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 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-27- 1.8% |
$11.7K - $13.6K
|
1.47K
$750K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
372+ 20.05% |
$162K - $187K
|
2.23K
$1.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
BUY
|
- |
309+ 4.95% |
$134K - $155K
|
6.55K
$3.34M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-200- 25.91% |
$87K - $101K
|
572
$291K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-8.61K- 24.38% |
$3.74M - $4.33M
|
26.7K
$13.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
40+ 0.71% |
$17.4K - $20.1K
|
5.71K
$2.91M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.2K+ 8.34% |
$1.39M - $1.61M
|
41.5K
$21.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
67+ 7.31% |
$29.1K - $33.7K
|
983
$501K
|
|
|
Oct 09, 2024
Q3 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
5+ 1.11% |
$2.17K - $2.51K
|
455
$232K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
144+ 1.22% |
$62.6K - $72.4K
|
11.9K
$6.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
1.1K+ 2.51% |
$479K - $554K
|
44.9K
$22.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-74.6K- 91.47% |
$32.4M - $37.5M
|
6.96K
$3.55M
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
SELL
|
- |
-1.18K- 49.5% |
$513K - $593K
|
1.2K
$613K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
977+ 9.22% |
$425K - $491K
|
11.6K
$5.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-452- 7.08% |
$197K - $227K
|
5.93K
$3.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-819- 50.74% |
$356K - $412K
|
795
$405K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-589- 2.91% |
$256K - $296K
|
19.6K
$10M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
515+ 8.26% |
$224K - $259K
|
6.75K
$3.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-386- 24.63% |
$168K - $194K
|
1.18K
$601K
|
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
BUY
|
- |
2+ 0.21% |
$870 - $1.01K
|
948
$483K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
49+ 3.29% |
$21.3K - $24.6K
|
1.54K
$784K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.1K+ 7.94% |
$480K - $555K
|
15K
$7.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-4.51K- 2.69% |
$1.96M - $2.27M
|
163K
$83.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
10+ 0.68% |
$4.35K - $5.03K
|
1.48K
$755K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
140+ 0.75% |
$60.9K - $70.4K
|
18.8K
$9.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
308+ 1.65% |
$134K - $155K
|
19K
$9.66M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
553+ 11.22% |
$240K - $278K
|
5.48K
$2.79M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-20- 0.67% |
$8.7K - $10.1K
|
2.95K
$1.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
181+ 10.02% |
$78.7K - $91K
|
1.99K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-107- 10.14% |
$46.5K - $53.8K
|
948
$483K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.12K+ 1.7% |
$488K - $564K
|
67.2K
$34.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
18.7K+ 5.21% |
$8.14M - $9.42M
|
378K
$192M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-8- 0.59% |
$3.48K - $4.02K
|
1.34K
$685K
|
|
|
Oct 08, 2024
Q3 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
466New |
$203K - $234K
|
466
$237K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-215- 29.37% |
$93.5K - $108K
|
517
$263K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
847+ 13.11% |
$368K - $426K
|
7.31K
$3.72M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-2.27K- 2.19% |
$987K - $1.14M
|
101K
$51.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-4.92K- 0.82% |
$2.14M - $2.48M
|
594K
$302M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
1K+ 6.22% |
$435K - $503K
|
17.1K
$8.69M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-28- 0.27% |
$12.2K - $14.1K
|
10.3K
$5.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.82% |
$435 - $503
|
123
$62.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
428New |
$186K - $215K
|
428
$218K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-179- 1.04% |
$77.8K - $90K
|
17.1K
$8.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.13% |
$435 - $503
|
800
$407K
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
18+ 0.15% |
$7.83K - $9.05K
|
12.4K
$6.32M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-315- 1.83% |
$137K - $158K
|
16.9K
$8.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
640+ 13.33% |
$278K - $322K
|
5.44K
$2.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-589- 8.89% |
$256K - $296K
|
6.04K
$3.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-2- 0.2% |
$870 - $1.01K
|
984
$501K
|
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
136+ 16.83% |
$59.1K - $68.4K
|
944
$481K
|