Purchases and Sales Made in Q2 2025 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
SELL
|
- |
-189- 2.21% |
$32.6K - $42.3K
|
8.37K
$1.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
SELL
|
- |
-195- 9.85% |
$33.6K - $43.7K
|
1.79K
$375K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-196- 0.28% |
$33.8K - $43.9K
|
69.5K
$14.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-199- 7.01% |
$34.3K - $44.6K
|
2.64K
$554K
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-200- 1.57% |
$34.5K - $44.8K
|
12.5K
$2.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Prakash Investment Advisors LLC
Andover, MA |
SELL
|
- |
-200- 0.65% |
$34.5K - $44.8K
|
30.4K
$6.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-205- 0.51% |
$35.3K - $45.9K
|
40.3K
$8.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-209- 0.65% |
$36K - $46.8K
|
32.1K
$6.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-214- 2.54% |
$36.9K - $47.9K
|
8.2K
$1.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-215- 0.41% |
$37.1K - $48.1K
|
52.5K
$11M
|
|
|
Jul 14, 2025
Q2 2025
|
Chico Wealth Ria
|
SELL
|
- |
-217- 3.87% |
$37.4K - $48.6K
|
5.39K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-217- 6.22% |
$37.4K - $48.6K
|
3.27K
$687K
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-218- 0.16% |
$37.6K - $48.8K
|
138K
$29.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-218- 2.11% |
$37.6K - $48.8K
|
10.1K
$2.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-218- 0.63% |
$37.6K - $48.8K
|
34.3K
$7.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Refined Wealth Management
|
SELL
|
- |
-219- 7.38% |
$37.8K - $49K
|
2.75K
$578K
|
|
|
Jul 11, 2025
Q2 2025
|
Profit Investment Management, LLC
|
SELL
|
- |
-221- 2.79% |
$38.1K - $49.5K
|
7.7K
$1.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-222- 0.22% |
$38.3K - $49.7K
|
101K
$21.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-223- 2.16% |
$38.4K - $49.9K
|
10.1K
$2.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-224- 6.51% |
$38.6K - $50.2K
|
3.22K
$675K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-228- 2.58% |
$39.3K - $51K
|
8.61K
$1.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-229- 2.85% |
$39.5K - $51.3K
|
7.8K
$1.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-232- 5.69% |
$40K - $51.9K
|
3.85K
$808K
|
|
|
Jul 09, 2025
Q2 2025
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-234- 4.3% |
$40.3K - $52.4K
|
5.2K
$1.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-234- 3.64% |
$40.3K - $52.4K
|
6.2K
$1.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
SELL
|
- |
-234- 1.14% |
$40.3K - $52.4K
|
20.3K
$4.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-238- 1.88% |
$41K - $53.3K
|
12.5K
$2.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-238- 1.38% |
$41K - $53.3K
|
17K
$3.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-240- 3.21% |
$41.4K - $53.7K
|
7.23K
$1.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-242- 0.78% |
$41.7K - $54.2K
|
30.7K
$6.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-243- 0.65% |
$41.9K - $54.4K
|
37.2K
$7.82M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-248- 4.05% |
$42.8K - $55.5K
|
5.87K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-255- 2.9% |
$44K - $57.1K
|
8.53K
$1.79M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-257- 3.98% |
$44.3K - $57.5K
|
6.19K
$1.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-257- 0.81% |
$44.3K - $57.5K
|
31.6K
$6.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-258- 0.28% |
$44.5K - $57.8K
|
92.9K
$19.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-259- 6.89% |
$44.7K - $58K
|
3.5K
$735K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-261- 2.81% |
$45K - $58.4K
|
9.01K
$1.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-269- 1.26% |
$46.4K - $60.2K
|
21K
$4.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-270- 0.74% |
$46.6K - $60.5K
|
36K
$7.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-276- 1.06% |
$47.6K - $61.8K
|
25.7K
$5.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-278- 4.64% |
$47.9K - $62.2K
|
5.72K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-278- 0.46% |
$47.9K - $62.2K
|
60.8K
$12.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-279- 2.17% |
$48.1K - $62.5K
|
12.6K
$2.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-280- 2.99% |
$48.3K - $62.7K
|
9.1K
$1.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-280- 3.37% |
$48.3K - $62.7K
|
8.04K
$1.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-281- 0.94% |
$48.5K - $62.9K
|
29.8K
$6.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-283- 1.87% |
$48.8K - $63.4K
|
14.9K
$3.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-284- 0.37% |
$49K - $63.6K
|
76.4K
$16M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-284- 0.57% |
$49K - $63.6K
|
49.1K
$10.3M
|