Latest Institutional Transactions on Invesco Qqq Trust, Series 1 (QQQ)
This table provides information on the latest institutional transactions involving Invesco Qqq Trust, Series 1 (QQQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
641+ 6.49% |
$279K - $322K
|
10.5K
$5.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-2.59K- 8.42% |
$1.13M - $1.3M
|
28.1K
$14.3M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
53+ 1.15% |
$23K - $26.7K
|
4.65K
$2.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-130- 4.38% |
$56.5K - $65.4K
|
2.84K
$1.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
37+ 1.22% |
$16.1K - $18.6K
|
3.08K
$1.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
PUT |
-1.5K- 75.0% |
$652K - $754K
|
500
$255K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
49+ 12.1% |
$21.3K - $24.6K
|
454
$231K
|
|
|
Nov 05, 2024
Q3 2024
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
587New |
$255K - $295K
|
587
$299K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
13+ 0.41% |
$5.65K - $6.54K
|
3.2K
$1.63M
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
136+ 0.68% |
$59.1K - $68.4K
|
20K
$10.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
750+ 11.9% |
$326K - $377K
|
7.05K
$3.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
109+ 19.12% |
$47.4K - $54.8K
|
679
$346K
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
5+ 0.03% |
$2.17K - $2.51K
|
17.9K
$9.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.25KNew |
$542K - $627K
|
1.25K
$635K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
968+ 84.62% |
$421K - $487K
|
2.11K
$1.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.76K+ 9.35% |
$763K - $883K
|
20.5K
$10.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
PUT |
-600- 2.58% |
$261K - $302K
|
22.7K
$11.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-61- 1.46% |
$26.5K - $30.7K
|
4.12K
$2.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-294- 0.73% |
$128K - $148K
|
39.8K
$20.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.78K- 4.74% |
$2.95M - $3.41M
|
136K
$69.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
31.2K+ 128.56% |
$13.6M - $15.7M
|
55.5K
$28.3M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-21- 0.04% |
$9.13K - $10.6K
|
47.5K
$24.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
91+ 0.27% |
$39.6K - $45.8K
|
34.4K
$17.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
748+ 3.87% |
$325K - $376K
|
20.1K
$10.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
29+ 3.87% |
$12.6K - $14.6K
|
779
$397K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5.62K+ 4.38% |
$2.44M - $2.83M
|
134K
$68.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
462+ 5.74% |
$201K - $232K
|
8.51K
$4.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-492- 1.61% |
$214K - $247K
|
30.1K
$15.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
415+ 28.0% |
$180K - $209K
|
1.9K
$967K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
206+ 17.24% |
$89.6K - $104K
|
1.4K
$714K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.81K- 9.37% |
$788K - $911K
|
17.5K
$8.94M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-891- 3.91% |
$387K - $448K
|
21.9K
$11.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-8- 0.26% |
$3.48K - $4.02K
|
3.05K
$1.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.84K- 13.44% |
$800K - $925K
|
11.8K
$6.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-729- 5.36% |
$317K - $367K
|
12.9K
$6.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-31- 1.44% |
$13.5K - $15.6K
|
2.13K
$1.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-196- 14.06% |
$85.2K - $98.6K
|
1.2K
$611K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
829+ 1.44% |
$360K - $417K
|
58.4K
$29.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
419New |
$182K - $211K
|
419
$214K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14.8K+ 29.19% |
$6.44M - $7.45M
|
65.6K
$33.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-237K- 57.0% |
$103M - $119M
|
179K
$91.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
602+ 10.93% |
$262K - $303K
|
6.11K
$3.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
850+ 5.08% |
$370K - $428K
|
17.6K
$8.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
512New |
$223K - $258K
|
512
$261K
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
414New |
$180K - $208K
|
414
$211K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-53.2K- 85.45% |
$23.1M - $26.8M
|
9.06K
$4.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1.09K- 4.16% |
$474K - $548K
|
25.1K
$12.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
555+ 1.52% |
$241K - $279K
|
37.1K
$18.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
5.52K+ 112.28% |
$2.4M - $2.77M
|
10.4K
$5.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-60- 1.16% |
$26.1K - $30.2K
|
5.13K
$2.62M
|