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 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
200+ 100.0% |
$93.7K - $108K
|
400
$222K
|
|
May 12, 2025
Q1 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
353+ 2.79% |
$165K - $190K
|
13K
$7.23M
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-470- 0.3% |
$220K - $254K
|
154K
$85.8M
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
BUY
|
- |
4.06K+ 10.33% |
$1.9M - $2.19M
|
43.3K
$24.1M
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
68+ 0.41% |
$31.8K - $36.7K
|
16.5K
$9.2M
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.15K- 4.86% |
$1.47M - $1.7M
|
61.6K
$34.3M
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
1New |
$468 - $540
|
1
$556
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.12K+ 24.82% |
$524K - $603K
|
5.62K
$3.13M
|
|
May 12, 2025
Q1 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
228+ 25.31% |
$107K - $123K
|
1.13K
$628K
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-98- 1.99% |
$45.9K - $52.9K
|
4.83K
$2.69M
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-87- 2.66% |
$40.7K - $46.9K
|
3.19K
$1.77M
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
3.68K+ 10.0% |
$1.72M - $1.98M
|
40.5K
$22.5M
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-22- 0.36% |
$10.3K - $11.9K
|
6.14K
$3.41M
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
900New |
$422K - $486K
|
900
$501K
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-23- 0.21% |
$10.8K - $12.4K
|
11K
$6.1M
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
105+ 8.25% |
$49.2K - $56.6K
|
1.38K
$766K
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
SELL
|
- |
-65- 2.44% |
$30.4K - $35.1K
|
2.6K
$1.44M
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.43K+ 7.43% |
$671K - $773K
|
20.7K
$11.5M
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-40- 0.98% |
$18.7K - $21.6K
|
4.03K
$2.24M
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
500New |
$234K - $270K
|
500
$278K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.1K+ 2.19% |
$514K - $592K
|
51.2K
$28.5M
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
113+ 2.74% |
$52.9K - $61K
|
4.24K
$2.36M
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-51- 1.03% |
$23.9K - $27.5K
|
4.9K
$2.73M
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.82K+ 185.5% |
$851K - $980K
|
2.8K
$1.55M
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-50- 1.83% |
$23.4K - $27K
|
2.68K
$1.49M
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
5.6KNew |
$2.62M - $3.02M
|
5.6K
$3.11M
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
3.45KNew |
$1.62M - $1.86M
|
3.45K
$1.92M
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
43+ 10.64% |
$20.1K - $23.2K
|
447
$249K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.13K- 7.39% |
$1.47M - $1.69M
|
39.3K
$21.8M
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
6.8K+ 84.68% |
$3.19M - $3.67M
|
14.8K
$8.25M
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
564+ 2.83% |
$264K - $304K
|
20.5K
$11.4M
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
5.2KNew |
$2.44M - $2.81M
|
5.2K
$2.89M
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
BUY
|
- |
71+ 10.5% |
$33.3K - $38.3K
|
747
$415K
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-311K- 99.11% |
$146M - $168M
|
2.81K
$1.56M
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11.4K+ 26.42% |
$5.34M - $6.15M
|
54.5K
$30.3M
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
165+ 2.8% |
$77.3K - $89K
|
6.06K
$3.37M
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.51K- 8.64% |
$705K - $813K
|
15.9K
$8.86M
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
SELL
|
- |
-100- 13.16% |
$46.8K - $54K
|
660
$367K
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.08K+ 18.66% |
$507K - $584K
|
6.88K
$3.83M
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
226+ 1.83% |
$106K - $122K
|
12.6K
$6.99M
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
288+ 23.51% |
$135K - $155K
|
1.51K
$842K
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-36- 4.76% |
$16.9K - $19.4K
|
720
$400K
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-31- 3.8% |
$14.5K - $16.7K
|
785
$437K
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
505+ 14.32% |
$237K - $272K
|
4.03K
$2.24M
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
407+ 30.74% |
$191K - $220K
|
1.73K
$963K
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6.07K- 1.77% |
$2.84M - $3.27M
|
337K
$187M
|
|
May 12, 2025
Q1 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
10+ 34.48% |
$4.68K - $5.4K
|
39
$21.7K
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
74+ 0.77% |
$34.7K - $39.9K
|
9.66K
$5.37M
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.83KNew |
$1.32M - $1.52M
|
2.83K
$1.57M
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-617- 4.89% |
$289K - $333K
|
12K
$6.68M
|