Purchases and Sales Made in Q3 2023 in Invesco Qqq Trust, Series 1 (QQQ)

QQQ Quotes by TradingView

This table provides information about the institutional ownership of Invesco Qqq Trust, Series 1 (QQQ) during Q3 2023. The information is specifically focused on institutions that hold shares of INVESCO QQQ TRUST, SERIES 1.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Oct 25, 2023 Q3 2023
Calamos Wealth Management LLC

BUY
 -
224
+ 5.26%
$79.3K - $86.4K
4.48K $2.34M
Oct 25, 2023 Q3 2023
Buffington Mohr Mc Neal

BUY
 -
223
+ 20.84%
$79K - $86K
1.29K $676K
Oct 10, 2023 Q3 2023
Sage Investment Advisers LLC

Poughkeepsie, NY
BUY
 -
222
+ 7.45%
$78.6K - $85.6K
3.2K $1.67M
Nov 01, 2023 Q3 2023
Telos Capital Management, Inc.

BUY
 -
221
+ 1.4%
$78.3K - $85.2K
16.1K $8.39M
Oct 10, 2023 Q3 2023
Wbh Advisory Inc

BUY
 -
218
+ 2.0%
$77.2K - $84.1K
11.1K $5.82M
Nov 07, 2023 Q3 2023
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
217
+ 7.88%
$76.9K - $83.7K
2.97K $1.55M
Oct 30, 2023 Q3 2023
Nvwm, LLC

BUY
 -
216
+ 8.13%
$76.5K - $83.3K
2.87K $1.5M
Nov 14, 2023 Q3 2023
True North Advisors, LLC

BUY
 -
216
+ 9.82%
$76.5K - $83.3K
2.42K $1.26M
Oct 13, 2023 Q3 2023
Courier Capital LLC

BUY
 -
215
+ 2.33%
$76.2K - $82.9K
9.44K $4.93M
Nov 13, 2023 Q3 2023
Granger Management LLC

BUY
 -
212
+ 1.88%
$75.1K - $81.8K
11.5K $6M
Nov 13, 2023 Q3 2023
Core Wealth Partners LLC

Santa Rosa, CA
BUY
 -
210
+ 13.89%
$74.4K - $81K
1.72K $900K
Aug 08, 2024 Q3 2023
Abound Wealth Management

Franklin, TN
BUY
 -
209
+ 7.09%
$74K - $80.6K
3.16K $1.65M
Oct 10, 2023 Q3 2023
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
208
+ 416.0%
$73.7K - $80.2K
258 $135K
Oct 13, 2023 Q3 2023
River Tree Advisors, LLC

Winter Park, FL
BUY
 -
208
+ 25.43%
$73.7K - $80.2K
1.03K $536K
Oct 25, 2023 Q3 2023
Redmont Wealth Advisors LLC

Chicago, IL
BUY
 -
207
+ 8.88%
$73.3K - $79.8K
2.54K $1.33M
Nov 08, 2023 Q3 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
207
New
$73.3K - $79.8K
207 $108K
Oct 30, 2023 Q3 2023
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
206
+ 20.56%
$73K - $79.5K
1.21K $631K
Nov 13, 2023 Q3 2023
Delta Accumulation, LLC

Sausalito, CA
BUY
 -
206
+ 10.29%
$73K - $79.5K
2.21K $1.15M
Oct 12, 2023 Q3 2023
Slate Stone Wealth, LLC

BUY
 -
205
+ 0.26%
$72.6K - $79.1K
78.4K $41M
Nov 08, 2023 Q3 2023
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
204
+ 1.89%
$72.3K - $78.7K
11K $5.75M
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
202
+ 0.69%
$71.6K - $77.9K
29.7K $15.5M
Oct 26, 2023 Q3 2023
Dividend Assets Capital, LLC

BUY
 -
200
+ 833.33%
$70.8K - $77.1K
224 $117K
Nov 02, 2023 Q3 2023
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
199
+ 23.47%
$70.5K - $76.8K
1.05K $547K
Nov 13, 2023 Q3 2023
Avalon Trust CO

Santa Fe, NM
BUY
 -
198
+ 264.0%
$70.1K - $76.4K
273 $143K
Oct 19, 2023 Q3 2023
Tfg Advisers LLC

BUY
 -
197
+ 25.22%
$69.8K - $76K
978 $511K
Oct 10, 2023 Q3 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
196
+ 2.7%
$69.4K - $75.6K
7.46K $3.9M
Oct 04, 2023 Q3 2023
Fulton Bank, N.A.

BUY
 -
194
+ 12.48%
$68.7K - $74.8K
1.75K $914K
Oct 10, 2023 Q3 2023
Ccg Wealth Management, LLC

BUY
 -
192
+ 3.5%
$68K - $74.1K
5.67K $2.96M
Nov 14, 2023 Q3 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
191
+ 5.33%
$67.7K - $73.7K
3.77K $1.97M
Oct 10, 2023 Q3 2023
Pure Financial Advisors, LLC

BUY
 -
188
+ 1.89%
$66.6K - $72.5K
10.2K $5.31M
Oct 13, 2023 Q3 2023
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
188
+ 10.49%
$66.6K - $72.5K
1.98K $1.03M
Oct 11, 2023 Q3 2023
Alliance Wealth Advisors, LLC

BUY
 -
187
+ 1.0%
$66.2K - $72.1K
18.9K $9.86M
Oct 24, 2023 Q3 2023
Levy Wealth Management Group, LLC

BUY
 -
187
+ 1.73%
$66.2K - $72.1K
11K $5.73M
Nov 13, 2023 Q3 2023
Archetype Wealth Partners

Houston, TX
BUY
 -
187
+ 19.7%
$66.2K - $72.1K
1.14K $594K
Oct 19, 2023 Q3 2023
Scott Capital Advisors, LLC

BUY
 -
186
+ 1.68%
$65.9K - $71.7K
11.3K $5.89M
Nov 07, 2023 Q3 2023
Vaughan David Investments LLC

Peoria, IL
BUY
 -
185
+ 18.24%
$65.5K - $71.4K
1.2K $627K
Oct 20, 2023 Q3 2023
One Day In July LLC

BUY
 -
184
+ 5.73%
$65.2K - $71K
3.4K $1.77M
Nov 14, 2023 Q3 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
184
+ 7.55%
$65.2K - $71K
2.62K $1.37M
Oct 23, 2023 Q3 2023
Pettinga Financial Advisors, LLC

BUY
 -
180
+ 1.23%
$63.8K - $69.4K
14.8K $7.76M
Oct 17, 2023 Q3 2023
Newbridge Financial Services Group, Inc.

BUY
 -
175
+ 4.88%
$62K - $67.5K
3.76K $1.97M
Oct 19, 2023 Q3 2023
Walkner Condon Financial Advisors LLC

BUY
 -
175
+ 7.19%
$62K - $67.5K
2.61K $1.36M
Oct 17, 2023 Q3 2023
Purus Wealth Management, LLC

BUY
 -
174
+ 1.46%
$61.6K - $67.1K
12.1K $6.33M
Oct 31, 2023 Q3 2023
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
172
+ 4.87%
$60.9K - $66.3K
3.7K $1.94M
Oct 10, 2023 Q3 2023
Kwmg, LLC

BUY
 -
169
+ 0.31%
$59.9K - $65.2K
55.2K $28.9M
Oct 16, 2023 Q3 2023
Guidance Capital, Inc

Lousville, KY
BUY
 -
168
+ 7.06%
$59.5K - $64.8K
2.55K $1.33M
Nov 06, 2023 Q3 2023
Aldebaran Financial Inc.

BUY
 -
167
+ 5.29%
$59.2K - $64.4K
3.33K $1.74M
Oct 10, 2023 Q3 2023
Country Trust Bank

BUY
 -
165
+ 8.48%
$58.4K - $63.6K
2.11K $1.1M
Nov 14, 2023 Q3 2023
Naviter Wealth, LLC

BUY
 -
164
+ 18.89%
$58.1K - $63.3K
1.03K $539K
Nov 03, 2023 Q3 2023
Pacific Capital Wealth Advisors, Inc

BUY
 -
162
+ 0.39%
$57.4K - $62.5K
41.7K $21.8M

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