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 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
11+ 0.94% |
$5.15K - $5.93K
|
1.18K
$661K
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
53+ 6.02% |
$24.8K - $28.6K
|
934
$525K
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-9- 0.15% |
$4.22K - $4.86K
|
5.9K
$3.31M
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.1K- 20.61% |
$517K - $596K
|
4.25K
$2.39M
|
|
May 01, 2025
Q1 2025
|
Parker Investment Management, LLC
|
SELL
|
- |
-3.04K- 1.54% |
$1.43M - $1.64M
|
194K
$109M
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3+ 0.6% |
$1.41K - $1.62K
|
503
$283K
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.24K- 4.19% |
$1.52M - $1.75M
|
74K
$41.6M
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
506+ 2.26% |
$237K - $273K
|
22.9K
$12.9M
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-137- 3.2% |
$64.2K - $73.9K
|
4.14K
$2.32M
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
264+ 14.92% |
$124K - $142K
|
2.03K
$1.14M
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
30+ 6.47% |
$14.1K - $16.2K
|
494
$278K
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
21+ 1.65% |
$9.84K - $11.3K
|
1.3K
$729K
|
|
May 01, 2025
Q1 2025
|
Private Capital Advisors, Inc.
|
BUY
|
- |
1.32K+ 45.87% |
$616K - $709K
|
4.18K
$2.35M
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.57K+ 6.86% |
$734K - $845K
|
24.4K
$13.7M
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
210+ 32.26% |
$98.4K - $113K
|
861
$484K
|
|
May 01, 2025
Q1 2025
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-3.7K- 31.5% |
$1.73M - $2M
|
8.05K
$4.52M
|
|
May 01, 2025
Q1 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-7- 0.08% |
$3.28K - $3.78K
|
9.28K
$5.21M
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-1.21K- 25.73% |
$565K - $651K
|
3.48K
$1.96M
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-932- 11.36% |
$436K - $503K
|
7.27K
$4.08M
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.16K- 3.06% |
$543K - $625K
|
36.7K
$20.6M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.22K- 1.6% |
$1.04M - $1.2M
|
136K
$76.6M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-39.9K- 31.11% |
$18.7M - $21.5M
|
88.3K
$49.6M
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-5.75K- 15.48% |
$2.69M - $3.1M
|
31.4K
$17.7M
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-121- 11.99% |
$56.7K - $65.3K
|
888
$499K
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
170+ 13.71% |
$79.6K - $91.7K
|
1.41K
$792K
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
7.69K+ 21.42% |
$3.6M - $4.15M
|
43.6K
$24.5M
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
762+ 2.81% |
$357K - $411K
|
27.9K
$15.7M
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-316- 4.84% |
$148K - $170K
|
6.22K
$3.49M
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-148- 1.56% |
$69.3K - $79.8K
|
9.33K
$5.24M
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
504+ 2.66% |
$236K - $272K
|
19.5K
$10.9M
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2.72K- 1.37% |
$1.27M - $1.47M
|
196K
$110M
|
|
May 01, 2025
Q1 2025
|
Baer Investment Advisory LLC
Corte Madera, CA |
SELL
|
- |
-3.68K- 87.76% |
$1.72M - $1.98M
|
513
$288K
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.49K- 2.81% |
$1.17M - $1.35M
|
86.3K
$48.5M
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
BUY
|
- |
193+ 2.7% |
$90.4K - $104K
|
7.33K
$4.12M
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-720- 0.88% |
$337K - $388K
|
81.5K
$45.8M
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-37- 3.87% |
$17.3K - $20K
|
918
$516K
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
6.08K+ 4.42% |
$2.85M - $3.28M
|
144K
$80.7M
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
157+ 1.65% |
$73.5K - $84.7K
|
9.68K
$5.44M
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
4.65K+ 80.87% |
$2.18M - $2.51M
|
10.4K
$5.85M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 5.75% |
$933K - $1.08M
|
36.6K
$20.6M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-20.7K- 9.57% |
$9.72M - $11.2M
|
196K
$110M
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
5.21KNew |
$2.44M - $2.81M
|
5.21K
$2.93M
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
278+ 9.33% |
$130K - $150K
|
3.26K
$1.83M
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-13- 0.39% |
$6.09K - $7.01K
|
3.33K
$1.87M
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
521+ 55.43% |
$244K - $281K
|
1.46K
$821K
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.33K- 5.18% |
$625K - $720K
|
24.4K
$13.7M
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
619+ 59.46% |
$290K - $334K
|
1.66K
$933K
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-43- 0.65% |
$20.1K - $23.2K
|
6.55K
$3.68M
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-812- 28.09% |
$380K - $438K
|
2.08K
$1.17M
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
452New |
$212K - $244K
|
452
$254K
|