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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
419New |
$182K - $211K
|
419
$217K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14.8K+ 29.19% |
$6.44M - $7.45M
|
65.6K
$34M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-237K- 57.0% |
$103M - $119M
|
179K
$92.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
602+ 10.93% |
$262K - $303K
|
6.11K
$3.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
850+ 5.08% |
$370K - $428K
|
17.6K
$9.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
512New |
$223K - $258K
|
512
$266K
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
414New |
$180K - $208K
|
414
$215K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-53.2K- 85.45% |
$23.1M - $26.8M
|
9.06K
$4.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1.09K- 4.16% |
$474K - $548K
|
25.1K
$13M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
555+ 1.52% |
$241K - $279K
|
37.1K
$19.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
5.52K+ 112.28% |
$2.4M - $2.77M
|
10.4K
$5.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-60- 1.16% |
$26.1K - $30.2K
|
5.13K
$2.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-586- 0.85% |
$255K - $295K
|
68.7K
$35.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
751+ 8.23% |
$327K - $378K
|
9.88K
$5.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-27- 1.03% |
$11.7K - $13.6K
|
2.58K
$1.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
26.8K+ 41.74% |
$11.6M - $13.5M
|
90.9K
$47.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.26KNew |
$1.42M - $1.64M
|
3.26K
$1.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
68+ 2.17% |
$29.6K - $34.2K
|
3.21K
$1.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-21- 2.02% |
$9.13K - $10.6K
|
1.02K
$529K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-15- 0.56% |
$6.52K - $7.54K
|
2.65K
$1.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
56+ 1.9% |
$24.3K - $28.2K
|
3K
$1.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
45+ 1.62% |
$19.6K - $22.6K
|
2.83K
$1.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-28- 0.59% |
$12.2K - $14.1K
|
4.75K
$2.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
199+ 15.03% |
$86.5K - $100K
|
1.52K
$790K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.09K- 5.19% |
$2.21M - $2.56M
|
93K
$48.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
551+ 5.64% |
$240K - $277K
|
10.3K
$5.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-10- 0.36% |
$4.35K - $5.03K
|
2.8K
$1.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
30+ 13.16% |
$13K - $15.1K
|
258
$134K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-3.46K- 32.65% |
$1.5M - $1.74M
|
7.14K
$3.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-60- 6.19% |
$26.1K - $30.2K
|
909
$471K
|
|
|
Nov 04, 2024
Q3 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
131+ 0.13% |
$57K - $65.9K
|
99.9K
$51.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-19- 0.01% |
$8.26K - $9.56K
|
308K
$160M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
8+ 0.8% |
$3.48K - $4.02K
|
1.01K
$522K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-668- 10.37% |
$290K - $336K
|
5.77K
$2.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
11+ 0.58% |
$4.78K - $5.53K
|
1.92K
$995K
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
3.02K+ 54.41% |
$1.31M - $1.52M
|
8.57K
$4.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-65- 2.0% |
$28.3K - $32.7K
|
3.19K
$1.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-2.29K- 4.24% |
$996K - $1.15M
|
51.7K
$26.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
545+ 3.13% |
$237K - $274K
|
17.9K
$9.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-11- 0.25% |
$4.78K - $5.53K
|
4.47K
$2.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
PUT |
11KNew |
$4.78M - $5.53M
|
11K
$5.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
786+ 2.34% |
$342K - $395K
|
34.4K
$17.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
990+ 12.4% |
$430K - $498K
|
8.97K
$4.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-2- 0.23% |
$870 - $1.01K
|
857
$444K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
101+ 0.21% |
$43.9K - $50.8K
|
49.1K
$25.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
562+ 34.86% |
$244K - $283K
|
2.17K
$1.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-30- 1.17% |
$13K - $15.1K
|
2.52K
$1.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
32+ 0.37% |
$13.9K - $16.1K
|
8.7K
$4.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1+ 0.04% |
$435 - $503
|
2.29K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
PUT |
-463K- 45.72% |
$201M - $233M
|
549K
$285M
|