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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.91K- 9.16% |
$1.04M - $1.15M
|
18.9K
$11.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
772+ 29.89% |
$422K - $465K
|
3.36K
$2.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
45+ 0.41% |
$24.6K - $27.1K
|
11.1K
$6.71M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
657+ 159.85% |
$359K - $396K
|
1.07K
$645K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
22+ 2.22% |
$12K - $13.2K
|
1.01K
$610K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-265- 5.86% |
$145K - $160K
|
4.26K
$2.57M
|
|
|
Oct 16, 2025
Q3 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-5.72K- 32.16% |
$3.13M - $3.45M
|
12.1K
$7.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-249- 1.6% |
$136K - $150K
|
15.3K
$9.25M
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-814- 1.97% |
$445K - $490K
|
40.5K
$24.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-5.33K- 4.65% |
$2.91M - $3.21M
|
109K
$66M
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
BUY
|
- |
335New |
$183K - $202K
|
335
$202K
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-75- 2.66% |
$41K - $45.2K
|
2.74K
$1.65M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
34+ 2.67% |
$18.6K - $20.5K
|
1.31K
$790K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-220- 4.69% |
$120K - $132K
|
4.47K
$2.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
498+ 3.09% |
$272K - $300K
|
16.6K
$10M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
191+ 0.33% |
$104K - $115K
|
57.7K
$34.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-4.49K- 1.37% |
$2.45M - $2.7M
|
322K
$194M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
497+ 1.55% |
$272K - $299K
|
32.6K
$19.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
360+ 14.73% |
$197K - $217K
|
2.8K
$1.69M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-377- 0.85% |
$206K - $227K
|
44.1K
$26.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
14.9K+ 8.16% |
$8.13M - $8.95M
|
197K
$119M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-37- 0.24% |
$20.2K - $22.3K
|
15.1K
$9.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
607+ 4.55% |
$332K - $366K
|
13.9K
$8.42M
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-6- 0.7% |
$3.28K - $3.61K
|
851
$514K
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-280- 1.76% |
$153K - $169K
|
15.7K
$9.46M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.51K+ 14.93% |
$825K - $908K
|
11.6K
$7.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-6.14K- 16.9% |
$3.36M - $3.7M
|
30.2K
$18.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-100- 1.18% |
$54.7K - $60.2K
|
8.4K
$5.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-585- 2.73% |
$320K - $352K
|
20.8K
$12.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-95- 1.23% |
$52K - $57.2K
|
7.65K
$4.61M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
17+ 0.52% |
$9.3K - $10.2K
|
3.31K
$2M
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
SELL
|
- |
-450- 36.38% |
$246K - $271K
|
787
$475K
|
|
|
Oct 16, 2025
Q3 2025
|
Cadinha & CO LLC
|
BUY
|
- |
179+ 1.39% |
$97.9K - $108K
|
13.1K
$7.89M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
950+ 1.06% |
$520K - $572K
|
90.5K
$54.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
527+ 8.58% |
$288K - $317K
|
6.67K
$4.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-2.17K- 24.36% |
$1.19M - $1.31M
|
6.73K
$4.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.32K+ 17.31% |
$723K - $796K
|
8.96K
$5.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
70+ 10.48% |
$38.3K - $42.2K
|
738
$446K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.36K+ 3.42% |
$741K - $816K
|
41K
$24.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
PUT |
2K+ 200.0% |
$1.09M - $1.2M
|
3K
$1.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
170+ 25.49% |
$93K - $102K
|
837
$505K
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-3.64K- 7.67% |
$1.99M - $2.19M
|
43.9K
$26.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
24+ 11.11% |
$13.1K - $14.5K
|
240
$145K
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
BUY
|
- |
1+ 0.05% |
$547 - $602
|
2.03K
$1.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.81K+ 12.7% |
$2.08M - $2.29M
|
33.8K
$20.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-30- 2.07% |
$16.4K - $18.1K
|
1.42K
$858K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-24- 1.57% |
$13.1K - $14.5K
|
1.51K
$911K
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.06KNew |
$581K - $640K
|
1.06K
$641K
|
|
|
Oct 15, 2025
Q3 2025
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-275- 1.99% |
$150K - $166K
|
13.5K
$8.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-200- 1.0% |
$109K - $120K
|
19.9K
$12M
|
|