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 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.05K+ 2.83% |
$493K - $568K
|
38.3K
$21.5M
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-322- 1.06% |
$151K - $174K
|
30K
$16.9M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-11.5K- 75.42% |
$5.39M - $6.21M
|
3.75K
$2.11M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-805- 3.51% |
$377K - $434K
|
22.1K
$12.4M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.77K+ 32.09% |
$827K - $953K
|
7.27K
$4.08M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
17.1K+ 9.98% |
$8.01M - $9.23M
|
188K
$106M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.34K- 3.22% |
$626K - $721K
|
40.2K
$22.6M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
538+ 54.67% |
$252K - $290K
|
1.52K
$855K
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.71K+ 3.72% |
$802K - $924K
|
47.7K
$26.8M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
324+ 5.58% |
$152K - $175K
|
6.13K
$3.44M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-105- 7.7% |
$49.2K - $56.6K
|
1.26K
$707K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-173- 18.91% |
$81K - $93.3K
|
742
$417K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
68K+ 16.92% |
$31.8M - $36.7M
|
470K
$264M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-557- 17.07% |
$261K - $301K
|
2.71K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.68MNew |
$787M - $906M
|
1.68M
$944M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
100New |
$46.8K - $54K
|
100
$56.2K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-698- 7.24% |
$327K - $377K
|
8.95K
$5.03M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-2.75K- 60.79% |
$1.29M - $1.49M
|
1.78K
$998K
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-165- 5.92% |
$77.3K - $89K
|
2.62K
$1.47M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.68K- 44.17% |
$2.19M - $2.52M
|
5.91K
$3.32M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
85+ 20.88% |
$39.8K - $45.9K
|
492
$276K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
487+ 3.85% |
$228K - $263K
|
13.1K
$7.37M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-621- 58.92% |
$291K - $335K
|
433
$243K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
144KNew |
$67.4M - $77.6M
|
144K
$80.8M
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-642- 25.24% |
$301K - $346K
|
1.9K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
241+ 1.13% |
$113K - $130K
|
21.6K
$12.1M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-12- 0.46% |
$5.62K - $6.47K
|
2.61K
$1.47M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
5.05KNew |
$2.36M - $2.72M
|
5.05K
$2.84M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-839- 2.96% |
$393K - $453K
|
27.5K
$15.5M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
455+ 0.7% |
$213K - $245K
|
65.5K
$36.8M
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
919+ 33.12% |
$430K - $496K
|
3.69K
$2.08M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
93+ 2.85% |
$43.6K - $50.2K
|
3.36K
$1.89M
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-18K- 29.81% |
$8.41M - $9.69M
|
42.3K
$23.8M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-667- 41.61% |
$312K - $360K
|
936
$526K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-16- 0.29% |
$7.49K - $8.63K
|
5.54K
$3.11M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
29.7KNew |
$13.9M - $16M
|
29.7K
$16.7M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
155+ 20.29% |
$72.6K - $83.6K
|
919
$516K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-484- 1.37% |
$227K - $261K
|
34.9K
$19.6M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-119- 5.6% |
$55.7K - $64.2K
|
2.01K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-7.49K- 21.33% |
$3.51M - $4.04M
|
27.6K
$15.5M
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
BUY
|
- |
1.23K+ 99.27% |
$575K - $662K
|
2.46K
$1.38M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1.27K+ 2.77% |
$597K - $687K
|
47.3K
$26.5M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
806+ 10.65% |
$377K - $435K
|
8.37K
$4.7M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
13+ 1.47% |
$6.09K - $7.01K
|
897
$504K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-27.4K- 40.32% |
$12.8M - $14.8M
|
40.6K
$22.8M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-66.7K- 32.88% |
$31.2M - $36M
|
136K
$76.5M
|
|
|
May 05, 2025
Q1 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
4.1K+ 31.06% |
$1.92M - $2.21M
|
17.3K
$9.72M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
88+ 3.21% |
$41.2K - $47.5K
|
2.83K
$1.59M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-20.3K- 3.96% |
$9.52M - $11M
|
493K
$277M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
PUT |
-89.1K- 99.0% |
$41.7M - $48.1M
|
900
$506K
|