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 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
24+ 0.94% |
$10.4K - $12.1K
|
2.59K
$1.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
SELL
|
- |
-3.54K- 32.05% |
$1.54M - $1.78M
|
7.51K
$3.98M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
125+ 0.37% |
$54.3K - $62.9K
|
33.5K
$17.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
39+ 8.61% |
$17K - $19.6K
|
492
$261K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
193+ 1.38% |
$83.9K - $97.1K
|
14.1K
$7.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
134+ 1.08% |
$58.3K - $67.4K
|
12.6K
$6.66M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
25+ 0.47% |
$10.9K - $12.6K
|
5.38K
$2.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-19.9K- 20.92% |
$8.67M - $10M
|
75.3K
$39.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.08K- 4.0% |
$469K - $543K
|
25.9K
$13.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-400- 19.49% |
$174K - $201K
|
1.65K
$875K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4+ 0.09% |
$1.74K - $2.01K
|
4.38K
$2.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
404+ 14.85% |
$176K - $203K
|
3.13K
$1.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.25K+ 4.66% |
$542K - $627K
|
28K
$14.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
6+ 0.4% |
$2.61K - $3.02K
|
1.49K
$789K
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
428New |
$186K - $215K
|
428
$227K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
38+ 13.92% |
$16.5K - $19.1K
|
311
$165K
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-67- 4.14% |
$29.1K - $33.7K
|
1.55K
$823K
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-42- 3.59% |
$18.3K - $21.1K
|
1.13K
$597K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
83+ 1.82% |
$36.1K - $41.7K
|
4.65K
$2.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
166+ 2.07% |
$72.2K - $83.5K
|
8.17K
$4.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
206+ 10.98% |
$89.6K - $104K
|
2.08K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-315- 9.19% |
$137K - $158K
|
3.11K
$1.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.27K+ 3.46% |
$985K - $1.14M
|
67.7K
$35.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
462+ 13.84% |
$201K - $232K
|
3.8K
$2.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-4- 0.24% |
$1.74K - $2.01K
|
1.65K
$875K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
7.5K+ 488.6% |
$3.26M - $3.77M
|
9.04K
$4.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-1- 0.09% |
$435 - $503
|
1.11K
$587K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 5.1% |
$2.17K - $2.51K
|
103
$54.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
267+ 6.14% |
$116K - $134K
|
4.62K
$2.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-378- 18.39% |
$164K - $190K
|
1.68K
$889K
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-7K- 42.27% |
$3.04M - $3.52M
|
9.56K
$5.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
5.56K+ 3.77% |
$2.42M - $2.8M
|
153K
$81.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.28K+ 4.95% |
$993K - $1.15M
|
48.4K
$25.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
677New |
$294K - $341K
|
677
$359K
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-101- 0.77% |
$43.9K - $50.8K
|
13.1K
$6.92M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-443- 2.79% |
$193K - $223K
|
15.4K
$8.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-3- 0.18% |
$1.3K - $1.51K
|
1.67K
$887K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-15- 0.04% |
$6.52K - $7.54K
|
33.8K
$17.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-530- 36.7% |
$230K - $267K
|
914
$484K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
2.07K+ 11.81% |
$901K - $1.04M
|
19.6K
$10.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
304+ 26.6% |
$132K - $153K
|
1.45K
$767K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-13- 0.19% |
$5.65K - $6.54K
|
6.69K
$3.55M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
602New |
$262K - $303K
|
602
$319K
|
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
413New |
$180K - $208K
|
413
$219K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.24K+ 19.37% |
$973K - $1.13M
|
13.8K
$7.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-250- 0.57% |
$109K - $126K
|
43.2K
$22.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-41.1K- 98.81% |
$17.9M - $20.7M
|
497
$263K
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
800+ 4.35% |
$348K - $402K
|
19.2K
$10.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-147- 13.91% |
$63.9K - $73.9K
|
910
$482K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-229- 2.71% |
$99.6K - $115K
|
8.23K
$4.36M
|