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 |
---|---|---|---|---|---|---|---|
Apr 28, 2025
Q1 2025
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-280- 16.87% |
$131K - $151K
|
1.38K
$800K
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-170- 51.99% |
$79.6K - $91.7K
|
157
$91.1K
|
|
Apr 28, 2025
Q1 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.27K- 32.39% |
$1.06M - $1.22M
|
4.74K
$2.75M
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.91K+ 16.69% |
$1.83M - $2.11M
|
27.3K
$15.8M
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-15- 0.68% |
$7.03K - $8.09K
|
2.2K
$1.27M
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-28- 0.78% |
$13.1K - $15.1K
|
3.58K
$2.08M
|
|
Apr 28, 2025
Q1 2025
|
Baskin Financial Services Inc.
|
BUY
|
- |
54+ 4.92% |
$25.3K - $29.1K
|
1.15K
$668K
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
235+ 37.6% |
$110K - $127K
|
860
$499K
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
SELL
|
- |
-132- 6.4% |
$61.8K - $71.2K
|
1.93K
$1.12M
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
165New |
$77.3K - $89K
|
165
$95.7K
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.04K- 7.11% |
$486K - $560K
|
13.6K
$7.87M
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
55+ 13.48% |
$25.8K - $29.7K
|
463
$269K
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-151- 2.55% |
$70.7K - $81.5K
|
5.76K
$3.34M
|
|
Apr 28, 2025
Q1 2025
|
Pb Cay One Rsc LTD
Abu Dhabi, C0 |
BUY
|
- |
1.01MNew |
$474M - $546M
|
1.01M
$587M
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-12- 19.67% |
$5.62K - $6.47K
|
49
$28.4K
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
16+ 3.42% |
$7.49K - $8.63K
|
484
$281K
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
183New |
$85.7K - $98.7K
|
183
$106K
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
309+ 5.25% |
$145K - $167K
|
6.19K
$3.59M
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-58- 37.91% |
$27.2K - $31.3K
|
95
$55.1K
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
BUY
|
- |
526New |
$246K - $284K
|
526
$305K
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-35- 4.95% |
$16.4K - $18.9K
|
672
$390K
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-486- 7.41% |
$228K - $262K
|
6.08K
$3.52M
|
|
Apr 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
SELL
|
- |
-320- 18.37% |
$150K - $173K
|
1.42K
$825K
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-6- 0.19% |
$2.81K - $3.24K
|
3.08K
$1.79M
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
471New |
$221K - $254K
|
471
$273K
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
11+ 1.31% |
$5.15K - $5.93K
|
848
$492K
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-157- 3.2% |
$73.5K - $84.7K
|
4.76K
$2.76M
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-60- 5.72% |
$28.1K - $32.4K
|
989
$574K
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
109New |
$51K - $58.8K
|
109
$63.2K
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-2- 0.13% |
$937 - $1.08K
|
1.51K
$875K
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
20+ 1.44% |
$9.37K - $10.8K
|
1.41K
$818K
|
|
Apr 24, 2025
Q1 2025
|
Sicart Associates LLC
|
BUY
|
- |
10+ 2.32% |
$4.68K - $5.4K
|
441
$256K
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-398- 53.14% |
$186K - $215K
|
351
$204K
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
14.2KNew |
$6.63M - $7.63M
|
14.2K
$8.21M
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-30- 4.03% |
$14.1K - $16.2K
|
715
$415K
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-31- 1.79% |
$14.5K - $16.7K
|
1.7K
$987K
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
290+ 27.97% |
$136K - $156K
|
1.33K
$770K
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-37- 4.81% |
$17.3K - $20K
|
733
$425K
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-319- 2.52% |
$149K - $172K
|
12.3K
$7.15M
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.17KNew |
$547K - $630K
|
1.17K
$677K
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-554- 47.88% |
$259K - $299K
|
603
$350K
|
|
Apr 22, 2025
Q1 2025
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
28K+ 16.77% |
$13.1M - $15.1M
|
195K
$113M
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
11+ 1.15% |
$5.15K - $5.93K
|
971
$563K
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-44- 3.33% |
$20.6K - $23.7K
|
1.28K
$742K
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-3.04K- 16.07% |
$1.42M - $1.64M
|
15.8K
$9.19M
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
459+ 1.57% |
$215K - $248K
|
29.8K
$17.3M
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
215New |
$101K - $116K
|
215
$125K
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.83KNew |
$856K - $986K
|
1.83K
$1.06M
|
|
Apr 21, 2025
Q1 2025
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-200- 5.2% |
$93.7K - $108K
|
3.65K
$2.12M
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
682+ 17.18% |
$319K - $368K
|
4.65K
$2.7M
|