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 |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
137+ 18.54% |
$57K - $75.6K
|
876
$492K
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
132+ 3.51% |
$54.9K - $72.8K
|
3.9K
$2.19M
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
126+ 6.0% |
$52.4K - $69.5K
|
2.23K
$1.25M
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
125+ 8.43% |
$52K - $69K
|
1.61K
$903K
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
123+ 5.84% |
$51.2K - $67.9K
|
2.23K
$1.25M
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
122+ 12.77% |
$50.8K - $67.3K
|
1.08K
$605K
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
121+ 2.56% |
$50.3K - $66.7K
|
4.85K
$2.73M
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
120+ 21.9% |
$49.9K - $66.2K
|
668
$375K
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
120+ 21.47% |
$49.9K - $66.2K
|
679
$381K
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
116+ 6.89% |
$48.3K - $64K
|
1.8K
$1.01M
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
116+ 1.88% |
$48.3K - $64K
|
6.3K
$3.54M
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
114+ 5.59% |
$47.4K - $62.9K
|
2.16K
$1.21M
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
113+ 22.11% |
$47K - $62.3K
|
624
$351K
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
112+ 0.5% |
$46.6K - $61.8K
|
22.7K
$12.8M
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
111+ 100.91% |
$46.2K - $61.2K
|
221
$124K
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
110+ 11.79% |
$45.8K - $60.7K
|
1.04K
$586K
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
108+ 0.53% |
$44.9K - $59.6K
|
20.7K
$11.6M
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
105+ 0.52% |
$43.7K - $57.9K
|
20.3K
$11.4M
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
101+ 1.74% |
$42K - $55.7K
|
5.91K
$3.32M
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
101+ 3.37% |
$42K - $55.7K
|
3.1K
$1.74M
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
100+ 10.26% |
$41.6K - $55.2K
|
1.08K
$604K
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
PUT |
100+ 20.0% |
$41.6K - $55.2K
|
600
$337K
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
99+ 2.46% |
$41.2K - $54.6K
|
4.13K
$2.32M
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
99+ 8.7% |
$41.2K - $54.6K
|
1.24K
$695K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
98+ 0.21% |
$40.8K - $54.1K
|
47K
$26.4M
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
95+ 12.57% |
$39.5K - $52.4K
|
851
$478K
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
93+ 1.12% |
$38.7K - $51.3K
|
8.4K
$4.72M
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
92+ 23.23% |
$38.3K - $50.8K
|
488
$274K
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
92+ 36.95% |
$38.3K - $50.8K
|
341
$192K
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
92+ 9.61% |
$38.3K - $50.8K
|
1.05K
$589K
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
91+ 6.65% |
$37.9K - $50.2K
|
1.46K
$820K
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
88+ 5.46% |
$36.6K - $48.5K
|
1.7K
$954K
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
88+ 5.23% |
$36.6K - $48.5K
|
1.77K
$996K
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
87+ 6.02% |
$36.2K - $48K
|
1.53K
$861K
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
86+ 1.83% |
$35.8K - $47.4K
|
4.8K
$2.69M
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
85+ 5.85% |
$35.4K - $46.9K
|
1.54K
$863K
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
85+ 0.3% |
$35.4K - $46.9K
|
28.9K
$16.2M
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
84+ 0.3% |
$34.9K - $46.3K
|
28.5K
$16M
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
BUY
|
- |
82+ 0.73% |
$34.1K - $45.2K
|
11.3K
$6.37M
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
78+ 11.1% |
$32.5K - $43K
|
781
$439K
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
75+ 4.44% |
$31.2K - $41.4K
|
1.77K
$992K
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
75New |
$31.2K - $41.4K
|
75
$42.1K
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
70+ 4.72% |
$29.1K - $38.6K
|
1.55K
$872K
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
66+ 1.55% |
$27.5K - $36.4K
|
4.33K
$2.43M
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
65+ 4.39% |
$27K - $35.9K
|
1.55K
$869K
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
64+ 2.42% |
$26.6K - $35.3K
|
2.71K
$1.52M
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
61+ 0.29% |
$25.4K - $33.7K
|
20.8K
$11.7M
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
58+ 2.46% |
$24.1K - $32K
|
2.41K
$1.36M
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
58+ 12.06% |
$24.1K - $32K
|
539
$303K
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
57+ 0.71% |
$23.7K - $31.4K
|
8.03K
$4.51M
|