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 |
|---|---|---|---|---|---|---|---|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.4K+ 0.64% |
$5.01M - $5.6M
|
1.63M
$914M
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
587New |
$282K - $316K
|
587
$330K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-5.85K- 6.74% |
$2.82M - $3.15M
|
81K
$45.5M
|
|
|
May 19, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
392+ 59.04% |
$189K - $211K
|
1.06K
$593K
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-163- 8.03% |
$78.4K - $87.7K
|
1.87K
$1.05M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
18.8KNew |
$9.04M - $10.1M
|
18.8K
$10.6M
|
|
|
May 12, 2025
Q4 2024
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
PUT |
100New |
$48.1K - $53.8K
|
100
$56.2K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
31+ 23.13% |
$14.9K - $16.7K
|
165
$92.7K
|
|
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-1.19K- 8.36% |
$573K - $640K
|
13K
$7.33M
|
|
|
Apr 11, 2025
Q4 2024
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
515New |
$248K - $277K
|
515
$289K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5New |
$2.41K - $2.69K
|
5
$2.81K
|
|
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
997New |
$480K - $537K
|
997
$560K
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
690New |
$332K - $371K
|
690
$388K
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
909New |
$437K - $489K
|
909
$511K
|
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
481New |
$231K - $259K
|
481
$270K
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
1.15KNew |
$555K - $621K
|
1.15K
$648K
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
2.67KNew |
$1.28M - $1.43M
|
2.67K
$1.5M
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
117+ 0.36% |
$56.3K - $63K
|
33K
$18.6M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
446New |
$215K - $240K
|
446
$251K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
12+ 2.91% |
$5.77K - $6.46K
|
424
$238K
|
|
|
Mar 06, 2025
Q4 2024
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
428New |
$206K - $230K
|
428
$240K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
435New |
$209K - $234K
|
435
$244K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
211New |
$102K - $114K
|
211
$119K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
45.5K+ 1323.73% |
$21.9M - $24.5M
|
48.9K
$27.5M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-430K- 99.8% |
$207M - $231M
|
842
$473K
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-10- 0.27% |
$4.81K - $5.38K
|
3.72K
$2.09M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
1.99KNew |
$958K - $1.07M
|
1.99K
$1.12M
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-359- 39.54% |
$173K - $193K
|
549
$308K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
131New |
$63K - $70.5K
|
131
$73.6K
|
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
SELL
|
- |
-7- 2.37% |
$3.37K - $3.77K
|
288
$162K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
13.3KNew |
$6.4M - $7.16M
|
13.3K
$7.47M
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
7.4KNew |
$3.56M - $3.98M
|
7.4K
$4.16M
|
|
|
Feb 19, 2025
Q4 2024
|
Thor Trading Advisors, LLC
Greensburg, PA |
BUY
|
- |
18.6KNew |
$8.94M - $10M
|
18.6K
$10.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
460New |
$221K - $248K
|
460
$258K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-110- 3.87% |
$52.9K - $59.2K
|
2.73K
$1.53M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.64K+ 145.21% |
$788K - $882K
|
2.77K
$1.55M
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
3+ 0.36% |
$1.44K - $1.61K
|
848
$476K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
1.05KNew |
$505K - $565K
|
1.05K
$590K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
22KNew |
$10.6M - $11.8M
|
22K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-17.4K- 25.96% |
$8.39M - $9.39M
|
49.7K
$27.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-5.2K- 28.05% |
$2.5M - $2.8M
|
13.3K
$7.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Humankind Investments LLC
|
BUY
|
- |
86.6KNew |
$41.7M - $46.6M
|
86.6K
$48.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
16.5K+ 26.35% |
$7.94M - $8.88M
|
79.1K
$44.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
578New |
$278K - $311K
|
578
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
2.36MNew |
$1.14B - $1.27B
|
2.36M
$1.33B
|
|
|
Feb 14, 2025
Q4 2024
|
Dorsal Capital Management, LLC
Redwood City, CA |
BUY
|
PUT |
750KNew |
$361M - $404M
|
750K
$421M
|
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-14.1K- 6.05% |
$6.78M - $7.58M
|
219K
$123M
|
|
|
Feb 14, 2025
Q4 2024
|
Stony Point Capital LLC
New York, NY |
BUY
|
PUT |
100KNew |
$48.1M - $53.8M
|
100K
$56.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
20+ 0.33% |
$9.62K - $10.8K
|
6.02K
$3.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Advisors Group, Inc.
Bala Cynwyd, PA |
BUY
|
- |
674KNew |
$324M - $363M
|
674K
$379M
|