Purchases and Sales Made in Q4 2024 in Invesco Qqq Trust, Series 1 (QQQ)
This table provides information about the institutional ownership of Invesco Qqq Trust, Series 1 (QQQ) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
3.89K+ 23.2% |
$1.87M - $2.09M
|
20.6K
$10.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.87K+ 57.71% |
$1.86M - $2.08M
|
10.6K
$5.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
3.86KNew |
$1.86M - $2.08M
|
3.86K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortune 45 LLC
|
BUY
|
- |
3.85K+ 5.55% |
$1.85M - $2.07M
|
73.2K
$37.2M
|
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
3.82K+ 7.3% |
$1.84M - $2.06M
|
56.2K
$28.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.81K+ 5.18% |
$1.83M - $2.05M
|
77.3K
$39.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.8K+ 17.29% |
$1.83M - $2.05M
|
25.8K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.78K+ 7.79% |
$1.82M - $2.04M
|
52.4K
$26.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.77KNew |
$1.82M - $2.03M
|
3.77K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
3.76K+ 8.15% |
$1.81M - $2.03M
|
49.9K
$25.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
3.74K+ 5.43% |
$1.8M - $2.01M
|
72.6K
$36.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.73K+ 34.32% |
$1.79M - $2.01M
|
14.6K
$7.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.73K+ 126.61% |
$1.79M - $2.01M
|
6.67K
$3.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
3.73KNew |
$1.79M - $2M
|
3.73K
$1.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.72K+ 10.99% |
$1.79M - $2M
|
37.6K
$19.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.7K+ 20.17% |
$1.78M - $1.99M
|
22K
$11.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
3.69K+ 9.75% |
$1.77M - $1.98M
|
41.5K
$21.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
3.68K+ 14.37% |
$1.77M - $1.98M
|
29.3K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
3.68KNew |
$1.77M - $1.98M
|
3.68K
$1.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.67K+ 10.96% |
$1.77M - $1.98M
|
37.2K
$18.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.66K+ 5.35% |
$1.76M - $1.97M
|
72.1K
$36.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
3.62K+ 34.52% |
$1.74M - $1.95M
|
14.1K
$7.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
3.6KNew |
$1.73M - $1.94M
|
3.6K
$1.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.6K+ 1.93% |
$1.73M - $1.94M
|
190K
$96.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3.58KNew |
$1.72M - $1.93M
|
3.58K
$1.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.54K+ 44.7% |
$1.7M - $1.9M
|
11.4K
$5.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
3.53K+ 2.11% |
$1.7M - $1.9M
|
171K
$86.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
3.52K+ 7.82% |
$1.69M - $1.89M
|
48.5K
$24.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
3.49KNew |
$1.68M - $1.88M
|
3.49K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
3.48K+ 44.51% |
$1.68M - $1.87M
|
11.3K
$5.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.48K+ 5.65% |
$1.67M - $1.87M
|
65.1K
$33.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
3.47KNew |
$1.67M - $1.87M
|
3.47K
$1.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
3.45KNew |
$1.66M - $1.86M
|
3.45K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
3.42KNew |
$1.64M - $1.84M
|
3.42K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
3.41K+ 13.81% |
$1.64M - $1.83M
|
28.1K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
3.4KNew |
$1.64M - $1.83M
|
3.4K
$1.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
3.39K+ 27.48% |
$1.63M - $1.82M
|
15.7K
$7.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.39K+ 8.67% |
$1.63M - $1.82M
|
42.5K
$21.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
3.39KNew |
$1.63M - $1.82M
|
3.39K
$1.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
3.38K+ 3.69% |
$1.63M - $1.82M
|
95K
$48.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.38K+ 2.52% |
$1.63M - $1.82M
|
138K
$69.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
3.38KNew |
$1.63M - $1.82M
|
3.38K
$1.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
3.37K+ 113.9% |
$1.62M - $1.81M
|
6.32K
$3.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
3.35K+ 487.19% |
$1.61M - $1.8M
|
4.03K
$2.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.34K+ 16.67% |
$1.61M - $1.8M
|
23.4K
$11.9M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
3.31K+ 2.83% |
$1.59M - $1.78M
|
120K
$61M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
3.3KNew |
$1.59M - $1.78M
|
3.3K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.3K+ 42.72% |
$1.59M - $1.77M
|
11K
$5.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
3.29KNew |
$1.58M - $1.77M
|
3.29K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.29K+ 14.48% |
$1.58M - $1.77M
|
26K
$13.2M
|