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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
10.6K+ 82.1% |
$5.1M - $5.71M
|
23.5K
$10.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
10.6KNew |
$5.1M - $5.7M
|
10.6K
$4.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
10.4K+ 1372.37% |
$5.02M - $5.61M
|
11.2K
$5.12M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
10.4K+ 8.19% |
$5.01M - $5.61M
|
138K
$62.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
10.4KNew |
$5.01M - $5.6M
|
10.4K
$4.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
10.3KNew |
$4.96M - $5.55M
|
10.3K
$4.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
10.3K+ 52.28% |
$4.95M - $5.54M
|
30K
$13.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.3K+ 2781.3% |
$4.94M - $5.52M
|
10.6K
$4.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
10.1KNew |
$4.86M - $5.43M
|
10.1K
$4.62M
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
9.92KNew |
$4.77M - $5.34M
|
9.92K
$4.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
9.78KNew |
$4.71M - $5.27M
|
9.78K
$4.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
9.77KNew |
$4.7M - $5.26M
|
9.77K
$4.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
9.72KNew |
$4.68M - $5.23M
|
9.72K
$4.44M
|
|
|
Feb 14, 2025
Q4 2024
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
9.65KNew |
$4.64M - $5.19M
|
9.65K
$4.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
9.61KNew |
$4.63M - $5.17M
|
9.61K
$4.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
9.61KNew |
$4.63M - $5.17M
|
9.61K
$4.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
9.59KNew |
$4.61M - $5.16M
|
9.59K
$4.39M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
9.54K+ 5417.61% |
$4.59M - $5.13M
|
9.71K
$4.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
9.53KNew |
$4.58M - $5.13M
|
9.53K
$4.36M
|
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
9.41K+ 27.88% |
$4.53M - $5.07M
|
43.2K
$19.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
9.32KNew |
$4.48M - $5.02M
|
9.32K
$4.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
9.32KNew |
$4.48M - $5.01M
|
9.32K
$4.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.13K+ 30.17% |
$4.39M - $4.91M
|
39.4K
$18M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
9.04KNew |
$4.35M - $4.87M
|
9.04K
$4.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
8.98KNew |
$4.32M - $4.83M
|
8.98K
$4.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.97K+ 46.24% |
$4.32M - $4.83M
|
28.4K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
8.93KNew |
$4.3M - $4.81M
|
8.93K
$4.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
8.9K+ 50.28% |
$4.28M - $4.79M
|
26.6K
$12.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
8.8K+ 68.34% |
$4.23M - $4.74M
|
21.7K
$9.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.79K+ 10.71% |
$4.23M - $4.73M
|
90.9K
$41.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
8.75KNew |
$4.21M - $4.71M
|
8.75K
$4M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
8.68K+ 2.1% |
$4.17M - $4.67M
|
421K
$193M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.46K+ 49.53% |
$4.07M - $4.55M
|
25.5K
$11.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
8.17K+ 143.88% |
$3.93M - $4.4M
|
13.8K
$6.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
8.15KNew |
$3.92M - $4.39M
|
8.15K
$3.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
8.1KNew |
$3.9M - $4.36M
|
8.1K
$3.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8.1K+ 9.39% |
$3.9M - $4.36M
|
94.3K
$43.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
8.03K+ 636.29% |
$3.86M - $4.32M
|
9.29K
$4.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
8.01KNew |
$3.85M - $4.31M
|
8.01K
$3.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
7.75K+ 90.4% |
$3.73M - $4.17M
|
16.3K
$7.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
7.74K+ 139.71% |
$3.72M - $4.16M
|
13.3K
$6.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
7.66K+ 107.28% |
$3.69M - $4.12M
|
14.8K
$6.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7.64KNew |
$3.68M - $4.11M
|
7.64K
$3.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
7.46K+ 96.1% |
$3.59M - $4.01M
|
15.2K
$6.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.44K+ 34.44% |
$3.58M - $4M
|
29K
$13.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.44KNew |
$3.58M - $4M
|
7.44K
$3.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
7.44KNew |
$3.58M - $4M
|
7.44K
$3.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.42K+ 12.71% |
$3.57M - $3.99M
|
65.8K
$30.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
7.4KNew |
$3.56M - $3.98M
|
7.4K
$3.39M
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
7.4KNew |
$3.56M - $3.98M
|
7.4K
$3.38M
|