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 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
BUY
|
PUT |
1.5KNew |
$652K - $754K
|
1.5K
$764K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
558+ 3.94% |
$243K - $281K
|
14.7K
$7.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
788+ 13.21% |
$343K - $396K
|
6.75K
$3.44M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
10+ 2.65% |
$4.35K - $5.03K
|
387
$197K
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
237+ 39.57% |
$103K - $119K
|
836
$426K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-22- 0.73% |
$9.56K - $11.1K
|
3K
$1.53M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-505- 2.11% |
$220K - $254K
|
23.5K
$12M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.11K+ 1.32% |
$481K - $557K
|
84.8K
$43.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.37K+ 17.93% |
$1.03M - $1.19M
|
15.6K
$7.93M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.25K+ 47.85% |
$1.85M - $2.14M
|
13.1K
$6.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
731New |
$318K - $368K
|
731
$372K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-289- 4.65% |
$126K - $145K
|
5.93K
$3.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.91K- 23.93% |
$830K - $960K
|
6.07K
$3.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-194- 4.68% |
$84.3K - $97.6K
|
3.95K
$2.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-2.29K- 3.22% |
$996K - $1.15M
|
68.9K
$35.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.81KNew |
$786K - $909K
|
1.81K
$921K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.61K+ 14.15% |
$701K - $811K
|
13K
$6.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
758New |
$330K - $381K
|
758
$386K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
404+ 33.55% |
$176K - $203K
|
1.61K
$819K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
51+ 7.23% |
$22.2K - $25.7K
|
756
$385K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.45K- 11.56% |
$1.94M - $2.24M
|
34.1K
$17.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
3.41KNew |
$1.48M - $1.72M
|
3.41K
$1.74M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.83KNew |
$1.23M - $1.42M
|
2.83K
$1.44M
|
|
|
Oct 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
3.35K+ 6.54% |
$1.45M - $1.68M
|
54.5K
$27.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
1.61K+ 12.99% |
$699K - $809K
|
14K
$7.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.59K+ 19.77% |
$2.86M - $3.31M
|
39.9K
$20.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.9K+ 11.22% |
$9.5M - $11M
|
217K
$110M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-14- 1.54% |
$6.09K - $7.04K
|
898
$457K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-50- 4.32% |
$21.7K - $25.1K
|
1.11K
$564K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
34+ 0.19% |
$14.8K - $17.1K
|
17.7K
$9.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
2+ 0.0% |
$870 - $1.01K
|
49.3K
$25.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
202+ 0.17% |
$87.8K - $102K
|
118K
$60.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-3.55K- 40.35% |
$1.54M - $1.78M
|
5.24K
$2.67M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
11+ 1.66% |
$4.78K - $5.53K
|
674
$343K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
225+ 10.03% |
$97.8K - $113K
|
2.47K
$1.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
112+ 0.11% |
$48.7K - $56.3K
|
98.4K
$50.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
24+ 0.94% |
$10.4K - $12.1K
|
2.59K
$1.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
SELL
|
- |
-3.54K- 32.05% |
$1.54M - $1.78M
|
7.51K
$3.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
125+ 0.37% |
$54.3K - $62.9K
|
33.5K
$17.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
39+ 8.61% |
$17K - $19.6K
|
492
$251K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
193+ 1.38% |
$83.9K - $97.1K
|
14.1K
$7.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
134+ 1.08% |
$58.3K - $67.4K
|
12.6K
$6.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
25+ 0.47% |
$10.9K - $12.6K
|
5.38K
$2.74M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-19.9K- 20.92% |
$8.67M - $10M
|
75.3K
$38.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.08K- 4.0% |
$469K - $543K
|
25.9K
$13.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-400- 19.49% |
$174K - $201K
|
1.65K
$841K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4+ 0.09% |
$1.74K - $2.01K
|
4.38K
$2.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
404+ 14.85% |
$176K - $203K
|
3.13K
$1.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.25K+ 4.66% |
$542K - $627K
|
28K
$14.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
6+ 0.4% |
$2.61K - $3.02K
|
1.49K
$758K
|