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 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-116- 22.44% |
$54.3K - $62.6K
|
401
$225K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.59K+ 8.56% |
$743K - $856K
|
20.1K
$11.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
841+ 4.34% |
$394K - $454K
|
20.2K
$11.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-293- 6.35% |
$137K - $158K
|
4.32K
$2.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
65+ 6.76% |
$30.4K - $35.1K
|
1.03K
$576K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
5.2KNew |
$2.43M - $2.8M
|
5.2K
$2.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-264- 32.75% |
$124K - $142K
|
542
$304K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-37.3K- 1.26% |
$17.5M - $20.1M
|
2.93M
$1.65B
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
774+ 3.97% |
$362K - $418K
|
20.3K
$11.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
53.2KNew |
$24.9M - $28.7M
|
53.2K
$29.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-469- 13.57% |
$220K - $253K
|
2.99K
$1.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-522- 2.84% |
$244K - $282K
|
17.9K
$10M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
2.47K+ 24.4% |
$1.15M - $1.33M
|
12.6K
$7.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
12.7K+ 71.7% |
$5.96M - $6.86M
|
30.5K
$17.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
58+ 2.85% |
$27.2K - $31.3K
|
2.09K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
755+ 6.17% |
$354K - $407K
|
13K
$7.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
270+ 71.43% |
$126K - $146K
|
648
$364K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
180+ 2.45% |
$84.3K - $97.1K
|
7.52K
$4.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-2.17K- 12.62% |
$1.02M - $1.17M
|
15K
$8.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-25- 0.99% |
$11.7K - $13.5K
|
2.49K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
220+ 31.93% |
$103K - $119K
|
909
$511K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
74+ 14.48% |
$34.7K - $39.9K
|
585
$329K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
3.83KNew |
$1.79M - $2.07M
|
3.83K
$2.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-157- 0.71% |
$73.5K - $84.7K
|
21.9K
$12.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
13.4KNew |
$6.27M - $7.22M
|
13.4K
$7.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
615+ 2.75% |
$288K - $332K
|
23K
$12.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Client First Capital LLC
|
BUY
|
- |
401+ 0.53% |
$188K - $216K
|
76.3K
$42.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-9.04K- 1.09% |
$4.24M - $4.88M
|
819K
$460M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.48K- 2.82% |
$692K - $797K
|
50.9K
$28.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-3- 0.36% |
$1.41K - $1.62K
|
829
$466K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6+ 1.02% |
$2.81K - $3.24K
|
592
$333K
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
457+ 71.52% |
$214K - $247K
|
1.1K
$616K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
373+ 16.55% |
$175K - $201K
|
2.63K
$1.48M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
79+ 15.46% |
$37K - $42.6K
|
590
$331K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-184- 2.21% |
$86.2K - $99.3K
|
8.16K
$4.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
436+ 1.26% |
$204K - $235K
|
35K
$19.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-16- 1.61% |
$7.49K - $8.63K
|
978
$549K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
35.8K+ 96.07% |
$16.7M - $19.3M
|
73K
$41M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
47+ 2.38% |
$22K - $25.4K
|
2.02K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
460+ 32.51% |
$215K - $248K
|
1.88K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-193- 0.56% |
$90.4K - $104K
|
34.2K
$19.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-860- 3.83% |
$403K - $464K
|
21.6K
$12.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
133+ 0.25% |
$62.3K - $71.8K
|
53.8K
$30.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
216New |
$101K - $117K
|
216
$121K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
12.4KNew |
$5.79M - $6.67M
|
12.4K
$6.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
657+ 9.85% |
$308K - $354K
|
7.33K
$4.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.24K- 58.99% |
$579K - $667K
|
860
$483K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
1.03K+ 7.53% |
$481K - $555K
|
14.7K
$8.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-308- 6.28% |
$144K - $166K
|
4.6K
$2.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-280- 16.87% |
$131K - $151K
|
1.38K
$775K
|