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
|
Latitude Advisors, LLC
|
BUY
|
- |
3.39K+ 27.48% |
$1.63M - $1.82M
|
15.7K
$8.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-5- 3.94% |
$2.41K - $2.69K
|
122
$68.5K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
3+ 0.47% |
$1.44K - $1.61K
|
636
$357K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-30- 5.66% |
$14.4K - $16.1K
|
500
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-16- 1.15% |
$7.7K - $8.61K
|
1.38K
$774K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
437New |
$210K - $235K
|
437
$246K
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
5.75KNew |
$2.77M - $3.1M
|
5.75K
$3.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
1KNew |
$483K - $540K
|
1K
$563K
|
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-20- 0.31% |
$9.62K - $10.8K
|
6.53K
$3.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-58- 2.88% |
$27.9K - $31.2K
|
1.96K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
1.23KNew |
$593K - $664K
|
1.23K
$693K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-1.1K- 13.0% |
$530K - $593K
|
7.37K
$4.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-37- 0.08% |
$17.8K - $19.9K
|
47K
$26.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
360+ 66.79% |
$173K - $194K
|
899
$505K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
137+ 18.19% |
$65.9K - $73.7K
|
890
$500K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.34% |
$481 - $538
|
292
$164K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
429New |
$206K - $231K
|
429
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Beach Point Capital Management LP
Santa Monica, CA |
BUY
|
PUT |
50KNew |
$24.1M - $26.9M
|
50K
$28.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
85+ 2.08% |
$40.9K - $45.7K
|
4.18K
$2.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.16K+ 15.95% |
$560K - $626K
|
8.46K
$4.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1- 10.0% |
$481 - $538
|
9
$5.06K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
15New |
$7.22K - $8.07K
|
15
$8.43K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-62- 6.24% |
$29.8K - $33.4K
|
931
$523K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
393New |
$189K - $212K
|
393
$221K
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-7- 0.67% |
$3.37K - $3.77K
|
1.03K
$581K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
126+ 26.3% |
$60.6K - $67.8K
|
605
$340K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-295- 32.45% |
$142K - $159K
|
614
$345K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
CALL |
400New |
$192K - $215K
|
400
$225K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
95+ 1.77% |
$45.7K - $51.1K
|
5.47K
$3.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
41+ 7.4% |
$19.7K - $22.1K
|
595
$334K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1+ 0.07% |
$481 - $538
|
1.49K
$839K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
10+ 90.91% |
$4.81K - $5.38K
|
21
$11.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
175+ 16.89% |
$84.2K - $94.2K
|
1.21K
$680K
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
1.05KNew |
$505K - $565K
|
1.05K
$590K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-6- 7.59% |
$2.89K - $3.23K
|
73
$41K
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.79K- 48.36% |
$859K - $961K
|
1.91K
$1.07M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
48+ 7.21% |
$23.1K - $25.8K
|
714
$401K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-15- 0.31% |
$7.22K - $8.07K
|
4.8K
$2.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-3- 0.39% |
$1.44K - $1.61K
|
760
$427K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
207+ 74.73% |
$99.6K - $111K
|
484
$272K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
PUT |
-200- 40.0% |
$96.2K - $108K
|
300
$169K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-696- 16.19% |
$335K - $375K
|
3.6K
$2.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
PUT |
224KNew |
$108M - $121M
|
224K
$126M
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
5.04KNew |
$2.43M - $2.71M
|
5.04K
$2.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5+ 0.35% |
$2.41K - $2.69K
|
1.44K
$806K
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
420New |
$202K - $226K
|
420
$236K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-7- 1.32% |
$3.37K - $3.77K
|
524
$294K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
9+ 0.22% |
$4.33K - $4.84K
|
4.01K
$2.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-500- 44.72% |
$241K - $269K
|
618
$347K
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
BUY
|
- |
303+ 40.95% |
$146K - $163K
|
1.04K
$586K
|