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
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
23.6K+ 786.67% |
$11.1M - $12.7M
|
26.6K
$14.9M
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
200+ 3.79% |
$93.7K - $108K
|
5.48K
$3.08M
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-261- 1.7% |
$122K - $141K
|
15.1K
$8.49M
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-277- 16.94% |
$130K - $149K
|
1.36K
$763K
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-2.51K- 18.14% |
$1.18M - $1.35M
|
11.3K
$6.37M
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
657+ 8.93% |
$308K - $354K
|
8.02K
$4.5M
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
547New |
$256K - $295K
|
547
$307K
|
|
Apr 30, 2025
Q1 2025
|
Spear Holdings Rsc LTD
Abu Dhabi, C0 |
BUY
|
- |
1.01MNew |
$474M - $546M
|
1.01M
$569M
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.46K- 8.2% |
$682K - $786K
|
16.3K
$9.15M
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-151- 16.38% |
$70.7K - $81.5K
|
771
$433K
|
|
Apr 30, 2025
Q1 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
691New |
$324K - $373K
|
691
$388K
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
516+ 3.91% |
$242K - $278K
|
13.7K
$7.71M
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-862- 18.06% |
$404K - $465K
|
3.91K
$2.2M
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-773- 1.14% |
$362K - $417K
|
66.8K
$37.6M
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.2K- 4.11% |
$562K - $648K
|
28K
$15.8M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-13K- 9.8% |
$6.11M - $7.04M
|
120K
$67.4M
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-371- 1.25% |
$174K - $200K
|
29.4K
$16.5M
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
65+ 4.03% |
$30.4K - $35.1K
|
1.68K
$942K
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
469+ 6.36% |
$220K - $253K
|
7.84K
$4.4M
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
203+ 2.6% |
$95.1K - $110K
|
8.02K
$4.51M
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-733- 2.47% |
$343K - $395K
|
29K
$16.3M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-18.7K- 5.19% |
$8.76M - $10.1M
|
342K
$192M
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
16+ 0.24% |
$7.49K - $8.63K
|
6.68K
$3.75M
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
777+ 2.59% |
$364K - $419K
|
30.8K
$17.3M
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
8+ 0.26% |
$3.75K - $4.32K
|
3.03K
$1.7M
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-7.84K- 51.51% |
$3.67M - $4.23M
|
7.38K
$4.14M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.37K- 7.52% |
$641K - $738K
|
16.8K
$9.45M
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-237- 4.01% |
$111K - $128K
|
5.67K
$3.19M
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-10- 0.33% |
$4.68K - $5.4K
|
3K
$1.69M
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-191- 5.3% |
$89.5K - $103K
|
3.41K
$1.92M
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
73+ 1.75% |
$34.2K - $39.4K
|
4.25K
$2.39M
|
|
Apr 29, 2025
Q1 2025
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-13.4K- 96.9% |
$6.27M - $7.22M
|
428
$240K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-171- 0.96% |
$80.1K - $92.3K
|
17.6K
$9.91M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
PUT |
100New |
$46.8K - $54K
|
100
$56.2K
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-10.9K- 45.15% |
$5.11M - $5.89M
|
13.3K
$7.45M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.42K- 6.77% |
$2.07M - $2.38M
|
60.9K
$34.2M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
PUT |
-500- 45.45% |
$234K - $270K
|
600
$337K
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
122+ 1.07% |
$57.1K - $65.8K
|
11.5K
$6.46M
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
SELL
|
- |
-240- 22.86% |
$112K - $129K
|
810
$455K
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-45- 2.02% |
$21.1K - $24.3K
|
2.19K
$1.23M
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
3.35K+ 28.29% |
$1.57M - $1.81M
|
15.2K
$8.54M
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
577New |
$270K - $311K
|
577
$324K
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
247+ 33.93% |
$116K - $133K
|
975
$548K
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1.58K- 3.95% |
$740K - $853K
|
38.5K
$21.6M
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
5+ 0.69% |
$2.34K - $2.7K
|
729
$410K
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-1.23K- 25.47% |
$578K - $666K
|
3.61K
$2.03M
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
206+ 4.47% |
$96.5K - $111K
|
4.81K
$2.7M
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-130- 10.53% |
$60.9K - $70.1K
|
1.11K
$621K
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
415+ 11.97% |
$194K - $224K
|
3.88K
$2.18M
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-32- 4.4% |
$15K - $17.3K
|
696
$391K
|