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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
10+ 0.5% |
$4.81K - $5.38K
|
2K
$963K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
10+ 2.3% |
$4.81K - $5.38K
|
444
$213K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
10+ 0.24% |
$4.81K - $5.38K
|
4.12K
$1.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
10+ 20.0% |
$4.81K - $5.38K
|
60
$28.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
9+ 0.46% |
$4.33K - $4.84K
|
1.96K
$941K
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
9+ 0.26% |
$4.33K - $4.84K
|
3.51K
$1.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
9+ 0.35% |
$4.33K - $4.84K
|
2.6K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
9+ 0.22% |
$4.33K - $4.84K
|
4.01K
$1.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9+ 0.95% |
$4.33K - $4.84K
|
961
$462K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
9+ 0.29% |
$4.33K - $4.84K
|
3.16K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
9+ 2.1% |
$4.33K - $4.84K
|
438
$211K
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
8+ 0.37% |
$3.85K - $4.31K
|
2.18K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
8+ 0.5% |
$3.85K - $4.31K
|
1.62K
$778K
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
8+ 0.27% |
$3.85K - $4.31K
|
2.99K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
8+ 0.02% |
$3.85K - $4.31K
|
41.8K
$20.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
8+ 0.7% |
$3.85K - $4.31K
|
1.15K
$554K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
8+ 0.8% |
$3.85K - $4.31K
|
1.01K
$483K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.29% |
$3.85K - $4.31K
|
2.79K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
8+ 0.29% |
$3.85K - $4.31K
|
2.74K
$1.32M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
8+ 0.15% |
$3.85K - $4.31K
|
5.42K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
7+ 0.8% |
$3.37K - $3.77K
|
881
$424K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
7+ 0.56% |
$3.37K - $3.77K
|
1.25K
$600K
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
7+ 0.32% |
$3.37K - $3.77K
|
2.18K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
7+ 0.51% |
$3.37K - $3.77K
|
1.39K
$669K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
7+ 0.95% |
$3.37K - $3.77K
|
744
$358K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
7+ 0.98% |
$3.37K - $3.77K
|
720
$346K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
7+ 0.29% |
$3.37K - $3.77K
|
2.45K
$1.18M
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
6+ 1.36% |
$2.89K - $3.23K
|
447
$215K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6+ 0.23% |
$2.89K - $3.23K
|
2.59K
$1.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
6+ 0.14% |
$2.89K - $3.23K
|
4.44K
$2.13M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
6+ 0.69% |
$2.89K - $3.23K
|
881
$424K
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
5+ 0.17% |
$2.41K - $2.69K
|
2.99K
$1.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
5+ 0.31% |
$2.41K - $2.69K
|
1.62K
$778K
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
5+ 0.05% |
$2.41K - $2.69K
|
9.28K
$4.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
5+ 0.42% |
$2.41K - $2.69K
|
1.19K
$572K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5+ 0.35% |
$2.41K - $2.69K
|
1.44K
$690K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5+ 0.65% |
$2.41K - $2.69K
|
771
$371K
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
BUY
|
- |
5+ 0.54% |
$2.41K - $2.69K
|
927
$446K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
5+ 0.14% |
$2.41K - $2.69K
|
3.53K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5+ 0.33% |
$2.41K - $2.69K
|
1.54K
$741K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.33% |
$1.92K - $2.15K
|
1.22K
$585K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
4+ 1.11% |
$1.92K - $2.15K
|
363
$175K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4+ 0.69% |
$1.92K - $2.15K
|
586
$282K
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
4+ 0.35% |
$1.92K - $2.15K
|
1.13K
$545K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
4+ 0.54% |
$1.92K - $2.15K
|
739
$355K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4+ 0.76% |
$1.92K - $2.15K
|
529
$254K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
4+ 3.31% |
$1.92K - $2.15K
|
125
$60.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
4+ 0.13% |
$1.92K - $2.15K
|
3.05K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
4+ 0.08% |
$1.92K - $2.15K
|
5.11K
$2.46M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
4+ 0.21% |
$1.92K - $2.15K
|
1.9K
$913K
|