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 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
411New |
$171K - $227K
|
411
$238K
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
17+ 0.51% |
$7.07K - $9.38K
|
3.37K
$1.95M
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
196+ 14.84% |
$81.5K - $108K
|
1.52K
$880K
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
BUY
|
- |
389New |
$162K - $215K
|
389
$226K
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-776- 7.78% |
$323K - $428K
|
9.19K
$5.33M
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
436New |
$181K - $241K
|
436
$253K
|
|
Jul 31, 2025
Q2 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
90+ 9.84% |
$37.4K - $49.6K
|
1.01K
$583K
|
|
Jul 31, 2025
Q2 2025
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
6.29K+ 7.55% |
$2.62M - $3.47M
|
89.6K
$52M
|
|
Jul 31, 2025
Q2 2025
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
15.1K+ 5.82% |
$6.28M - $8.32M
|
274K
$159M
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
30+ 20.13% |
$12.5K - $16.5K
|
179
$104K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.8K- 1.55% |
$8.66M - $11.5M
|
1.32M
$767M
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
116+ 40.0% |
$48.3K - $64K
|
406
$236K
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
518+ 4.12% |
$216K - $286K
|
13.1K
$7.59M
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.99K- 70.31% |
$828K - $1.1M
|
840
$487K
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
3.5K+ 52.33% |
$1.45M - $1.93M
|
10.2K
$5.9M
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.82K- 6.53% |
$757K - $1M
|
26K
$15.1M
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.88K+ 12.69% |
$781K - $1.04M
|
16.7K
$9.67M
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
100+ 22.37% |
$41.6K - $55.2K
|
547
$317K
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2.25K- 6.14% |
$936K - $1.24M
|
34.4K
$20M
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
403+ 35.48% |
$168K - $222K
|
1.54K
$893K
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
962+ 42.08% |
$400K - $531K
|
3.25K
$1.88M
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
989+ 7.53% |
$411K - $546K
|
14.1K
$8.19M
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.06K- 3.43% |
$443K - $587K
|
30K
$17.4M
|
|
Jul 31, 2025
Q2 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
2.74K+ 8.7% |
$1.14M - $1.51M
|
34.2K
$19.8M
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-85- 5.01% |
$35.4K - $46.9K
|
1.61K
$936K
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
210+ 2.29% |
$87.4K - $116K
|
9.38K
$5.44M
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.46K- 17.06% |
$1.02M - $1.36M
|
11.9K
$6.93M
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
11.6KNew |
$4.83M - $6.41M
|
11.6K
$6.74M
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 19.31% |
$41.6K - $55.2K
|
418
$242K
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-479- 47.61% |
$199K - $264K
|
527
$306K
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
87+ 8.2% |
$36.2K - $48K
|
1.15K
$666K
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
445New |
$185K - $245K
|
445
$258K
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
772+ 441.14% |
$321K - $426K
|
947
$549K
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-35.2K- 7.75% |
$14.7M - $19.4M
|
419K
$243M
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.77K- 3.04% |
$1.15M - $1.53M
|
88.2K
$51.2M
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
398+ 16.68% |
$166K - $220K
|
2.78K
$1.61M
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-373- 26.51% |
$155K - $206K
|
1.03K
$600K
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.14% |
$416 - $552
|
708
$411K
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
320+ 4.4% |
$133K - $177K
|
7.59K
$4.4M
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-62- 0.21% |
$25.8K - $34.2K
|
29.1K
$16.9M
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
567+ 11340.0% |
$236K - $313K
|
572
$332K
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-161- 9.62% |
$67K - $88.8K
|
1.51K
$877K
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-367- 27.91% |
$153K - $202K
|
948
$550K
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.83K+ 13.3% |
$761K - $1.01M
|
15.6K
$9.03M
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
181+ 12.82% |
$75.3K - $99.8K
|
1.59K
$924K
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-241- 39.12% |
$100K - $133K
|
375
$218K
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-3.27K- 8.29% |
$1.36M - $1.81M
|
36.2K
$21M
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
485+ 453.27% |
$202K - $268K
|
592
$343K
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.7K+ 8.41% |
$4.45M - $5.9M
|
138K
$80M
|
|
Jul 31, 2025
Q2 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
86+ 4.16% |
$35.8K - $47.4K
|
2.15K
$1.25M
|