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 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-3.06K- 2.37% |
$642K - $757K
|
126K
$26.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
SELL
|
- |
-3.07K- 4.06% |
$643K - $758K
|
72.5K
$15.2M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-3.08K- 14.28% |
$646K - $761K
|
18.5K
$3.88M
|
|
|
May 15, 2025
Q1 2025
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-3.08K- 5.82% |
$646K - $761K
|
49.8K
$10.5M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.08K- 24.32% |
$646K - $761K
|
9.59K
$2.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.08K- 0.85% |
$646K - $762K
|
362K
$75.9M
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-3.1K- 3.41% |
$649K - $765K
|
87.8K
$18.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-3.1K- 9.05% |
$650K - $766K
|
31.2K
$6.55M
|
|
|
May 13, 2025
Q1 2025
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-3.11K- 6.74% |
$651K - $767K
|
43K
$9.02M
|
|
|
May 05, 2025
Q1 2025
|
Lipe & Dalton
|
SELL
|
- |
-3.11K- 4.14% |
$651K - $768K
|
72K
$15.1M
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-3.11K- 2.19% |
$652K - $768K
|
139K
$29.1M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-3.11K- 5.03% |
$653K - $769K
|
58.7K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-3.12K- 1.67% |
$653K - $770K
|
183K
$38.5M
|
|
|
May 07, 2025
Q1 2025
|
Wernau Asset Management Inc.
Gloucester, MA |
SELL
|
- |
-3.12K- 2.96% |
$655K - $772K
|
102K
$21.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-3.13K- 3.26% |
$657K - $774K
|
93.1K
$19.6M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-3.14K- 0.45% |
$657K - $775K
|
694K
$146M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-3.14K- 0.44% |
$658K - $776K
|
713K
$150M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-3.15K- 4.64% |
$660K - $778K
|
64.8K
$13.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.15K- 1.37% |
$661K - $779K
|
227K
$47.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-3.16K- 3.5% |
$662K - $780K
|
87K
$18.3M
|
|
|
May 13, 2025
Q1 2025
|
Progressive Investment Management Corp
|
SELL
|
- |
-3.16K- 2.01% |
$663K - $781K
|
154K
$32.3M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.17K- 10.07% |
$665K - $784K
|
28.3K
$5.95M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-3.18K- 1.64% |
$667K - $786K
|
191K
$40.1M
|
|
|
May 21, 2025
Q1 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-3.19K- 3.37% |
$668K - $787K
|
91.5K
$19.2M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-3.2K- 1.98% |
$670K - $789K
|
158K
$33.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-3.2K- 12.67% |
$670K - $790K
|
22K
$4.63M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-3.21K- 4.03% |
$673K - $793K
|
76.3K
$16M
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-3.21K- 4.64% |
$673K - $793K
|
66K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-3.21K- 5.33% |
$673K - $793K
|
57K
$12M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-3.21K- 10.52% |
$673K - $794K
|
27.3K
$5.74M
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-3.24K- 1.51% |
$679K - $800K
|
211K
$44.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3.24K- 2.69% |
$680K - $801K
|
117K
$24.7M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-3.25K- 2.81% |
$681K - $802K
|
112K
$23.5M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.25K- 1.71% |
$681K - $802K
|
187K
$39.2M
|
|
|
Jun 04, 2025
Q1 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
SELL
|
- |
-3.26K- 1.56% |
$683K - $804K
|
206K
$43.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3.27K- 3.7% |
$685K - $807K
|
85.1K
$17.9M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-3.28K- 9.7% |
$687K - $809K
|
30.5K
$6.4M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-3.28K- 1.75% |
$687K - $810K
|
184K
$38.5M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.29K- 2.69% |
$689K - $812K
|
119K
$24.9M
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-3.29K- 6.77% |
$689K - $812K
|
45.3K
$9.51M
|
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
SELL
|
- |
-3.29K- 6.81% |
$690K - $813K
|
45K
$9.46M
|
|
|
May 15, 2025
Q1 2025
|
Nia Impact Advisors, LLC
|
SELL
|
- |
-3.29K- 6.71% |
$690K - $813K
|
45.8K
$9.61M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-3.31K- 4.31% |
$694K - $818K
|
73.5K
$15.4M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-3.31K- 7.06% |
$694K - $818K
|
43.6K
$9.15M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-3.31K- 5.22% |
$694K - $818K
|
60.1K
$12.6M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-3.32K- 2.25% |
$696K - $820K
|
144K
$30.3M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-3.32K- 4.24% |
$696K - $820K
|
75K
$15.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-3.32K- 8.72% |
$697K - $821K
|
34.8K
$7.31M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.33K- 2.61% |
$697K - $822K
|
124K
$26.1M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-3.33K- 8.29% |
$697K - $822K
|
36.8K
$7.72M
|