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 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-5.65K- 31.58% |
$1.19M - $1.4M
|
12.2K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-5.66K- 3.5% |
$1.19M - $1.4M
|
156K
$32.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5.69K- 1.24% |
$1.19M - $1.41M
|
451K
$94.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-5.7K- 13.86% |
$1.19M - $1.41M
|
35.4K
$7.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-5.7K- 8.84% |
$1.2M - $1.41M
|
58.8K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-5.7K- 4.77% |
$1.2M - $1.41M
|
114K
$23.9M
|
|
|
May 13, 2025
Q1 2025
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-5.71K- 2.95% |
$1.2M - $1.41M
|
188K
$39.5M
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-5.71K- 2.14% |
$1.2M - $1.41M
|
261K
$54.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-5.72K- 9.73% |
$1.2M - $1.41M
|
53.1K
$11.1M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-5.73K- 7.2% |
$1.2M - $1.42M
|
73.8K
$15.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-5.73K- 22.06% |
$1.2M - $1.42M
|
20.3K
$4.25M
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-5.75K- 23.88% |
$1.21M - $1.42M
|
18.3K
$3.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-5.75K- 16.53% |
$1.21M - $1.42M
|
29K
$6.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-5.76K- 10.69% |
$1.21M - $1.42M
|
48.1K
$10.1M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.77K- 8.71% |
$1.21M - $1.43M
|
60.5K
$12.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-5.79K- 0.45% |
$1.21M - $1.43M
|
1.29M
$271M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-5.8K- 2.68% |
$1.22M - $1.43M
|
210K
$44.2M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-5.8K- 2.43% |
$1.22M - $1.43M
|
233K
$48.9M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-5.82K- 3.68% |
$1.22M - $1.44M
|
152K
$32M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-5.82K- 4.0% |
$1.22M - $1.44M
|
139K
$29.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-5.82K- 8.12% |
$1.22M - $1.44M
|
65.9K
$13.8M
|
|
|
May 27, 2025
Q1 2025
|
Carderock Capital Management Inc
|
SELL
|
- |
-5.85K- 9.96% |
$1.23M - $1.45M
|
52.9K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-5.87K- 53.59% |
$1.23M - $1.45M
|
5.09K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-5.89K- 15.79% |
$1.23M - $1.45M
|
31.4K
$6.59M
|
|
|
May 14, 2025
Q1 2025
|
Connective Capital Management, LLC
Palo Alto, CA |
SELL
|
- |
-5.92K- 23.39% |
$1.24M - $1.46M
|
19.4K
$4.07M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-5.92K- 4.35% |
$1.24M - $1.46M
|
130K
$27.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-5.94K- 11.15% |
$1.25M - $1.47M
|
47.3K
$9.94M
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-5.95K- 0.69% |
$1.25M - $1.47M
|
856K
$180M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-5.97K- 1.64% |
$1.25M - $1.47M
|
359K
$75.3M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-5.99K- 0.86% |
$1.26M - $1.48M
|
689K
$145M
|
|
|
May 08, 2025
Q1 2025
|
Jbf Capital, Inc.
Aspen, CO |
SELL
|
- |
-6K- 23.08% |
$1.26M - $1.48M
|
20K
$4.2M
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-6K- 14.9% |
$1.26M - $1.48M
|
34.3K
$7.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-6.02K- 3.56% |
$1.26M - $1.49M
|
163K
$34.2M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-6.04K- 4.57% |
$1.27M - $1.49M
|
126K
$26.5M
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.05K- 28.69% |
$1.27M - $1.5M
|
15.1K
$3.16M
|
|
|
May 12, 2025
Q1 2025
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-6.07K- 6.48% |
$1.27M - $1.5M
|
87.5K
$18.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-6.11K- 12.58% |
$1.28M - $1.51M
|
42.5K
$8.92M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-6.12K- 2.15% |
$1.28M - $1.51M
|
279K
$58.6M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-6.12K- 5.51% |
$1.28M - $1.51M
|
105K
$22.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-6.15K- 1.57% |
$1.29M - $1.52M
|
384K
$80.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-6.16K- 11.36% |
$1.29M - $1.52M
|
48K
$10.1M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-6.16K- 19.08% |
$1.29M - $1.52M
|
26.1K
$5.49M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
SELL
|
- |
-6.18K- 7.41% |
$1.3M - $1.53M
|
77.2K
$16.2M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-6.2K- 12.05% |
$1.3M - $1.53M
|
45.3K
$9.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
SELL
|
- |
-6.22K- 15.92% |
$1.3M - $1.54M
|
32.8K
$6.89M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-6.23K- 26.18% |
$1.31M - $1.54M
|
17.6K
$3.69M
|
|
|
May 15, 2025
Q1 2025
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-6.25K- 45.73% |
$1.31M - $1.54M
|
7.42K
$1.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-6.27K- 0.95% |
$1.31M - $1.55M
|
651K
$137M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-6.28K- 50.06% |
$1.32M - $1.55M
|
6.26K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-6.3K- 1.49% |
$1.32M - $1.56M
|
417K
$87.5M
|