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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
3K+ 100.0% |
$1.41M - $1.62M
|
6K
$3.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
CALL |
3KNew |
$1.41M - $1.62M
|
3K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
2.96K+ 14.94% |
$1.38M - $1.6M
|
22.7K
$13.2M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.83KNew |
$1.32M - $1.52M
|
2.83K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
2.72K+ 358.03% |
$1.27M - $1.47M
|
3.48K
$2.02M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.58K+ 43.25% |
$1.21M - $1.39M
|
8.54K
$4.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
2.5KNew |
$1.17M - $1.35M
|
2.5K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.4KNew |
$1.12M - $1.3M
|
2.4K
$1.39M
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
2.37K+ 33.33% |
$1.11M - $1.28M
|
9.49K
$5.5M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
CALL |
2.2KNew |
$1.03M - $1.19M
|
2.2K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.1KNew |
$984K - $1.13M
|
2.1K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
2.07KNew |
$969K - $1.12M
|
2.07K
$1.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.83KNew |
$856K - $986K
|
1.83K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.82K+ 70.64% |
$854K - $984K
|
4.41K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.65K+ 7.24% |
$773K - $890K
|
24.4K
$14.2M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.56KNew |
$730K - $841K
|
1.56K
$904K
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
1.54K+ 16.54% |
$722K - $831K
|
10.9K
$6.3M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.5KNew |
$704K - $811K
|
1.5K
$872K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
PUT |
1.5KNew |
$703K - $809K
|
1.5K
$870K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
1.37K+ 5.16% |
$640K - $738K
|
27.8K
$16.2M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.35K+ 121.87% |
$634K - $731K
|
2.47K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.3K+ 12.39% |
$610K - $703K
|
11.8K
$6.86M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
PUT |
1.3KNew |
$609K - $701K
|
1.3K
$754K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 3.98% |
$606K - $698K
|
33.8K
$19.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
1.21KNew |
$565K - $651K
|
1.21K
$700K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.18KNew |
$555K - $639K
|
1.18K
$687K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
1.18K+ 17.85% |
$550K - $634K
|
7.76K
$4.5M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.17K+ 21.2% |
$548K - $631K
|
6.69K
$3.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.17KNew |
$547K - $630K
|
1.17K
$677K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.15K+ 10.75% |
$540K - $623K
|
11.9K
$6.9M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.09K+ 2.43% |
$510K - $588K
|
45.9K
$26.6M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.04K+ 41.45% |
$485K - $558K
|
3.53K
$2.05M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
1.02KNew |
$475K - $548K
|
1.02K
$589K
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
1.01KNew |
$473K - $544K
|
1.01K
$585K
|
|
|
May 15, 2025
Q1 2025
|
Ardmore Road Asset Management LP
New York, NY |
BUY
|
- |
1KNew |
$468K - $540K
|
1K
$580K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
912New |
$427K - $492K
|
912
$529K
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
902New |
$422K - $487K
|
902
$523K
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
900New |
$422K - $486K
|
900
$522K
|
|
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
840+ 8.15% |
$393K - $453K
|
11.2K
$6.47M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
824+ 31.73% |
$386K - $445K
|
3.42K
$1.98M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
745+ 1.61% |
$349K - $402K
|
47K
$27.3M
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
727+ 0.54% |
$340K - $392K
|
135K
$78.5M
|
|
|
May 08, 2025
Q1 2025
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
700New |
$328K - $378K
|
700
$406K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
PUT |
700+ 50.0% |
$328K - $378K
|
2.1K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
691New |
$324K - $373K
|
691
$401K
|
|
|
May 14, 2025
Q1 2025
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
688New |
$322K - $371K
|
688
$399K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
682+ 17.18% |
$319K - $368K
|
4.65K
$2.7M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
680+ 1.66% |
$318K - $367K
|
41.8K
$24.2M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
673New |
$315K - $363K
|
673
$390K
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
636New |
$298K - $343K
|
636
$369K
|