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
|
Trilogy Capital Inc.
|
BUY
|
- |
11.9K+ 5.28% |
$5.19M - $6M
|
238K
$126M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-4.19K- 4.27% |
$1.82M - $2.11M
|
94K
$49.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
155+ 9.53% |
$67.4K - $78K
|
1.78K
$944K
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-250- 21.13% |
$109K - $126K
|
933
$494K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.06% |
$435 - $503
|
1.55K
$824K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
80+ 0.67% |
$34.8K - $40.2K
|
12.1K
$6.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
12+ 0.9% |
$5.22K - $6.04K
|
1.35K
$714K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
527+ 18.99% |
$229K - $265K
|
3.3K
$1.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
4+ 0.05% |
$1.74K - $2.01K
|
7.29K
$3.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
533+ 3.15% |
$232K - $268K
|
17.4K
$9.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
4.51K+ 7.54% |
$1.96M - $2.27M
|
64.3K
$34.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1.88K- 2.33% |
$819K - $947K
|
78.8K
$41.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
27+ 3.66% |
$11.7K - $13.6K
|
765
$405K
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
290New |
$126K - $146K
|
290
$154K
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
BUY
|
PUT |
1.5KNew |
$652K - $754K
|
1.5K
$795K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
558+ 3.94% |
$243K - $281K
|
14.7K
$7.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
788+ 13.21% |
$343K - $396K
|
6.75K
$3.58M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
10+ 2.65% |
$4.35K - $5.03K
|
387
$205K
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
237+ 39.57% |
$103K - $119K
|
836
$443K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-22- 0.73% |
$9.56K - $11.1K
|
3K
$1.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-505- 2.11% |
$220K - $254K
|
23.5K
$12.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.11K+ 1.32% |
$481K - $557K
|
84.8K
$44.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.37K+ 17.93% |
$1.03M - $1.19M
|
15.6K
$8.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.25K+ 47.85% |
$1.85M - $2.14M
|
13.1K
$6.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
731New |
$318K - $368K
|
731
$387K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-289- 4.65% |
$126K - $145K
|
5.93K
$3.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.91K- 23.93% |
$830K - $960K
|
6.07K
$3.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-194- 4.68% |
$84.3K - $97.6K
|
3.95K
$2.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-2.29K- 3.22% |
$996K - $1.15M
|
68.9K
$36.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.81KNew |
$786K - $909K
|
1.81K
$958K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.61K+ 14.15% |
$701K - $811K
|
13K
$6.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
758New |
$330K - $381K
|
758
$402K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
404+ 33.55% |
$176K - $203K
|
1.61K
$852K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
51+ 7.23% |
$22.2K - $25.7K
|
756
$401K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.45K- 11.56% |
$1.94M - $2.24M
|
34.1K
$18M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
3.41KNew |
$1.48M - $1.72M
|
3.41K
$1.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.83KNew |
$1.23M - $1.42M
|
2.83K
$1.5M
|
|
|
Oct 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
3.35K+ 6.54% |
$1.45M - $1.68M
|
54.5K
$28.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
1.61K+ 12.99% |
$699K - $809K
|
14K
$7.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.59K+ 19.77% |
$2.86M - $3.31M
|
39.9K
$21.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.9K+ 11.22% |
$9.5M - $11M
|
217K
$115M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-14- 1.54% |
$6.09K - $7.04K
|
898
$476K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-50- 4.32% |
$21.7K - $25.1K
|
1.11K
$587K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
34+ 0.19% |
$14.8K - $17.1K
|
17.7K
$9.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
2+ 0.0% |
$870 - $1.01K
|
49.3K
$26.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
202+ 0.17% |
$87.8K - $102K
|
118K
$62.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-3.55K- 40.35% |
$1.54M - $1.78M
|
5.24K
$2.78M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
11+ 1.66% |
$4.78K - $5.53K
|
674
$357K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
225+ 10.03% |
$97.8K - $113K
|
2.47K
$1.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
112+ 0.11% |
$48.7K - $56.3K
|
98.4K
$52.2M
|