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
|
Simmons Bank
|
SELL
|
- |
-2.09K- 1.58% |
$438K - $516K
|
130K
$27.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-2.09K- 2.15% |
$438K - $517K
|
95.4K
$20M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.1K- 2.41% |
$440K - $518K
|
85.1K
$17.9M
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.1K- 0.8% |
$440K - $519K
|
261K
$54.7M
|
|
|
May 01, 2025
Q1 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-2.1K- 16.15% |
$440K - $519K
|
10.9K
$2.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2.1K- 0.4% |
$441K - $519K
|
528K
$111M
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.11K- 1.86% |
$442K - $520K
|
111K
$23.3M
|
|
|
May 15, 2025
Q1 2025
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-2.11K- 4.33% |
$442K - $521K
|
46.6K
$9.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2.11K- 4.1% |
$443K - $522K
|
49.4K
$10.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-2.11K- 23.87% |
$443K - $522K
|
6.74K
$1.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-2.11K- 7.9% |
$443K - $522K
|
24.6K
$5.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.11K- 4.81% |
$443K - $522K
|
41.8K
$8.78M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-2.12K- 0.66% |
$444K - $523K
|
320K
$67.3M
|
|
|
May 01, 2025
Q1 2025
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-2.12K- 1.44% |
$445K - $524K
|
145K
$30.5M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.12K- 0.99% |
$445K - $525K
|
212K
$44.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-2.13K- 3.26% |
$446K - $525K
|
63.1K
$13.3M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-2.14K- 1.26% |
$448K - $528K
|
167K
$35.1M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.15K- 3.92% |
$450K - $530K
|
52.5K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.15K- 1.8% |
$451K - $532K
|
117K
$24.7M
|
|
|
May 14, 2025
Q1 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-2.16K- 8.49% |
$452K - $533K
|
23.2K
$4.88M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.16K- 7.01% |
$453K - $534K
|
28.7K
$6.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-2.16K- 2.0% |
$453K - $534K
|
106K
$22.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2.16K- 0.66% |
$454K - $535K
|
324K
$68.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-2.16K- 4.39% |
$454K - $535K
|
47.2K
$9.91M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.16K- 0.78% |
$454K - $535K
|
276K
$57.9M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-2.17K- 22.11% |
$454K - $535K
|
7.63K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-2.17K- 0.45% |
$454K - $535K
|
478K
$100M
|
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.17K- 1.23% |
$455K - $536K
|
174K
$36.5M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-2.18K- 1.74% |
$458K - $539K
|
123K
$25.9M
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-2.18K- 6.32% |
$458K - $539K
|
32.3K
$6.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.19K- 9.92% |
$458K - $540K
|
19.8K
$4.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-2.19K- 2.87% |
$458K - $540K
|
74K
$15.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-2.19K- 0.99% |
$458K - $540K
|
219K
$46M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.19K- 5.98% |
$459K - $540K
|
34.4K
$7.22M
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-2.19K- 4.67% |
$459K - $541K
|
44.6K
$9.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.19K- 3.75% |
$460K - $542K
|
56.3K
$11.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.19K- 3.95% |
$460K - $542K
|
53.3K
$11.2M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-2.2K- 3.46% |
$461K - $543K
|
61.3K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-2.2K- 16.97% |
$461K - $543K
|
10.8K
$2.26M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-2.22K- 1.17% |
$464K - $547K
|
186K
$39.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-2.24K- 26.55% |
$470K - $554K
|
6.2K
$1.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-2.24K- 13.37% |
$470K - $554K
|
14.5K
$3.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-2.25K- 3.24% |
$471K - $555K
|
67K
$14.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-2.25K- 15.06% |
$471K - $555K
|
12.7K
$2.66M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2.25K- 8.27% |
$471K - $555K
|
24.9K
$5.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.25K- 3.18% |
$472K - $556K
|
68.5K
$14.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.25K- 3.88% |
$472K - $557K
|
55.8K
$11.7M
|
|
|
Jul 15, 2025
Q1 2025
|
Ims Capital Management
|
SELL
|
- |
-2.26K- 3.74% |
$473K - $558K
|
58.1K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.26K- 2.91% |
$475K - $559K
|
75.5K
$15.9M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-2.27K- 5.43% |
$475K - $560K
|
39.4K
$8.29M
|