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 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
7.74K+ 139.71% |
$3.72M - $4.16M
|
13.3K
$6.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
7.66K+ 107.28% |
$3.69M - $4.12M
|
14.8K
$7.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7.64KNew |
$3.68M - $4.11M
|
7.64K
$4.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
7.46K+ 96.1% |
$3.59M - $4.01M
|
15.2K
$7.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.44K+ 34.44% |
$3.58M - $4M
|
29K
$15.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.44KNew |
$3.58M - $4M
|
7.44K
$3.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
7.44KNew |
$3.58M - $4M
|
7.44K
$3.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.42K+ 12.71% |
$3.57M - $3.99M
|
65.8K
$34.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
7.4KNew |
$3.56M - $3.98M
|
7.4K
$3.88M
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
7.4KNew |
$3.56M - $3.98M
|
7.4K
$3.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
7.37KNew |
$3.55M - $3.97M
|
7.37K
$3.87M
|
|
|
Apr 29, 2025
Q4 2024
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
7.37KNew |
$3.55M - $3.97M
|
7.37K
$3.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.34K+ 17.33% |
$3.53M - $3.95M
|
49.7K
$26.1M
|
|
|
Apr 29, 2025
Q4 2024
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
7.34KNew |
$3.53M - $3.95M
|
7.34K
$3.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
7.33K+ 42.79% |
$3.53M - $3.94M
|
24.4K
$12.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
7.23K+ 8.62% |
$3.48M - $3.89M
|
91.1K
$47.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
7.18KNew |
$3.45M - $3.86M
|
7.18K
$3.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
7.14K+ 28.67% |
$3.44M - $3.84M
|
32.1K
$16.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
7.1KNew |
$3.42M - $3.82M
|
7.1K
$3.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
7.07KNew |
$3.4M - $3.81M
|
7.07K
$3.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
6.93KNew |
$3.34M - $3.73M
|
6.93K
$3.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
6.86K+ 137.45% |
$3.3M - $3.69M
|
11.9K
$6.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
6.85K+ 66.02% |
$3.29M - $3.68M
|
17.2K
$9.03M
|
|
|
Apr 14, 2025
Q4 2024
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
6.74KNew |
$3.24M - $3.63M
|
6.74K
$3.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
6.7KNew |
$3.23M - $3.61M
|
6.7K
$3.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
6.69K+ 0.64% |
$3.22M - $3.6M
|
1.06M
$555M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
6.59K+ 111.16% |
$3.17M - $3.54M
|
12.5K
$6.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
6.58KNew |
$3.17M - $3.54M
|
6.58K
$3.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
6.53K+ 22.26% |
$3.14M - $3.52M
|
35.9K
$18.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
6.52K+ 2.89% |
$3.14M - $3.51M
|
232K
$122M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
6.52K+ 16.8% |
$3.14M - $3.51M
|
45.3K
$23.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
6.43KNew |
$3.1M - $3.46M
|
6.43K
$3.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
6.39K+ 2.4% |
$3.07M - $3.44M
|
273K
$143M
|
|
|
Jan 21, 2025
Q4 2024
|
Consolidated Investment Group LLC
|
BUY
|
- |
6.3K+ 2.1% |
$3.03M - $3.39M
|
307K
$161M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
6.22KNew |
$2.99M - $3.35M
|
6.22K
$3.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
6.19KNew |
$2.98M - $3.33M
|
6.19K
$3.25M
|
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
6.18KNew |
$2.97M - $3.33M
|
6.18K
$3.24M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.16K+ 3.95% |
$2.97M - $3.32M
|
162K
$85M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
6.12K+ 3803.73% |
$2.95M - $3.3M
|
6.29K
$3.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.08K+ 19.5% |
$2.93M - $3.27M
|
37.3K
$19.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
6.08K+ 195.43% |
$2.92M - $3.27M
|
9.19K
$4.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
6.02K+ 51.4% |
$2.9M - $3.24M
|
17.7K
$9.31M
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
6K+ 137.77% |
$2.89M - $3.23M
|
10.4K
$5.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.93K+ 9.33% |
$2.85M - $3.19M
|
69.5K
$36.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
5.92K+ 20.45% |
$2.85M - $3.19M
|
34.9K
$18.3M
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
5.91KNew |
$2.84M - $3.18M
|
5.91K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
5.9KNew |
$2.84M - $3.17M
|
5.9K
$3.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
5.89K+ 2.74% |
$2.83M - $3.17M
|
221K
$116M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.88K+ 0.65% |
$2.83M - $3.17M
|
907K
$476M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
5.86K+ 558.48% |
$2.82M - $3.16M
|
6.91K
$3.63M
|