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 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.86KNew |
$871K - $1M
|
1.86K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-77- 5.25% |
$36.1K - $41.5K
|
1.39K
$780K
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
941+ 0.77% |
$441K - $508K
|
123K
$69M
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
38+ 3.68% |
$17.8K - $20.5K
|
1.07K
$602K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
SELL
|
- |
-1.42K- 9.22% |
$666K - $767K
|
14K
$7.86M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-131- 9.21% |
$61.4K - $70.7K
|
1.29K
$725K
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-4.04K- 3.64% |
$1.89M - $2.18M
|
107K
$59.9M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
487New |
$228K - $263K
|
487
$274K
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
550+ 0.54% |
$258K - $297K
|
102K
$57.4M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-85- 11.49% |
$39.8K - $45.9K
|
655
$368K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-81.9K- 41.77% |
$38.4M - $44.2M
|
114K
$64.2M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
96+ 6.97% |
$45K - $51.8K
|
1.47K
$828K
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-963- 53.59% |
$451K - $520K
|
834
$469K
|
|
|
May 07, 2025
Q1 2025
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-10- 1.08% |
$4.68K - $5.4K
|
915
$514K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-480- 22.89% |
$225K - $259K
|
1.62K
$908K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
250+ 23.34% |
$117K - $135K
|
1.32K
$742K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
63.8K+ 0.67% |
$29.9M - $34.4M
|
9.55M
$5.36B
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
PUT |
-91.1K- 39.03% |
$42.7M - $49.2M
|
142K
$79.9M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-210- 1.17% |
$98.4K - $113K
|
17.7K
$9.96M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
709+ 1.07% |
$332K - $383K
|
67.3K
$37.8M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-43- 0.69% |
$20.1K - $23.2K
|
6.15K
$3.45M
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-293- 2.97% |
$137K - $158K
|
9.57K
$5.37M
|
|
|
May 07, 2025
Q1 2025
|
Agp Franklin, LLC
Franklin, TN |
SELL
|
- |
-35- 1.03% |
$16.4K - $18.9K
|
3.37K
$1.89M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
944+ 1.63% |
$442K - $509K
|
59K
$33.2M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-64- 9.5% |
$30K - $34.5K
|
610
$343K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
50+ 1.0% |
$23.4K - $27K
|
5.07K
$2.85M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
200+ 7.86% |
$93.7K - $108K
|
2.75K
$1.54M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-29- 0.25% |
$13.6K - $15.6K
|
11.7K
$6.6M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 3.98% |
$606K - $698K
|
33.8K
$19M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
7.57K+ 36.16% |
$3.54M - $4.08M
|
28.5K
$16M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
135+ 4.29% |
$63.2K - $72.8K
|
3.28K
$1.84M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
824+ 31.73% |
$386K - $445K
|
3.42K
$1.92M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-15- 1.32% |
$7.03K - $8.09K
|
1.12K
$630K
|
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
11+ 0.55% |
$5.15K - $5.93K
|
1.99K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
2.96K+ 14.94% |
$1.38M - $1.6M
|
22.7K
$12.8M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-54- 4.84% |
$25.3K - $29.1K
|
1.06K
$596K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
713+ 5.47% |
$334K - $385K
|
13.7K
$7.72M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-63- 1.65% |
$29.5K - $34K
|
3.76K
$2.11M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
13+ 0.55% |
$6.09K - $7.01K
|
2.36K
$1.33M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-552- 31.13% |
$259K - $298K
|
1.22K
$686K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
819+ 3.64% |
$384K - $442K
|
23.3K
$13.1M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
4.2KNew |
$1.97M - $2.26M
|
4.2K
$2.36M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-688- 8.88% |
$322K - $371K
|
7.06K
$3.97M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
16.5K+ 2.3% |
$7.74M - $8.92M
|
736K
$414M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
967+ 78.05% |
$453K - $522K
|
2.21K
$1.24M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
9K+ 18.08% |
$4.21M - $4.85M
|
58.7K
$33M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
168+ 4.37% |
$78.7K - $90.6K
|
4.01K
$2.25M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2+ 0.53% |
$937 - $1.08K
|
379
$213K
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
46+ 1.88% |
$21.5K - $24.8K
|
2.5K
$1.4M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-200- 17.08% |
$93.7K - $108K
|
971
$546K
|