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 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.15% |
$481 - $538
|
683
$384K
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
128+ 28.51% |
$61.6K - $68.9K
|
577
$324K
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
PUT |
10KNew |
$4.81M - $5.38M
|
10K
$5.62M
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5+ 0.65% |
$2.41K - $2.69K
|
771
$433K
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-60- 3.9% |
$28.9K - $32.3K
|
1.48K
$831K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-4- 0.51% |
$1.92K - $2.15K
|
775
$435K
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1.24KNew |
$599K - $669K
|
1.24K
$699K
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
PUT |
300+ 75.0% |
$144K - $161K
|
700
$393K
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
89+ 18.7% |
$42.8K - $47.9K
|
565
$317K
|
|
Jan 23, 2025
Q4 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-52.9K- 98.15% |
$25.4M - $28.5M
|
996
$560K
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-64- 3.39% |
$30.8K - $34.4K
|
1.82K
$1.02M
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-15- 0.32% |
$7.22K - $8.07K
|
4.67K
$2.62M
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
CALL |
-600- 60.0% |
$289K - $323K
|
400
$225K
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
337+ 16850.0% |
$162K - $181K
|
339
$190K
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-39.1K- 25.82% |
$18.8M - $21.1M
|
112K
$63.2M
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2+ 0.17% |
$962 - $1.08K
|
1.2K
$675K
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
9+ 0.29% |
$4.33K - $4.84K
|
3.16K
$1.77M
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.03% |
$481 - $538
|
3.93K
$2.21M
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
30+ 2.82% |
$14.4K - $16.1K
|
1.09K
$613K
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
619New |
$298K - $333K
|
619
$348K
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
3.6KNew |
$1.73M - $1.94M
|
3.6K
$2.02M
|
|
Jan 21, 2025
Q4 2024
|
Zweig Di Menna Associates LLC
|
BUY
|
PUT |
300KNew |
$144M - $161M
|
300K
$169M
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-5.17K- 27.1% |
$2.49M - $2.78M
|
13.9K
$7.82M
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
PUT |
3.5K+ 116.67% |
$1.68M - $1.88M
|
6.5K
$3.65M
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-398- 19.97% |
$192K - $214K
|
1.6K
$896K
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
52+ 1.32% |
$25K - $28K
|
4K
$2.25M
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
49+ 5.38% |
$23.6K - $26.4K
|
959
$539K
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
427+ 5.36% |
$205K - $230K
|
8.39K
$4.72M
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.02KNew |
$492K - $551K
|
1.02K
$575K
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
PUT |
2KNew |
$962K - $1.08M
|
2K
$1.12M
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
PUT |
10.7KNew |
$5.15M - $5.76M
|
10.7K
$6.01M
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
10KNew |
$4.81M - $5.38M
|
10K
$5.62M
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-5- 1.1% |
$2.41K - $2.69K
|
448
$252K
|
|
Jan 17, 2025
Q4 2024
|
Xr Securities LLC
|
SELL
|
CALL |
-1.6K- 80.0% |
$770K - $861K
|
400
$225K
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
411+ 8.49% |
$198K - $221K
|
5.25K
$2.95M
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
160New |
$77K - $86.1K
|
160
$89.9K
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
PUT |
300New |
$144K - $161K
|
300
$169K
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
160New |
$77K - $86.1K
|
160
$89.9K
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
PUT |
300New |
$144K - $161K
|
300
$169K
|
|
Jan 17, 2025
Q4 2024
|
Marks Wealth, LLC
|
BUY
|
- |
52.9KNew |
$25.5M - $28.5M
|
52.9K
$29.7M
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$481 - $538
|
734
$412K
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
143+ 5.74% |
$68.8K - $77K
|
2.63K
$1.48M
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
16+ 0.87% |
$7.7K - $8.61K
|
1.86K
$1.05M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
CALL |
43.5KNew |
$20.9M - $23.4M
|
43.5K
$24.4M
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
20+ 32.26% |
$9.62K - $10.8K
|
82
$46.1K
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-64- 23.53% |
$30.8K - $34.4K
|
208
$117K
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
646New |
$311K - $348K
|
646
$363K
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
PUT |
-170K- 49.39% |
$81.8M - $91.5M
|
174K
$97.9M
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-175- 2.66% |
$84.2K - $94.2K
|
6.4K
$3.59M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
PUT |
18.6KNew |
$8.95M - $10M
|
18.6K
$10.4M
|