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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-45- 7.38% |
$21.1K - $24.3K
|
565
$328K
|
|
|
May 08, 2025
Q1 2025
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-225- 2.29% |
$105K - $121K
|
9.62K
$5.58M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-120- 21.13% |
$56.2K - $64.7K
|
448
$260K
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-31- 6.02% |
$14.5K - $16.7K
|
484
$281K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
PUT |
600New |
$281K - $324K
|
600
$348K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
SELL
|
- |
-1.42K- 9.22% |
$666K - $767K
|
14K
$8.12M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
487New |
$228K - $263K
|
487
$282K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 3.98% |
$606K - $698K
|
33.8K
$19.6M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
824+ 31.73% |
$386K - $445K
|
3.42K
$1.98M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
2.96K+ 14.94% |
$1.38M - $1.6M
|
22.7K
$13.2M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-200- 17.08% |
$93.7K - $108K
|
971
$563K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
448New |
$210K - $242K
|
448
$260K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.58K+ 43.25% |
$1.21M - $1.39M
|
8.54K
$4.95M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-172- 15.01% |
$80.6K - $92.8K
|
974
$565K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-460- 72.21% |
$215K - $248K
|
177
$103K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
7New |
$3.28K - $3.78K
|
7
$4.06K
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-12- 0.94% |
$5.62K - $6.47K
|
1.27K
$734K
|
|
|
May 06, 2025
Q1 2025
|
Aigh Capital Management LLC
Baltimore, MD |
BUY
|
PUT |
70KNew |
$32.8M - $37.8M
|
70K
$40.6M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
1.02KNew |
$475K - $548K
|
1.02K
$589K
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-200- 12.38% |
$93.7K - $108K
|
1.42K
$821K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
324+ 5.58% |
$152K - $175K
|
6.13K
$3.56M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
100New |
$46.8K - $54K
|
100
$58K
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-642- 25.24% |
$301K - $346K
|
1.9K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-23- 2.69% |
$10.8K - $12.4K
|
831
$482K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
73+ 4.82% |
$34.2K - $39.4K
|
1.59K
$921K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1- 0.03% |
$468 - $540
|
2.99K
$1.74M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.09% |
$2.34K - $2.7K
|
5.78K
$3.35M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-171- 0.87% |
$80.1K - $92.3K
|
19.5K
$11.3M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
13+ 3.77% |
$6.09K - $7.01K
|
358
$208K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-96- 17.36% |
$45K - $51.8K
|
457
$265K
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
30+ 6.71% |
$14.1K - $16.2K
|
477
$277K
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
7.39KNew |
$3.46M - $3.99M
|
7.39K
$4.29M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
70+ 0.25% |
$32.8K - $37.8K
|
28.4K
$16.5M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3+ 0.12% |
$1.41K - $1.62K
|
2.45K
$1.42M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.56KNew |
$730K - $841K
|
1.56K
$904K
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-10- 0.59% |
$4.68K - $5.4K
|
1.68K
$974K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-677- 15.2% |
$317K - $365K
|
3.78K
$2.19M
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
BUY
|
- |
138+ 23.0% |
$64.6K - $74.5K
|
738
$428K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.35K+ 121.87% |
$634K - $731K
|
2.47K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
PUT |
700+ 50.0% |
$328K - $378K
|
2.1K
$1.22M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3New |
$1.41K - $1.62K
|
3
$1.74K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
673New |
$315K - $363K
|
673
$390K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
400New |
$187K - $216K
|
400
$232K
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
902New |
$422K - $487K
|
902
$523K
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
SELL
|
- |
-402- 26.46% |
$188K - $217K
|
1.12K
$648K
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
50+ 3.71% |
$23.4K - $27K
|
1.4K
$811K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-101- 17.5% |
$47.3K - $54.5K
|
476
$276K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
237+ 16.76% |
$111K - $128K
|
1.65K
$958K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
540New |
$253K - $291K
|
540
$313K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
456+ 112.04% |
$214K - $246K
|
863
$501K
|