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
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-1.22K- 4.2% |
$256K - $302K
|
27.9K
$5.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-1.22K- 0.7% |
$257K - $302K
|
173K
$36.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.23K- 2.16% |
$257K - $303K
|
55.6K
$11.7M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.23K- 1.85% |
$258K - $304K
|
65.3K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-1.24K- 1.65% |
$259K - $305K
|
73.5K
$15.4M
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-1.24K- 0.94% |
$260K - $307K
|
131K
$27.5M
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-1.24K- 7.29% |
$261K - $307K
|
15.8K
$3.32M
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-1.24K- 6.09% |
$261K - $307K
|
19.2K
$4.02M
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1.25K- 1.02% |
$261K - $308K
|
121K
$25.4M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.25K- 3.99% |
$261K - $308K
|
30K
$6.3M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.25K- 3.89% |
$262K - $309K
|
30.9K
$6.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-1.25K- 0.86% |
$263K - $310K
|
144K
$30.3M
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1.25K- 3.41% |
$263K - $310K
|
35.5K
$7.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.26K- 1.26% |
$263K - $310K
|
98.7K
$20.7M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.26K- 3.8% |
$263K - $310K
|
31.8K
$6.67M
|
|
|
May 16, 2025
Q1 2025
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-1.26K- 3.82% |
$263K - $310K
|
31.6K
$6.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-1.26K- 16.78% |
$264K - $311K
|
6.25K
$1.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.26K- 6.36% |
$264K - $311K
|
18.5K
$3.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 3.47% |
$265K - $312K
|
35.2K
$7.39M
|
|
|
May 12, 2025
Q1 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-1.27K- 0.26% |
$265K - $313K
|
488K
$102M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.27K- 1.43% |
$266K - $314K
|
87.4K
$18.4M
|
|
|
May 15, 2025
Q1 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.27K- 6.75% |
$267K - $314K
|
17.6K
$3.69M
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-1.27K- 3.9% |
$267K - $315K
|
31.4K
$6.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-1.28K- 1.76% |
$268K - $315K
|
71.3K
$15M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.28K- 0.99% |
$268K - $315K
|
127K
$26.8M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.28K- 5.11% |
$268K - $316K
|
23.7K
$4.98M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.28K- 3.13% |
$268K - $316K
|
39.5K
$8.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-1.28K- 3.54% |
$268K - $316K
|
34.9K
$7.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1.28K- 4.11% |
$268K - $316K
|
29.9K
$6.27M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.28K- 7.52% |
$269K - $317K
|
15.8K
$3.31M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.28K- 8.64% |
$269K - $317K
|
13.6K
$2.85M
|
|
|
May 15, 2025
Q1 2025
|
Morangie Management LLC
New York, NY |
SELL
|
- |
-1.28K- 5.54% |
$269K - $317K
|
21.9K
$4.59M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.28K- 8.85% |
$269K - $317K
|
13.2K
$2.78M
|
|
|
May 12, 2025
Q1 2025
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-1.29K- 4.62% |
$271K - $319K
|
26.7K
$5.6M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.29K- 3.91% |
$271K - $320K
|
31.7K
$6.67M
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-1.3K- 11.69% |
$272K - $320K
|
9.79K
$2.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.31K- 3.56% |
$274K - $323K
|
35.4K
$7.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-1.31K- 6.5% |
$274K - $323K
|
18.8K
$3.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.31K- 2.26% |
$274K - $323K
|
56.6K
$11.9M
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
SELL
|
- |
-1.31K- 7.42% |
$274K - $323K
|
16.3K
$3.43M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.31K- 1.25% |
$275K - $324K
|
103K
$21.7M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.31K- 2.24% |
$275K - $324K
|
57.3K
$12M
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-1.32K- 3.68% |
$276K - $326K
|
34.5K
$7.25M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-1.32K- 0.13% |
$277K - $326K
|
1.03M
$216M
|
|
|
Apr 16, 2025
Q1 2025
|
Tenon Financial LLC
Metuchen, NJ |
SELL
|
- |
-1.32K- 10.19% |
$278K - $327K
|
11.7K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-1.33K- 1.87% |
$278K - $327K
|
69.7K
$14.6M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.33K- 2.14% |
$278K - $328K
|
60.6K
$12.7M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.33K- 7.86% |
$278K - $328K
|
15.6K
$3.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-1.34K- 9.86% |
$281K - $331K
|
12.2K
$2.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.34K- 1.18% |
$281K - $332K
|
113K
$23.7M
|