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 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
5.81KNew |
$2.53M - $2.92M
|
5.81K
$2.96M
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2+ 0.17% |
$870 - $1.01K
|
1.18K
$602K
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1.13K+ 4.55% |
$493K - $570K
|
26.1K
$13.3M
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.2K- 5.88% |
$955K - $1.11M
|
35.2K
$17.9M
|
|
Oct 23, 2024
Q3 2024
|
Ht Partners LLC
|
BUY
|
- |
960+ 96.0% |
$417K - $483K
|
1.96K
$999K
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-50- 5.51% |
$21.7K - $25.1K
|
857
$437K
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-100- 3.86% |
$43.5K - $50.3K
|
2.49K
$1.27M
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-106- 4.37% |
$46.1K - $53.3K
|
2.32K
$1.18M
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-24.5K- 2.91% |
$10.6M - $12.3M
|
817K
$416M
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-8- 0.3% |
$3.48K - $4.02K
|
2.62K
$1.34M
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-9- 1.9% |
$3.91K - $4.53K
|
465
$237K
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
880+ 0.94% |
$383K - $443K
|
94.8K
$48.3M
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
72+ 0.77% |
$31.3K - $36.2K
|
9.46K
$4.82M
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.44K+ 57.6% |
$626K - $724K
|
3.94K
$2.01M
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-78- 1.74% |
$33.9K - $39.2K
|
4.42K
$2.25M
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
657+ 2.54% |
$286K - $330K
|
26.5K
$13.5M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.7K+ 48.11% |
$4.63M - $5.36M
|
32.8K
$16.7M
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-122- 1.01% |
$53K - $61.4K
|
11.9K
$6.07M
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.6K- 6.65% |
$1.13M - $1.31M
|
36.5K
$18.6M
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-797- 59.04% |
$347K - $401K
|
553
$282K
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
8.66K+ 187.3% |
$3.76M - $4.35M
|
13.3K
$6.77M
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-742- 6.7% |
$323K - $373K
|
10.3K
$5.27M
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
7+ 0.99% |
$3.04K - $3.52K
|
713
$363K
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
841New |
$366K - $423K
|
841
$429K
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-15- 4.56% |
$6.52K - $7.54K
|
314
$160K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-9.13K- 6.34% |
$3.97M - $4.59M
|
135K
$68.7M
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
763New |
$332K - $384K
|
763
$389K
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.55KNew |
$672K - $778K
|
1.55K
$788K
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
4+ 0.91% |
$1.74K - $2.01K
|
445
$227K
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
148+ 0.35% |
$64.3K - $74.4K
|
42.5K
$21.7M
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
145+ 0.74% |
$63K - $72.9K
|
19.8K
$10.1M
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
76+ 34.55% |
$33K - $38.2K
|
296
$151K
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
10.5K+ 2488.18% |
$4.58M - $5.29M
|
10.9K
$5.58M
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-58- 0.98% |
$25.2K - $29.2K
|
5.89K
$3M
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
79+ 11.24% |
$34.3K - $39.7K
|
782
$399K
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
2.23K+ 13.67% |
$970K - $1.12M
|
18.5K
$9.45M
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-38.4K- 50.31% |
$16.7M - $19.3M
|
37.9K
$19.3M
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
278+ 0.71% |
$121K - $140K
|
39.4K
$20.1M
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-2.14K- 32.95% |
$930K - $1.08M
|
4.35K
$2.22M
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
33.8KNew |
$14.7M - $17M
|
33.8K
$17.2M
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-65- 5.83% |
$28.3K - $32.7K
|
1.05K
$535K
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
943+ 9.03% |
$410K - $474K
|
11.4K
$5.8M
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
681New |
$296K - $343K
|
681
$347K
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-55- 10.78% |
$23.9K - $27.7K
|
455
$232K
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-345- 14.0% |
$150K - $174K
|
2.12K
$1.08M
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2.94K- 15.32% |
$1.28M - $1.48M
|
16.2K
$8.28M
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.71K+ 24.36% |
$2.05M - $2.37M
|
24K
$12.3M
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.39K+ 7.05% |
$606K - $701K
|
21.2K
$10.8M
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.85K+ 13.61% |
$806K - $932K
|
15.5K
$7.89M
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
777New |
$338K - $391K
|
777
$396K
|