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 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.62K+ 1.8% |
$279K - $363K
|
91.8K
$19.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.61K+ 1.56% |
$278K - $361K
|
105K
$22M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.58K+ 1.45% |
$272K - $354K
|
110K
$23.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.57K+ 4.52% |
$270K - $351K
|
36.2K
$7.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
1.54KNew |
$265K - $345K
|
1.54K
$323K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.54K+ 2.66% |
$265K - $344K
|
59.4K
$12.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.53K+ 3.14% |
$264K - $342K
|
50.2K
$10.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.51K+ 0.96% |
$260K - $337K
|
158K
$33.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
1.51K+ 7.44% |
$259K - $337K
|
21.7K
$4.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1.49K+ 9.3% |
$257K - $334K
|
17.5K
$3.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.48K+ 17.69% |
$256K - $332K
|
9.86K
$2.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
1.47K+ 71.39% |
$253K - $328K
|
3.52K
$739K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.46K+ 3.09% |
$252K - $328K
|
48.8K
$10.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
1.46K+ 96.44% |
$252K - $327K
|
2.98K
$625K
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.45K+ 14.87% |
$249K - $324K
|
11.2K
$2.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
1.43KNew |
$246K - $319K
|
1.43K
$299K
|
|
|
Jul 17, 2025
Q2 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
1.42K+ 122.39% |
$245K - $318K
|
2.58K
$542K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.42K+ 3.67% |
$245K - $318K
|
40.1K
$8.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
1.42K+ 11.25% |
$245K - $318K
|
14K
$2.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1.4K+ 8.29% |
$242K - $314K
|
18.3K
$3.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
1.4K+ 112.81% |
$241K - $313K
|
2.64K
$555K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.4K+ 0.28% |
$241K - $312K
|
494K
$104M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.39K+ 3.7% |
$239K - $311K
|
38.9K
$8.17M
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
1.38K+ 4.01% |
$239K - $310K
|
35.9K
$7.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.36K+ 1.34% |
$235K - $305K
|
103K
$21.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
1.36K+ 2.02% |
$235K - $305K
|
68.9K
$14.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.36K+ 2.04% |
$234K - $303K
|
67.8K
$14.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.32K+ 41.09% |
$228K - $296K
|
4.54K
$954K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
1.31KNew |
$225K - $293K
|
1.31K
$274K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.28K+ 1.09% |
$221K - $287K
|
119K
$25M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.27K+ 8.38% |
$218K - $283K
|
16.4K
$3.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.24K+ 4.82% |
$214K - $278K
|
26.9K
$5.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
1.24K+ 1.75% |
$214K - $277K
|
72.2K
$15.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.24K+ 1.55% |
$213K - $277K
|
80.9K
$17M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1.23K+ 40.24% |
$212K - $275K
|
4.29K
$900K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.22K+ 4.76% |
$210K - $273K
|
26.8K
$5.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
1.18K+ 0.76% |
$204K - $265K
|
156K
$32.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.18K+ 5.93% |
$203K - $263K
|
21K
$4.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
1.17K+ 2.38% |
$201K - $262K
|
50.2K
$10.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.16K+ 12.48% |
$200K - $260K
|
10.5K
$2.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
1.15K+ 8.87% |
$198K - $258K
|
14.1K
$2.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.13K+ 1.87% |
$194K - $252K
|
61.3K
$12.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.12K+ 2.17% |
$193K - $251K
|
52.7K
$11.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.1K+ 60.08% |
$189K - $246K
|
2.92K
$614K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1.1K+ 2.94% |
$189K - $246K
|
38.4K
$8.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
1.08K+ 13.01% |
$186K - $242K
|
9.39K
$1.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.08K+ 4.22% |
$186K - $242K
|
26.7K
$5.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.08K+ 45.56% |
$186K - $241K
|
3.44K
$723K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.08K+ 6.88% |
$186K - $241K
|
16.7K
$3.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.06K+ 1.77% |
$182K - $236K
|
60.6K
$12.7M
|