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 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-2.76K- 2.01% |
$578K - $681K
|
135K
$28.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.77K- 9.95% |
$581K - $684K
|
25K
$5.26M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-2.77K- 4.26% |
$581K - $684K
|
62.2K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-2.77K- 1.19% |
$581K - $685K
|
231K
$48.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-2.79K- 1.24% |
$585K - $689K
|
222K
$46.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-2.79K- 9.82% |
$586K - $690K
|
25.7K
$5.39M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.8K- 3.16% |
$588K - $693K
|
86.1K
$18.1M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.81K- 0.78% |
$588K - $693K
|
359K
$75.4M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-2.81K- 11.35% |
$589K - $694K
|
21.9K
$4.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.81K- 3.53% |
$589K - $694K
|
76.7K
$16.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-2.81K- 10.6% |
$589K - $694K
|
23.7K
$4.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-2.81K- 0.9% |
$589K - $695K
|
308K
$64.8M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2.81K- 2.83% |
$589K - $695K
|
96.6K
$20.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.82K- 1.42% |
$591K - $696K
|
195K
$41.1M
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-2.82K- 13.55% |
$591K - $697K
|
18K
$3.78M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-2.82K- 7.06% |
$592K - $697K
|
37.1K
$7.8M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-2.82K- 3.09% |
$592K - $697K
|
88.6K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.82K- 17.68% |
$592K - $698K
|
13.1K
$2.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.83K- 27.92% |
$593K - $698K
|
7.3K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
SELL
|
- |
-2.83K- 12.7% |
$593K - $699K
|
19.5K
$4.09M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-2.85K- 4.42% |
$597K - $703K
|
61.5K
$12.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-2.86K- 17.14% |
$599K - $706K
|
13.8K
$2.9M
|
|
|
May 05, 2025
Q1 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-2.9K- 17.82% |
$608K - $716K
|
13.4K
$2.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-2.9K- 3.58% |
$609K - $718K
|
78.3K
$16.4M
|
|
|
May 14, 2025
Q1 2025
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-2.92K- 19.37% |
$612K - $721K
|
12.1K
$2.55M
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
SELL
|
- |
-2.92K- 3.75% |
$612K - $721K
|
74.9K
$15.7M
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
SELL
|
- |
-2.92K- 5.15% |
$613K - $722K
|
53.8K
$11.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Terra Alpha Investments LLC
Washington, DC |
SELL
|
- |
-2.93K- 12.7% |
$613K - $723K
|
20.1K
$4.22M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.93K- 4.99% |
$614K - $723K
|
55.8K
$11.7M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.95K- 2.76% |
$618K - $728K
|
104K
$21.8M
|
|
|
May 15, 2025
Q1 2025
|
Clear Street Derivatives LLC
New York, NY |
SELL
|
- |
-2.95K- 23.41% |
$619K - $730K
|
9.66K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-2.96K- 6.95% |
$621K - $732K
|
39.7K
$8.33M
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-2.98K- 6.04% |
$626K - $737K
|
46.4K
$9.75M
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
SELL
|
- |
-2.99K- 2.15% |
$626K - $738K
|
136K
$28.5M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-2.99K- 5.81% |
$627K - $739K
|
48.4K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-3K- 43.48% |
$628K - $740K
|
3.89K
$818K
|
|
|
May 06, 2025
Q1 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
SELL
|
- |
-3K- 7.29% |
$629K - $741K
|
38.1K
$8.01M
|
|
|
May 12, 2025
Q1 2025
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-3K- 21.64% |
$629K - $741K
|
10.9K
$2.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.02K- 1.38% |
$633K - $746K
|
216K
$45.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-3.02K- 17.01% |
$634K - $747K
|
14.8K
$3.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-3.03K- 5.84% |
$636K - $749K
|
48.9K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-3.03K- 1.89% |
$636K - $749K
|
158K
$33.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-3.03K- 0.76% |
$636K - $749K
|
394K
$82.8M
|
|
|
May 15, 2025
Q1 2025
|
True Wealth Financial Partners
|
SELL
|
- |
-3.03K- 58.23% |
$636K - $750K
|
2.18K
$457K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-3.04K- 4.18% |
$637K - $750K
|
69.6K
$14.6M
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-3.04K- 29.16% |
$637K - $751K
|
7.38K
$1.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3.04K- 3.3% |
$637K - $751K
|
89.2K
$18.7M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-3.04K- 9.3% |
$637K - $751K
|
29.6K
$6.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-3.06K- 22.14% |
$642K - $756K
|
10.8K
$2.26M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-3.06K- 14.67% |
$642K - $756K
|
17.8K
$3.74M
|