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 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-2.5K- 0.44% |
$524K - $618K
|
565K
$119M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-2.5K- 4.62% |
$524K - $618K
|
51.6K
$10.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Defender Capital, Llc.
|
SELL
|
- |
-2.5K- 34.76% |
$524K - $618K
|
4.7K
$986K
|
|
|
May 14, 2025
Q1 2025
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
SELL
|
- |
-2.5K- 6.01% |
$525K - $618K
|
39.2K
$8.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-2.51K- 52.02% |
$525K - $619K
|
2.31K
$485K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-2.51K- 15.3% |
$527K - $621K
|
13.9K
$2.92M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-2.53K- 6.71% |
$531K - $626K
|
35.2K
$7.4M
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-2.54K- 8.82% |
$533K - $628K
|
26.3K
$5.51M
|
|
|
May 15, 2025
Q1 2025
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-2.54K- 10.43% |
$533K - $628K
|
21.8K
$4.59M
|
|
|
May 14, 2025
Q1 2025
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
SELL
|
- |
-2.55K- 0.75% |
$534K - $629K
|
336K
$70.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-2.55K- 1.74% |
$534K - $629K
|
144K
$30.2M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-2.55K- 1.57% |
$534K - $630K
|
160K
$33.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-2.55K- 1.41% |
$535K - $631K
|
178K
$37.4M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-2.55K- 5.73% |
$535K - $631K
|
42K
$8.82M
|
|
|
May 05, 2025
Q1 2025
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-2.56K- 5.9% |
$536K - $632K
|
40.8K
$8.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
SELL
|
- |
-2.57K- 8.03% |
$538K - $634K
|
29.4K
$6.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-2.57K- 2.83% |
$540K - $636K
|
88.3K
$18.5M
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
SELL
|
- |
-2.57K- 2.85% |
$540K - $636K
|
87.8K
$18.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-2.58K- 5.23% |
$541K - $637K
|
46.7K
$9.82M
|
|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-2.58K- 3.01% |
$541K - $638K
|
83.1K
$17.4M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.59K- 0.7% |
$544K - $641K
|
368K
$77.3M
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-2.59K- 14.22% |
$544K - $641K
|
15.7K
$3.29M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.6K- 2.92% |
$545K - $642K
|
86.5K
$18.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-2.62K- 6.54% |
$550K - $648K
|
37.5K
$7.88M
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-2.63K- 1.53% |
$552K - $651K
|
170K
$35.7M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2.64K- 2.45% |
$554K - $653K
|
105K
$22.1M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.65K- 2.53% |
$556K - $655K
|
102K
$21.4M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-2.66K- 8.35% |
$558K - $657K
|
29.2K
$6.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-2.66K- 2.35% |
$558K - $658K
|
110K
$23.2M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-2.66K- 22.0% |
$559K - $658K
|
9.45K
$1.98M
|
|
|
Apr 18, 2025
Q1 2025
|
Marest Capital, LLC
Tarzana, CA |
SELL
|
- |
-2.67K- 10.42% |
$560K - $660K
|
23K
$4.83M
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
SELL
|
- |
-2.67K- 2.87% |
$560K - $660K
|
90.3K
$19M
|
|
|
Apr 23, 2025
Q1 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.67K- 38.94% |
$560K - $660K
|
4.19K
$880K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.68K- 5.74% |
$562K - $663K
|
44K
$9.25M
|
|
|
May 15, 2025
Q1 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-2.69K- 2.25% |
$564K - $664K
|
117K
$24.5M
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-2.69K- 1.09% |
$564K - $665K
|
244K
$51.3M
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-2.7K- 12.74% |
$565K - $666K
|
18.5K
$3.88M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-2.7K- 1.22% |
$566K - $667K
|
218K
$45.8M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.7K- 3.31% |
$566K - $667K
|
78.7K
$16.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2.71K- 1.91% |
$567K - $668K
|
139K
$29.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-2.71K- 1.82% |
$567K - $669K
|
146K
$30.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-2.71K- 2.22% |
$567K - $669K
|
119K
$25M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-2.71K- 8.36% |
$568K - $669K
|
29.7K
$6.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-2.71K- 0.8% |
$569K - $670K
|
336K
$70.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.73K- 1.84% |
$571K - $673K
|
145K
$30.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2.73K- 4.83% |
$572K - $674K
|
53.7K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-2.74K- 1.56% |
$573K - $676K
|
172K
$36.2M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.75K- 1.73% |
$576K - $679K
|
156K
$32.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-2.75K- 3.59% |
$576K - $679K
|
73.8K
$15.5M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-2.75K- 2.35% |
$577K - $680K
|
114K
$24M
|