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 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
1.05KNew |
$181K - $235K
|
1.05K
$221K
|
|
Jul 02, 2025
Q2 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
1.05KNew |
$181K - $234K
|
1.05K
$220K
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.02K+ 2.35% |
$176K - $229K
|
44.5K
$9.35M
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
1.01K+ 8.13% |
$174K - $226K
|
13.4K
$2.82M
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1K+ 67.57% |
$172K - $224K
|
2.48K
$521K
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
994New |
$171K - $223K
|
994
$209K
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
988+ 0.52% |
$170K - $221K
|
191K
$40.1M
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
983+ 7.37% |
$169K - $220K
|
14.3K
$3.01M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
965+ 0.98% |
$166K - $216K
|
99.6K
$20.9M
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
960+ 0.96% |
$166K - $215K
|
101K
$21.1M
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
957+ 1.81% |
$165K - $214K
|
53.7K
$11.3M
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
955+ 0.86% |
$165K - $214K
|
113K
$23.6M
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
954+ 1.13% |
$164K - $214K
|
85.4K
$17.9M
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
941+ 5.41% |
$162K - $211K
|
18.3K
$3.85M
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
936+ 2.53% |
$161K - $210K
|
37.9K
$7.97M
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
930+ 2.43% |
$160K - $208K
|
39.2K
$8.23M
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
924+ 11.83% |
$159K - $207K
|
8.74K
$1.83M
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
924+ 31.45% |
$159K - $207K
|
3.86K
$811K
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
923+ 5.22% |
$159K - $207K
|
18.6K
$3.91M
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
923+ 0.74% |
$159K - $207K
|
126K
$26.5M
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
918+ 7.8% |
$158K - $206K
|
12.7K
$2.66M
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
890+ 1.37% |
$153K - $199K
|
66K
$13.9M
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
886+ 1.7% |
$153K - $198K
|
52.9K
$11.1M
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
861+ 50.47% |
$148K - $193K
|
2.57K
$539K
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
859+ 6.99% |
$148K - $192K
|
13.2K
$2.76M
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
858+ 1.29% |
$148K - $192K
|
67.2K
$14.1M
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
840+ 18.68% |
$145K - $188K
|
5.34K
$1.12M
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
836+ 47.94% |
$144K - $187K
|
2.58K
$542K
|
|
Jul 11, 2025
Q2 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
824+ 1.28% |
$142K - $184K
|
65.3K
$13.7M
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
823+ 1.46% |
$142K - $184K
|
57.2K
$12M
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
822+ 8.56% |
$142K - $184K
|
10.4K
$2.19M
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
814+ 13.14% |
$140K - $182K
|
7.01K
$1.47M
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
810+ 1.43% |
$140K - $181K
|
57.5K
$12.1M
|
|
Jul 07, 2025
Q2 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
800+ 9.33% |
$138K - $179K
|
9.38K
$1.97M
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
792+ 16.02% |
$137K - $177K
|
5.74K
$1.2M
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
787+ 4.36% |
$136K - $176K
|
18.8K
$3.95M
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
787+ 1.33% |
$136K - $176K
|
60K
$12.6M
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
784+ 13.56% |
$135K - $176K
|
6.57K
$1.38M
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
779+ 4.02% |
$134K - $174K
|
20.2K
$4.24M
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
744+ 0.42% |
$128K - $167K
|
180K
$37.7M
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
725+ 1.3% |
$125K - $162K
|
56.6K
$11.9M
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
725+ 24.42% |
$125K - $162K
|
3.69K
$776K
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
720+ 6.18% |
$124K - $161K
|
12.4K
$2.6M
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
713+ 0.67% |
$123K - $160K
|
107K
$22.4M
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
709+ 13.92% |
$122K - $159K
|
5.8K
$1.22M
|
|
Jul 17, 2025
Q2 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
697+ 0.47% |
$120K - $156K
|
150K
$31.5M
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
685+ 3.25% |
$118K - $153K
|
21.7K
$4.56M
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
667+ 2.2% |
$115K - $149K
|
31K
$6.51M
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
662+ 0.24% |
$114K - $148K
|
279K
$58.6M
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
642+ 3.61% |
$111K - $144K
|
18.4K
$3.87M
|