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
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1+ 0.08% |
$468 - $540
|
1.31K
$738K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-100- 0.62% |
$46.8K - $54K
|
16K
$8.98M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
448New |
$210K - $242K
|
448
$252K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-219- 9.22% |
$103K - $118K
|
2.16K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.58K+ 43.25% |
$1.21M - $1.39M
|
8.54K
$4.79M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-172- 15.01% |
$80.6K - $92.8K
|
974
$547K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-19- 1.69% |
$8.9K - $10.3K
|
1.11K
$622K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-958- 6.79% |
$449K - $517K
|
13.1K
$7.38M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-23- 3.5% |
$10.8K - $12.4K
|
635
$357K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-460- 72.21% |
$215K - $248K
|
177
$99.4K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-240- 5.8% |
$112K - $129K
|
3.9K
$2.19M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
7New |
$3.28K - $3.78K
|
7
$3.93K
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
76.9KNew |
$36M - $41.5M
|
76.9K
$43.2M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.19K- 10.43% |
$2.9M - $3.34M
|
53.2K
$29.9M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-4.35K- 3.19% |
$2.04M - $2.35M
|
132K
$74.3M
|
|
|
May 06, 2025
Q1 2025
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
211KNew |
$99M - $114M
|
211K
$119M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-394- 8.92% |
$185K - $213K
|
4.02K
$2.26M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
45+ 1.21% |
$21.1K - $24.3K
|
3.77K
$2.12M
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-12- 0.94% |
$5.62K - $6.47K
|
1.27K
$711K
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
723+ 5.12% |
$339K - $390K
|
14.8K
$8.34M
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
13+ 0.13% |
$6.09K - $7.01K
|
9.77K
$5.49M
|
|
|
May 06, 2025
Q1 2025
|
Aigh Capital Management LLC
Baltimore, MD |
BUY
|
PUT |
70KNew |
$32.8M - $37.8M
|
70K
$39.3M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-750- 3.25% |
$351K - $405K
|
22.3K
$12.5M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-20- 0.58% |
$9.37K - $10.8K
|
3.46K
$1.94M
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-6.65K- 78.71% |
$3.11M - $3.59M
|
1.8K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
427+ 3.61% |
$200K - $230K
|
12.3K
$6.88M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
328+ 2.82% |
$154K - $177K
|
11.9K
$6.71M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
72+ 2.52% |
$33.7K - $38.8K
|
2.93K
$1.65M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
1.02KNew |
$475K - $548K
|
1.02K
$570K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
103+ 5.09% |
$48.2K - $55.6K
|
2.13K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-364- 0.53% |
$170K - $196K
|
67.7K
$38M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
137+ 3.11% |
$64.2K - $73.9K
|
4.55K
$2.55M
|
|
|
May 06, 2025
Q1 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-376- 23.18% |
$176K - $203K
|
1.25K
$700K
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
901+ 13.71% |
$422K - $486K
|
7.48K
$4.2M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-833- 3.69% |
$390K - $449K
|
21.8K
$12.2M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
356+ 3.99% |
$167K - $192K
|
9.27K
$5.21M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
598+ 1.09% |
$280K - $323K
|
55.5K
$31.2M
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
51.3KNew |
$24M - $27.7M
|
51.3K
$28.8M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-477- 33.59% |
$223K - $257K
|
943
$530K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-6- 0.46% |
$2.81K - $3.24K
|
1.29K
$723K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-111- 2.39% |
$52K - $59.9K
|
4.54K
$2.55M
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-200- 12.38% |
$93.7K - $108K
|
1.42K
$796K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
11.9K+ 17.64% |
$5.59M - $6.44M
|
79.7K
$44.8M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
36+ 42.35% |
$16.9K - $19.4K
|
121
$68K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-2K- 19.86% |
$939K - $1.08M
|
8.09K
$4.54M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
266+ 22.5% |
$125K - $144K
|
1.45K
$813K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-165- 3.65% |
$77.3K - $89K
|
4.35K
$2.45M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.67K+ 6.49% |
$2.66M - $3.06M
|
93K
$52.3M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-140- 5.37% |
$65.6K - $75.5K
|
2.47K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
2+ 0.13% |
$937 - $1.08K
|
1.54K
$867K
|