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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
1.99K+ 236.79% |
$932K - $1.07M
|
2.83K
$1.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
116+ 2.18% |
$54.3K - $62.6K
|
5.43K
$3.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-19- 0.2% |
$8.9K - $10.3K
|
9.6K
$5.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
12.6K+ 32.56% |
$5.9M - $6.8M
|
51.3K
$28.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
35+ 0.08% |
$16.4K - $18.9K
|
43.7K
$24.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
90+ 6.47% |
$42.2K - $48.6K
|
1.48K
$833K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
287+ 0.93% |
$134K - $155K
|
31.1K
$17.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-45- 1.61% |
$21.1K - $24.3K
|
2.75K
$1.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
386+ 6.1% |
$181K - $208K
|
6.71K
$3.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
478+ 18.15% |
$224K - $258K
|
3.11K
$1.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
SELL
|
- |
-250- 33.33% |
$117K - $135K
|
500
$281K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-19.3K- 30.88% |
$9.02M - $10.4M
|
43.1K
$24.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10.3K+ 8.35% |
$4.83M - $5.57M
|
134K
$75.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-56- 1.57% |
$26.2K - $30.2K
|
3.5K
$1.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-667- 3.38% |
$312K - $360K
|
19.1K
$10.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-504- 43.64% |
$236K - $272K
|
651
$366K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
5.21KNew |
$2.44M - $2.81M
|
5.21K
$2.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-239- 23.23% |
$112K - $129K
|
790
$444K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
486+ 51.0% |
$228K - $262K
|
1.44K
$808K
|
|
|
Apr 30, 2025
Q1 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
126+ 25.1% |
$59K - $68K
|
628
$353K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-59- 1.81% |
$27.6K - $31.8K
|
3.2K
$1.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
2+ 0.09% |
$937 - $1.08K
|
2.32K
$1.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-191- 72.08% |
$89.5K - $103K
|
74
$41.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 0.06% |
$468 - $540
|
1.54K
$866K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-23.7K- 99.12% |
$11.1M - $12.8M
|
210
$118K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-6.68K- 5.35% |
$3.13M - $3.6M
|
118K
$66.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
8.38K+ 12.15% |
$3.92M - $4.52M
|
77.3K
$43.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-616- 30.48% |
$288K - $332K
|
1.41K
$789K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
372+ 42.96% |
$174K - $201K
|
1.24K
$696K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
133+ 0.62% |
$62.3K - $71.8K
|
21.7K
$12.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
464+ 20.52% |
$217K - $250K
|
2.73K
$1.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
899New |
$421K - $485K
|
899
$505K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
9+ 1.15% |
$4.22K - $4.86K
|
795
$447K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
17.2K+ 2.52% |
$8.06M - $9.29M
|
699K
$393M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-110- 7.46% |
$51.5K - $59.3K
|
1.37K
$767K
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-205- 26.97% |
$96K - $111K
|
555
$312K
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-4.77K- 43.42% |
$2.23M - $2.57M
|
6.21K
$3.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
440New |
$206K - $237K
|
440
$247K
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
8+ 0.41% |
$3.75K - $4.32K
|
1.98K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
PUT |
500New |
$234K - $270K
|
500
$281K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-3.32K- 18.74% |
$1.56M - $1.79M
|
14.4K
$8.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
8+ 1.9% |
$3.75K - $4.32K
|
428
$240K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
906+ 1.72% |
$424K - $489K
|
53.5K
$30M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
648+ 10.89% |
$303K - $350K
|
6.6K
$3.71M
|
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
820New |
$384K - $442K
|
820
$461K
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
98+ 11.64% |
$45.9K - $52.9K
|
940
$528K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
146+ 4.65% |
$68.4K - $78.8K
|
3.29K
$1.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-69- 12.97% |
$32.3K - $37.2K
|
463
$260K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
152+ 7.99% |
$71.2K - $82K
|
2.06K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.62K+ 3.33% |
$1.23M - $1.41M
|
81.2K
$45.6M
|