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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
115+ 8.8% |
$50K - $57.8K
|
1.42K
$672K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
107+ 4.49% |
$46.5K - $53.8K
|
2.49K
$1.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
102+ 10.08% |
$44.3K - $51.3K
|
1.11K
$527K
|
|
|
Nov 13, 2024
Q3 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
100+ 5.25% |
$43.5K - $50.3K
|
2.01K
$948K
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
100+ 6.22% |
$43.5K - $50.3K
|
1.71K
$807K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
100+ 9.92% |
$43.5K - $50.3K
|
1.11K
$524K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
99New |
$43K - $49.8K
|
99
$46.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
83+ 9.63% |
$36.1K - $41.7K
|
945
$447K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
80+ 59.26% |
$34.8K - $40.2K
|
215
$102K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
79+ 11.24% |
$34.3K - $39.7K
|
782
$370K
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
75+ 12.71% |
$32.6K - $37.7K
|
665
$314K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
75+ 3.67% |
$32.6K - $37.7K
|
2.12K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
74+ 2.7% |
$32.2K - $37.2K
|
2.81K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
70+ 1.23% |
$30.4K - $35.2K
|
5.78K
$2.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
63+ 75.9% |
$27.4K - $31.7K
|
146
$69K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
61+ 4.16% |
$26.5K - $30.7K
|
1.53K
$723K
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
61+ 13.26% |
$26.5K - $30.7K
|
521
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
60+ 6.66% |
$26.1K - $30.2K
|
961
$454K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
58+ 2.57% |
$25.2K - $29.2K
|
2.31K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
57+ 1.54% |
$24.8K - $28.7K
|
3.76K
$1.78M
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
54+ 3.9% |
$23.5K - $27.2K
|
1.44K
$679K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
54+ 1.64% |
$23.5K - $27.2K
|
3.34K
$1.58M
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
54+ 6.61% |
$23.5K - $27.2K
|
871
$412K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
51+ 7.23% |
$22.2K - $25.7K
|
756
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
50+ 3.19% |
$21.7K - $25.1K
|
1.62K
$765K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
50+ 4.57% |
$21.7K - $25.1K
|
1.14K
$541K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
50New |
$21.7K - $25.1K
|
50
$23.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
48+ 8.7% |
$20.9K - $24.1K
|
600
$284K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
46+ 3.55% |
$20K - $23.1K
|
1.34K
$635K
|
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
40+ 8.6% |
$17.4K - $20.1K
|
505
$239K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
32+ 0.63% |
$13.9K - $16.1K
|
5.14K
$2.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
31+ 1.78% |
$13.5K - $15.6K
|
1.77K
$836K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
30New |
$13K - $15.1K
|
30
$14.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
30+ 13.16% |
$13K - $15.1K
|
258
$122K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
29+ 3.06% |
$12.6K - $14.6K
|
977
$462K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
29+ 2.24% |
$12.6K - $14.6K
|
1.32K
$624K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
26+ 0.5% |
$11.3K - $13.1K
|
5.21K
$2.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
24+ 0.94% |
$10.4K - $12.1K
|
2.59K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
20+ 2.78% |
$8.7K - $10.1K
|
740
$350K
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
20+ 2.59% |
$8.7K - $10.1K
|
792
$374K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
20+ 7.14% |
$8.7K - $10.1K
|
300
$142K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
18+ 1.05% |
$7.83K - $9.05K
|
1.73K
$817K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
17New |
$7.39K - $8.55K
|
17
$8.04K
|
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
16+ 1.13% |
$6.96K - $8.05K
|
1.43K
$676K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
16+ 3.0% |
$6.96K - $8.05K
|
550
$260K
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
15+ 0.33% |
$6.52K - $7.54K
|
4.61K
$2.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
13+ 1.44% |
$5.65K - $6.54K
|
916
$433K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
12New |
$5.22K - $6.04K
|
12
$5.67K
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
12+ 2.31% |
$5.22K - $6.04K
|
532
$251K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
11+ 1.45% |
$4.78K - $5.53K
|
771
$364K
|