Purchases and Sales Made in Q3 2023 in Invesco Qqq Trust, Series 1 (QQQ)

QQQ Quotes by TradingView

This table provides information about the institutional ownership of Invesco Qqq Trust, Series 1 (QQQ) during Q3 2023. The information is specifically focused on institutions that hold shares of INVESCO QQQ TRUST, SERIES 1.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Nov 08, 2023 Q3 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
3.38K
+ 2.68%
$1.2M - $1.31M
129K $67.5M
Nov 13, 2023 Q3 2023
Dopkins Wealth Management, LLC

BUY
 -
3.38K
+ 245.82%
$1.2M - $1.3M
4.76K $2.48M
Nov 14, 2023 Q3 2023
Zacks Investment Management

Chicago, IL
BUY
 -
3.36K
+ 52.06%
$1.19M - $1.3M
9.81K $5.12M
Oct 10, 2023 Q3 2023
Cherrydale Wealth Management, LLC

BUY
 -
3.31K
+ 136.31%
$1.17M - $1.28M
5.74K $2.99M
Nov 13, 2023 Q3 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
3.3K
+ 7.97%
$1.17M - $1.27M
44.7K $23.3M
Nov 14, 2023 Q3 2023
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
3.28K
+ 4.37%
$1.16M - $1.27M
78.3K $40.9M
Oct 16, 2023 Q3 2023
Madrona Financial Services, LLC

BUY
 -
3.25K
+ 8.3%
$1.15M - $1.25M
42.4K $22.1M
Oct 17, 2023 Q3 2023
Perennial Advisors, LLC

New York, NY
BUY
 -
3.2K
+ 336.99%
$1.13M - $1.23M
4.15K $2.16M
Nov 15, 2023 Q3 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
3.19K
+ 55.93%
$1.13M - $1.23M
8.88K $4.63M
Oct 30, 2023 Q3 2023
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
3.18K
+ 6.67%
$1.12M - $1.22M
50.8K $26.5M
Oct 17, 2023 Q3 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
3.09K
New
$1.1M - $1.19M
3.09K $1.61M
Oct 25, 2023 Q3 2023
Arkansas Financial Group, Inc.

BUY
 -
2.93K
+ 10.65%
$1.04M - $1.13M
30.4K $15.9M
Nov 21, 2023 Q3 2023
Allen Mooney & Barnes Investment Advisors LLC

Thomasville, GA
BUY
 -
2.9K
New
$1.03M - $1.12M
2.9K $1.51M
Oct 24, 2023 Q3 2023
Icapital Wealth LLC

Walnut Creek, CA
BUY
 -
2.89K
New
$1.02M - $1.12M
2.89K $1.51M
Nov 07, 2023 Q3 2023
Resolute Advisors LLC

BUY
 -
2.89K
+ 7.51%
$1.02M - $1.12M
41.4K $21.6M
Nov 14, 2023 Q3 2023
Natixis

Paris, I0
BUY
 -
2.84K
+ 0.32%
$1M - $1.09M
890K $464M
Oct 13, 2023 Q3 2023
David J Yvars Group

BUY
 -
2.81K
+ 14.48%
$997K - $1.09M
22.2K $11.6M
Oct 17, 2023 Q3 2023
Louisiana State Employees Retirement System

BUY
 -
2.8K
+ 7.02%
$992K - $1.08M
42.7K $22.3M
Nov 13, 2023 Q3 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
2.78K
New
$986K - $1.07M
2.78K $1.45M
Nov 14, 2023 Q3 2023
Westwood Holdings Group Inc

Dallas, TX
BUY
 -
2.73K
+ 24.73%
$967K - $1.05M
13.8K $7.18M
Oct 16, 2023 Q3 2023
Onyx Bridge Wealth Group LLC

BUY
 -
2.73K
+ 5.87%
$965K - $1.05M
49.2K $25.7M
Nov 14, 2023 Q3 2023
Community Bank, N.A.

BUY
 -
2.69K
New
$952K - $1.04M
2.69K $1.4M
Oct 10, 2023 Q3 2023
Parisi Gray Wealth Management

BUY
 -
2.66K
+ 5.96%
$944K - $1.03M
47.3K $24.7M
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
2.59K
+ 1.67%
$916K - $997K
157K $82.1M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
2.56K
+ 4.56%
$907K - $987K
58.7K $30.6M
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
2.55K
+ 2.01%
$904K - $984K
130K $67.7M
Nov 06, 2023 Q3 2023
Wall Street Access Asset Management, LLC

New York, NY
BUY
 -
2.54K
+ 71.16%
$900K - $981K
6.11K $3.19M
Apr 25, 2024 Q3 2023
Wall Street Access Asset Management, LLC

New York, NY
BUY
 -
2.54K
+ 71.16%
$900K - $981K
6.11K $3.19M
Oct 26, 2023 Q3 2023
Waldron Private Wealth LLC

BUY
 -
2.53K
+ 159.12%
$896K - $976K
4.12K $2.15M
Aug 29, 2024 Q3 2023
Waldron Private Wealth LLC

BUY
 -
2.53K
+ 159.12%
$896K - $976K
4.12K $2.15M
Nov 14, 2023 Q3 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
2.51K
+ 66.55%
$889K - $969K
6.28K $3.28M
Nov 13, 2023 Q3 2023
Wright Fund Management, LLC

Santa Monica, CA
BUY
 -
2.5K
+ 4.58%
$886K - $964K
57.1K $29.8M
Oct 24, 2023 Q3 2023
Goodwin Daniel L

BUY
 -
2.5K
+ 76.07%
$884K - $962K
5.78K $3.01M
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
2.49K
+ 1.26%
$883K - $962K
200K $104M
Nov 01, 2023 Q3 2023
Berkshire Bank

BUY
 -
2.49K
New
$882K - $960K
2.49K $1.3M
Nov 13, 2023 Q3 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
2.49K
+ 0.82%
$880K - $959K
305K $159M
Nov 14, 2023 Q3 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
2.49K
+ 9.63%
$880K - $959K
28.3K $14.8M
Oct 27, 2023 Q3 2023
Dt Investment Partners, LLC

BUY
 -
2.48K
+ 8.9%
$880K - $958K
30.4K $15.8M
Nov 06, 2023 Q3 2023
Retirement Group, LLC

BUY
 -
2.46K
+ 15.02%
$871K - $949K
18.8K $9.83M
Nov 03, 2023 Q3 2023
Org Partners LLC

Roanoke, IN
BUY
 -
2.46K
New
$870K - $947K
2.46K $1.28M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
2.44K
+ 2.26%
$864K - $941K
110K $57.5M
Oct 19, 2023 Q3 2023
Financial & Tax Architects, LLC

St Louis, MO
BUY
 -
2.44K
New
$863K - $940K
2.44K $1.27M
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
2.41K
+ 14.45%
$853K - $928K
19.1K $9.95M
Nov 08, 2023 Q3 2023
Archer Investment Corp

BUY
 -
2.39K
+ 6.9%
$848K - $923K
37.1K $19.3M
Oct 23, 2023 Q3 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
2.35K
+ 24.96%
$833K - $907K
11.8K $6.14M
Nov 14, 2023 Q3 2023
Peterson Wealth Management

BUY
 -
2.35K
+ 7.96%
$831K - $905K
31.8K $16.6M
Nov 06, 2023 Q3 2023
Starfox Financial Services, LLC

The Woodlands, TX
BUY
 -
2.31K
+ 12.53%
$818K - $891K
20.8K $10.8M
Nov 09, 2023 Q3 2023
Marble Harbor Investment Counsel, LLC

Boston, MA
BUY
 -
2.3K
New
$813K - $885K
2.3K $1.2M
Oct 30, 2023 Q3 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
2.29K
+ 4.75%
$812K - $884K
50.6K $26.4M

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