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 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-578- 4.68% |
$99.7K - $129K
|
11.8K
$2.47M
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-580- 6.26% |
$100K - $130K
|
8.69K
$1.82M
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-584- 1.51% |
$101K - $131K
|
38.2K
$8.02M
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-587- 2.99% |
$101K - $131K
|
19K
$4M
|
|
Jul 18, 2025
Q2 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-600- 3.16% |
$103K - $134K
|
18.4K
$3.86M
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-601- 3.45% |
$104K - $135K
|
16.8K
$3.54M
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-612- 8.22% |
$106K - $137K
|
6.84K
$1.44M
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-621- 18.84% |
$107K - $139K
|
2.68K
$562K
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-629- 5.11% |
$108K - $141K
|
11.7K
$2.45M
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-637- 2.53% |
$110K - $143K
|
24.5K
$5.14M
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-648- 4.25% |
$112K - $145K
|
14.6K
$3.06M
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-650- 0.66% |
$112K - $146K
|
98.2K
$20.6M
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-663- 1.38% |
$114K - $148K
|
47.4K
$9.96M
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-668- 1.35% |
$115K - $150K
|
48.9K
$10.3M
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-668- 2.51% |
$115K - $150K
|
25.9K
$5.45M
|
|
Jul 17, 2025
Q2 2025
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-675- 1.54% |
$116K - $151K
|
43.2K
$9.08M
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-692- 1.37% |
$119K - $155K
|
49.8K
$10.5M
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-697- 3.97% |
$120K - $156K
|
16.9K
$3.54M
|
|
Jul 07, 2025
Q2 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-713- 7.73% |
$123K - $160K
|
8.51K
$1.79M
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-714- 3.42% |
$123K - $160K
|
20.2K
$4.24M
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-717- 0.68% |
$124K - $161K
|
105K
$22.1M
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-722- 1.51% |
$124K - $162K
|
47.1K
$9.89M
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-729- 0.56% |
$126K - $163K
|
129K
$27.2M
|
|
Jul 16, 2025
Q2 2025
|
Oakmont Corp
|
SELL
|
- |
-731- 0.38% |
$126K - $164K
|
194K
$40.7M
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-732- 7.09% |
$126K - $164K
|
9.6K
$2.02M
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-737- 2.47% |
$127K - $165K
|
29.2K
$6.12M
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-747- 2.1% |
$129K - $167K
|
34.8K
$7.31M
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-757- 6.86% |
$131K - $169K
|
10.3K
$2.16M
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-758- 4.15% |
$131K - $170K
|
17.5K
$3.68M
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-759- 2.87% |
$131K - $170K
|
25.7K
$5.4M
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-770- 1.38% |
$133K - $172K
|
54.8K
$11.5M
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-771- 5.23% |
$133K - $173K
|
14K
$2.94M
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-776- 2.81% |
$134K - $174K
|
26.8K
$5.63M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-778- 0.72% |
$134K - $174K
|
108K
$22.7M
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-778- 0.5% |
$134K - $174K
|
155K
$32.6M
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-780- 4.14% |
$134K - $175K
|
18.1K
$3.8M
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-809- 1.48% |
$139K - $181K
|
53.9K
$11.3M
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-811- 1.46% |
$140K - $182K
|
54.6K
$11.5M
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-815- 0.14% |
$141K - $182K
|
567K
$119M
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-828- 4.17% |
$143K - $185K
|
19K
$3.99M
|
|
Jul 15, 2025
Q2 2025
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-830- 1.95% |
$143K - $186K
|
41.8K
$8.79M
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-831- 0.78% |
$143K - $186K
|
106K
$22.3M
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-833- 9.74% |
$144K - $187K
|
7.72K
$1.62M
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-837- 2.4% |
$144K - $187K
|
34.1K
$7.15M
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-864- 1.21% |
$149K - $193K
|
70.5K
$14.8M
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-872- 1.46% |
$150K - $195K
|
58.8K
$12.3M
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-876- 2.73% |
$151K - $196K
|
31.2K
$6.56M
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-884- 5.69% |
$152K - $198K
|
14.7K
$3.08M
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-888- 6.43% |
$153K - $199K
|
12.9K
$2.72M
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-895- 2.37% |
$154K - $200K
|
36.9K
$7.75M
|