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 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.23% |
$468 - $540
|
440
$255K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
10+ 0.41% |
$4.68K - $5.4K
|
2.44K
$1.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
1.21KNew |
$565K - $651K
|
1.21K
$700K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-23- 1.74% |
$10.8K - $12.4K
|
1.3K
$752K
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-200- 1.86% |
$93.7K - $108K
|
10.6K
$6.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-18- 3.59% |
$8.43K - $9.71K
|
484
$281K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
583New |
$273K - $315K
|
583
$338K
|
|
|
Apr 10, 2025
Q1 2025
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-35- 3.4% |
$16.4K - $18.9K
|
993
$576K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-66- 4.29% |
$30.9K - $35.6K
|
1.47K
$853K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
138+ 20.2% |
$64.6K - $74.5K
|
821
$476K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-6- 0.18% |
$2.81K - $3.24K
|
3.35K
$1.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-324- 9.9% |
$152K - $175K
|
2.95K
$1.71M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-786- 17.39% |
$368K - $424K
|
3.73K
$2.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
PUT |
27.4K+ 123.42% |
$12.8M - $14.8M
|
49.6K
$28.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
140+ 22.76% |
$65.6K - $75.5K
|
755
$438K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
15+ 0.83% |
$7.03K - $8.09K
|
1.83K
$1.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
PUT |
3.2KNew |
$1.5M - $1.73M
|
3.2K
$1.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-58- 2.73% |
$27.2K - $31.3K
|
2.07K
$1.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
24New |
$11.2K - $12.9K
|
24
$13.9K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
12+ 2.17% |
$5.62K - $6.47K
|
565
$328K
|
|
|
Apr 08, 2025
Q1 2025
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-4- 0.29% |
$1.87K - $2.16K
|
1.4K
$810K
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-33- 2.37% |
$15.5K - $17.8K
|
1.36K
$788K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-19- 2.32% |
$8.9K - $10.3K
|
800
$464K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-259- 8.77% |
$121K - $140K
|
2.69K
$1.56M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
150+ 3.52% |
$70.3K - $80.9K
|
4.42K
$2.56M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
95+ 0.49% |
$44.5K - $51.3K
|
19.7K
$11.4M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
211+ 30.23% |
$98.8K - $114K
|
909
$527K
|
|
| Q4 2024 | |||||||
|
Aug 15, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.32K+ 8.73% |
$635K - $710K
|
16.4K
$9.53M
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
3New |
$1.44K - $1.61K
|
3
$1.74K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.83K- 4.61% |
$2.33M - $2.6M
|
100K
$58M
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
166New |
$79.9K - $89.3K
|
166
$96.3K
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
1.13KNew |
$546K - $610K
|
1.13K
$658K
|
|
|
Jun 10, 2025
Q4 2024
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
PUT |
4KNew |
$1.92M - $2.15M
|
4K
$2.32M
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
587New |
$282K - $316K
|
587
$340K
|
|
|
May 19, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
392+ 59.04% |
$189K - $211K
|
1.06K
$613K
|
|
|
May 12, 2025
Q4 2024
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
PUT |
100New |
$48.1K - $53.8K
|
100
$58K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
31+ 23.13% |
$14.9K - $16.7K
|
165
$95.7K
|
|
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-1.19K- 8.36% |
$573K - $640K
|
13K
$7.57M
|
|
|
Apr 11, 2025
Q4 2024
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
515New |
$248K - $277K
|
515
$299K
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
909New |
$437K - $489K
|
909
$527K
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
1.15KNew |
$555K - $621K
|
1.15K
$669K
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
2.67KNew |
$1.28M - $1.43M
|
2.67K
$1.55M
|
|
|
Mar 06, 2025
Q4 2024
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
428New |
$206K - $230K
|
428
$248K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
435New |
$209K - $234K
|
435
$252K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
211New |
$102K - $114K
|
211
$122K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
131New |
$63K - $70.5K
|
131
$76K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
13.3KNew |
$6.4M - $7.16M
|
13.3K
$7.71M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
460New |
$221K - $248K
|
460
$267K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
1.05KNew |
$505K - $565K
|
1.05K
$609K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
22KNew |
$10.6M - $11.8M
|
22K
$12.8M
|
|