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 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-644- 15.12% |
$135K - $159K
|
3.62K
$759K
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-644- 6.31% |
$135K - $159K
|
9.56K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-644- 1.4% |
$135K - $159K
|
45.5K
$9.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-648- 27.14% |
$136K - $160K
|
1.74K
$365K
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-648- 22.45% |
$136K - $160K
|
2.24K
$470K
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-650- 24.71% |
$136K - $161K
|
1.98K
$416K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-650- 0.48% |
$136K - $161K
|
135K
$28.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-650- 1.62% |
$136K - $161K
|
39.4K
$8.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-650- 1.22% |
$136K - $161K
|
52.6K
$11.1M
|
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-650- 5.53% |
$136K - $161K
|
11.1K
$2.33M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-651- 0.46% |
$137K - $161K
|
142K
$29.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-653- 1.55% |
$137K - $161K
|
41.5K
$8.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-655- 1.47% |
$137K - $162K
|
43.8K
$9.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-656- 3.64% |
$138K - $162K
|
17.3K
$3.64M
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-658- 3.74% |
$138K - $163K
|
16.9K
$3.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-661- 1.36% |
$139K - $163K
|
48K
$10.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-663- 1.69% |
$139K - $164K
|
38.5K
$8.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-663- 5.58% |
$139K - $164K
|
11.2K
$2.36M
|
|
|
Jul 15, 2025
Q1 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
SELL
|
- |
-664- 9.81% |
$139K - $164K
|
6.11K
$1.28M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-665- 3.17% |
$139K - $164K
|
20.3K
$4.27M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-666- 4.53% |
$140K - $165K
|
14K
$2.95M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-670- 3.32% |
$140K - $166K
|
19.5K
$4.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-672- 0.9% |
$141K - $166K
|
74K
$15.6M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-672- 3.23% |
$141K - $166K
|
20.1K
$4.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-673- 7.14% |
$141K - $166K
|
8.75K
$1.84M
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-673- 4.17% |
$141K - $166K
|
15.5K
$3.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-675- 0.15% |
$142K - $167K
|
438K
$91.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-676- 5.71% |
$142K - $167K
|
11.2K
$2.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-676- 2.04% |
$142K - $167K
|
32.4K
$6.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Sicart Associates LLC
|
SELL
|
- |
-679- 3.29% |
$142K - $168K
|
20K
$4.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-682- 5.7% |
$143K - $169K
|
11.3K
$2.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-685- 3.71% |
$144K - $169K
|
17.8K
$3.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-688- 11.81% |
$144K - $170K
|
5.14K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-688- 1.74% |
$144K - $170K
|
38.8K
$8.15M
|
|
|
May 07, 2025
Q1 2025
|
Councilmark Asset Management, LLC
Knoxville, TN |
SELL
|
- |
-690- 1.0% |
$145K - $170K
|
68K
$14.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-692- 0.75% |
$145K - $171K
|
91.2K
$19.1M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-692- 4.64% |
$145K - $171K
|
14.2K
$2.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-693- 3.81% |
$145K - $171K
|
17.5K
$3.67M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-693- 2.27% |
$145K - $171K
|
29.9K
$6.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-696- 0.99% |
$146K - $172K
|
69.7K
$14.6M
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-697- 22.6% |
$146K - $172K
|
2.39K
$501K
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-698- 3.48% |
$146K - $172K
|
19.3K
$4.06M
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-698- 1.7% |
$146K - $172K
|
40.4K
$8.49M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-699- 2.12% |
$147K - $173K
|
32.3K
$6.79M
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-700- 4.44% |
$147K - $173K
|
15.1K
$3.17M
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-701- 0.85% |
$147K - $173K
|
82.2K
$17.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
SELL
|
- |
-702- 3.42% |
$147K - $173K
|
19.8K
$4.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-703- 2.83% |
$147K - $174K
|
24.1K
$5.07M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-703- 4.32% |
$147K - $174K
|
15.6K
$3.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-704- 12.34% |
$148K - $174K
|
5K
$1.05M
|