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 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
323+ 4.66% |
$140K - $162K
|
7.26K
$3.85M
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
186+ 1.72% |
$80.9K - $93.6K
|
11K
$5.83M
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
326+ 72.93% |
$142K - $164K
|
773
$410K
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-535- 12.26% |
$233K - $269K
|
3.83K
$2.03M
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
100+ 9.92% |
$43.5K - $50.3K
|
1.11K
$587K
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.12K+ 272.44% |
$3.96M - $4.58M
|
12.5K
$6.6M
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.99KNew |
$1.3M - $1.51M
|
2.99K
$1.59M
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-2.1K- 10.87% |
$913K - $1.06M
|
17.2K
$9.12M
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-1- 1.28% |
$435 - $503
|
77
$40.8K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
2.01K+ 15.13% |
$875K - $1.01M
|
15.3K
$8.11M
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
6+ 0.04% |
$2.61K - $3.02K
|
13.3K
$7.07M
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
644+ 24.84% |
$280K - $324K
|
3.24K
$1.72M
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
602New |
$262K - $303K
|
602
$319K
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-442- 37.46% |
$192K - $222K
|
738
$391K
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-124- 0.76% |
$53.9K - $62.4K
|
16.2K
$8.6M
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
69+ 8.93% |
$30K - $34.7K
|
842
$446K
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-40- 8.89% |
$17.4K - $20.1K
|
410
$217K
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-2.06K- 19.6% |
$896K - $1.04M
|
8.46K
$4.48M
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-63- 1.3% |
$27.4K - $31.7K
|
4.79K
$2.54M
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
229+ 34.64% |
$99.6K - $115K
|
890
$472K
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
15.6KNew |
$6.76M - $7.82M
|
15.6K
$8.24M
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
156+ 1.16% |
$67.8K - $78.5K
|
13.5K
$7.18M
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-337- 2.74% |
$147K - $169K
|
12K
$6.33M
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
9+ 0.83% |
$3.91K - $4.53K
|
1.09K
$579K
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
200+ 20.68% |
$87K - $101K
|
1.17K
$618K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.88K+ 3.56% |
$1.25M - $1.45M
|
83.7K
$44.4M
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-921- 9.07% |
$400K - $463K
|
9.24K
$4.89M
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-1.03K- 2.64% |
$446K - $516K
|
37.8K
$20M
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
212+ 4.22% |
$92.2K - $107K
|
5.24K
$2.78M
|
|
Oct 15, 2024
Q3 2024
|
American Asset Management Inc.
|
BUY
|
- |
1.11KNew |
$483K - $558K
|
1.11K
$588K
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-679- 1.83% |
$295K - $342K
|
36.4K
$19.3M
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
335+ 0.71% |
$146K - $168K
|
47.8K
$25.3M
|
|
Oct 15, 2024
Q3 2024
|
Client First Capital LLC
|
BUY
|
- |
340+ 0.56% |
$148K - $171K
|
61.1K
$32.4M
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.69K- 4.05% |
$734K - $849K
|
40K
$21.2M
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-228- 11.84% |
$99.1K - $115K
|
1.7K
$900K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
579+ 5.66% |
$252K - $291K
|
10.8K
$5.73M
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
86+ 2.39% |
$37.4K - $43.3K
|
3.68K
$1.95M
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
3.23K+ 50.59% |
$1.4M - $1.62M
|
9.62K
$5.1M
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.06K+ 12.02% |
$894K - $1.03M
|
19.2K
$10.2M
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1+ 0.04% |
$435 - $503
|
2.49K
$1.32M
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-637- 9.24% |
$277K - $320K
|
6.26K
$3.32M
|
|
Oct 15, 2024
Q3 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-2.83K- 0.88% |
$1.23M - $1.42M
|
319K
$169M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-191- 1.93% |
$83K - $96.1K
|
9.72K
$5.15M
|
|
Oct 15, 2024
Q3 2024
|
Olio Financial Planning
|
BUY
|
- |
12+ 0.96% |
$5.22K - $6.04K
|
1.27K
$670K
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
251+ 11.77% |
$109K - $126K
|
2.38K
$1.26M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-210- 21.23% |
$91.3K - $106K
|
779
$413K
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
125+ 12.59% |
$54.3K - $62.9K
|
1.12K
$592K
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-12.9K- 17.94% |
$5.61M - $6.49M
|
59K
$31.3M
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-405- 1.78% |
$176K - $204K
|
22.3K
$11.8M
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
222+ 8.29% |
$96.5K - $112K
|
2.9K
$1.54M
|