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 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-5.83K- 19.68% |
$2.54M - $2.93M
|
23.8K
$12.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.21K- 7.95% |
$528K - $611K
|
14.1K
$7.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-5- 0.3% |
$2.17K - $2.51K
|
1.69K
$893K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
58+ 2.57% |
$25.2K - $29.2K
|
2.31K
$1.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
2.57K+ 34.09% |
$1.12M - $1.29M
|
10.1K
$5.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-40- 2.31% |
$17.4K - $20.1K
|
1.69K
$898K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
293+ 4.37% |
$127K - $147K
|
7K
$3.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
679+ 1.89% |
$295K - $342K
|
36.5K
$19.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-38- 6.41% |
$16.5K - $19.1K
|
555
$294K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-55K- 53.91% |
$23.9M - $27.7M
|
47.1K
$24.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-4.18K- 6.47% |
$1.82M - $2.1M
|
60.5K
$32.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-11- 0.08% |
$4.78K - $5.53K
|
14.6K
$7.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-273- 14.98% |
$119K - $137K
|
1.55K
$821K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-31- 2.17% |
$13.5K - $15.6K
|
1.4K
$739K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5.01K+ 59.16% |
$2.18M - $2.52M
|
13.5K
$7.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-753- 2.76% |
$327K - $379K
|
26.6K
$14.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-17- 0.31% |
$7.39K - $8.55K
|
5.4K
$2.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-90- 0.9% |
$39.1K - $45.3K
|
9.95K
$5.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
15+ 0.62% |
$6.52K - $7.54K
|
2.44K
$1.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-375- 46.41% |
$163K - $189K
|
433
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-680- 49.38% |
$296K - $342K
|
697
$369K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.32K+ 84.8% |
$575K - $665K
|
2.88K
$1.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.79K+ 180.86% |
$1.21M - $1.4M
|
4.33K
$2.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-98- 9.66% |
$42.6K - $49.3K
|
917
$486K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-499- 8.94% |
$217K - $251K
|
5.08K
$2.69M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$435 - $503
|
4K
$2.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
46+ 3.55% |
$20K - $23.1K
|
1.34K
$712K
|
|
|
Oct 18, 2024
Q3 2024
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
120+ 26.79% |
$52.2K - $60.4K
|
568
$301K
|
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
SELL
|
- |
-678- 3.72% |
$295K - $341K
|
17.5K
$9.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2.64KNew |
$1.15M - $1.33M
|
2.64K
$1.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
809+ 59.05% |
$352K - $407K
|
2.18K
$1.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-365- 13.33% |
$159K - $184K
|
2.37K
$1.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1.28K+ 5.57% |
$558K - $646K
|
24.3K
$12.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-14- 0.99% |
$6.09K - $7.04K
|
1.4K
$741K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
618+ 8.46% |
$269K - $311K
|
7.92K
$4.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-2.39K- 27.72% |
$1.04M - $1.2M
|
6.23K
$3.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-772- 3.31% |
$336K - $388K
|
22.6K
$12M
|
|
|
Oct 18, 2024
Q3 2024
|
Pelham Capital Ltd.
London, X0 |
SELL
|
- |
-27.7K- 55.93% |
$12M - $13.9M
|
21.8K
$11.5M
|
|
|
Oct 18, 2024
Q3 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-1.48K- 2.35% |
$643K - $743K
|
61.3K
$32.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
490New |
$213K - $246K
|
490
$260K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
727+ 27.8% |
$316K - $366K
|
3.34K
$1.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.86K+ 4.41% |
$2.11M - $2.44M
|
115K
$61M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
1.15K+ 4.3% |
$500K - $578K
|
27.9K
$14.8M
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
BUY
|
- |
170+ 22.91% |
$73.9K - $85.5K
|
912
$483K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-3- 0.15% |
$1.3K - $1.51K
|
1.94K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-2.62K- 4.63% |
$1.14M - $1.32M
|
53.9K
$28.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
553New |
$240K - $278K
|
553
$293K
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.17K+ 2.32% |
$509K - $588K
|
51.6K
$27.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
120+ 2.29% |
$52.2K - $60.4K
|
5.37K
$2.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
32+ 0.63% |
$13.9K - $16.1K
|
5.14K
$2.72M
|