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
|
Welch Group, LLC
|
BUY
|
- |
1.66K+ 83.68% |
$722K - $835K
|
3.65K
$1.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
197+ 2.06% |
$85.6K - $99.1K
|
9.75K
$4.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-18- 0.64% |
$7.83K - $9.05K
|
2.79K
$1.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
20+ 16.95% |
$8.7K - $10.1K
|
138
$70.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.85K- 30.0% |
$806K - $932K
|
4.32K
$2.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-667- 4.98% |
$290K - $335K
|
12.7K
$6.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-271- 10.8% |
$118K - $136K
|
2.24K
$1.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
480+ 0.28% |
$209K - $241K
|
170K
$86.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
23.5K+ 381.61% |
$10.2M - $11.8M
|
29.6K
$15.1M
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
40+ 8.37% |
$17.4K - $20.1K
|
518
$264K
|
|
|
Oct 24, 2024
Q3 2024
|
Platt Investment Counsel, LLC
|
BUY
|
- |
1K+ 2.27% |
$436K - $504K
|
45.1K
$23M
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
SELL
|
- |
-1.82K- 3.38% |
$792K - $916K
|
52.1K
$26.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-7.6K- 87.57% |
$3.3M - $3.82M
|
1.08K
$549K
|
|
|
Oct 24, 2024
Q3 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-664- 10.39% |
$289K - $334K
|
5.73K
$2.92M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
144+ 33.33% |
$62.6K - $72.4K
|
576
$294K
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
1.23KNew |
$533K - $616K
|
1.23K
$624K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
181+ 2.18% |
$78.7K - $91K
|
8.47K
$4.32M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
311+ 0.28% |
$135K - $156K
|
111K
$56.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.35K+ 5.44% |
$1.02M - $1.18M
|
45.5K
$23.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-6.02K- 67.05% |
$2.62M - $3.03M
|
2.96K
$1.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
733+ 31.16% |
$319K - $369K
|
3.09K
$1.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-982- 38.22% |
$427K - $494K
|
1.59K
$809K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-13- 2.63% |
$5.65K - $6.54K
|
482
$246K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-20- 0.61% |
$8.7K - $10.1K
|
3.27K
$1.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
123+ 2.28% |
$53.5K - $61.9K
|
5.51K
$2.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
18+ 0.47% |
$7.83K - $9.05K
|
3.83K
$1.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
40+ 4.44% |
$17.4K - $20.1K
|
940
$479K
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
268+ 12.97% |
$117K - $135K
|
2.33K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$435 - $503
|
1.22K
$622K
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-55- 7.71% |
$23.9K - $27.7K
|
658
$335K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
939+ 6.12% |
$408K - $472K
|
16.3K
$8.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-694- 5.29% |
$302K - $349K
|
12.4K
$6.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-187- 2.26% |
$81.3K - $94.1K
|
8.09K
$4.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.11K- 6.1% |
$484K - $560K
|
17.1K
$8.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
29+ 2.24% |
$12.6K - $14.6K
|
1.32K
$673K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.49K- 4.77% |
$1.52M - $1.76M
|
69.7K
$35.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
CALL |
2KNew |
$870K - $1.01M
|
2K
$1.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
673+ 10.29% |
$293K - $338K
|
7.21K
$3.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.5K- 89.5% |
$652K - $754K
|
176
$89.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-69.5K- 31.54% |
$30.2M - $35M
|
151K
$77M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-300- 5.06% |
$130K - $151K
|
5.63K
$2.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.4K+ 8.87% |
$610K - $705K
|
17.2K
$8.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
100+ 6.26% |
$43.5K - $50.3K
|
1.7K
$865K
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
143+ 9.26% |
$62.2K - $71.9K
|
1.69K
$860K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
244+ 36.47% |
$106K - $123K
|
913
$465K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
157+ 1.67% |
$68.3K - $79K
|
9.55K
$4.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
7.51K+ 14.88% |
$3.27M - $3.78M
|
58K
$29.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
49+ 0.4% |
$21.3K - $24.6K
|
12.2K
$6.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-10- 0.39% |
$4.35K - $5.03K
|
2.53K
$1.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
13+ 0.74% |
$5.65K - $6.54K
|
1.76K
$898K
|