Latest Institutional Purchases of Invesco Qqq Trust, Series 1 (QQQ)
This list provides information on the latest institutional transactions involving Invesco Qqq Trust, Series 1 (QQQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.54KNew |
$610K - $687K
|
1.54K
$793K
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
1.5K+ 90.91% |
$594K - $670K
|
3.15K
$1.62M
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
1.46KNew |
$577K - $650K
|
1.46K
$751K
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
1.44KNew |
$571K - $644K
|
1.44K
$743K
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.27KNew |
$504K - $567K
|
1.27K
$655K
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.23KNew |
$486K - $547K
|
1.23K
$632K
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
1.23KNew |
$486K - $547K
|
1.23K
$632K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
1.2KNew |
$476K - $536K
|
1.2K
$618K
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.15K+ 83.61% |
$457K - $515K
|
2.53K
$1.3M
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.14KNew |
$450K - $507K
|
1.14K
$585K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.08K+ 4.39% |
$426K - $480K
|
25.6K
$13.2M
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
BUY
|
- |
1.05KNew |
$415K - $467K
|
1.05K
$539K
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
1KNew |
$398K - $448K
|
1K
$517K
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1K+ 101.73% |
$396K - $446K
|
1.98K
$1.02M
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
PUT |
1KNew |
$396K - $446K
|
1K
$515K
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
PUT |
1KNew |
$396K - $446K
|
1K
$515K
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
818New |
$324K - $365K
|
818
$421K
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
BUY
|
- |
740New |
$293K - $330K
|
740
$381K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
700New |
$277K - $312K
|
700
$361K
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
BUY
|
- |
689New |
$273K - $308K
|
689
$355K
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
661New |
$262K - $295K
|
661
$341K
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
655New |
$260K - $292K
|
655
$337K
|
|
May 02, 2024
Q1 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
627New |
$248K - $280K
|
627
$323K
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
582New |
$231K - $260K
|
582
$300K
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
576New |
$228K - $257K
|
576
$297K
|
|
Apr 25, 2024
Q1 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
574New |
$227K - $256K
|
574
$296K
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
557New |
$221K - $249K
|
557
$287K
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
515New |
$204K - $230K
|
515
$265K
|
|
Apr 17, 2024
Q1 2024
|
Deltec Asset Management LLC
|
BUY
|
- |
515+ 32.89% |
$204K - $230K
|
2.08K
$1.07M
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
476New |
$189K - $212K
|
476
$245K
|
|
May 15, 2024
Q1 2024
|
Whitford Management LLC
New York, NY |
BUY
|
- |
469New |
$186K - $209K
|
469
$242K
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
463New |
$183K - $207K
|
463
$239K
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
463New |
$183K - $207K
|
463
$239K
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
461New |
$183K - $206K
|
461
$237K
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
460New |
$182K - $205K
|
460
$237K
|
|
Apr 19, 2024
Q1 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
453New |
$180K - $202K
|
453
$233K
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
326+ 23.06% |
$129K - $146K
|
1.74K
$896K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
PUT |
300New |
$119K - $134K
|
300
$155K
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
294+ 3.38% |
$117K - $131K
|
8.99K
$4.63M
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
272New |
$108K - $121K
|
272
$140K
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
260+ 8.68% |
$103K - $116K
|
3.26K
$1.68M
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
251+ 2.32% |
$99.5K - $112K
|
11.1K
$5.7M
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
247+ 1.33% |
$97.9K - $110K
|
18.8K
$9.66M
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
224+ 45.62% |
$88.8K - $100K
|
715
$368K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
214New |
$84.8K - $95.5K
|
214
$110K
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
193+ 10.92% |
$76.5K - $86.2K
|
1.96K
$1.01M
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
176+ 33.72% |
$69.7K - $78.6K
|
698
$360K
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
158+ 9.06% |
$62.6K - $70.5K
|
1.9K
$979K
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
155+ 8.74% |
$61.4K - $69.2K
|
1.93K
$994K
|
|
May 13, 2024
Q1 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
151New |
$59.8K - $67.4K
|
151
$77.8K
|