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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.07K+ 9.82% |
$466K - $539K
|
12K
$6.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
20+ 0.58% |
$8.7K - $10.1K
|
3.48K
$1.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
CALL |
20KNew |
$8.7M - $10.1M
|
20K
$10.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-112- 9.64% |
$48.7K - $56.3K
|
1.05K
$545K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-24.7K- 27.31% |
$10.7M - $12.4M
|
65.6K
$34M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
667New |
$290K - $335K
|
667
$346K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.98K+ 5.69% |
$860K - $994K
|
36.7K
$19M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
303+ 1.84% |
$132K - $152K
|
16.8K
$8.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
3.22K+ 18.17% |
$1.4M - $1.62M
|
20.9K
$10.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-324- 7.34% |
$141K - $163K
|
4.09K
$2.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
149+ 4.51% |
$64.8K - $74.9K
|
3.46K
$1.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-72- 1.27% |
$31.3K - $36.2K
|
5.6K
$2.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
306+ 2.87% |
$133K - $154K
|
11K
$5.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
32+ 4.78% |
$13.9K - $16.1K
|
701
$364K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
307+ 7.38% |
$133K - $154K
|
4.47K
$2.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-96- 14.57% |
$41.7K - $48.3K
|
563
$292K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
30+ 2.02% |
$13K - $15.1K
|
1.52K
$787K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
890+ 5.03% |
$387K - $448K
|
18.6K
$9.63M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
500+ 31.31% |
$217K - $251K
|
2.1K
$1.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
22+ 8.7% |
$9.56K - $11.1K
|
275
$143K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
39+ 1.28% |
$17K - $19.6K
|
3.09K
$1.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
36New |
$15.7K - $18.1K
|
36
$18.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-51- 5.25% |
$22.2K - $25.7K
|
921
$478K
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
2.29K+ 12.17% |
$997K - $1.15M
|
21.1K
$11M
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-30- 6.47% |
$13K - $15.1K
|
434
$225K
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
16.2KNew |
$7.05M - $8.16M
|
16.2K
$8.41M
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
376+ 3.46% |
$163K - $189K
|
11.2K
$5.83M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.2K- 1.61% |
$5.73M - $6.63M
|
806K
$418M
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-5- 0.84% |
$2.17K - $2.51K
|
591
$307K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.2K+ 8.53% |
$523K - $605K
|
15.3K
$7.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
1K+ 100.0% |
$435K - $503K
|
2K
$1.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-7- 0.15% |
$3.04K - $3.52K
|
4.59K
$2.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
145+ 4.78% |
$63K - $72.9K
|
3.18K
$1.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
SELL
|
- |
-181- 7.61% |
$78.7K - $91K
|
2.2K
$1.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
28+ 4.99% |
$12.2K - $14.1K
|
589
$305K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-9.06K- 42.35% |
$3.94M - $4.56M
|
12.3K
$6.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
18+ 1.05% |
$7.83K - $9.05K
|
1.73K
$897K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-208- 16.86% |
$90.4K - $105K
|
1.03K
$532K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.22K+ 0.91% |
$531K - $614K
|
136K
$70.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
296+ 18.57% |
$129K - $149K
|
1.89K
$980K
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
448+ 3.24% |
$195K - $225K
|
14.3K
$7.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
83+ 9.14% |
$36.1K - $41.7K
|
991
$514K
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
28+ 0.3% |
$12.2K - $14.1K
|
9.28K
$4.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
537+ 8.19% |
$233K - $270K
|
7.1K
$3.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
294+ 5.57% |
$128K - $148K
|
5.57K
$2.89M
|
|
|
Oct 29, 2024
Q3 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
3.08K+ 12.3% |
$1.34M - $1.55M
|
28.2K
$14.6M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.63K+ 58.36% |
$2.88M - $3.33M
|
18K
$9.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1- 0.01% |
$435 - $503
|
7.52K
$3.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
54.8KNew |
$23.8M - $27.5M
|
54.8K
$28.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-50- 10.29% |
$21.7K - $25.1K
|
436
$226K
|