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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-44- 23.28% |
$21.2K - $23.7K
|
145
$69.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
40+ 111.11% |
$19.2K - $21.5K
|
76
$36.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
24.2K+ 3.48% |
$11.6M - $13M
|
720K
$345M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
178+ 5.22% |
$85.7K - $95.8K
|
3.59K
$1.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.95K+ 16.02% |
$1.42M - $1.59M
|
21.4K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
309+ 8.04% |
$149K - $166K
|
4.15K
$1.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.31KNew |
$632K - $707K
|
1.31K
$629K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
137+ 18.19% |
$65.9K - $73.7K
|
890
$427K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1- 0.06% |
$481 - $538
|
1.68K
$807K
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-657- 2.69% |
$316K - $354K
|
23.8K
$11.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-654- 7.93% |
$315K - $352K
|
7.59K
$3.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
150+ 4.96% |
$72.2K - $80.7K
|
3.18K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.34% |
$481 - $538
|
292
$140K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.23K- 13.07% |
$589K - $659K
|
8.15K
$3.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
365+ 11.55% |
$176K - $196K
|
3.53K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
117+ 10.09% |
$56.3K - $63K
|
1.28K
$612K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-450- 4.04% |
$217K - $242K
|
10.7K
$5.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-35- 0.62% |
$16.8K - $18.8K
|
5.59K
$2.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-108- 5.94% |
$52K - $58.1K
|
1.71K
$820K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
534+ 3.28% |
$257K - $287K
|
16.8K
$8.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
PUT |
1.3KNew |
$626K - $700K
|
1.3K
$623K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-259- 0.61% |
$125K - $139K
|
42.3K
$20.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-37- 1.55% |
$17.8K - $19.9K
|
2.35K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
885New |
$426K - $476K
|
885
$424K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2.31K+ 9.0% |
$1.11M - $1.24M
|
28K
$13.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
429New |
$206K - $231K
|
429
$206K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-35- 2.93% |
$16.8K - $18.8K
|
1.16K
$555K
|
|
|
Jan 29, 2025
Q4 2024
|
Beach Point Capital Management LP
Santa Monica, CA |
BUY
|
PUT |
50KNew |
$24.1M - $26.9M
|
50K
$24M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
SELL
|
- |
-1.02K- 7.8% |
$490K - $548K
|
12K
$5.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
388+ 1.73% |
$187K - $209K
|
22.8K
$10.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-57- 2.82% |
$27.4K - $30.7K
|
1.96K
$941K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
1.79K+ 154.45% |
$860K - $962K
|
2.94K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.27K- 5.54% |
$1.57M - $1.76M
|
55.8K
$26.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
135+ 7.11% |
$65K - $72.7K
|
2.04K
$975K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
925+ 3.55% |
$445K - $498K
|
27K
$12.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-647- 1.1% |
$311K - $348K
|
58K
$27.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
58+ 2.23% |
$27.9K - $31.2K
|
2.66K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
317+ 45.81% |
$153K - $171K
|
1.01K
$484K
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
85+ 2.08% |
$40.9K - $45.7K
|
4.18K
$2M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
662+ 1.95% |
$319K - $356K
|
34.6K
$16.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.16K+ 15.95% |
$560K - $626K
|
8.46K
$4.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-54- 1.67% |
$26K - $29.1K
|
3.19K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
69+ 3.36% |
$33.2K - $37.1K
|
2.13K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1- 10.0% |
$481 - $538
|
9
$4.31K
|
|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
583+ 0.64% |
$281K - $314K
|
92K
$44.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
39.6K+ 9.84% |
$19.1M - $21.3M
|
443K
$212M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.73K- 4.66% |
$831K - $929K
|
35.4K
$16.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
7.66K+ 107.28% |
$3.69M - $4.12M
|
14.8K
$7.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
842+ 2.19% |
$405K - $453K
|
39.3K
$18.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
15New |
$7.22K - $8.07K
|
15
$7.19K
|