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 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
51.1K+ 4.26% |
$10.7M - $12.6M
|
1.25M
$263M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
50.8K+ 120.38% |
$10.6M - $12.5M
|
93K
$19.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
49.3KNew |
$10.3M - $12.2M
|
49.3K
$10.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
49.1K+ 3.93% |
$10.3M - $12.1M
|
1.3M
$273M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
48.8K+ 14.22% |
$10.2M - $12.1M
|
392K
$82.3M
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
48.2K+ 5.6% |
$10.1M - $11.9M
|
910K
$191M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
48.1K+ 16.5% |
$10.1M - $11.9M
|
339K
$71.3M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
47.7K+ 1.84% |
$10M - $11.8M
|
2.63M
$553M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
47.4KNew |
$9.95M - $11.7M
|
47.4K
$9.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
47KNew |
$9.85M - $11.6M
|
47K
$9.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
47K+ 17.17% |
$9.85M - $11.6M
|
320K
$67.3M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
45.6K+ 17.49% |
$9.57M - $11.3M
|
307K
$64.4M
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
45.5K+ 12.3% |
$9.54M - $11.2M
|
416K
$87.3M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
45.5K+ 0.48% |
$9.53M - $11.2M
|
9.6M
$2.02B
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
45.3K+ 74.52% |
$9.51M - $11.2M
|
106K
$22.3M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
45.2K+ 35.85% |
$9.48M - $11.2M
|
171K
$36M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
44.4K+ 14.78% |
$9.3M - $11M
|
344K
$72.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Bender Robert & Associates
|
BUY
|
- |
43.5K+ 16.6% |
$9.13M - $10.8M
|
306K
$64.3M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
43.4KNew |
$9.1M - $10.7M
|
43.4K
$9.11M
|
|
|
May 12, 2025
Q1 2025
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
43.3K+ 8.21% |
$9.08M - $10.7M
|
570K
$120M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
42.8K+ 2465.57% |
$8.98M - $10.6M
|
44.6K
$9.36M
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
42.8K+ 19.17% |
$8.97M - $10.6M
|
266K
$55.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
42.6K+ 3.89% |
$8.94M - $10.5M
|
1.14M
$239M
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
42.4KNew |
$8.89M - $10.5M
|
42.4K
$8.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
42.4K+ 1.53% |
$8.89M - $10.5M
|
2.82M
$591M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
42.2K+ 10.72% |
$8.85M - $10.4M
|
436K
$91.5M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
41.3K+ 197.91% |
$8.67M - $10.2M
|
62.2K
$13.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
41.1K+ 1.49% |
$8.61M - $10.1M
|
2.8M
$589M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
40.8K+ 30.47% |
$8.56M - $10.1M
|
175K
$36.7M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
40.6K+ 8.92% |
$8.5M - $10M
|
495K
$104M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
40.5K+ 2.81% |
$8.49M - $10M
|
1.48M
$311M
|
|
|
May 09, 2025
Q1 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
40.2K+ 19.73% |
$8.44M - $9.94M
|
244K
$51.3M
|
|
|
May 09, 2025
Q1 2025
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
40.2KNew |
$8.43M - $9.93M
|
40.2K
$8.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
40K+ 98.89% |
$8.39M - $9.88M
|
80.4K
$16.9M
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
40KNew |
$8.38M - $9.88M
|
40K
$8.4M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
40K+ 20.42% |
$8.38M - $9.87M
|
236K
$49.5M
|
|
|
May 15, 2025
Q1 2025
|
Sone Capital Management, LLC
New York, NY |
BUY
|
- |
39.7KNew |
$8.32M - $9.8M
|
39.7K
$8.33M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
39.6K+ 13.33% |
$8.3M - $9.78M
|
336K
$70.6M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
38.6K+ 54.2% |
$8.09M - $9.53M
|
110K
$23.1M
|
|
|
May 14, 2025
Q1 2025
|
Greenwoods Asset Management Hong Kong Ltd.
Hong Kong, K3 |
BUY
|
- |
37.9K+ 5.1% |
$7.96M - $9.38M
|
782K
$164M
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
37.6K+ 120.89% |
$7.89M - $9.3M
|
68.7K
$14.4M
|
|
|
May 12, 2025
Q1 2025
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
37.5K+ 26.97% |
$7.86M - $9.26M
|
176K
$37.1M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
37.4K+ 6.34% |
$7.85M - $9.25M
|
628K
$132M
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
37.3K+ 19.12% |
$7.81M - $9.21M
|
232K
$48.8M
|
|
|
May 14, 2025
Q1 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
37.2K+ 181.97% |
$7.8M - $9.19M
|
57.7K
$12.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
37.1K+ 60.48% |
$7.78M - $9.17M
|
98.5K
$20.7M
|
|
|
May 12, 2025
Q1 2025
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
36.8K+ 5.03% |
$7.71M - $9.09M
|
769K
$161M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
36.7KNew |
$7.69M - $9.06M
|
36.7K
$7.7M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
35.8K+ 50.14% |
$7.51M - $8.86M
|
107K
$22.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
35.7K+ 21.91% |
$7.49M - $8.83M
|
199K
$41.8M
|