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 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-17K- 44.62% |
$7.94M - $9.15M
|
21.1K
$11.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-803- 1.39% |
$376K - $433K
|
57.2K
$32.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
67+ 2.0% |
$31.4K - $36.1K
|
3.41K
$1.92M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
270+ 214.29% |
$126K - $146K
|
396
$222K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-214- 7.01% |
$100K - $115K
|
2.84K
$1.59M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
18.5K+ 428.95% |
$8.65M - $9.97M
|
22.8K
$12.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
46+ 1.43% |
$21.5K - $24.8K
|
3.27K
$1.84M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
878+ 5.43% |
$411K - $474K
|
17.1K
$9.58M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
594New |
$278K - $320K
|
594
$334K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-91- 0.25% |
$42.6K - $49.1K
|
36K
$20.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-50- 6.6% |
$23.4K - $27K
|
708
$398K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
579+ 4.7% |
$271K - $312K
|
12.9K
$7.24M
|
|
|
Apr 18, 2025
Q1 2025
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
SELL
|
- |
-235- 1.1% |
$110K - $127K
|
21.2K
$11.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-4.43K- 52.5% |
$2.07M - $2.39M
|
4.01K
$2.25M
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
894New |
$419K - $482K
|
894
$502K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
47+ 2.41% |
$22K - $25.4K
|
2K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-171- 1.78% |
$80.1K - $92.3K
|
9.46K
$5.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
809+ 5.59% |
$379K - $436K
|
15.3K
$8.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
431New |
$202K - $233K
|
431
$242K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
30.3K+ 126.37% |
$14.2M - $16.4M
|
54.3K
$30.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
3.4K+ 35.13% |
$1.59M - $1.83M
|
13.1K
$7.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-8- 16.33% |
$3.75K - $4.32K
|
41
$23K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-267- 12.75% |
$125K - $144K
|
1.83K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Ht Partners LLC
|
BUY
|
- |
13.3K+ 678.0% |
$6.24M - $7.18M
|
15.3K
$8.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
112+ 1.12% |
$52.5K - $60.4K
|
10.1K
$5.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.14K+ 2.98% |
$536K - $617K
|
39.5K
$22.2M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2.33K- 5.01% |
$1.09M - $1.26M
|
44.1K
$24.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Ppsc Investment Service Corp
Tokyo, M0 |
BUY
|
- |
3.84K+ 1.45% |
$1.8M - $2.07M
|
269K
$151M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
788+ 17.77% |
$369K - $425K
|
5.22K
$2.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
3.03K+ 25.85% |
$1.42M - $1.64M
|
14.8K
$8.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-4.8K- 36.28% |
$2.25M - $2.59M
|
8.44K
$4.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.34K+ 69.65% |
$1.09M - $1.26M
|
5.7K
$3.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-54- 1.6% |
$25.3K - $29.1K
|
3.31K
$1.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
11+ 0.65% |
$5.15K - $5.93K
|
1.72K
$963K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-1- 0.22% |
$468 - $540
|
458
$257K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.79K- 5.17% |
$839K - $967K
|
32.9K
$18.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
34+ 1.3% |
$15.9K - $18.3K
|
2.66K
$1.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-834- 16.05% |
$391K - $450K
|
4.36K
$2.45M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
382+ 30.37% |
$179K - $206K
|
1.64K
$921K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-216- 30.68% |
$101K - $117K
|
488
$274K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-74- 4.61% |
$34.7K - $39.9K
|
1.53K
$860K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
435+ 41.12% |
$204K - $235K
|
1.49K
$839K
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
242+ 22.39% |
$113K - $131K
|
1.32K
$743K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
105K+ 1408.51% |
$49.1M - $56.5M
|
112K
$63M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
605+ 7.06% |
$283K - $326K
|
9.17K
$5.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
63+ 1.3% |
$29.5K - $34K
|
4.92K
$2.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-421- 4.34% |
$197K - $227K
|
9.28K
$5.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
8.52KNew |
$3.99M - $4.6M
|
8.52K
$4.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
SELL
|
PUT |
-22- 36.67% |
$10.3K - $11.9K
|
38
$21.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.56K+ 106.65% |
$3.07M - $3.54M
|
12.7K
$7.14M
|