61% |
$129K - $152K
|
37.7K
$7.92M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-616- 1.09% |
$129K - $152K
|
56.1K
$11.8M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-624- 5.3% |
$131K - $154K
|
11.2K
$2.34M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-625- 2.19% |
$131K - $154K
|
27.9K
$5.87M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-627- 2.37% |
$131K - $155K
|
25.8K
$5.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-630- 11.52% |
$132K - $156K
|
4.84K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-630- 13.48% |
$132K - $156K
|
4.04K
$849K
|
|
|
May 15, 2025
Q1 2025
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-630- 15.54% |
$132K - $156K
|
3.42K
$719K
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-633- 4.06% |
$133K - $156K
|
15K
$3.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-636- 0.85% |
$133K - $157K
|
73.9K
$15.5M
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-637- 3.0% |
$134K - $157K
|
20.6K
$4.33M
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-640- 2.05% |
$134K - $158K
|
30.6K
$6.44M
|
|
|
May 15, 2025
Q1 2025
|
Kdt Advisors, LLC
New York, NY |
SELL
|
- |
-641- 3.14% |
$134K - $158K
|
19.8K
$4.15M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-643- 0.48% |
$135K - $159K
|
134K
$28.2M
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-643- 2.32% |
$135K - $159K
|
27.1K
$5.7M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-644- 3.95% |
$135K - $159K
|
15.6K
$3.29M
|