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 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-4.04K- 4.5% |
$847K - $998K
|
85.7K
$18M
|
|
|
May 13, 2025
Q1 2025
|
Loup Funds, LLC
Minneapolis, MN |
SELL
|
- |
-4.05K- 52.9% |
$849K - $1M
|
3.61K
$757K
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-4.07K- 22.77% |
$854K - $1.01M
|
13.8K
$2.9M
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-4.08K- 9.81% |
$856K - $1.01M
|
37.6K
$7.89M
|
|
|
May 12, 2025
Q1 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-4.1K- 4.52% |
$860K - $1.01M
|
86.7K
$18.2M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-4.1K- 3.25% |
$860K - $1.01M
|
122K
$25.7M
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-4.1K- 5.71% |
$860K - $1.01M
|
67.8K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Greenbrier Partners Capital Management, LLC
|
SELL
|
- |
-4.13K- 0.29% |
$867K - $1.02M
|
1.43M
$300M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.14K- 1.49% |
$867K - $1.02M
|
274K
$57.5M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.15K- 0.26% |
$869K - $1.02M
|
1.59M
$333M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4.16K- 16.7% |
$871K - $1.03M
|
20.7K
$4.35M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-4.16K- 5.41% |
$872K - $1.03M
|
72.7K
$15.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-4.16K- 24.07% |
$873K - $1.03M
|
13.1K
$2.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-4.17K- 9.93% |
$874K - $1.03M
|
37.8K
$7.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-4.17K- 6.04% |
$874K - $1.03M
|
64.8K
$13.6M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-4.17K- 6.1% |
$874K - $1.03M
|
64.2K
$13.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-4.17K- 16.57% |
$875K - $1.03M
|
21K
$4.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-4.17K- 0.63% |
$875K - $1.03M
|
660K
$139M
|
|
|
May 13, 2025
Q1 2025
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-4.18K- 1.29% |
$875K - $1.03M
|
321K
$67.3M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-4.18K- 1.89% |
$877K - $1.03M
|
217K
$45.5M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-4.19K- 4.17% |
$878K - $1.03M
|
96.2K
$20.2M
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-4.19K- 2.2% |
$879K - $1.04M
|
187K
$39.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-4.21K- 2.17% |
$882K - $1.04M
|
189K
$39.8M
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-4.21K- 4.16% |
$882K - $1.04M
|
96.9K
$20.3M
|
|
|
Apr 29, 2025
Q1 2025
|
New Capital Management LP
|
SELL
|
- |
-4.21K- 5.1% |
$883K - $1.04M
|
78.4K
$16.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
SELL
|
- |
-4.21K- 22.86% |
$883K - $1.04M
|
14.2K
$2.98M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.22K- 1.94% |
$884K - $1.04M
|
213K
$44.8M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-4.22K- 2.01% |
$885K - $1.04M
|
206K
$43.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-4.22K- 15.55% |
$885K - $1.04M
|
22.9K
$4.81M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-4.24K- 4.86% |
$888K - $1.05M
|
83K
$17.4M
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-4.24K- 9.75% |
$888K - $1.05M
|
39.2K
$8.24M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-4.25K- 5.24% |
$890K - $1.05M
|
76.8K
$16.1M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-4.25K- 4.58% |
$891K - $1.05M
|
88.6K
$18.6M
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-4.26K- 3.08% |
$893K - $1.05M
|
134K
$28.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-4.26K- 25.61% |
$894K - $1.05M
|
12.4K
$2.6M
|
|
|
May 13, 2025
Q1 2025
|
Inkwell Capital LLC
Miami, FL |
SELL
|
- |
-4.27K- 23.38% |
$895K - $1.06M
|
14K
$2.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-4.27K- 25.59% |
$896K - $1.06M
|
12.4K
$2.61M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-4.29K- 1.89% |
$900K - $1.06M
|
223K
$46.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-4.3K- 6.85% |
$902K - $1.06M
|
58.4K
$12.3M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-4.31K- 5.45% |
$905K - $1.07M
|
74.8K
$15.7M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Capital Management LLC
Alexandria, VA |
SELL
|
- |
-4.33K- 10.09% |
$908K - $1.07M
|
38.6K
$8.1M
|
|
|
May 13, 2025
Q1 2025
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-4.33K- 1.44% |
$908K - $1.07M
|
297K
$62.4M
|
|
|
May 08, 2025
Q1 2025
|
Castellan Group
Louisville, KY |
SELL
|
- |
-4.33K- 72.51% |
$908K - $1.07M
|
1.64K
$345K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4.35K- 19.86% |
$912K - $1.07M
|
17.5K
$3.68M
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-4.35K- 6.06% |
$912K - $1.08M
|
67.4K
$14.2M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-4.35K- 1.63% |
$913K - $1.08M
|
263K
$55.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-4.36K- 5.3% |
$915K - $1.08M
|
77.9K
$16.4M
|
|
|
May 09, 2025
Q1 2025
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-4.37K- 4.25% |
$915K - $1.08M
|
98.2K
$20.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-4.38K- 3.22% |
$918K - $1.08M
|
132K
$27.6M
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-4.39K- 22.16% |
$919K - $1.08M
|
15.4K
$3.23M
|