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 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.31K- 3.01% |
$613K - $706K
|
42.1K
$23.7M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
11.4K+ 9.22% |
$5.34M - $6.15M
|
135K
$75.9M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.02K- 1.14% |
$478K - $551K
|
88.3K
$49.6M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-23- 2.69% |
$10.8K - $12.4K
|
831
$467K
|
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
40+ 0.46% |
$18.7K - $21.6K
|
8.65K
$4.86M
|
|
|
May 05, 2025
Q1 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-1.08K- 3.63% |
$506K - $583K
|
28.7K
$16.1M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
319+ 1.89% |
$149K - $172K
|
17.2K
$9.69M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
73+ 4.82% |
$34.2K - $39.4K
|
1.59K
$892K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Mellon University
|
BUY
|
- |
98+ 0.16% |
$45.9K - $52.9K
|
60.9K
$34.2M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
262+ 2.36% |
$123K - $141K
|
11.4K
$6.39M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
55+ 1.03% |
$25.8K - $29.7K
|
5.42K
$3.04M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.33K+ 58.63% |
$1.09M - $1.25M
|
6.29K
$3.54M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1- 0.03% |
$468 - $540
|
2.99K
$1.68M
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-108- 4.95% |
$50.6K - $58.3K
|
2.07K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
34+ 1.06% |
$15.9K - $18.3K
|
3.25K
$1.83M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
17.2K+ 24.87% |
$8.05M - $9.27M
|
86.3K
$48.5M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.09% |
$2.34K - $2.7K
|
5.78K
$3.25M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-1.23K- 2.26% |
$576K - $664K
|
53.2K
$29.9M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.37% |
$937 - $1.08K
|
545
$306K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-118- 0.24% |
$55.3K - $63.7K
|
49.1K
$27.6M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.55K+ 5.29% |
$4M - $4.61M
|
170K
$95.5M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-171- 0.87% |
$80.1K - $92.3K
|
19.5K
$11M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
87+ 1.84% |
$40.7K - $46.9K
|
4.82K
$2.71M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
26.3K+ 73.97% |
$12.3M - $14.2M
|
61.9K
$34.8M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
13+ 3.77% |
$6.09K - $7.01K
|
358
$201K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.25K+ 9.64% |
$1.06M - $1.22M
|
25.6K
$14.4M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
BUY
|
- |
1.69K+ 1.08% |
$793K - $913K
|
158K
$88.8M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
13.7K+ 3.47% |
$6.43M - $7.41M
|
409K
$230M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
304+ 1.41% |
$142K - $164K
|
21.9K
$12.3M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.36K- 59.21% |
$1.57M - $1.81M
|
2.32K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
3+ 17.65% |
$1.41K - $1.62K
|
20
$11.2K
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
3+ 0.48% |
$1.41K - $1.62K
|
624
$351K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.73K+ 2.4% |
$1.28M - $1.47M
|
117K
$65.5M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-96- 17.36% |
$45K - $51.8K
|
457
$257K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-466- 4.44% |
$218K - $251K
|
10K
$5.64M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
156+ 11.95% |
$73.1K - $84.2K
|
1.46K
$821K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
30.3K+ 30.26% |
$14.2M - $16.3M
|
130K
$73.2M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-6.47K- 20.03% |
$3.03M - $3.49M
|
25.8K
$14.5M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
541+ 9.32% |
$253K - $292K
|
6.34K
$3.56M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
30+ 6.71% |
$14.1K - $16.2K
|
477
$268K
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
7.39KNew |
$3.46M - $3.99M
|
7.39K
$4.15M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-636- 12.45% |
$298K - $343K
|
4.47K
$2.51M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
70+ 0.25% |
$32.8K - $37.8K
|
28.4K
$15.9M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
6+ 0.79% |
$2.81K - $3.24K
|
766
$430K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
116+ 8.07% |
$54.3K - $62.6K
|
1.55K
$872K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-27.8K- 22.69% |
$13M - $15M
|
94.6K
$53.1M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
296K+ 42.38% |
$138M - $160M
|
993K
$558M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3+ 0.12% |
$1.41K - $1.62K
|
2.45K
$1.38M
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
15+ 0.23% |
$7.03K - $8.09K
|
6.67K
$3.75M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 0.11% |
$468 - $540
|
931
$523K
|