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 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
74+ 14.48% |
$34.7K - $39.9K
|
585
$340K
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
74New |
$34.7K - $39.9K
|
74
$43K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
73+ 4.82% |
$34.2K - $39.4K
|
1.59K
$921K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
70+ 35.0% |
$32.8K - $37.8K
|
270
$157K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
70+ 0.25% |
$32.8K - $37.8K
|
28.4K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
PUT |
68New |
$31.8K - $36.7K
|
68
$39.5K
|
|
|
May 02, 2025
Q1 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
66+ 15.31% |
$30.9K - $35.6K
|
497
$289K
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
65+ 4.03% |
$30.4K - $35.1K
|
1.68K
$973K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
63+ 1.3% |
$29.5K - $34K
|
4.92K
$2.86M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
55+ 12.09% |
$25.8K - $29.7K
|
510
$296K
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
55+ 13.48% |
$25.8K - $29.7K
|
463
$269K
|
|
|
Apr 28, 2025
Q1 2025
|
Baskin Financial Services Inc.
|
BUY
|
- |
54+ 4.92% |
$25.3K - $29.1K
|
1.15K
$668K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
53+ 13.35% |
$24.8K - $28.6K
|
450
$261K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
53+ 2.26% |
$24.8K - $28.6K
|
2.4K
$1.39M
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
50+ 3.71% |
$23.4K - $27K
|
1.4K
$812K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
47+ 2.64% |
$22K - $25.4K
|
1.83K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
47+ 2.41% |
$22K - $25.4K
|
2K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
44+ 35.77% |
$20.6K - $23.7K
|
167
$96.9K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
43+ 7.25% |
$20.1K - $23.2K
|
636
$369K
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
35New |
$16.4K - $18.9K
|
35
$20.3K
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
30+ 6.71% |
$14.1K - $16.2K
|
477
$277K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
27+ 0.28% |
$12.6K - $14.6K
|
9.57K
$5.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
25+ 2.99% |
$11.7K - $13.5K
|
860
$499K
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
24+ 5.62% |
$11.2K - $12.9K
|
451
$262K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
24New |
$11.2K - $12.9K
|
24
$13.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
23+ 8.91% |
$10.8K - $12.4K
|
281
$163K
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
21+ 0.74% |
$9.84K - $11.3K
|
2.86K
$1.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
20+ 1.44% |
$9.37K - $10.8K
|
1.41K
$819K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
17+ 0.94% |
$7.96K - $9.17K
|
1.83K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
BUY
|
- |
16New |
$7.49K - $8.63K
|
16
$9.29K
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
16+ 3.42% |
$7.49K - $8.63K
|
484
$281K
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
15+ 1.35% |
$7.03K - $8.09K
|
1.12K
$652K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
15+ 1.08% |
$7.03K - $8.09K
|
1.4K
$812K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
15+ 0.83% |
$7.03K - $8.09K
|
1.83K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
13+ 0.81% |
$6.09K - $7.01K
|
1.62K
$942K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
13+ 3.77% |
$6.09K - $7.01K
|
358
$208K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
12+ 4.55% |
$5.62K - $6.47K
|
276
$160K
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
12+ 0.8% |
$5.62K - $6.47K
|
1.51K
$875K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
12+ 2.25% |
$5.62K - $6.47K
|
546
$317K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
12+ 2.17% |
$5.62K - $6.47K
|
565
$328K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
11+ 1.31% |
$5.15K - $5.93K
|
848
$492K
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
11+ 1.15% |
$5.15K - $5.93K
|
971
$564K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
10+ 0.42% |
$4.68K - $5.4K
|
2.4K
$1.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Sicart Associates LLC
|
BUY
|
- |
10+ 2.32% |
$4.68K - $5.4K
|
441
$256K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
10+ 0.41% |
$4.68K - $5.4K
|
2.44K
$1.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
8+ 0.41% |
$3.75K - $4.32K
|
1.98K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
8+ 1.9% |
$3.75K - $4.32K
|
428
$248K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
8+ 0.26% |
$3.75K - $4.32K
|
3.03K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
7+ 0.33% |
$3.28K - $3.78K
|
2.12K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
7+ 1.52% |
$3.28K - $3.78K
|
467
$271K
|