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 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
15.6K+ 1.5% |
$7.29M - $8.4M
|
1.05M
$590M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
1.58K+ 2.48% |
$738K - $850K
|
65.1K
$36.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-5- 0.22% |
$2.34K - $2.7K
|
2.3K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-14- 0.01% |
$6.56K - $7.55K
|
258K
$145M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8.36K+ 8.86% |
$3.91M - $4.51M
|
103K
$57.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-8.16K- 16.48% |
$3.82M - $4.4M
|
41.3K
$23.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-577- 1.8% |
$270K - $311K
|
31.4K
$17.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
331+ 1.01% |
$155K - $179K
|
33.2K
$18.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-849- 3.91% |
$398K - $458K
|
20.8K
$11.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.83KNew |
$856K - $986K
|
1.83K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-2- 0.06% |
$937 - $1.08K
|
3.28K
$1.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
283+ 0.57% |
$133K - $153K
|
50K
$28.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
666+ 5.99% |
$312K - $359K
|
11.8K
$6.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-703- 23.0% |
$329K - $379K
|
2.35K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1.73K+ 110.95% |
$812K - $935K
|
3.3K
$1.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-63- 1.58% |
$29.5K - $34K
|
3.93K
$2.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
197+ 20.37% |
$92.3K - $106K
|
1.16K
$654K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
45+ 0.88% |
$21.1K - $24.3K
|
5.17K
$2.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
490+ 27.21% |
$229K - $264K
|
2.29K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-200- 5.2% |
$93.7K - $108K
|
3.65K
$2.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
2.29K+ 15.96% |
$1.07M - $1.23M
|
16.6K
$9.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-861- 8.77% |
$403K - $465K
|
8.95K
$5.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
976+ 118.73% |
$457K - $527K
|
1.8K
$1.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-13- 2.16% |
$6.09K - $7.01K
|
590
$331K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
682+ 17.18% |
$319K - $368K
|
4.65K
$2.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
498New |
$233K - $269K
|
498
$280K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
300+ 2.81% |
$141K - $162K
|
11K
$6.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-352- 41.12% |
$165K - $190K
|
504
$283K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
3.28K+ 406.33% |
$1.53M - $1.77M
|
4.08K
$2.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
6+ 1.12% |
$2.81K - $3.24K
|
543
$305K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-9- 0.97% |
$4.22K - $4.86K
|
919
$516K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-367- 15.66% |
$172K - $198K
|
1.98K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-341- 0.42% |
$160K - $184K
|
80.8K
$45.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
2+ 0.57% |
$937 - $1.08K
|
352
$198K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-113- 4.11% |
$52.9K - $61K
|
2.64K
$1.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-3- 0.16% |
$1.41K - $1.62K
|
1.92K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
74New |
$34.7K - $39.9K
|
74
$41.6K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-1.25K- 11.16% |
$587K - $676K
|
9.97K
$5.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-957- 1.19% |
$448K - $516K
|
79.7K
$44.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
9.71K+ 101.72% |
$4.55M - $5.24M
|
19.3K
$10.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
53.5K+ 6306.6% |
$25M - $28.9M
|
54.3K
$30.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
148+ 31.62% |
$69.3K - $79.8K
|
616
$346K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
2.28K+ 5.96% |
$1.07M - $1.23M
|
40.5K
$22.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.13K- 36.06% |
$528K - $608K
|
2K
$1.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-265- 0.55% |
$124K - $143K
|
48.2K
$27.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-505- 1.67% |
$237K - $272K
|
29.7K
$16.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-536- 2.7% |
$251K - $289K
|
19.3K
$10.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2.26K+ 32.84% |
$1.06M - $1.22M
|
9.12K
$5.12M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-316- 1.19% |
$148K - $170K
|
26.3K
$14.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.7K- 14.25% |
$1.73M - $2M
|
22.3K
$12.5M
|