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 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-1.86K- 27.27% |
$320K - $416K
|
4.95K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-1.86K- 14.94% |
$320K - $416K
|
10.6K
$2.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.86K- 5.85% |
$321K - $416K
|
29.9K
$6.28M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.88K- 5.48% |
$324K - $421K
|
32.4K
$6.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.89K- 1.82% |
$325K - $422K
|
102K
$21.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.91K- 1.49% |
$329K - $427K
|
126K
$26.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.92K- 1.85% |
$331K - $429K
|
102K
$21.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.93K- 4.35% |
$333K - $432K
|
42.4K
$8.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.94K- 3.02% |
$335K - $435K
|
62.4K
$13.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-1.95K- 10.98% |
$336K - $436K
|
15.8K
$3.31M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.95K- 0.55% |
$336K - $437K
|
352K
$74M
|
|
|
Jul 18, 2025
Q2 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-1.97K- 3.78% |
$339K - $440K
|
50K
$10.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-1.97K- 18.09% |
$339K - $440K
|
8.91K
$1.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-1.97K- 25.99% |
$340K - $442K
|
5.62K
$1.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.98K- 0.73% |
$341K - $443K
|
268K
$56.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.98K- 3.11% |
$342K - $444K
|
61.8K
$13M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2K- 0.2% |
$344K - $447K
|
975K
$205M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-2K- 2.38% |
$344K - $447K
|
81.8K
$17.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2.05K- 0.65% |
$354K - $459K
|
315K
$66.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-2.07K- 1.11% |
$356K - $462K
|
184K
$38.6M
|
|
|
Jul 17, 2025
Q2 2025
|
James Hambro & Partners
|
SELL
|
- |
-2.07K- 44.03% |
$357K - $464K
|
2.63K
$553K
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-2.1K- 11.38% |
$362K - $470K
|
16.3K
$3.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
SELL
|
- |
-2.1K- 6.73% |
$362K - $471K
|
29.1K
$6.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.11K- 8.46% |
$363K - $472K
|
22.8K
$4.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-2.12K- 1.83% |
$366K - $475K
|
114K
$23.9M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-2.13K- 8.69% |
$367K - $476K
|
22.4K
$4.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-2.18K- 5.92% |
$375K - $487K
|
34.6K
$7.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-2.22K- 5.98% |
$383K - $498K
|
34.9K
$7.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-2.24K- 1.36% |
$386K - $501K
|
163K
$34.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-2.25K- 2.62% |
$388K - $504K
|
83.8K
$17.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-2.26K- 1.99% |
$389K - $505K
|
111K
$23.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Hudson Value Partners, LLC
|
SELL
|
- |
-2.26K- 3.25% |
$390K - $506K
|
67.4K
$14.2M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-2.27K- 1.46% |
$391K - $508K
|
153K
$32.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-2.29K- 10.34% |
$396K - $514K
|
19.9K
$4.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.33K- 2.25% |
$402K - $522K
|
101K
$21.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-2.33K- 18.38% |
$402K - $522K
|
10.3K
$2.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.34K- 14.53% |
$403K - $524K
|
13.8K
$2.89M
|
|
|
Jul 07, 2025
Q2 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-2.34K- 2.36% |
$404K - $525K
|
96.8K
$20.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.34K- 22.71% |
$404K - $525K
|
7.98K
$1.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-2.36K- 12.58% |
$407K - $528K
|
16.4K
$3.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2.38K- 3.12% |
$410K - $533K
|
74K
$15.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-2.39K- 1.96% |
$412K - $535K
|
120K
$25.2M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-2.4K- 10.02% |
$414K - $538K
|
21.6K
$4.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.43K- 1.81% |
$418K - $543K
|
132K
$27.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.44K- 13.14% |
$421K - $546K
|
16.1K
$3.39M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-2.45K- 1.82% |
$423K - $549K
|
133K
$27.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-2.46K- 3.03% |
$424K - $551K
|
78.7K
$16.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.5K- 12.81% |
$431K - $560K
|
17K
$3.57M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-2.5K- 13.34% |
$431K - $560K
|
16.2K
$3.41M
|
|
|
Jul 07, 2025
Q2 2025
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.53K- 3.49% |
$435K - $565K
|
69.7K
$14.6M
|