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 13, 2025
Q1 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-21.3K- 43.85% |
$4.46M - $5.25M
|
27.2K
$5.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-21.4K- 2.39% |
$4.48M - $5.28M
|
872K
$183M
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-22.1K- 50.15% |
$4.63M - $5.45M
|
21.9K
$4.61M
|
|
|
May 15, 2025
Q1 2025
|
Unisphere Establishment
Vaduz, N2 |
SELL
|
- |
-22.4K- 25.6% |
$4.7M - $5.54M
|
65.1K
$13.7M
|
|
|
May 08, 2025
Q1 2025
|
Cincinnati Financial Corp
|
SELL
|
- |
-22.5K- 0.79% |
$4.72M - $5.56M
|
2.81M
$590M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-22.6K- 2.55% |
$4.73M - $5.57M
|
861K
$181M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-22.6K- 99.81% |
$4.74M - $5.59M
|
42
$8.82K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-22.7K- 4.23% |
$4.77M - $5.62M
|
515K
$108M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-22.8K- 5.47% |
$4.77M - $5.62M
|
393K
$82.6M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-22.8K- 3.93% |
$4.78M - $5.63M
|
557K
$117M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-22.8K- 16.41% |
$4.78M - $5.63M
|
116K
$24.4M
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-22.8K- 22.94% |
$4.78M - $5.63M
|
76.6K
$16.1M
|
|
|
May 13, 2025
Q1 2025
|
Employees Retirement System Of Texas
|
SELL
|
- |
-22.8K- 1.15% |
$4.78M - $5.63M
|
1.96M
$411M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-23.1K- 14.59% |
$4.85M - $5.72M
|
135K
$28.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-23.2K- 46.51% |
$4.86M - $5.73M
|
26.7K
$5.6M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-23.2K- 2.53% |
$4.87M - $5.74M
|
896K
$188M
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-23.3K- 9.53% |
$4.88M - $5.76M
|
221K
$46.4M
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-23.3K- 2.98% |
$4.89M - $5.76M
|
760K
$160M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-23.5K- 14.95% |
$4.93M - $5.81M
|
134K
$28.1M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-23.7K- 5.01% |
$4.97M - $5.86M
|
450K
$94.5M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-23.7K- 0.6% |
$4.97M - $5.86M
|
3.91M
$822M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.8K- 1.04% |
$4.99M - $5.88M
|
2.25M
$473M
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-23.9K- 2.99% |
$5M - $5.9M
|
776K
$163M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-24.1K- 12.57% |
$5.04M - $5.94M
|
167K
$35.1M
|
|
|
May 14, 2025
Q1 2025
|
Bristol John W & CO Inc
|
SELL
|
- |
-24.1K- 2.16% |
$5.06M - $5.96M
|
1.09M
$229M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-24.3K- 4.37% |
$5.08M - $5.99M
|
531K
$112M
|
|
|
May 15, 2025
Q1 2025
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-24.4K- 61.17% |
$5.12M - $6.03M
|
15.5K
$3.25M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-24.5K- 9.47% |
$5.14M - $6.06M
|
234K
$49.2M
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-24.7K- 10.07% |
$5.19M - $6.11M
|
221K
$46.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-24.8K- 51.5% |
$5.19M - $6.12M
|
23.3K
$4.9M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24.8K- 1.14% |
$5.21M - $6.14M
|
2.15M
$451M
|
|
|
May 02, 2025
Q1 2025
|
General American Investors CO Inc
|
SELL
|
- |
-25K- 7.91% |
$5.24M - $6.18M
|
291K
$61.1M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-25K- 2.81% |
$5.25M - $6.18M
|
867K
$182M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-25.1K- 0.88% |
$5.27M - $6.21M
|
2.84M
$597M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-25.3K- 37.36% |
$5.29M - $6.24M
|
42.3K
$8.89M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-25.5K- 15.06% |
$5.35M - $6.3M
|
144K
$30.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-25.5K- 4.12% |
$5.35M - $6.3M
|
593K
$125M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-25.6K- 1.36% |
$5.36M - $6.31M
|
1.85M
$388M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-25.6K- 42.79% |
$5.38M - $6.34M
|
34.3K
$7.2M
|
|
|
May 01, 2025
Q1 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-25.9K- 10.3% |
$5.42M - $6.39M
|
225K
$47.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-26.3K- 3.5% |
$5.51M - $6.49M
|
723K
$152M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-26.3K- 2.82% |
$5.52M - $6.5M
|
908K
$191M
|
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-26.6K- 65.68% |
$5.58M - $6.57M
|
13.9K
$2.92M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-26.8K- 1.77% |
$5.62M - $6.62M
|
1.49M
$313M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-26.8K- 19.28% |
$5.62M - $6.62M
|
112K
$23.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-26.9K- 20.72% |
$5.65M - $6.66M
|
103K
$21.7M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-27K- 44.36% |
$5.65M - $6.66M
|
33.8K
$7.1M
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-27K- 3.58% |
$5.66M - $6.67M
|
727K
$153M
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-27.1K- 42.11% |
$5.68M - $6.69M
|
37.2K
$7.82M
|
|
|
May 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-27.2K- 90.16% |
$5.7M - $6.72M
|
2.97K
$624K
|