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 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.07% |
$435 - $503
|
1.39K
$734K
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1+ 0.08% |
$435 - $503
|
1.2K
$636K
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-216- 5.26% |
$93.9K - $109K
|
3.89K
$2.06M
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-959- 48.93% |
$417K - $482K
|
1K
$530K
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-109- 0.95% |
$47.4K - $54.8K
|
11.4K
$6.04M
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1.55K- 1.01% |
$673K - $779K
|
152K
$80.3M
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-34- 1.58% |
$14.8K - $17.1K
|
2.12K
$1.12M
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.02K+ 1.28% |
$445K - $515K
|
81K
$42.9M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-765- 1.03% |
$333K - $385K
|
73.5K
$38.9M
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-370- 0.96% |
$161K - $186K
|
38.2K
$20.3M
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2+ 0.11% |
$870 - $1.01K
|
1.74K
$923K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
27.2K+ 118.76% |
$11.8M - $13.7M
|
50.1K
$26.5M
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
41+ 4.07% |
$17.8K - $20.6K
|
1.05K
$556K
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
784+ 8.98% |
$341K - $394K
|
9.51K
$5.04M
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.57K- 20.82% |
$1.12M - $1.29M
|
9.75K
$5.17M
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-52- 1.69% |
$22.6K - $26.2K
|
3.03K
$1.6M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.44K+ 3.5% |
$1.93M - $2.23M
|
131K
$69.5M
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-717- 3.26% |
$312K - $361K
|
21.3K
$11.3M
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-43- 3.42% |
$18.7K - $21.6K
|
1.21K
$643K
|
|
Oct 16, 2024
Q3 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-163- 6.08% |
$70.9K - $82K
|
2.52K
$1.34M
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
90+ 4.49% |
$39.1K - $45.3K
|
2.09K
$1.11M
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
10+ 1.15% |
$4.35K - $5.03K
|
883
$468K
|
|
Oct 16, 2024
Q3 2024
|
Gruss & Co., LLC
|
SELL
|
- |
-2K- 57.14% |
$870K - $1.01M
|
1.5K
$795K
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
190+ 1.83% |
$82.6K - $95.6K
|
10.6K
$5.6M
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-75.3K- 62.38% |
$32.7M - $37.9M
|
45.4K
$24.1M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
160+ 0.44% |
$69.6K - $80.5K
|
36.9K
$19.6M
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
184+ 9.69% |
$80K - $92.5K
|
2.08K
$1.1M
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-126- 10.88% |
$54.8K - $63.4K
|
1.03K
$547K
|
|
Oct 16, 2024
Q3 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-65- 4.8% |
$28.3K - $32.7K
|
1.29K
$684K
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
184+ 12.62% |
$80K - $92.5K
|
1.64K
$870K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.59K+ 0.94% |
$690K - $799K
|
170K
$90.3M
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-54- 3.56% |
$23.5K - $27.2K
|
1.46K
$774K
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
69+ 7.14% |
$30K - $34.7K
|
1.04K
$549K
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-223- 18.48% |
$97K - $112K
|
984
$521K
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.56K- 3.06% |
$680K - $786K
|
49.4K
$26.2M
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-236- 1.79% |
$103K - $119K
|
13K
$6.87M
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
404+ 45.34% |
$176K - $203K
|
1.3K
$686K
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-19.2K- 22.1% |
$8.33M - $9.64M
|
67.6K
$35.8M
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-1.25K- 0.63% |
$544K - $629K
|
198K
$105M
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
7.41K+ 12.68% |
$3.22M - $3.73M
|
65.9K
$34.9M
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.19K+ 2.37% |
$519K - $600K
|
51.6K
$27.3M
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
418+ 3.7% |
$182K - $210K
|
11.7K
$6.22M
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
2.83K+ 445.28% |
$1.23M - $1.42M
|
3.47K
$1.84M
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
137+ 1.41% |
$59.6K - $68.9K
|
9.82K
$5.2M
|
|
Oct 15, 2024
Q3 2024
|
F&V Capital Management, LLC
|
SELL
|
- |
-235- 6.12% |
$102K - $118K
|
3.6K
$1.91M
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-62- 1.73% |
$27K - $31.2K
|
3.53K
$1.87M
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
150+ 1.68% |
$65.2K - $75.4K
|
9.11K
$4.83M
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.99K+ 74.03% |
$2.17M - $2.51M
|
11.7K
$6.21M
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
76+ 1.6% |
$33K - $38.2K
|
4.83K
$2.56M
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.58K- 4.67% |
$687K - $794K
|
32.2K
$17.1M
|