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 08, 2025
Q1 2025
|
Torray LLC
|
SELL
|
- |
-2.27K- 3.68% |
$476K - $560K
|
59.4K
$12.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-2.27K- 1.48% |
$476K - $561K
|
151K
$31.7M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-2.28K- 5.05% |
$477K - $562K
|
42.8K
$8.98M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.28K- 0.38% |
$478K - $563K
|
594K
$125M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-2.29K- 26.93% |
$480K - $566K
|
6.22K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-2.3K- 0.98% |
$482K - $568K
|
233K
$48.9M
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-2.31K- 14.76% |
$483K - $570K
|
13.3K
$2.8M
|
|
|
May 09, 2025
Q1 2025
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-2.31K- 10.93% |
$484K - $570K
|
18.8K
$3.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.31K- 8.26% |
$485K - $572K
|
25.7K
$5.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-2.31K- 2.02% |
$485K - $572K
|
112K
$23.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-2.32K- 2.28% |
$487K - $574K
|
99.6K
$20.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
SELL
|
- |
-2.33K- 54.09% |
$489K - $576K
|
1.98K
$416K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-2.34K- 5.01% |
$491K - $579K
|
44.4K
$9.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-2.35K- 5.69% |
$493K - $580K
|
38.9K
$8.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.35K- 3.91% |
$493K - $581K
|
57.9K
$12.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-2.36K- 5.04% |
$494K - $582K
|
44.4K
$9.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-2.36K- 2.86% |
$495K - $583K
|
80.1K
$16.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-2.37K- 23.24% |
$496K - $584K
|
7.81K
$1.64M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.37K- 2.39% |
$497K - $586K
|
97K
$20.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-2.38K- 7.78% |
$500K - $589K
|
28.3K
$5.93M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.38K- 5.52% |
$500K - $589K
|
40.8K
$8.57M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-2.39K- 3.53% |
$501K - $590K
|
65.1K
$13.7M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.39K- 0.76% |
$501K - $590K
|
311K
$65.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-2.39K- 8.46% |
$501K - $591K
|
25.9K
$5.43M
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-2.4K- 4.77% |
$504K - $594K
|
48K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-2.41K- 3.15% |
$505K - $595K
|
74.1K
$15.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-2.41K- 3.64% |
$505K - $596K
|
63.8K
$13.4M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.41K- 2.6% |
$505K - $596K
|
90.2K
$18.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.42K- 0.6% |
$507K - $597K
|
402K
$84.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-2.42K- 3.01% |
$507K - $598K
|
78K
$16.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.42K- 1.7% |
$508K - $598K
|
140K
$29.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-2.42K- 9.96% |
$508K - $598K
|
21.9K
$4.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-2.42K- 9.33% |
$508K - $598K
|
23.5K
$4.94M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.42K- 3.95% |
$508K - $599K
|
58.9K
$12.4M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-2.43K- 5.07% |
$509K - $600K
|
45.5K
$9.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-2.43K- 1.34% |
$510K - $601K
|
180K
$37.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-2.44K- 15.97% |
$511K - $602K
|
12.8K
$2.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-2.44K- 9.09% |
$511K - $602K
|
24.4K
$5.12M
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-2.44K- 11.45% |
$511K - $603K
|
18.9K
$3.96M
|
|
|
May 15, 2025
Q1 2025
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-2.44K- 8.7% |
$512K - $603K
|
25.6K
$5.38M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
SELL
|
- |
-2.45K- 3.37% |
$514K - $605K
|
70.2K
$14.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-2.46K- 4.41% |
$515K - $607K
|
53.2K
$11.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-2.46K- 1.64% |
$517K - $609K
|
148K
$31.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-2.46K- 4.19% |
$517K - $609K
|
56.4K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-2.47K- 1.15% |
$518K - $610K
|
212K
$44.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-2.48K- 43.09% |
$520K - $613K
|
3.27K
$688K
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
SELL
|
- |
-2.48K- 34.03% |
$521K - $614K
|
4.82K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.49K- 6.51% |
$522K - $615K
|
35.7K
$7.5M
|
|
|
May 14, 2025
Q1 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
SELL
|
- |
-2.49K- 4.98% |
$522K - $615K
|
47.5K
$9.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-2.49K- 3.44% |
$522K - $616K
|
69.9K
$14.7M
|