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 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-600- 31.6% |
$261K - $302K
|
1.3K
$679K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-71- 7.33% |
$30.9K - $35.7K
|
897
$469K
|
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
196+ 0.79% |
$85.2K - $98.6K
|
24.9K
$13M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-255- 2.9% |
$111K - $128K
|
8.55K
$4.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
66+ 0.89% |
$28.7K - $33.2K
|
7.47K
$3.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-67- 0.12% |
$29.1K - $33.7K
|
55.9K
$29.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
19+ 0.26% |
$8.26K - $9.56K
|
7.19K
$3.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
53+ 3.13% |
$23K - $26.7K
|
1.75K
$914K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-52- 39.69% |
$22.6K - $26.2K
|
79
$41.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
115+ 4.58% |
$50K - $57.8K
|
2.63K
$1.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-9.58K- 67.32% |
$4.16M - $4.82M
|
4.65K
$2.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-146- 10.4% |
$63.5K - $73.4K
|
1.26K
$658K
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
420+ 1.6% |
$183K - $211K
|
26.7K
$14M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-6.3K- 32.84% |
$2.74M - $3.17M
|
12.9K
$6.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-20- 1.2% |
$8.7K - $10.1K
|
1.65K
$864K
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
255+ 1.37% |
$111K - $128K
|
18.8K
$9.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
2+ 0.18% |
$870 - $1.01K
|
1.13K
$590K
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-50- 0.39% |
$21.7K - $25.1K
|
12.8K
$6.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
12New |
$5.22K - $6.04K
|
12
$6.27K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
PUT |
2.4KNew |
$1.04M - $1.21M
|
2.4K
$1.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-381- 7.53% |
$166K - $192K
|
4.68K
$2.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
245+ 2.21% |
$107K - $123K
|
11.3K
$5.92M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.3K+ 38.62% |
$4.91M - $5.69M
|
40.6K
$21.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.38K+ 136.41% |
$598K - $692K
|
2.38K
$1.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
501+ 2.01% |
$218K - $252K
|
25.5K
$13.3M
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
44+ 0.28% |
$19.1K - $22.1K
|
15.7K
$8.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
99+ 2.36% |
$43K - $49.8K
|
4.3K
$2.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-41- 5.67% |
$17.8K - $20.6K
|
682
$357K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-13- 0.33% |
$5.65K - $6.54K
|
3.9K
$2.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
75+ 0.27% |
$32.6K - $37.7K
|
27.6K
$14.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-46- 0.84% |
$20K - $23.1K
|
5.42K
$2.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-391- 13.26% |
$170K - $197K
|
2.56K
$1.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-3.64K- 9.24% |
$1.58M - $1.83M
|
35.7K
$18.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
13.6KNew |
$5.91M - $6.83M
|
13.6K
$7.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
525+ 50.1% |
$228K - $264K
|
1.57K
$822K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.86K- 5.57% |
$807K - $933K
|
31.5K
$16.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-644- 1.06% |
$280K - $324K
|
60.1K
$31.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
54+ 1.64% |
$23.5K - $27.2K
|
3.34K
$1.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-13- 0.2% |
$5.65K - $6.54K
|
6.39K
$3.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
8+ 0.05% |
$3.48K - $4.02K
|
16.3K
$8.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-35- 0.26% |
$15.2K - $17.6K
|
13.5K
$7.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-10- 2.16% |
$4.35K - $5.03K
|
453
$237K
|
|
|
Oct 21, 2024
Q3 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
50+ 0.12% |
$21.7K - $25.1K
|
40.1K
$20.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.01K+ 1.07% |
$440K - $509K
|
95.2K
$49.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
107+ 4.49% |
$46.5K - $53.8K
|
2.49K
$1.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-47- 1.43% |
$20.4K - $23.6K
|
3.23K
$1.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
171+ 1.06% |
$74.3K - $86K
|
16.4K
$8.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
29.2KNew |
$12.7M - $14.7M
|
29.2K
$15.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.05K- 2.87% |
$455K - $527K
|
35.5K
$18.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
509New |
$221K - $256K
|
509
$266K
|