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 |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
1.02KNew |
$475K - $548K
|
1.02K
$573K
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
1.01KNew |
$473K - $544K
|
1.01K
$570K
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
1K+ 48.92% |
$469K - $540K
|
3.05K
$1.72M
|
|
May 15, 2025
Q1 2025
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
1K+ 4.05% |
$468K - $540K
|
25.7K
$14.5M
|
|
May 15, 2025
Q1 2025
|
Ardmore Road Asset Management LP
New York, NY |
BUY
|
- |
1KNew |
$468K - $540K
|
1K
$565K
|
|
May 14, 2025
Q1 2025
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1K+ 10.42% |
$468K - $540K
|
10.6K
$5.99M
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
995+ 1.67% |
$466K - $537K
|
60.5K
$34.2M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
974+ 4.95% |
$456K - $525K
|
20.6K
$11.7M
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
967+ 78.05% |
$453K - $522K
|
2.21K
$1.25M
|
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
962+ 3.15% |
$451K - $519K
|
31.5K
$17.8M
|
|
May 14, 2025
Q1 2025
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
955+ 29.33% |
$447K - $515K
|
4.21K
$2.38M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
944+ 0.72% |
$442K - $509K
|
132K
$74.7M
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
944+ 1.63% |
$442K - $509K
|
59K
$33.3M
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
944+ 2.27% |
$442K - $509K
|
42.5K
$24M
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
941+ 16.73% |
$441K - $508K
|
6.57K
$3.71M
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
941+ 0.77% |
$441K - $508K
|
123K
$69.4M
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
921+ 2.76% |
$431K - $497K
|
34.3K
$19.4M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
921+ 2.39% |
$431K - $497K
|
39.4K
$22.3M
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
919+ 33.12% |
$430K - $496K
|
3.69K
$2.09M
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
917+ 210.32% |
$429K - $495K
|
1.35K
$764K
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
916+ 8.34% |
$429K - $494K
|
11.9K
$6.72M
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
912New |
$427K - $492K
|
912
$515K
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
906+ 1.72% |
$424K - $489K
|
53.5K
$30.2M
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
906+ 10.68% |
$424K - $489K
|
9.39K
$5.3M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
903+ 1.47% |
$423K - $487K
|
62.5K
$35.3M
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
902New |
$422K - $487K
|
902
$510K
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
901+ 13.71% |
$422K - $486K
|
7.48K
$4.22M
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
900New |
$422K - $486K
|
900
$509K
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
900New |
$422K - $486K
|
900
$509K
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
899New |
$421K - $485K
|
899
$508K
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
894New |
$419K - $482K
|
894
$505K
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
893+ 10.13% |
$418K - $482K
|
9.71K
$5.49M
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
891+ 13.9% |
$417K - $481K
|
7.3K
$4.13M
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
886+ 1.07% |
$415K - $478K
|
83.5K
$47.2M
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
878+ 5.43% |
$411K - $474K
|
17.1K
$9.64M
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
870+ 2.26% |
$407K - $469K
|
39.4K
$22.2M
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
863+ 12.54% |
$404K - $466K
|
7.74K
$4.37M
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
859+ 17.06% |
$402K - $463K
|
5.89K
$3.33M
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
855New |
$400K - $461K
|
855
$483K
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
846+ 3.39% |
$396K - $456K
|
25.8K
$14.6M
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
843+ 34.27% |
$395K - $455K
|
3.3K
$1.87M
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
841+ 4.34% |
$394K - $454K
|
20.2K
$11.4M
|
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
840+ 8.15% |
$393K - $453K
|
11.2K
$6.3M
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
832New |
$390K - $449K
|
832
$470K
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
832+ 4.68% |
$390K - $449K
|
18.6K
$10.5M
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
828+ 4.81% |
$388K - $447K
|
18K
$10.2M
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
824+ 31.73% |
$386K - $445K
|
3.42K
$1.93M
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
818+ 4.43% |
$383K - $441K
|
19.3K
$10.9M
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
809+ 10.15% |
$379K - $436K
|
8.78K
$4.96M
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
809+ 5.59% |
$379K - $436K
|
15.3K
$8.64M
|