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 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-3.33K- 34.5% |
$698K - $823K
|
6.32K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-3.34K- 11.62% |
$701K - $826K
|
25.4K
$5.34M
|
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-3.35K- 26.02% |
$702K - $827K
|
9.51K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-3.35K- 1.1% |
$703K - $829K
|
300K
$63.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.37K- 0.95% |
$706K - $832K
|
349K
$73.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-3.38K- 1.92% |
$709K - $835K
|
173K
$36.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-3.39K- 59.88% |
$711K - $838K
|
2.27K
$477K
|
|
|
May 12, 2025
Q1 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-3.39K- 7.43% |
$712K - $839K
|
42.3K
$8.88M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-3.39K- 2.48% |
$712K - $839K
|
133K
$28M
|
|
|
May 09, 2025
Q1 2025
|
Campbell Capital Management Inc
|
SELL
|
- |
-3.4K- 2.07% |
$713K - $840K
|
161K
$33.9M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-3.41K- 20.12% |
$715K - $842K
|
13.5K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-3.41K- 9.91% |
$715K - $842K
|
31K
$6.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-3.41K- 45.88% |
$715K - $843K
|
4.02K
$845K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-3.42K- 5.51% |
$718K - $846K
|
58.7K
$12.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Jlb & Associates Inc
|
SELL
|
- |
-3.43K- 2.04% |
$718K - $846K
|
165K
$34.6M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
SELL
|
- |
-3.43K- 7.75% |
$719K - $847K
|
40.8K
$8.58M
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
SELL
|
- |
-3.43K- 1.02% |
$720K - $848K
|
334K
$70.1M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-3.44K- 2.89% |
$721K - $850K
|
116K
$24.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-3.48K- 3.14% |
$729K - $859K
|
107K
$22.5M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-3.49K- 4.07% |
$731K - $861K
|
82.2K
$17.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-3.49K- 3.18% |
$731K - $862K
|
106K
$22.3M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.5K- 2.28% |
$734K - $865K
|
150K
$31.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-3.52K- 47.82% |
$737K - $869K
|
3.84K
$805K
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-3.52K- 5.84% |
$738K - $870K
|
56.7K
$11.9M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-3.52K- 6.13% |
$739K - $871K
|
54K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.54K- 2.05% |
$742K - $874K
|
169K
$35.5M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.54K- 5.13% |
$742K - $874K
|
65.4K
$13.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-3.54K- 2.93% |
$742K - $874K
|
117K
$24.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
SELL
|
- |
-3.54K- 4.23% |
$743K - $875K
|
80.3K
$16.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-3.54K- 1.28% |
$743K - $876K
|
274K
$57.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-3.55K- 8.39% |
$745K - $878K
|
38.8K
$8.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-3.57K- 0.9% |
$748K - $882K
|
391K
$82.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-3.58K- 3.79% |
$750K - $884K
|
90.9K
$19.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-3.59K- 1.31% |
$753K - $887K
|
269K
$56.6M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-3.59K- 3.03% |
$753K - $888K
|
115K
$24.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-3.6K- 4.65% |
$755K - $890K
|
73.8K
$15.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-3.61K- 0.86% |
$756K - $891K
|
414K
$87M
|
|
|
May 12, 2025
Q1 2025
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-3.62K- 6.16% |
$759K - $895K
|
55.1K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-3.62K- 17.75% |
$760K - $895K
|
16.8K
$3.53M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-3.64K- 1.33% |
$763K - $900K
|
271K
$56.8M
|
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
SELL
|
- |
-3.64K- 1.46% |
$764K - $900K
|
245K
$51.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-3.65K- 7.47% |
$766K - $903K
|
45.3K
$9.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-3.65K- 9.91% |
$766K - $903K
|
33.2K
$6.98M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-3.67K- 23.07% |
$770K - $907K
|
12.2K
$2.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-3.67K- 6.47% |
$770K - $908K
|
53.1K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Miramar Capital, LLC
|
SELL
|
- |
-3.68K- 6.51% |
$771K - $908K
|
52.8K
$11.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-3.68K- 7.03% |
$771K - $908K
|
48.6K
$10.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.68K- 2.21% |
$771K - $909K
|
163K
$34.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-3.69K- 0.82% |
$774K - $912K
|
448K
$94.1M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-3.69K- 0.08% |
$774K - $912K
|
4.42M
$929M
|