Latest Institutional Purchases of Invesco Qqq Trust, Series 1 (QQQ)
This list provides information on the latest institutional transactions involving Invesco Qqq Trust, Series 1 (QQQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
27+ 0.12% |
$11.2K - $14.9K
|
22.8K
$13.2M
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
27+ 0.74% |
$11.2K - $14.9K
|
3.68K
$2.14M
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
26+ 0.3% |
$10.8K - $14.3K
|
8.63K
$5.01M
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
26+ 3.63% |
$10.8K - $14.3K
|
743
$431K
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
25+ 2.72% |
$10.4K - $13.8K
|
944
$548K
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
25New |
$10.4K - $13.8K
|
25
$14.5K
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
25+ 0.37% |
$10.4K - $13.8K
|
6.75K
$3.91M
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
25+ 0.89% |
$10.4K - $13.8K
|
2.85K
$1.65M
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
25+ 2.02% |
$10.4K - $13.8K
|
1.27K
$734K
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
25+ 3.23% |
$10.4K - $13.8K
|
800
$464K
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
25+ 9.73% |
$10.4K - $13.8K
|
282
$164K
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
25+ 1.47% |
$10.4K - $13.8K
|
1.73K
$1M
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
24+ 1.74% |
$9.99K - $13.2K
|
1.41K
$816K
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
23+ 2.08% |
$9.57K - $12.7K
|
1.13K
$654K
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
23+ 1.42% |
$9.57K - $12.7K
|
1.64K
$952K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
23+ 0.16% |
$9.57K - $12.7K
|
14.7K
$8.53M
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
23+ 1.71% |
$9.57K - $12.7K
|
1.37K
$795K
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
23+ 0.53% |
$9.57K - $12.7K
|
4.35K
$2.52M
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
23+ 0.17% |
$9.57K - $12.7K
|
13.2K
$7.67M
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
22New |
$9.15K - $12.1K
|
22
$12.8K
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
22+ 5.01% |
$9.15K - $12.1K
|
461
$267K
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
22+ 0.67% |
$9.15K - $12.1K
|
3.3K
$1.91M
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
22New |
$9.15K - $12.1K
|
22
$12.8K
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
22+ 2.86% |
$9.15K - $12.1K
|
791
$459K
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
PUT |
21+ 9.21% |
$8.74K - $11.6K
|
249
$144K
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
21+ 2.3% |
$8.74K - $11.6K
|
936
$543K
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
21+ 1.96% |
$8.74K - $11.6K
|
1.09K
$634K
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
21+ 1.74% |
$8.74K - $11.6K
|
1.23K
$713K
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
20+ 5.38% |
$8.32K - $11K
|
392
$227K
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
20+ 3.06% |
$8.32K - $11K
|
674
$391K
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
20+ 0.35% |
$8.32K - $11K
|
5.73K
$3.32M
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
20+ 0.56% |
$8.32K - $11K
|
3.56K
$2.06M
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
20+ 14.93% |
$8.32K - $11K
|
154
$89.3K
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
20+ 4.25% |
$8.32K - $11K
|
491
$285K
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
19New |
$7.91K - $10.5K
|
19
$11K
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
19+ 0.17% |
$7.91K - $10.5K
|
11K
$6.4M
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
18+ 0.9% |
$7.49K - $9.93K
|
2.01K
$1.17M
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
17+ 0.52% |
$7.07K - $9.38K
|
3.28K
$1.9M
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
17+ 0.51% |
$7.07K - $9.38K
|
3.37K
$1.95M
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
17+ 3.3% |
$7.07K - $9.38K
|
532
$309K
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
BUY
|
- |
17+ 0.68% |
$7.07K - $9.38K
|
2.5K
$1.45M
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
16+ 2.31% |
$6.66K - $8.83K
|
708
$411K
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
16+ 0.92% |
$6.66K - $8.83K
|
1.76K
$1.02M
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
16+ 2.91% |
$6.66K - $8.83K
|
565
$328K
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
16+ 0.15% |
$6.66K - $8.83K
|
11K
$6.37M
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.6% |
$6.24K - $8.27K
|
2.5K
$1.45M
|
|
Jul 16, 2025
Q2 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
15+ 0.2% |
$6.24K - $8.27K
|
7.64K
$4.43M
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
15+ 0.42% |
$6.24K - $8.27K
|
3.63K
$2.1M
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
15+ 0.22% |
$6.24K - $8.27K
|
6.8K
$3.94M
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
14+ 0.47% |
$5.82K - $7.72K
|
2.99K
$1.74M
|