Latest Institutional Purchases of Invesco Qqq Trust, Series 1 (QQQ)
This list provides information on the latest institutional transactions involving Invesco Qqq Trust, Series 1 (QQQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
800+ 4.35% |
$348K - $402K
|
19.2K
$9.71M
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
799+ 2.09% |
$347K - $402K
|
39.1K
$19.8M
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
793New |
$345K - $399K
|
793
$401K
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
791+ 5.79% |
$344K - $398K
|
14.5K
$7.31M
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
788+ 13.21% |
$343K - $396K
|
6.75K
$3.41M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
786+ 2.34% |
$342K - $395K
|
34.4K
$17.4M
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
784+ 8.98% |
$341K - $394K
|
9.51K
$4.81M
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
778+ 1.71% |
$338K - $391K
|
46.4K
$23.5M
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
778New |
$338K - $391K
|
778
$394K
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
777New |
$338K - $391K
|
777
$393K
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
771+ 6.39% |
$335K - $388K
|
12.8K
$6.5M
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
771+ 94.37% |
$335K - $388K
|
1.59K
$803K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
768+ 0.09% |
$334K - $386K
|
901K
$456M
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
766+ 9.15% |
$333K - $385K
|
9.14K
$4.62M
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
766+ 6.23% |
$333K - $385K
|
13.1K
$6.61M
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
763New |
$332K - $384K
|
763
$386K
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
761New |
$331K - $383K
|
761
$385K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
759+ 3.5% |
$330K - $382K
|
22.5K
$11.4M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
758+ 2.5% |
$330K - $381K
|
31.1K
$15.7M
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
758New |
$330K - $381K
|
758
$383K
|
|
Nov 04, 2024
Q3 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
751+ 8.23% |
$327K - $378K
|
9.88K
$5M
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
751+ 7.94% |
$327K - $378K
|
10.2K
$5.17M
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
750+ 11.9% |
$326K - $377K
|
7.05K
$3.57M
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
748+ 3.87% |
$325K - $376K
|
20.1K
$10.1M
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
746+ 4.12% |
$324K - $375K
|
18.9K
$9.54M
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
739+ 0.31% |
$321K - $372K
|
237K
$120M
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
734+ 1.61% |
$319K - $369K
|
46.2K
$23.4M
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
733+ 31.16% |
$319K - $369K
|
3.09K
$1.56M
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
731New |
$318K - $368K
|
731
$370K
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
727+ 27.8% |
$316K - $366K
|
3.34K
$1.69M
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
727+ 13.01% |
$316K - $366K
|
6.32K
$3.19M
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
725+ 17.77% |
$315K - $365K
|
4.81K
$2.43M
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
723+ 22.39% |
$314K - $364K
|
3.95K
$2M
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
722New |
$314K - $363K
|
722
$365K
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
721+ 11.21% |
$313K - $363K
|
7.16K
$3.62M
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
719+ 22.97% |
$313K - $362K
|
3.85K
$1.95M
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
718+ 91.7% |
$312K - $361K
|
1.5K
$759K
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
716+ 15.74% |
$311K - $360K
|
5.27K
$2.66M
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
709New |
$308K - $357K
|
709
$359K
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
708+ 2.86% |
$308K - $356K
|
25.5K
$12.9M
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
708+ 4.32% |
$308K - $356K
|
17.1K
$8.64M
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
703+ 0.26% |
$306K - $354K
|
272K
$138M
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
703+ 1.58% |
$306K - $354K
|
45.2K
$22.9M
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
700+ 13.77% |
$304K - $352K
|
5.78K
$2.92M
|
|
Oct 15, 2024
Q3 2024
|
Penbrook Management LLC
|
BUY
|
- |
700+ 46.82% |
$304K - $352K
|
2.2K
$1.11M
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
698+ 4.9% |
$303K - $351K
|
14.9K
$7.56M
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
693+ 1.64% |
$301K - $349K
|
42.9K
$21.7M
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
690+ 13.8% |
$300K - $347K
|
5.69K
$2.88M
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
689+ 0.97% |
$300K - $347K
|
71.7K
$36.2M
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
685+ 15.53% |
$298K - $345K
|
5.1K
$2.58M
|