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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
71+ 7.35% |
$34.2K - $38.2K
|
1.04K
$490K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
99+ 0.53% |
$47.6K - $53.3K
|
18.9K
$8.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
31+ 1.69% |
$14.9K - $16.7K
|
1.86K
$881K
|
|
|
Feb 13, 2025
Q4 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
200New |
$96.2K - $108K
|
200
$94.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-326- 6.46% |
$157K - $175K
|
4.72K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
357+ 0.55% |
$172K - $192K
|
65K
$30.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
170+ 20.33% |
$81.8K - $91.5K
|
1.01K
$476K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
621+ 10.22% |
$299K - $334K
|
6.7K
$3.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-1.85K- 9.34% |
$888K - $993K
|
17.9K
$8.47M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
188+ 24.35% |
$90.5K - $101K
|
960
$454K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
3.15KNew |
$1.51M - $1.69M
|
3.15K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
20+ 8.2% |
$9.62K - $10.8K
|
264
$125K
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
1.05KNew |
$506K - $566K
|
1.05K
$497K
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
1.98KNew |
$954K - $1.07M
|
1.98K
$937K
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
413New |
$199K - $222K
|
413
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.98K- 6.34% |
$3.36M - $3.76M
|
103K
$48.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-261K- 19.28% |
$125M - $140M
|
1.09M
$516M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
47.7K+ 0.23% |
$23M - $25.7M
|
20.9M
$9.89B
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
610+ 43.6% |
$294K - $328K
|
2.01K
$950K
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
BUY
|
- |
1.29K+ 5.47% |
$623K - $696K
|
24.9K
$11.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
375+ 15.08% |
$180K - $202K
|
2.86K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-566- 23.83% |
$272K - $305K
|
1.81K
$855K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-9- 1.52% |
$4.33K - $4.84K
|
582
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
BUY
|
- |
648New |
$312K - $349K
|
648
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-13- 2.22% |
$6.26K - $7K
|
573
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
560+ 33.0% |
$269K - $301K
|
2.26K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-326- 1.37% |
$157K - $175K
|
23.4K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
509New |
$245K - $274K
|
509
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-14.9K- 27.98% |
$7.16M - $8.01M
|
38.3K
$18.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
500+ 6.05% |
$241K - $269K
|
8.76K
$4.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.24K+ 1.6% |
$1.08M - $1.21M
|
143K
$67.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
118+ 3.13% |
$56.8K - $63.5K
|
3.89K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-600- 0.92% |
$289K - $323K
|
64.9K
$30.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
215+ 0.67% |
$103K - $116K
|
32.5K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
409+ 0.88% |
$197K - $220K
|
47K
$22.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-112- 0.85% |
$53.9K - $60.3K
|
13K
$6.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
7+ 0.56% |
$3.37K - $3.77K
|
1.25K
$590K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
513+ 1.2% |
$247K - $276K
|
43.3K
$20.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
3KNew |
$1.44M - $1.61M
|
3K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.44K+ 17.28% |
$693K - $776K
|
9.78K
$4.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
556+ 1.33% |
$268K - $299K
|
42.4K
$20M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.05K+ 8.5% |
$2.43M - $2.72M
|
64.5K
$30.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.61K- 23.31% |
$3.66M - $4.09M
|
25K
$11.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-482- 10.46% |
$232K - $259K
|
4.12K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-15- 1.36% |
$7.22K - $8.07K
|
1.09K
$515K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.8K+ 2.45% |
$10M - $11.2M
|
870K
$411M
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1- 0.03% |
$481 - $538
|
3.56K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.11K+ 106.29% |
$1.5M - $1.67M
|
6.04K
$2.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-907- 16.76% |
$436K - $488K
|
4.51K
$2.13M
|