Purchases and Sales Made in Q4 2024 in Invesco Qqq Trust, Series 1 (QQQ)
This table provides information about the institutional ownership of Invesco Qqq Trust, Series 1 (QQQ) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.77KNew |
$853K - $954K
|
1.77K
$787K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.77K+ 4415.0% |
$850K - $950K
|
1.81K
$802K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.77K+ 8.56% |
$850K - $950K
|
22.4K
$9.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.76K+ 4.42% |
$846K - $947K
|
41.5K
$18.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.76K+ 26.56% |
$846K - $946K
|
8.38K
$3.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.75K+ 0.63% |
$842K - $941K
|
279K
$124M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.74K+ 10.22% |
$839K - $938K
|
18.8K
$8.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.73K+ 10.52% |
$833K - $932K
|
18.2K
$8.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
1.73K+ 11.5% |
$831K - $929K
|
16.7K
$7.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.72K+ 5.0% |
$827K - $925K
|
36.1K
$16M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.71K+ 4.2% |
$824K - $921K
|
42.5K
$18.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.7K+ 1.31% |
$819K - $916K
|
131K
$58.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.7K+ 22.7% |
$816K - $912K
|
9.16K
$4.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.69K+ 32.56% |
$813K - $910K
|
6.88K
$3.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
1.69KNew |
$813K - $909K
|
1.69K
$750K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.69K+ 1.87% |
$811K - $907K
|
91.7K
$40.7M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
1.68KNew |
$807K - $902K
|
1.68K
$744K
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
1.67KNew |
$805K - $900K
|
1.67K
$743K
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
1.67KNew |
$804K - $899K
|
1.67K
$742K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.66K+ 6.13% |
$797K - $892K
|
28.7K
$12.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.65K+ 38.42% |
$793K - $887K
|
5.94K
$2.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.64K+ 8.53% |
$791K - $885K
|
20.9K
$9.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
1.64KNew |
$791K - $885K
|
1.64K
$730K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.64K+ 5.18% |
$788K - $882K
|
33.3K
$14.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.64K+ 145.21% |
$788K - $882K
|
2.77K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
1.64KNew |
$787K - $880K
|
1.64K
$726K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.63K+ 3.0% |
$786K - $879K
|
56.1K
$24.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.61K+ 34.67% |
$776K - $868K
|
6.26K
$2.78M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.6K+ 10.66% |
$769K - $861K
|
16.6K
$7.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
1.6KNew |
$768K - $858K
|
1.6K
$708K
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
1.59KNew |
$766K - $857K
|
1.59K
$707K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.58K+ 1.84% |
$761K - $851K
|
87.4K
$38.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.57K+ 86.8% |
$756K - $845K
|
3.38K
$1.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.56K+ 6.13% |
$751K - $840K
|
27K
$12M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.56K+ 17.38% |
$749K - $838K
|
10.5K
$4.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.56K+ 6.47% |
$749K - $837K
|
25.6K
$11.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.56KNew |
$749K - $837K
|
1.56K
$691K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1.54KNew |
$740K - $828K
|
1.54K
$683K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.53K+ 9.83% |
$737K - $824K
|
17.1K
$7.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
1.52KNew |
$733K - $820K
|
1.52K
$677K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.51K+ 5.61% |
$726K - $812K
|
28.4K
$12.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.5K+ 4.09% |
$723K - $808K
|
38.2K
$17M
|
|
|
Feb 06, 2025
Q4 2024
|
Gruss & Co., LLC
|
BUY
|
- |
1.5K+ 100.0% |
$722K - $807K
|
3K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
1.5K+ 18.09% |
$722K - $807K
|
9.79K
$4.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.5K+ 2.42% |
$721K - $807K
|
63.5K
$28.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.49K+ 16.17% |
$718K - $803K
|
10.7K
$4.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.48K+ 2.47% |
$714K - $798K
|
61.5K
$27.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
1.48KNew |
$713K - $798K
|
1.48K
$658K
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
1.48KNew |
$710K - $794K
|
1.48K
$655K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.47KNew |
$709K - $793K
|
1.47K
$654K
|