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 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-646- 0.88% |
$303K - $349K
|
72.4K
$40.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.16K+ 27.36% |
$543K - $626K
|
5.4K
$3.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
11+ 2.46% |
$5.15K - $5.93K
|
459
$258K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.09K+ 19.29% |
$510K - $588K
|
6.73K
$3.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.83K- 19.18% |
$3.2M - $3.69M
|
28.8K
$16.2M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-170- 51.99% |
$79.6K - $91.7K
|
157
$88.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.27K- 32.39% |
$1.06M - $1.22M
|
4.74K
$2.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.91K+ 16.69% |
$1.83M - $2.11M
|
27.3K
$15.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-15- 0.68% |
$7.03K - $8.09K
|
2.2K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-476- 2.45% |
$223K - $257K
|
19K
$10.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-28- 0.78% |
$13.1K - $15.1K
|
3.58K
$2.01M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.45K+ 10.07% |
$1.62M - $1.86M
|
37.7K
$21.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Baskin Financial Services Inc.
|
BUY
|
- |
54+ 4.92% |
$25.3K - $29.1K
|
1.15K
$647K
|
|
|
Apr 28, 2025
Q1 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-8.46K- 79.9% |
$3.96M - $4.57M
|
2.13K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.62K- 10.43% |
$759K - $875K
|
13.9K
$7.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-515- 2.4% |
$241K - $278K
|
20.9K
$11.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
235+ 37.6% |
$110K - $127K
|
860
$483K
|
|
|
Apr 28, 2025
Q1 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
172+ 0.62% |
$80.6K - $92.8K
|
28.1K
$15.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
SELL
|
- |
-132- 6.4% |
$61.8K - $71.2K
|
1.93K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-59K- 95.72% |
$27.6M - $31.8M
|
2.64K
$1.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
78+ 5.55% |
$36.5K - $42.1K
|
1.48K
$833K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
37.3K+ 6260.74% |
$17.5M - $20.1M
|
37.9K
$21.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-37- 0.89% |
$17.3K - $20K
|
4.11K
$2.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.68K+ 28.76% |
$785K - $905K
|
7.51K
$4.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
45+ 6.27% |
$21.1K - $24.3K
|
763
$429K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-67- 0.04% |
$31.4K - $36.1K
|
162K
$91M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
17.8K+ 62.57% |
$8.31M - $9.58M
|
46.1K
$25.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
60+ 13.04% |
$28.1K - $32.4K
|
520
$292K
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
5.59K+ 5.69% |
$2.62M - $3.02M
|
104K
$58.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
282+ 1.94% |
$132K - $152K
|
14.9K
$8.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-135- 1.78% |
$63.2K - $72.8K
|
7.46K
$4.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
165New |
$77.3K - $89K
|
165
$92.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.04K- 7.11% |
$486K - $560K
|
13.6K
$7.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-36.5K- 39.21% |
$17.1M - $19.7M
|
56.6K
$31.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
55+ 13.48% |
$25.8K - $29.7K
|
463
$260K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
4.38KNew |
$2.05M - $2.36M
|
4.38K
$2.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
561+ 5.78% |
$263K - $303K
|
10.3K
$5.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-81- 0.16% |
$37.9K - $43.7K
|
49.7K
$27.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
117+ 1.76% |
$54.8K - $63.1K
|
6.76K
$3.8M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
128+ 11.33% |
$59.9K - $69.1K
|
1.26K
$707K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
PUT |
-873K- 80.46% |
$409M - $471M
|
212K
$119M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.76K+ 51.5% |
$1.29M - $1.49M
|
8.13K
$4.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-151- 2.55% |
$70.7K - $81.5K
|
5.76K
$3.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.45K- 9.47% |
$2.08M - $2.4M
|
42.5K
$23.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
238+ 9.54% |
$111K - $128K
|
2.73K
$1.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
PUT |
270K+ 68.08% |
$126M - $145M
|
666K
$374M
|
|
|
Apr 28, 2025
Q1 2025
|
Pb Cay One Rsc LTD
Abu Dhabi, C0 |
BUY
|
- |
1.01MNew |
$474M - $546M
|
1.01M
$569M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
12K+ 2.72% |
$5.64M - $6.5M
|
455K
$255M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-111- 34.91% |
$52K - $59.9K
|
207
$116K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
90+ 6.82% |
$42.2K - $48.6K
|
1.41K
$792K
|