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 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
PUT |
200New |
$93.7K - $108K
|
200
$111K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
44+ 35.77% |
$20.6K - $23.7K
|
167
$92.9K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.2K+ 9.4% |
$1.5M - $1.73M
|
37.2K
$20.7M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-723- 3.09% |
$339K - $390K
|
22.7K
$12.6M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.21K+ 4.1% |
$1.03M - $1.19M
|
56K
$31.2M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
916+ 8.34% |
$429K - $494K
|
11.9K
$6.62M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-201- 24.81% |
$94.1K - $108K
|
609
$339K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-3- 0.11% |
$1.41K - $1.62K
|
2.71K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7.7KNew |
$3.61M - $4.16M
|
7.7K
$4.28M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
386+ 5.82% |
$181K - $208K
|
7.02K
$3.9M
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-311- 1.47% |
$146K - $168K
|
20.8K
$11.6M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
818+ 4.43% |
$383K - $441K
|
19.3K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
451+ 46.98% |
$211K - $243K
|
1.41K
$785K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-95- 3.22% |
$44.5K - $51.3K
|
2.86K
$1.59M
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
48+ 0.99% |
$22.5K - $25.9K
|
4.91K
$2.73M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-484- 98.98% |
$227K - $261K
|
5
$2.78K
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
153+ 17.85% |
$71.7K - $82.5K
|
1.01K
$562K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-4.53K- 13.06% |
$2.12M - $2.45M
|
30.2K
$16.8M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.82K+ 70.64% |
$854K - $984K
|
4.41K
$2.45M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
21+ 1.41% |
$9.84K - $11.3K
|
1.51K
$842K
|
|
|
May 08, 2025
Q1 2025
|
Rd Finance LTD
Limassol, G4 |
BUY
|
- |
95.2KNew |
$44.6M - $51.3M
|
95.2K
$52.9M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
995+ 1.67% |
$466K - $537K
|
60.5K
$33.7M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-50- 0.96% |
$23.4K - $27K
|
5.15K
$2.86M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
525+ 7.16% |
$246K - $283K
|
7.86K
$4.37M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-5- 0.34% |
$2.34K - $2.7K
|
1.45K
$807K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
258+ 1.86% |
$121K - $139K
|
14.1K
$7.84M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-17- 0.99% |
$7.96K - $9.17K
|
1.71K
$950K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
236+ 3.31% |
$111K - $127K
|
7.36K
$4.09M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.4K+ 25.26% |
$5.8M - $6.69M
|
61.4K
$34.2M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
PUT |
200New |
$93.7K - $108K
|
200
$111K
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
195+ 22.16% |
$91.3K - $105K
|
1.08K
$598K
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.14K- 65.27% |
$533K - $615K
|
606
$337K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.54K+ 2.54% |
$721K - $831K
|
62.1K
$34.5M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-268- 7.9% |
$126K - $145K
|
3.12K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.49K+ 5.19% |
$697K - $803K
|
30.2K
$16.8M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
921+ 2.39% |
$431K - $497K
|
39.4K
$21.9M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
129+ 16.15% |
$60.4K - $69.6K
|
928
$516K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-6- 0.44% |
$2.81K - $3.24K
|
1.37K
$759K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
255+ 0.01% |
$119K - $138K
|
2.98M
$1.66B
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.37K+ 35.31% |
$3.45M - $3.97M
|
28.2K
$15.7M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
PUT |
-6.2K- 33.16% |
$2.9M - $3.35M
|
12.5K
$6.95M
|
|
|
May 08, 2025
Q1 2025
|
Monaco Asset Management Sam
|
BUY
|
PUT |
125KNew |
$58.5M - $67.4M
|
125K
$69.5M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
173+ 4.65% |
$81K - $93.3K
|
3.9K
$2.17M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
26.9KNew |
$12.6M - $14.5M
|
26.9K
$15M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
306+ 1.45% |
$143K - $165K
|
21.4K
$11.9M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-27- 1.31% |
$12.6K - $14.6K
|
2.04K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2+ 0.32% |
$937 - $1.08K
|
635
$353K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-23- 0.61% |
$10.8K - $12.4K
|
3.73K
$2.07M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
139+ 0.76% |
$65.1K - $75K
|
18.4K
$10.2M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
115+ 2.95% |
$53.9K - $62K
|
4.02K
$2.23M
|