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 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-1.05K- 5.43% |
$221K - $260K
|
18.3K
$3.85M
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-1.06K- 5.07% |
$221K - $261K
|
19.7K
$4.15M
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-1.06K- 8.01% |
$222K - $261K
|
12.2K
$2.55M
|
|
May 05, 2025
Q1 2025
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-1.06K- 3.62% |
$222K - $262K
|
28.2K
$5.92M
|
|
May 15, 2025
Q1 2025
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-1.06K- 2.29% |
$222K - $262K
|
45.3K
$9.52M
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-1.07K- 16.21% |
$223K - $263K
|
5.51K
$1.16M
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.07K- 8.99% |
$224K - $264K
|
10.8K
$2.27M
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-1.07K- 1.74% |
$224K - $264K
|
60.3K
$12.7M
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-1.07K- 1.91% |
$224K - $264K
|
55K
$11.5M
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-1.07K- 4.33% |
$224K - $264K
|
23.6K
$4.96M
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.07K- 3.62% |
$225K - $265K
|
28.6K
$6M
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.07K- 1.63% |
$225K - $265K
|
64.8K
$13.6M
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
SELL
|
- |
-1.07K- 0.9% |
$225K - $265K
|
118K
$24.9M
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.08K- 7.03% |
$225K - $266K
|
14.2K
$2.99M
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
SELL
|
- |
-1.08K- 0.67% |
$226K - $266K
|
160K
$33.5M
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1.08K- 17.86% |
$226K - $266K
|
4.96K
$1.04M
|
|
Apr 29, 2025
Q1 2025
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-1.08K- 8.8% |
$226K - $267K
|
11.2K
$2.35M
|
|
Apr 29, 2025
Q1 2025
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 2.71% |
$226K - $267K
|
38.8K
$8.14M
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 1.89% |
$227K - $267K
|
56K
$11.8M
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.08K- 1.45% |
$227K - $268K
|
73.5K
$15.4M
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.08K- 2.69% |
$227K - $268K
|
39.2K
$8.24M
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-1.08K- 2.92% |
$227K - $268K
|
36K
$7.56M
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.09K- 5.82% |
$228K - $268K
|
17.6K
$3.69M
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-1.09K- 1.8% |
$228K - $269K
|
59.3K
$12.5M
|
|
Apr 09, 2025
Q1 2025
|
Weybosset Research & Management LLC
|
SELL
|
- |
-1.09K- 30.38% |
$229K - $269K
|
2.5K
$525K
|
|
May 09, 2025
Q1 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-1.09K- 8.4% |
$229K - $270K
|
11.9K
$2.5M
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
SELL
|
- |
-1.09K- 1.12% |
$229K - $270K
|
96.4K
$20.2M
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-1.1K- 0.83% |
$230K - $271K
|
130K
$27.3M
|
|
May 13, 2025
Q1 2025
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-1.1K- 14.38% |
$231K - $272K
|
6.55K
$1.38M
|
|
May 06, 2025
Q1 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-1.1K- 2.08% |
$231K - $272K
|
51.9K
$10.9M
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
SELL
|
- |
-1.1K- 11.38% |
$231K - $273K
|
8.59K
$1.8M
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-1.1K- 0.18% |
$231K - $273K
|
609K
$128M
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-1.1K- 2.71% |
$231K - $273K
|
39.7K
$8.34M
|
|
May 15, 2025
Q1 2025
|
Oakmont Corp
|
SELL
|
- |
-1.11K- 0.57% |
$232K - $274K
|
194K
$40.8M
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.11K- 1.98% |
$232K - $274K
|
54.7K
$11.5M
|
|
May 12, 2025
Q1 2025
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.11K- 21.25% |
$233K - $275K
|
4.12K
$866K
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.12K- 4.39% |
$234K - $276K
|
24.3K
$5.1M
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.12K- 7.94% |
$235K - $277K
|
13K
$2.72M
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.12K- 0.45% |
$235K - $277K
|
245K
$51.6M
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-1.12K- 6.32% |
$235K - $277K
|
16.6K
$3.49M
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.12K- 31.26% |
$235K - $277K
|
2.46K
$517K
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.12K- 3.54% |
$235K - $277K
|
30.5K
$6.41M
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.12K- 1.34% |
$235K - $277K
|
82.5K
$17.3M
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-1.12K- 1.67% |
$235K - $277K
|
66K
$13.9M
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.12K- 4.33% |
$236K - $278K
|
24.8K
$5.22M
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-1.12K- 18.36% |
$236K - $278K
|
5K
$1.05M
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.13K- 1.06% |
$236K - $278K
|
105K
$22.1M
|
|
May 06, 2025
Q1 2025
|
Kidder Stephen W
|
SELL
|
- |
-1.13K- 0.81% |
$236K - $278K
|
138K
$29M
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-1.13K- 2.09% |
$237K - $279K
|
53K
$11.1M
|
|
May 01, 2025
Q1 2025
|
Check Capital Management Inc
|
SELL
|
- |
-1.13K- 4.06% |
$237K - $279K
|
26.7K
$5.6M
|