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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
685+ 87.82% |
$298K - $345K
|
1.47K
$741K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
684+ 4.34% |
$297K - $344K
|
16.5K
$8.32M
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
682+ 33.11% |
$297K - $343K
|
2.74K
$1.39M
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
681New |
$296K - $343K
|
681
$344K
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
679+ 1.89% |
$295K - $342K
|
36.5K
$18.5M
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
677New |
$294K - $341K
|
677
$342K
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
677New |
$294K - $341K
|
677
$342K
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
676+ 10.25% |
$294K - $340K
|
7.27K
$3.68M
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
673+ 10.29% |
$293K - $338K
|
7.21K
$3.65M
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
670+ 1.55% |
$291K - $337K
|
43.8K
$22.2M
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
667New |
$290K - $335K
|
667
$337K
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
665+ 14.98% |
$289K - $334K
|
5.11K
$2.58M
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
660+ 57.39% |
$287K - $332K
|
1.81K
$915K
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
660+ 2.14% |
$287K - $332K
|
31.5K
$15.9M
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
658New |
$286K - $331K
|
658
$333K
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
657+ 2.54% |
$286K - $330K
|
26.5K
$13.4M
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
656New |
$285K - $330K
|
656
$332K
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
656+ 6.32% |
$285K - $330K
|
11K
$5.58M
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
655+ 27.35% |
$285K - $329K
|
3.05K
$1.54M
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
654+ 37.39% |
$284K - $329K
|
2.4K
$1.22M
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
653+ 4.13% |
$284K - $328K
|
16.5K
$8.33M
|
|
Nov 14, 2024
Q3 2024
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
CALL |
650New |
$283K - $327K
|
650
$329K
|
|
Nov 14, 2024
Q3 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
BUY
|
- |
645New |
$280K - $324K
|
645
$326K
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
644New |
$280K - $324K
|
644
$326K
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
644+ 24.84% |
$280K - $324K
|
3.24K
$1.64M
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
643+ 43.13% |
$280K - $323K
|
2.13K
$1.08M
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
642+ 59.39% |
$279K - $323K
|
1.72K
$871K
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
641+ 6.49% |
$279K - $322K
|
10.5K
$5.32M
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
640+ 13.33% |
$278K - $322K
|
5.44K
$2.75M
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
637+ 28.88% |
$277K - $320K
|
2.84K
$1.44M
|
|
Nov 13, 2024
Q3 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
635+ 9.19% |
$276K - $319K
|
7.54K
$3.81M
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
635+ 25.9% |
$276K - $319K
|
3.09K
$1.56M
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
633+ 1.49% |
$275K - $318K
|
43.1K
$21.8M
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
627+ 25.79% |
$273K - $315K
|
3.06K
$1.55M
|
|
Oct 30, 2024
Q3 2024
|
Wisconsin Capital Management LLC
|
BUY
|
- |
626New |
$272K - $315K
|
626
$317K
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
623+ 10.14% |
$271K - $313K
|
6.77K
$3.42M
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
622+ 7.35% |
$270K - $313K
|
9.08K
$4.59M
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
621New |
$270K - $312K
|
621
$314K
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
619+ 50.08% |
$269K - $311K
|
1.86K
$938K
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
618+ 8.46% |
$269K - $311K
|
7.92K
$4.01M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
614+ 3.2% |
$267K - $309K
|
19.8K
$10M
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
612+ 12.19% |
$266K - $308K
|
5.63K
$2.85M
|
|
Oct 21, 2024
Q3 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
608+ 0.5% |
$264K - $306K
|
122K
$61.5M
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
602+ 10.93% |
$262K - $303K
|
6.11K
$3.09M
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
602New |
$262K - $303K
|
602
$304K
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
602New |
$262K - $303K
|
602
$304K
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
600New |
$261K - $302K
|
600
$303K
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
598+ 24.48% |
$260K - $301K
|
3.04K
$1.54M
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
595+ 30.25% |
$259K - $299K
|
2.56K
$1.3M
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
595+ 30.25% |
$259K - $299K
|
2.56K
$1.3M
|