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
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-705- 1.22% |
$148K - $174K
|
57K
$12M
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-706- 1.99% |
$148K - $174K
|
34.8K
$7.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-711- 0.45% |
$149K - $176K
|
159K
$33.4M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-711- 4.92% |
$149K - $176K
|
13.7K
$2.89M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-712- 8.13% |
$149K - $176K
|
8.05K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-713- 1.75% |
$150K - $176K
|
39.9K
$8.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-715- 2.08% |
$150K - $177K
|
33.7K
$7.07M
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-716- 2.17% |
$150K - $177K
|
32.2K
$6.77M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-717- 0.77% |
$150K - $177K
|
92.7K
$19.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-720- 2.37% |
$151K - $178K
|
29.6K
$6.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-721- 4.94% |
$151K - $178K
|
13.9K
$2.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-723- 1.18% |
$152K - $179K
|
60.8K
$12.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-725- 3.35% |
$152K - $179K
|
20.9K
$4.39M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-725- 1.85% |
$152K - $179K
|
38.6K
$8.1M
|
|
|
May 15, 2025
Q1 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
SELL
|
- |
-726- 6.51% |
$152K - $179K
|
10.4K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-729- 3.25% |
$153K - $180K
|
21.7K
$4.56M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-730- 2.19% |
$153K - $180K
|
32.6K
$6.84M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-734- 18.24% |
$154K - $181K
|
3.29K
$691K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-736- 17.52% |
$154K - $182K
|
3.47K
$728K
|
|
|
Apr 25, 2025
Q1 2025
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-738- 2.6% |
$155K - $182K
|
27.6K
$5.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-738- 1.63% |
$155K - $182K
|
44.6K
$9.37M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-739- 19.01% |
$155K - $183K
|
3.15K
$661K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-739- 0.64% |
$155K - $183K
|
114K
$24M
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-740- 4.12% |
$155K - $183K
|
17.2K
$3.62M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-743- 0.9% |
$156K - $184K
|
81.6K
$17.1M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-744- 15.18% |
$156K - $184K
|
4.16K
$873K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-745- 0.96% |
$156K - $184K
|
76.8K
$16.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-747- 0.56% |
$157K - $185K
|
133K
$27.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-747- 1.69% |
$157K - $185K
|
43.5K
$9.13M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-748- 0.47% |
$157K - $185K
|
159K
$33.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-752- 5.98% |
$158K - $186K
|
11.8K
$2.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-755- 5.65% |
$158K - $187K
|
12.6K
$2.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
SELL
|
- |
-756- 4.89% |
$159K - $187K
|
14.7K
$3.09M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-759- 19.33% |
$159K - $188K
|
3.17K
$665K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-760- 6.12% |
$159K - $188K
|
11.7K
$2.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-762- 0.8% |
$160K - $188K
|
94.2K
$19.8M
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
SELL
|
- |
-766- 2.69% |
$161K - $189K
|
27.7K
$5.82M
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-766- 2.51% |
$161K - $189K
|
29.8K
$6.25M
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-771- 2.37% |
$162K - $191K
|
31.8K
$6.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-772- 1.8% |
$162K - $191K
|
42.1K
$8.83M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-772- 1.68% |
$162K - $191K
|
45.1K
$9.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-774- 0.88% |
$162K - $191K
|
86.7K
$18.2M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-774- 0.21% |
$162K - $191K
|
361K
$75.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-778- 2.29% |
$163K - $192K
|
33.2K
$6.97M
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
SELL
|
- |
-778- 87.51% |
$163K - $192K
|
111
$23.3K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-779- 1.0% |
$163K - $192K
|
77.2K
$16.2M
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-780- 35.91% |
$164K - $193K
|
1.39K
$292K
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-780- 4.71% |
$164K - $193K
|
15.8K
$3.32M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-782- 2.81% |
$164K - $193K
|
27K
$5.67M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-784- 0.84% |
$164K - $194K
|
92.2K
$19.4M
|