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 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-1.7K- 5.56% |
$355K - $419K
|
28.8K
$6.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.7K- 2.1% |
$356K - $420K
|
79.3K
$16.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-1.7K- 1.86% |
$357K - $420K
|
89.8K
$18.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-1.7K- 0.47% |
$357K - $420K
|
360K
$75.5M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-1.7K- 3.37% |
$357K - $421K
|
48.8K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.7K- 2.88% |
$357K - $421K
|
57.5K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
Fidato Wealth LLC
|
SELL
|
- |
-1.7K- 15.21% |
$357K - $421K
|
9.49K
$1.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1.7K- 3.98% |
$357K - $421K
|
41.1K
$8.64M
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-1.7K- 8.44% |
$357K - $421K
|
18.5K
$3.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-1.71K- 7.19% |
$358K - $422K
|
22K
$4.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-1.71K- 14.07% |
$358K - $422K
|
10.4K
$2.19M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.71K- 2.29% |
$358K - $422K
|
73K
$15.3M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.71K- 8.62% |
$358K - $422K
|
18.1K
$3.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.71K- 6.58% |
$359K - $423K
|
24.3K
$5.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
SELL
|
- |
-1.72K- 13.55% |
$360K - $424K
|
10.9K
$2.3M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-1.72K- 9.82% |
$361K - $425K
|
15.8K
$3.32M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-1.72K- 47.74% |
$361K - $425K
|
1.88K
$396K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.72K- 7.3% |
$361K - $426K
|
21.9K
$4.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-1.72K- 11.78% |
$361K - $426K
|
12.9K
$2.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Absher Wealth Management, LLC
|
SELL
|
- |
-1.73K- 1.83% |
$362K - $426K
|
92.6K
$19.5M
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.73K- 0.56% |
$362K - $427K
|
307K
$64.6M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-1.73K- 2.8% |
$362K - $427K
|
60K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-1.73K- 2.08% |
$363K - $428K
|
81.7K
$17.2M
|
|
|
May 09, 2025
Q1 2025
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
SELL
|
- |
-1.74K- 3.0% |
$364K - $429K
|
56.1K
$11.8M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-1.74K- 2.48% |
$365K - $431K
|
68.4K
$14.4M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.75K- 1.02% |
$367K - $432K
|
170K
$35.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-1.75K- 14.46% |
$367K - $432K
|
10.4K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-1.75K- 0.24% |
$367K - $432K
|
728K
$153M
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-1.76K- 3.02% |
$368K - $434K
|
56.4K
$11.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
SELL
|
- |
-1.76K- 35.13% |
$368K - $434K
|
3.25K
$682K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-1.76K- 9.97% |
$369K - $435K
|
15.9K
$3.34M
|
|
|
May 13, 2025
Q1 2025
|
Carroll Investors, Inc
|
SELL
|
- |
-1.77K- 2.03% |
$370K - $436K
|
85.1K
$17.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-1.77K- 0.6% |
$371K - $437K
|
292K
$61.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-1.77K- 1.58% |
$371K - $437K
|
111K
$23.2M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-1.77K- 0.44% |
$371K - $437K
|
398K
$83.6M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.77K- 5.65% |
$371K - $437K
|
29.6K
$6.21M
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-1.77K- 2.09% |
$372K - $438K
|
83.1K
$17.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Norway Savings Bank
|
SELL
|
- |
-1.78K- 3.92% |
$372K - $439K
|
43.5K
$9.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-1.78K- 1.89% |
$373K - $439K
|
92.2K
$19.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.78K- 2.46% |
$373K - $440K
|
70.6K
$14.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.78K- 1.91% |
$374K - $441K
|
91.5K
$19.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.79K- 1.55% |
$375K - $442K
|
114K
$23.8M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-1.79K- 8.18% |
$376K - $443K
|
20.1K
$4.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-1.8K- 5.16% |
$376K - $444K
|
33K
$6.93M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.8K- 2.63% |
$376K - $444K
|
66.4K
$13.9M
|
|
|
May 09, 2025
Q1 2025
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-1.8K- 1.57% |
$377K - $445K
|
113K
$23.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.8K- 1.43% |
$378K - $445K
|
124K
$26M
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.8K- 2.74% |
$378K - $445K
|
64K
$13.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1.8K- 2.28% |
$378K - $446K
|
77.5K
$16.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.81K- 11.9% |
$379K - $447K
|
13.4K
$2.81M
|