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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.38K+ 2.77% |
$1.58M - $1.82M
|
125K
$69.7M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-273- 38.34% |
$128K - $147K
|
439
$244K
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
4KNew |
$1.87M - $2.16M
|
4K
$2.22M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.35K+ 17.92% |
$2.04M - $2.35M
|
28.6K
$15.9M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
7.34KNew |
$3.44M - $3.96M
|
7.34K
$4.08M
|
|
|
May 13, 2025
Q1 2025
|
Nierenberg Investment Management Company, Inc.
Camas, WA |
BUY
|
PUT |
6.1KNew |
$2.86M - $3.29M
|
6.1K
$3.39M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.64K- 0.7% |
$1.7M - $1.96M
|
513K
$285M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-770- 1.66% |
$361K - $415K
|
45.6K
$25.4M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
206+ 3.8% |
$96.5K - $111K
|
5.62K
$3.13M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-737- 38.81% |
$345K - $398K
|
1.16K
$646K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
783+ 18.04% |
$367K - $422K
|
5.12K
$2.85M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-5- 1.0% |
$2.34K - $2.7K
|
493
$274K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.02K+ 154.78% |
$478K - $550K
|
1.68K
$934K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-2.48K- 58.19% |
$1.16M - $1.34M
|
1.78K
$989K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
CALL |
100New |
$46.8K - $54K
|
100
$55.6K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
160New |
$74.9K - $86.3K
|
160
$89K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-4- 0.63% |
$1.87K - $2.16K
|
629
$350K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
217+ 18.16% |
$102K - $117K
|
1.41K
$785K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-10.7K- 30.92% |
$5M - $5.76M
|
23.8K
$13.3M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-104- 83.2% |
$48.7K - $56.1K
|
21
$11.7K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
554+ 5.72% |
$259K - $299K
|
10.2K
$5.69M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-30- 0.09% |
$14.1K - $16.2K
|
33.2K
$18.5M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
3.92K+ 21.42% |
$1.84M - $2.11M
|
22.2K
$12.4M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
25+ 2.09% |
$11.7K - $13.5K
|
1.22K
$680K
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-632- 4.34% |
$296K - $341K
|
13.9K
$7.75M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-407- 0.15% |
$191K - $220K
|
279K
$155M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-466- 6.3% |
$218K - $251K
|
6.93K
$3.86M
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
3.74K+ 42.65% |
$1.75M - $2.02M
|
12.5K
$6.95M
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-61- 1.09% |
$28.6K - $32.9K
|
5.56K
$3.09M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-38.5K- 46.18% |
$18M - $20.8M
|
44.9K
$25M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.5KNew |
$704K - $811K
|
1.5K
$836K
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
246New |
$115K - $133K
|
246
$137K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
72+ 4.08% |
$33.7K - $38.8K
|
1.84K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-310- 3.45% |
$145K - $167K
|
8.69K
$4.83M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-45- 3.5% |
$21.1K - $24.3K
|
1.24K
$691K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2.1K+ 56.3% |
$984K - $1.13M
|
5.83K
$3.24M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-407- 1.29% |
$191K - $220K
|
31.1K
$17.3M
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
1.15K+ 8.23% |
$540K - $622K
|
15.1K
$8.43M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
119+ 0.25% |
$55.7K - $64.2K
|
47K
$26.1M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
2.72K+ 358.03% |
$1.27M - $1.47M
|
3.48K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
7+ 0.33% |
$3.28K - $3.78K
|
2.12K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-6.04K- 65.69% |
$2.83M - $3.26M
|
3.15K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-57- 1.6% |
$26.7K - $30.8K
|
3.5K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-639- 47.33% |
$299K - $345K
|
711
$395K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.59K+ 2.77% |
$2.15M - $2.48M
|
170K
$94.8M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
3.5K+ 102.94% |
$1.64M - $1.89M
|
6.9K
$3.84M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
11.9KNew |
$5.55M - $6.39M
|
11.9K
$6.59M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-97- 4.2% |
$45.4K - $52.3K
|
2.21K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-112- 3.32% |
$52.5K - $60.4K
|
3.27K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-940- 23.65% |
$440K - $507K
|
3.04K
$1.69M
|