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 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
102+ 0.56% |
$44.3K - $51.3K
|
18.2K
$9.27M
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
1+ 0.02% |
$435 - $503
|
4.8K
$2.45M
|
|
Oct 15, 2024
Q3 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
2.55K+ 15.43% |
$1.11M - $1.28M
|
19.1K
$9.72M
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
217+ 2.39% |
$94.3K - $109K
|
9.3K
$4.74M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-117- 1.37% |
$50.9K - $58.8K
|
8.44K
$4.3M
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
412New |
$179K - $207K
|
412
$210K
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
104+ 1.41% |
$45.2K - $52.3K
|
7.48K
$3.81M
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
26+ 4.44% |
$11.3K - $13.1K
|
612
$312K
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
612+ 12.19% |
$266K - $308K
|
5.63K
$2.87M
|
|
Oct 15, 2024
Q3 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.67K- 19.2% |
$724K - $837K
|
7.01K
$3.57M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-948- 1.12% |
$412K - $477K
|
83.8K
$42.7M
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
65+ 1.01% |
$28.3K - $32.7K
|
6.49K
$3.31M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-89- 0.28% |
$38.7K - $44.8K
|
31.6K
$16.1M
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.27K+ 8.95% |
$553K - $640K
|
15.5K
$7.88M
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-148- 0.74% |
$64.3K - $74.4K
|
19.8K
$10.1M
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-10- 0.05% |
$4.35K - $5.03K
|
21.2K
$10.8M
|
|
Oct 15, 2024
Q3 2024
|
Beacon Capital Management, Inc.
|
BUY
|
- |
16.1K+ 10.52% |
$7M - $8.1M
|
169K
$86.1M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.97K- 15.12% |
$2.16M - $2.5M
|
27.9K
$14.2M
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-621- 2.85% |
$270K - $312K
|
21.1K
$10.8M
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.17K+ 7.26% |
$510K - $590K
|
17.3K
$8.83M
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
143+ 7.98% |
$62.2K - $71.9K
|
1.93K
$985K
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
658New |
$286K - $331K
|
658
$335K
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-3.14K- 6.98% |
$1.37M - $1.58M
|
41.9K
$21.3M
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-190- 24.11% |
$82.6K - $95.6K
|
598
$305K
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-359- 14.41% |
$156K - $181K
|
2.13K
$1.09M
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
341+ 6.74% |
$148K - $172K
|
5.4K
$2.75M
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
528New |
$230K - $266K
|
528
$269K
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-80- 27.78% |
$34.8K - $40.2K
|
208
$106K
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
598+ 24.48% |
$260K - $301K
|
3.04K
$1.55M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
614+ 3.2% |
$267K - $309K
|
19.8K
$10.1M
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-15.5K- 76.26% |
$6.72M - $7.78M
|
4.81K
$2.45M
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-51- 2.58% |
$22.2K - $25.7K
|
1.93K
$982K
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
945+ 9.27% |
$411K - $475K
|
11.1K
$5.67M
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
15+ 1.16% |
$6.52K - $7.54K
|
1.31K
$667K
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-966- 3.1% |
$420K - $486K
|
30.2K
$15.4M
|
|
Oct 15, 2024
Q3 2024
|
Penbrook Management LLC
|
BUY
|
- |
700+ 46.82% |
$304K - $352K
|
2.2K
$1.12M
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
323+ 4.66% |
$140K - $162K
|
7.26K
$3.7M
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
186+ 1.72% |
$80.9K - $93.6K
|
11K
$5.6M
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
326+ 72.93% |
$142K - $164K
|
773
$394K
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-535- 12.26% |
$233K - $269K
|
3.83K
$1.95M
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
100+ 9.92% |
$43.5K - $50.3K
|
1.11K
$564K
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.12K+ 272.44% |
$3.96M - $4.58M
|
12.5K
$6.35M
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.99KNew |
$1.3M - $1.51M
|
2.99K
$1.52M
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-2.1K- 10.87% |
$913K - $1.06M
|
17.2K
$8.77M
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-1- 1.28% |
$435 - $503
|
77
$39.2K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
2.01K+ 15.13% |
$875K - $1.01M
|
15.3K
$7.8M
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
6+ 0.04% |
$2.61K - $3.02K
|
13.3K
$6.8M
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
644+ 24.84% |
$280K - $324K
|
3.24K
$1.65M
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
602New |
$262K - $303K
|
602
$307K
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-442- 37.46% |
$192K - $222K
|
738
$376K
|