Latest Institutional Purchases of Invesco Qqq Trust, Series 1 (QQQ)
This list provides information on the latest institutional transactions involving Invesco Qqq Trust, Series 1 (QQQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
3.4K+ 35.13% |
$1.59M - $1.83M
|
13.1K
$7.33M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.39K+ 19.97% |
$1.59M - $1.83M
|
20.4K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.38K+ 2.77% |
$1.58M - $1.82M
|
125K
$70.3M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
3.36K+ 6.54% |
$1.57M - $1.81M
|
54.8K
$30.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
3.35K+ 28.29% |
$1.57M - $1.81M
|
15.2K
$8.53M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.34K+ 16.34% |
$1.56M - $1.8M
|
23.8K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.31K+ 30.06% |
$1.55M - $1.79M
|
14.3K
$8.04M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.28K+ 7.31% |
$1.54M - $1.77M
|
48.1K
$27M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.28K+ 87.05% |
$1.53M - $1.77M
|
7.04K
$3.95M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.25K+ 33.24% |
$1.52M - $1.75M
|
13K
$7.32M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.25K+ 10.66% |
$1.52M - $1.75M
|
33.7K
$18.9M
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
3.23K+ 105.76% |
$1.51M - $1.74M
|
6.28K
$3.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
PUT |
3.2KNew |
$1.5M - $1.73M
|
3.2K
$1.8M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.2K+ 9.4% |
$1.5M - $1.73M
|
37.2K
$20.9M
|
|
|
May 12, 2025
Q1 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
3.19K+ 123.67% |
$1.49M - $1.72M
|
5.76K
$3.24M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.11K+ 8.19% |
$1.46M - $1.68M
|
41.1K
$23.1M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.05K+ 855.46% |
$1.43M - $1.65M
|
3.41K
$1.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
3.03K+ 25.85% |
$1.42M - $1.64M
|
14.8K
$8.29M
|
|
|
May 09, 2025
Q1 2025
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
3K+ 100.0% |
$1.41M - $1.62M
|
6K
$3.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
CALL |
3KNew |
$1.41M - $1.62M
|
3K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.99K+ 20.48% |
$1.4M - $1.61M
|
17.6K
$9.87M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
2.96K+ 14.94% |
$1.38M - $1.6M
|
22.7K
$12.8M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.94K+ 286.01% |
$1.38M - $1.59M
|
3.97K
$2.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
2.91K+ 3.06% |
$1.36M - $1.57M
|
97.9K
$55M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.89K+ 5.54% |
$1.36M - $1.56M
|
55.1K
$30.9M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.83KNew |
$1.32M - $1.52M
|
2.83K
$1.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.82K+ 9.32% |
$1.32M - $1.52M
|
33.1K
$18.6M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.8K+ 1.1% |
$1.31M - $1.51M
|
257K
$144M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.78KNew |
$1.3M - $1.5M
|
2.78K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.77K+ 10.48% |
$1.3M - $1.5M
|
29.2K
$16.4M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
2.77K+ 60.42% |
$1.3M - $1.5M
|
7.36K
$4.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.76K+ 51.5% |
$1.29M - $1.49M
|
8.13K
$4.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
2.76K+ 75.43% |
$1.29M - $1.49M
|
6.41K
$3.6M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.73K+ 2.4% |
$1.28M - $1.47M
|
117K
$65.5M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
2.72K+ 358.03% |
$1.27M - $1.47M
|
3.48K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.66K+ 1.81% |
$1.25M - $1.44M
|
150K
$84.3M
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
2.63K+ 27.95% |
$1.23M - $1.42M
|
12K
$6.75M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.58K+ 43.25% |
$1.21M - $1.39M
|
8.54K
$4.79M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.56K+ 27.38% |
$1.2M - $1.38M
|
11.9K
$6.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
2.54K+ 24.4% |
$1.19M - $1.37M
|
12.9K
$7.26M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
2.54K+ 25.93% |
$1.19M - $1.37M
|
12.3K
$6.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
2.5KNew |
$1.17M - $1.35M
|
2.5K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.49K+ 2.99% |
$1.17M - $1.35M
|
85.8K
$48.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
2.47K+ 24.4% |
$1.15M - $1.33M
|
12.6K
$7.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.44K+ 87.22% |
$1.14M - $1.31M
|
5.23K
$2.94M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2.43K+ 5.89% |
$1.14M - $1.31M
|
43.7K
$24.5M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.4KNew |
$1.12M - $1.3M
|
2.4K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.4KNew |
$1.12M - $1.29M
|
2.4K
$1.35M
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
2.37K+ 33.33% |
$1.11M - $1.28M
|
9.49K
$5.32M
|
|
|
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
|