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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
144+ 19.15% |
$62.6K - $72.4K
|
896
$457K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.99K+ 26.89% |
$1.73M - $2.01M
|
18.8K
$9.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-464- 0.12% |
$202K - $233K
|
381K
$194M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$435 - $503
|
1.84K
$935K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
16+ 0.13% |
$6.96K - $8.05K
|
12.3K
$6.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-747- 1.74% |
$325K - $376K
|
42.1K
$21.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.23K+ 4.65% |
$533K - $616K
|
27.6K
$14.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.38K+ 6.66% |
$599K - $693K
|
22.1K
$11.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-253- 1.97% |
$110K - $127K
|
12.6K
$6.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
41+ 1.28% |
$17.8K - $20.6K
|
3.26K
$1.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
258+ 8.18% |
$112K - $130K
|
3.41K
$1.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.54K- 7.31% |
$669K - $774K
|
19.5K
$9.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-168- 1.35% |
$73K - $84.5K
|
12.3K
$6.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
637+ 28.88% |
$277K - $320K
|
2.84K
$1.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-56- 1.73% |
$24.3K - $28.2K
|
3.18K
$1.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
168+ 3.28% |
$73K - $84.5K
|
5.29K
$2.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 0.04% |
$1.3K - $1.51K
|
7.24K
$3.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
10.5KNew |
$4.59M - $5.31M
|
10.5K
$5.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-787- 0.82% |
$342K - $396K
|
95.3K
$48.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
5+ 0.42% |
$2.17K - $2.51K
|
1.2K
$613K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10- 1.3% |
$4.35K - $5.03K
|
761
$388K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-129- 83.77% |
$56.1K - $64.9K
|
25
$12.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-232- 12.59% |
$101K - $117K
|
1.61K
$821K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-49- 4.99% |
$21.3K - $24.6K
|
932
$475K
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
SELL
|
- |
-24- 1.25% |
$10.4K - $12.1K
|
1.9K
$969K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.85K+ 6.7% |
$802K - $928K
|
29.4K
$15M
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-3.94K- 15.01% |
$1.71M - $1.98M
|
22.3K
$11.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
93+ 1.02% |
$40.4K - $46.8K
|
9.18K
$4.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
642+ 59.39% |
$279K - $323K
|
1.72K
$878K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
PUT |
-2K- 18.18% |
$870K - $1.01M
|
9K
$4.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-2.32K- 9.93% |
$1.01M - $1.17M
|
21.1K
$10.7M
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
290+ 2.03% |
$126K - $146K
|
14.6K
$7.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-475- 0.3% |
$207K - $239K
|
156K
$79.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-780- 9.71% |
$339K - $392K
|
7.25K
$3.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
22+ 0.69% |
$9.56K - $11.1K
|
3.22K
$1.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-69- 7.63% |
$30K - $34.7K
|
835
$426K
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
6.18KNew |
$2.69M - $3.11M
|
6.18K
$3.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-399- 4.0% |
$173K - $201K
|
9.58K
$4.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-2.7K- 6.19% |
$1.17M - $1.36M
|
40.8K
$20.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
211+ 4.75% |
$91.7K - $106K
|
4.66K
$2.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
3.64K+ 7.26% |
$1.58M - $1.83M
|
53.9K
$27.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
394+ 13.39% |
$171K - $198K
|
3.34K
$1.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
251+ 16.24% |
$109K - $126K
|
1.8K
$916K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
PUT |
2KNew |
$870K - $1.01M
|
2K
$1.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
970+ 1.88% |
$422K - $488K
|
52.5K
$26.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-1.73K- 5.57% |
$753K - $871K
|
29.3K
$15M
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
44+ 1.38% |
$19.1K - $22.1K
|
3.24K
$1.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
2.85K+ 8.13% |
$1.24M - $1.43M
|
37.9K
$19.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
1+ 0.11% |
$435 - $503
|
911
$464K
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-3.87K- 8.42% |
$1.68M - $1.95M
|
42.1K
$21.5M
|