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 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
636New |
$298K - $343K
|
636
$298K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
39+ 0.35% |
$18.3K - $21K
|
11.2K
$5.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-23- 0.74% |
$10.8K - $12.4K
|
3.1K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-165- 16.5% |
$77.3K - $89K
|
835
$392K
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
814+ 19.73% |
$381K - $439K
|
4.94K
$2.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
228+ 7.76% |
$107K - $123K
|
3.17K
$1.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
862+ 131.6% |
$404K - $465K
|
1.52K
$711K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2+ 0.26% |
$937 - $1.08K
|
758
$355K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-78- 13.45% |
$36.5K - $42.1K
|
502
$235K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
257+ 12.31% |
$120K - $139K
|
2.35K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
218+ 25.06% |
$102K - $118K
|
1.09K
$510K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
239+ 20.95% |
$112K - $129K
|
1.38K
$647K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-203- 3.86% |
$95.1K - $110K
|
5.05K
$2.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
4.3K+ 28.5% |
$2.01M - $2.32M
|
19.4K
$9.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-76- 0.35% |
$35.6K - $41K
|
21.9K
$10.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.93K+ 0.5% |
$903K - $1.04M
|
388K
$182M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
70+ 4.0% |
$32.8K - $37.8K
|
1.82K
$854K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
476+ 13.4% |
$223K - $257K
|
4.03K
$1.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-142- 0.64% |
$66.5K - $76.6K
|
21.9K
$10.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
386+ 17.4% |
$181K - $208K
|
2.6K
$1.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
18+ 1.03% |
$8.43K - $9.71K
|
1.77K
$830K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3K- 17.29% |
$1.4M - $1.62M
|
14.3K
$6.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-335- 2.4% |
$157K - $181K
|
13.7K
$6.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
266+ 7.06% |
$125K - $144K
|
4.04K
$1.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.9K+ 37.49% |
$5.1M - $5.87M
|
39.9K
$18.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-41- 4.65% |
$19.2K - $22.1K
|
840
$394K
|
|
|
Apr 14, 2025
Q1 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
268+ 2.23% |
$126K - $145K
|
12.3K
$5.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-132- 7.57% |
$61.8K - $71.2K
|
1.61K
$755K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
296+ 27.79% |
$139K - $160K
|
1.36K
$638K
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
928+ 83.3% |
$435K - $501K
|
2.04K
$958K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-50- 4.7% |
$23.4K - $27K
|
1.01K
$475K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.57K- 18.51% |
$736K - $848K
|
6.92K
$3.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.47K+ 22.01% |
$1.63M - $1.87M
|
19.3K
$9.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-116- 0.28% |
$54.3K - $62.6K
|
41.7K
$19.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-66- 5.72% |
$30.9K - $35.6K
|
1.09K
$510K
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-12.9K- 13.81% |
$6.02M - $6.94M
|
80.2K
$37.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
872New |
$408K - $470K
|
872
$409K
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
379+ 4.74% |
$178K - $204K
|
8.37K
$3.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.53K+ 12.25% |
$717K - $827K
|
14K
$6.58M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-202- 3.36% |
$94.6K - $109K
|
5.81K
$2.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.96K+ 7.46% |
$916K - $1.05M
|
28.2K
$13.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
39+ 2.26% |
$18.3K - $21K
|
1.77K
$829K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
15+ 2.02% |
$7.03K - $8.09K
|
756
$355K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-640- 8.98% |
$300K - $345K
|
6.49K
$3.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-343- 5.21% |
$161K - $185K
|
6.24K
$2.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.74K+ 9.16% |
$817K - $941K
|
20.8K
$9.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-226- 2.34% |
$106K - $122K
|
9.42K
$4.42M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
PUT |
1.5KNew |
$703K - $809K
|
1.5K
$703K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
23+ 0.61% |
$10.8K - $12.4K
|
3.81K
$1.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-20K- 94.96% |
$9.37M - $10.8M
|
1.06K
$498K
|