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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
214New |
$84.8K - $95.5K
|
214
$108K
|
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.46KNew |
$976K - $1.1M
|
2.46K
$1.25M
|
|
|
May 01, 2024
Q1 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-2- 0.33% |
$793 - $893
|
606
$307K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-138- 3.15% |
$54.7K - $61.6K
|
4.25K
$2.15M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
10.4K+ 9.06% |
$4.12M - $4.64M
|
125K
$63.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Taiyo Life Insurance CO
|
SELL
|
- |
-249K- 57.51% |
$98.7M - $111M
|
184K
$93.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
16.6KNew |
$6.58M - $7.41M
|
16.6K
$8.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
158+ 9.06% |
$62.6K - $70.5K
|
1.9K
$963K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2+ 0.73% |
$793 - $893
|
277
$140K
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
76+ 13.64% |
$30.1K - $33.9K
|
633
$321K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-81- 0.63% |
$32.1K - $36.2K
|
12.8K
$6.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
2.43K+ 10.03% |
$961K - $1.08M
|
26.6K
$13.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-9- 45.0% |
$3.57K - $4.02K
|
11
$5.57K
|
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-321- 25.95% |
$127K - $143K
|
916
$464K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-58- 16.62% |
$23K - $25.9K
|
291
$147K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
8.24KNew |
$3.27M - $3.68M
|
8.24K
$4.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.31K+ 39.32% |
$917K - $1.03M
|
8.2K
$4.15M
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-477- 26.51% |
$189K - $213K
|
1.32K
$670K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.84K+ 3.36% |
$730K - $822K
|
56.7K
$28.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
5.84KNew |
$2.31M - $2.61M
|
5.84K
$2.96M
|
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-425- 96.81% |
$168K - $190K
|
14
$7.09K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
294+ 3.38% |
$117K - $131K
|
8.99K
$4.56M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-148- 66.37% |
$58.6K - $66.1K
|
75
$38K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
70+ 31.11% |
$27.7K - $31.2K
|
295
$149K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
22New |
$8.72K - $9.82K
|
22
$11.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.15K+ 83.61% |
$457K - $515K
|
2.53K
$1.28M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
4KNew |
$1.59M - $1.79M
|
4K
$2.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
131+ 6.78% |
$51.9K - $58.5K
|
2.06K
$1.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
247+ 1.33% |
$97.9K - $110K
|
18.8K
$9.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
574New |
$227K - $256K
|
574
$291K
|
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
818New |
$324K - $365K
|
818
$414K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
64+ 1.14% |
$25.4K - $28.6K
|
5.7K
$2.89M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-3- 0.98% |
$1.19K - $1.34K
|
302
$153K
|
|
|
Apr 24, 2024
Q1 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1+ 0.07% |
$396 - $446
|
1.48K
$748K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-58- 4.51% |
$23K - $25.9K
|
1.23K
$623K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
PUT |
53.8KNew |
$21.3M - $24M
|
53.8K
$27.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.22% |
$2.38K - $2.68K
|
2.78K
$1.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-131- 14.29% |
$51.9K - $58.5K
|
786
$398K
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
251+ 2.32% |
$99.5K - $112K
|
11.1K
$5.61M
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
15+ 1.68% |
$5.94K - $6.7K
|
909
$460K
|
|
|
Apr 22, 2024
Q1 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-147- 21.03% |
$58.3K - $65.6K
|
552
$280K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
557New |
$221K - $249K
|
557
$282K
|
|
|
Apr 22, 2024
Q1 2024
|
Solitude Financial Services
|
SELL
|
- |
-103- 16.89% |
$40.8K - $46K
|
507
$257K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
28New |
$11.1K - $12.5K
|
28
$14.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
136+ 18.86% |
$53.9K - $60.7K
|
857
$434K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-168- 7.64% |
$66.6K - $75K
|
2.03K
$1.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-263K- 89.27% |
$104M - $117M
|
31.6K
$16M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
84+ 10.97% |
$33.3K - $37.5K
|
850
$431K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
PUT |
-200- 8.0% |
$79.3K - $89.3K
|
2.3K
$1.17M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
PUT |
3.5KNew |
$1.39M - $1.56M
|
3.5K
$1.77M
|