Latest Institutional Transactions on Invesco Qqq Trust, Series 1 (QQQ)
This table provides information on the latest institutional transactions involving Invesco Qqq Trust, Series 1 (QQQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
50+ 1.95% |
$20.8K - $27.6K
|
2.62K
$1.52M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.4K+ 1.03% |
$7.23M - $9.58M
|
1.7M
$984M
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
65.4K+ 6.31% |
$27.2M - $36.1M
|
1.1M
$639M
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.98K- 5.28% |
$825K - $1.09M
|
35.6K
$20.7M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.52K+ 0.69% |
$1.88M - $2.5M
|
656K
$380M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
5.1KNew |
$2.12M - $2.81M
|
5.1K
$2.96M
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
10+ 12.05% |
$4.16K - $5.52K
|
93
$53.9K
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.99K+ 10.39% |
$828K - $1.1M
|
21.1K
$12.3M
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
853+ 72.04% |
$355K - $471K
|
2.04K
$1.18M
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
49+ 5.45% |
$20.4K - $27K
|
948
$550K
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
128+ 17.78% |
$53.3K - $70.6K
|
848
$492K
|
|
Aug 08, 2025
Q2 2025
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
46KNew |
$19.1M - $25.4M
|
46K
$26.7M
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-123- 23.88% |
$51.2K - $67.9K
|
392
$227K
|
|
Aug 08, 2025
Q2 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
363New |
$151K - $200K
|
363
$211K
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-9.81K- 17.03% |
$4.08M - $5.41M
|
47.8K
$27.7M
|
|
Aug 08, 2025
Q2 2025
|
Parker Investment Management, LLC
|
SELL
|
- |
-3.98K- 2.05% |
$1.66M - $2.2M
|
190K
$110M
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-9.82K- 7.64% |
$4.08M - $5.42M
|
119K
$68.9M
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.07K+ 7.16% |
$2.94M - $3.9M
|
106K
$61.4M
|
|
Aug 08, 2025
Q2 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-304- 5.23% |
$126K - $168K
|
5.51K
$3.2M
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-20- 0.71% |
$8.32K - $11K
|
2.79K
$1.62M
|
|
Aug 08, 2025
Q2 2025
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
75.1KNew |
$31.2M - $41.4M
|
75.1K
$43.5M
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
25+ 0.89% |
$10.4K - $13.8K
|
2.85K
$1.65M
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
179+ 13.89% |
$74.5K - $98.7K
|
1.47K
$852K
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
8.79K+ 141.53% |
$3.66M - $4.85M
|
15K
$8.7M
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5+ 0.39% |
$2.08K - $2.76K
|
1.3K
$755K
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-52- 0.04% |
$21.6K - $28.7K
|
130K
$75.1M
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
400New |
$166K - $221K
|
400
$232K
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 0.37% |
$2.08K - $2.76K
|
1.33K
$773K
|
|
Aug 08, 2025
Q2 2025
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
PUT |
626K+ 331.08% |
$261M - $346M
|
816K
$473M
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
1.09K+ 5.48% |
$454K - $602K
|
21K
$12.2M
|
|
Aug 07, 2025
Q2 2025
|
Carnegie Mellon University
|
BUY
|
- |
92+ 0.15% |
$38.3K - $50.8K
|
61K
$35.4M
|
|
Aug 07, 2025
Q2 2025
|
Compass Rose Asset Management, LP
New York, NY |
BUY
|
PUT |
100KNew |
$41.6M - $55.2M
|
100K
$58M
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-48- 4.69% |
$20K - $26.5K
|
975
$566K
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-22- 0.58% |
$9.15K - $12.1K
|
3.75K
$2.18M
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-203- 0.67% |
$84.5K - $112K
|
30.2K
$17.5M
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-106K- 34.57% |
$44M - $58.4M
|
200K
$116M
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-99- 0.36% |
$41.2K - $54.6K
|
27.3K
$15.8M
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
408+ 1.32% |
$170K - $225K
|
31.2K
$18.1M
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-10.3K- 7.31% |
$4.27M - $5.66M
|
130K
$75.5M
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
12.1KNew |
$5.03M - $6.67M
|
12.1K
$7.02M
|
|
Aug 07, 2025
Q2 2025
|
Monaco Asset Management Sam
|
SELL
|
PUT |
-100K- 80.0% |
$41.6M - $55.2M
|
25K
$14.5M
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
173+ 3.59% |
$72K - $95.4K
|
5K
$2.9M
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11K+ 6.49% |
$4.59M - $6.09M
|
181K
$105M
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
CALL |
500New |
$208K - $276K
|
500
$290K
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.15K+ 4.47% |
$895K - $1.19M
|
50.3K
$29.2M
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
144+ 21.98% |
$59.9K - $79.4K
|
799
$463K
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-23- 1.6% |
$9.57K - $12.7K
|
1.41K
$820K
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
130+ 24.07% |
$54.1K - $71.7K
|
670
$389K
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
942+ 4.24% |
$392K - $520K
|
23.2K
$13.4M
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
PUT |
400New |
$166K - $221K
|
400
$232K
|