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 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1.81K- 2.41% |
$380K - $448K
|
73.3K
$15.4M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.81K- 0.16% |
$380K - $448K
|
1.12M
$236M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.82K- 0.6% |
$382K - $450K
|
300K
$63M
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.82K- 7.56% |
$382K - $450K
|
22.2K
$4.67M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-1.83K- 13.8% |
$383K - $451K
|
11.4K
$2.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-1.83K- 15.01% |
$383K - $451K
|
10.3K
$2.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-1.84K- 2.09% |
$385K - $454K
|
86K
$18.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.84K- 5.49% |
$385K - $454K
|
31.6K
$6.64M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-1.84K- 0.13% |
$386K - $455K
|
1.44M
$303M
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-1.84K- 3.66% |
$386K - $455K
|
48.4K
$10.2M
|
|
|
May 07, 2025
Q1 2025
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-1.84K- 1.28% |
$386K - $455K
|
142K
$29.9M
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.84K- 3.38% |
$386K - $455K
|
52.7K
$11.1M
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-1.84K- 1.99% |
$386K - $455K
|
90.7K
$19.1M
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-1.84K- 5.44% |
$387K - $456K
|
32K
$6.73M
|
|
|
May 15, 2025
Q1 2025
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.85K- 10.88% |
$387K - $456K
|
15.1K
$3.17M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.85K- 4.22% |
$387K - $457K
|
42K
$8.82M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.85K- 1.55% |
$387K - $457K
|
117K
$24.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-1.85K- 8.64% |
$388K - $457K
|
19.6K
$4.11M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.85K- 5.08% |
$388K - $457K
|
34.6K
$7.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
SELL
|
- |
-1.85K- 6.0% |
$389K - $458K
|
29K
$6.1M
|
|
|
May 15, 2025
Q1 2025
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-1.85K- 3.21% |
$389K - $458K
|
55.9K
$11.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-1.86K- 1.0% |
$389K - $458K
|
185K
$38.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.86K- 7.98% |
$390K - $460K
|
21.5K
$4.51M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-1.86K- 8.13% |
$390K - $460K
|
21K
$4.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
SELL
|
- |
-1.86K- 21.64% |
$390K - $460K
|
6.74K
$1.42M
|
|
|
May 02, 2025
Q1 2025
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-1.87K- 11.23% |
$391K - $461K
|
14.7K
$3.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-1.87K- 9.41% |
$391K - $461K
|
18K
$3.77M
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-1.87K- 2.23% |
$392K - $462K
|
82K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.87K- 1.31% |
$393K - $463K
|
141K
$29.7M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-1.88K- 1.11% |
$393K - $463K
|
167K
$35.1M
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.88K- 2.69% |
$395K - $465K
|
68.2K
$14.3M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.89K- 20.2% |
$395K - $466K
|
7.45K
$1.56M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.89K- 2.43% |
$396K - $466K
|
75.9K
$15.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.89K- 0.88% |
$396K - $467K
|
214K
$44.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1.9K- 3.78% |
$398K - $469K
|
48.3K
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
SELL
|
- |
-1.91K- 6.02% |
$400K - $471K
|
29.8K
$6.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.91K- 0.5% |
$400K - $472K
|
381K
$80M
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-1.91K- 1.64% |
$400K - $472K
|
114K
$24M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.91K- 17.41% |
$400K - $472K
|
9.06K
$1.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.91K- 3.67% |
$401K - $472K
|
50.2K
$10.5M
|
|
|
May 12, 2025
Q1 2025
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
SELL
|
- |
-1.92K- 12.43% |
$402K - $474K
|
13.5K
$2.84M
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-1.92K- 1.98% |
$403K - $475K
|
95.4K
$20M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-1.93K- 16.0% |
$404K - $476K
|
10.1K
$2.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-1.93K- 6.95% |
$404K - $476K
|
25.8K
$5.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.93K- 11.43% |
$405K - $477K
|
15K
$3.14M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.94K- 0.29% |
$406K - $479K
|
668K
$140M
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-1.95K- 3.64% |
$408K - $481K
|
51.5K
$10.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-1.95K- 15.5% |
$408K - $481K
|
10.6K
$2.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.95K- 8.26% |
$409K - $482K
|
21.7K
$4.55M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.96K- 2.5% |
$410K - $483K
|
76.3K
$16M
|