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 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
128+ 28.51% |
$61.6K - $68.9K
|
577
$326K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
126+ 26.3% |
$60.6K - $67.8K
|
605
$342K
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
119New |
$57.3K - $64K
|
119
$67.2K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
117+ 0.36% |
$56.3K - $63K
|
33K
$18.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
117+ 1.55% |
$56.3K - $63K
|
7.66K
$4.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
105+ 8.13% |
$50.5K - $56.5K
|
1.4K
$789K
|
|
|
Feb 14, 2025
Q4 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
103+ 12.72% |
$49.6K - $55.4K
|
913
$516K
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
101+ 35.19% |
$48.6K - $54.4K
|
388
$219K
|
|
|
May 12, 2025
Q4 2024
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
PUT |
100New |
$48.1K - $53.8K
|
100
$56.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
100New |
$48.1K - $53.8K
|
100
$56.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
98New |
$47.2K - $52.7K
|
98
$55.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
95+ 1.77% |
$45.7K - $51.1K
|
5.47K
$3.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
90+ 0.74% |
$43.3K - $48.4K
|
12.3K
$6.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
89+ 18.7% |
$42.8K - $47.9K
|
565
$319K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
72New |
$34.6K - $38.7K
|
72
$40.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
68New |
$32.7K - $36.6K
|
68
$38.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
52+ 1.32% |
$25K - $28K
|
4K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
50+ 0.29% |
$24.1K - $26.9K
|
17.5K
$9.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
49+ 1.78% |
$23.6K - $26.4K
|
2.8K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
49+ 6.41% |
$23.6K - $26.4K
|
814
$460K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
49+ 5.38% |
$23.6K - $26.4K
|
959
$542K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
48+ 7.21% |
$23.1K - $25.8K
|
714
$403K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
41+ 1.91% |
$19.7K - $22.1K
|
2.19K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
41+ 7.4% |
$19.7K - $22.1K
|
595
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
40New |
$19.2K - $21.5K
|
40
$22.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
40+ 3.63% |
$19.2K - $21.5K
|
1.14K
$645K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
38+ 9.69% |
$18.3K - $20.5K
|
430
$243K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
31+ 23.13% |
$14.9K - $16.7K
|
165
$93.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
31+ 1.69% |
$14.9K - $16.7K
|
1.86K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
30+ 2.82% |
$14.4K - $16.1K
|
1.09K
$617K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
26New |
$12.5K - $14K
|
26
$14.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
26+ 5.08% |
$12.5K - $14K
|
538
$304K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
22+ 3.68% |
$10.6K - $11.8K
|
620
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
20+ 0.33% |
$9.62K - $10.8K
|
6.02K
$3.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
20New |
$9.62K - $10.8K
|
20
$11.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
20+ 8.2% |
$9.62K - $10.8K
|
264
$149K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
20+ 32.26% |
$9.62K - $10.8K
|
82
$46.3K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.59% |
$8.18K - $9.15K
|
2.92K
$1.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
16+ 0.87% |
$7.7K - $8.61K
|
1.86K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
16+ 1.99% |
$7.7K - $8.61K
|
821
$464K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
15New |
$7.22K - $8.07K
|
15
$8.48K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
15New |
$7.22K - $8.07K
|
15
$8.48K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
14+ 0.25% |
$6.74K - $7.53K
|
5.54K
$3.13M
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
12+ 2.91% |
$5.77K - $6.46K
|
424
$240K
|
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
12+ 0.89% |
$5.77K - $6.46K
|
1.35K
$764K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
11+ 2.02% |
$5.29K - $5.92K
|
556
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
10+ 0.82% |
$4.81K - $5.38K
|
1.23K
$696K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$4.81K - $5.38K
|
10
$5.65K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10New |
$4.81K - $5.38K
|
10
$5.65K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
10+ 0.54% |
$4.81K - $5.38K
|
1.85K
$1.05M
|