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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
105+ 1.0% |
$41.6K - $46.9K
|
10.6K
$5.51M
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
PUT |
100New |
$39.6K - $44.6K
|
100
$51.9K
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
91New |
$36.1K - $40.6K
|
91
$47.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
84+ 10.97% |
$33.3K - $37.5K
|
850
$441K
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
76+ 13.64% |
$30.1K - $33.9K
|
633
$328K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
70+ 31.11% |
$27.7K - $31.2K
|
295
$153K
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
69+ 6.68% |
$27.3K - $30.8K
|
1.1K
$572K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
66New |
$26.2K - $29.5K
|
66
$34.2K
|
|
|
Apr 08, 2024
Q1 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
65New |
$25.8K - $29K
|
65
$33.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
64+ 1.14% |
$25.4K - $28.6K
|
5.7K
$2.96M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
62New |
$24.6K - $27.7K
|
62
$32.2K
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
47New |
$18.6K - $21K
|
47
$24.4K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
41New |
$16.2K - $18.3K
|
41
$21.3K
|
|
|
May 13, 2024
Q1 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
30+ 1.45% |
$11.9K - $13.4K
|
2.09K
$1.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
30+ 3.08% |
$11.9K - $13.4K
|
1.01K
$521K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
28New |
$11.1K - $12.5K
|
28
$14.5K
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
25+ 156.25% |
$9.91K - $11.2K
|
41
$21.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
22New |
$8.72K - $9.82K
|
22
$11.4K
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
20+ 1.19% |
$7.93K - $8.93K
|
1.7K
$882K
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
20+ 0.38% |
$7.93K - $8.93K
|
5.33K
$2.76M
|
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
19+ 0.44% |
$7.53K - $8.48K
|
4.37K
$2.26M
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
18+ 2.57% |
$7.13K - $8.03K
|
718
$372K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
15New |
$5.94K - $6.7K
|
15
$7.78K
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
14+ 1.44% |
$5.55K - $6.25K
|
989
$513K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
13+ 0.78% |
$5.15K - $5.8K
|
1.68K
$873K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
12+ 1.6% |
$4.76K - $5.36K
|
762
$395K
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
11+ 1.82% |
$4.36K - $4.91K
|
614
$318K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
10+ 6.71% |
$3.96K - $4.46K
|
159
$82.5K
|
|
|
May 08, 2024
Q1 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
10+ 1.02% |
$3.96K - $4.46K
|
990
$513K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
10+ 10.64% |
$3.96K - $4.46K
|
104
$53.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
4+ 0.08% |
$1.59K - $1.79K
|
5.05K
$2.62M
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
2+ 0.22% |
$793 - $893
|
901
$467K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2+ 0.34% |
$793 - $893
|
583
$302K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2+ 0.73% |
$793 - $893
|
277
$144K
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.11% |
$396 - $446
|
917
$476K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.07% |
$396 - $446
|
1.36K
$705K
|
|
|
Apr 24, 2024
Q1 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1+ 0.07% |
$396 - $446
|
1.48K
$766K
|
|
|
May 15, 2024
Q1 2024
|
Dryden Capital, LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Castle Hook Partners LP
New York, NY |
BUY
|
CALL |
1.5MNew |
$515M - $617M
|
1.5M
$778M
|
|
|
Feb 14, 2024
Q4 2023
|
Apollo Management Holdings, L.P.
New York, NY |
BUY
|
PUT |
1MNew |
$344M - $412M
|
1M
$519M
|
|
|
Feb 13, 2024
Q4 2023
|
Alkeon Capital Management LLC
New York, NY |
BUY
|
- |
850KNew |
$292M - $350M
|
850K
$441M
|
|
|
Feb 14, 2024
Q4 2023
|
Chescapmanager LLC
Baltimore, MD |
BUY
|
PUT |
500KNew |
$172M - $206M
|
500K
$259M
|
|
|
Feb 14, 2024
Q4 2023
|
Polus Capital Management LTD
London, X0 |
BUY
|
CALL |
356KNew |
$122M - $146M
|
356K
$184M
|
|
|
Feb 09, 2024
Q4 2023
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
264KNew |
$90.6M - $108M
|
264K
$137M
|
|
|
Feb 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
254K+ 88.99% |
$87.4M - $105M
|
540K
$280M
|
|
|
Feb 14, 2024
Q4 2023
|
Jones Road Capital Management, L.P.
New York, NY |
BUY
|
CALL |
250KNew |
$85.9M - $103M
|
250K
$130M
|
|
|
Feb 14, 2024
Q4 2023
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
PUT |
250KNew |
$85.9M - $103M
|
250K
$130M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
247K+ 168.34% |
$84.9M - $102M
|
394K
$204M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
226KNew |
$77.5M - $92.9M
|
226K
$117M
|
|
|
Feb 14, 2024
Q4 2023
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
PUT |
200KNew |
$68.7M - $82.3M
|
200K
$104M
|
|