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 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
12.7KNew |
$2.2M - $2.85M
|
12.7K
$2.68M
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
12.5KNew |
$2.16M - $2.81M
|
12.5K
$2.63M
|
|
Jul 11, 2025
Q2 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
12.5KNew |
$2.16M - $2.8M
|
12.5K
$2.63M
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
12.4K+ 13.9% |
$2.14M - $2.77M
|
102K
$21.3M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
12.3K+ 5.25% |
$2.11M - $2.75M
|
246K
$51.7M
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
11.8K+ 72.15% |
$2.03M - $2.64M
|
28.1K
$5.91M
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
11.8K+ 221.91% |
$2.03M - $2.63M
|
17.1K
$3.58M
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
11.6K+ 6.66% |
$1.99M - $2.59M
|
185K
$38.9M
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
BUY
|
- |
10.8K+ 7.31% |
$1.87M - $2.42M
|
159K
$33.4M
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
10.4K+ 27.55% |
$1.79M - $2.32M
|
47.9K
$10.1M
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
10.1K+ 34.79% |
$1.74M - $2.26M
|
39.1K
$8.21M
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
9.71KNew |
$1.67M - $2.17M
|
9.71K
$2.04M
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
9.47K+ 53.22% |
$1.63M - $2.12M
|
27.3K
$5.73M
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
BUY
|
- |
9.16K+ 3.74% |
$1.58M - $2.05M
|
254K
$53.4M
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
8.36K+ 2.1% |
$1.44M - $1.87M
|
407K
$85.4M
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8.27K+ 59.91% |
$1.43M - $1.85M
|
22.1K
$4.64M
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
8.19K+ 167.97% |
$1.41M - $1.83M
|
13.1K
$2.74M
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
8.14K+ 4.3% |
$1.4M - $1.82M
|
197K
$41.5M
|
|
Jul 02, 2025
Q2 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
8.09K+ 26.95% |
$1.4M - $1.81M
|
38.1K
$8.01M
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
7.7K+ 44.55% |
$1.33M - $1.72M
|
25K
$5.25M
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
7.59K+ 25.5% |
$1.31M - $1.7M
|
37.4K
$7.85M
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
7.5K+ 10.49% |
$1.29M - $1.68M
|
79K
$16.6M
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7.44K+ 2.66% |
$1.28M - $1.67M
|
287K
$60.3M
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7.35K+ 2.72% |
$1.27M - $1.65M
|
278K
$58.3M
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
7.32K+ 787.41% |
$1.26M - $1.64M
|
8.24K
$1.73M
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7.31K+ 1.33% |
$1.26M - $1.64M
|
559K
$117M
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
6.93K+ 5.75% |
$1.19M - $1.55M
|
127K
$26.7M
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
6.87K+ 32.85% |
$1.18M - $1.54M
|
27.8K
$5.83M
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
6.84K+ 6.44% |
$1.18M - $1.53M
|
113K
$23.8M
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.83K+ 20.56% |
$1.18M - $1.53M
|
40K
$8.41M
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.76K+ 0.96% |
$1.17M - $1.51M
|
712K
$150M
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
6.7K+ 10.45% |
$1.15M - $1.5M
|
70.8K
$14.9M
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
6.53K+ 69.7% |
$1.13M - $1.46M
|
15.9K
$3.34M
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
6.5K+ 12.95% |
$1.12M - $1.45M
|
56.7K
$11.9M
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
6.42K+ 25.35% |
$1.11M - $1.44M
|
31.7K
$6.66M
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
6.17KNew |
$1.06M - $1.38M
|
6.17K
$1.3M
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
6.03K+ 22.09% |
$1.04M - $1.35M
|
33.3K
$7M
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
5.97K+ 23.16% |
$1.03M - $1.34M
|
31.8K
$6.67M
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
5.92KNew |
$1.02M - $1.33M
|
5.92K
$1.24M
|
|
Jul 16, 2025
Q2 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
5.74KNew |
$989K - $1.28M
|
5.74K
$1.2M
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
5.59K+ 7.48% |
$963K - $1.25M
|
80.3K
$16.9M
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
5.42K+ 19.65% |
$935K - $1.21M
|
33K
$6.93M
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5.09K+ 1.13% |
$877K - $1.14M
|
456K
$95.8M
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
4.99K+ 0.18% |
$861K - $1.12M
|
2.83M
$594M
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
4.94K+ 4.09% |
$852K - $1.11M
|
126K
$26.4M
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
4.78K+ 3.12% |
$823K - $1.07M
|
158K
$33.2M
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
4.74K+ 7.5% |
$817K - $1.06M
|
67.9K
$14.3M
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4.73K+ 192.04% |
$815K - $1.06M
|
7.19K
$1.51M
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
4.64K+ 28.27% |
$800K - $1.04M
|
21.1K
$4.42M
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
4.6K+ 4.37% |
$793K - $1.03M
|
110K
$23.1M
|