Purchases and Sales Made in Q4 2023 in Invesco Qqq Trust, Series 1 (QQQ)

QQQ Quotes by TradingView

This table provides information about the institutional ownership of Invesco Qqq Trust, Series 1 (QQQ) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESCO QQQ TRUST, SERIES 1.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Feb 12, 2024 Q4 2023
Somerset Group LLC

Wayzata, MN
BUY
 -
146
+ 0.93%
$50.2K - $60.1K
15.9K $8.28M
Feb 01, 2024 Q4 2023
Monument Capital Management

BUY
 -
145
+ 1.14%
$49.8K - $59.7K
12.9K $6.74M
Jan 18, 2024 Q4 2023
Procyon Advisors, LLC

BUY
 -
144
+ 4.88%
$49.5K - $59.3K
3.1K $1.61M
Jan 30, 2024 Q4 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
143
+ 3.56%
$49.1K - $58.8K
4.16K $2.17M
Feb 14, 2024 Q4 2023
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
142
+ 262.96%
$48.8K - $58.4K
196 $102K
Jan 25, 2024 Q4 2023
Means Investment Co., Inc.

BUY
 -
139
+ 7.87%
$47.8K - $57.2K
1.91K $994K
Feb 05, 2024 Q4 2023
Owen La Rue, LLC

Elizabethtown, KY
BUY
 -
139
+ 0.93%
$47.8K - $57.2K
15.1K $7.9M
Feb 07, 2024 Q4 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
139
+ 1.56%
$47.8K - $57.2K
9.03K $4.71M
Feb 09, 2024 Q4 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
139
+ 23.92%
$47.8K - $57.2K
720 $376K
Jan 10, 2024 Q4 2023
Diligent Investors, LLC

BUY
 -
138
+ 14.5%
$47.4K - $56.8K
1.09K $569K
Feb 06, 2024 Q4 2023
N.E.W. Advisory Services LLC

BUY
 -
137
+ 2.66%
$47.1K - $56.4K
5.3K $2.76M
Jan 19, 2024 Q4 2023
Mainsail Financial Group, LLC

Bellevue, WA
BUY
 -
136
+ 2.9%
$46.7K - $56K
4.83K $2.52M
Feb 12, 2024 Q4 2023
Dunhill Financial, LLC

London, X0
BUY
 -
136
+ 12.36%
$46.7K - $56K
1.24K $645K
Aug 28, 2024 Q4 2023
Farmers National Bank

Danville, KY
BUY
 -
136
+ 10.91%
$46.7K - $56K
1.38K $721K
Jan 26, 2024 Q4 2023
Toth Financial Advisory Corp

BUY
 -
134
+ 0.76%
$46.1K - $55.1K
17.8K $9.27M
Feb 06, 2024 Q4 2023
Institutional & Family Asset Management, LLC

BUY
 -
133
+ 2.8%
$45.7K - $54.7K
4.88K $2.54M
Feb 02, 2024 Q4 2023
Kfa Private Wealth Group, LLC

BUY
 -
130
+ 13.76%
$44.7K - $53.5K
1.08K $561K
Feb 05, 2024 Q4 2023
Hexagon Capital Partners LLC

BUY
 -
130
New
$44.7K - $53.5K
130 $67.8K
Feb 13, 2024 Q4 2023
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
130
+ 4.57%
$44.7K - $53.5K
2.98K $1.55M
Jan 11, 2024 Q4 2023
Advisory Resource Group

BUY
 -
127
+ 0.96%
$43.6K - $52.3K
13.4K $6.98M
Jan 18, 2024 Q4 2023
Inscription Capital, LLC

Houston, TX
BUY
 -
127
+ 6.88%
$43.6K - $52.3K
1.97K $1.03M
Jan 10, 2024 Q4 2023
Sugarloaf Wealth Management, LLC

BUY
 -
126
+ 1.87%
$43.3K - $51.8K
6.87K $3.59M
Jan 22, 2024 Q4 2023
Secure Asset Management, LLC

BUY
 -
125
+ 4.49%
$43K - $51.4K
2.91K $1.52M
Jan 18, 2024 Q4 2023
Occidental Asset Management, LLC

BUY
 -
124
+ 18.51%
$42.6K - $51K
794 $414K
Jan 19, 2024 Q4 2023
Signature Wealth Management Partners, LLC

BUY
 -
124
+ 12.63%
$42.6K - $51K
1.11K $577K
Jan 26, 2024 Q4 2023
Aspiriant, LLC

BUY
 -
124
+ 2.22%
$42.6K - $51K
5.71K $2.98M
Jan 23, 2024 Q4 2023
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
123
+ 123.0%
$42.3K - $50.6K
223 $116K
Jan 23, 2024 Q4 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
123
+ 5.5%
$42.3K - $50.6K
2.36K $1.23M
Feb 07, 2024 Q4 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
121
+ 7.26%
$41.6K - $49.8K
1.79K $932K
Feb 12, 2024 Q4 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
121
+ 60.5%
$41.6K - $49.8K
321 $167K
Feb 06, 2024 Q4 2023
Coombe, Bender & CO LLC

BUY
 -
120
+ 14.76%
$41.2K - $49.4K
933 $487K
Feb 07, 2024 Q4 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
118
+ 10.73%
$40.6K - $48.6K
1.22K $635K
Feb 08, 2024 Q4 2023
Barnes Pettey Financial Advisors, LLC

BUY
 -
118
+ 6.77%
$40.6K - $48.6K
1.86K $970K
Jan 23, 2024 Q4 2023
Etfidea, LLC

Syracuse, NY
BUY
 -
117
+ 0.72%
$40.2K - $48.1K
16.4K $8.53M
Jan 30, 2024 Q4 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
117
+ 0.72%
$40.2K - $48.1K
16.5K $8.59M
Feb 07, 2024 Q4 2023
Jfs Wealth Advisors, LLC

BUY
 -
117
+ 1.5%
$40.2K - $48.1K
7.9K $4.12M
Jan 12, 2024 Q4 2023
Hfg Advisors, Inc.

BUY
 -
115
+ 0.52%
$39.5K - $47.3K
22.2K $11.6M
Jan 18, 2024 Q4 2023
Accel Wealth Management

BUY
 -
115
+ 1.45%
$39.5K - $47.3K
8.05K $4.2M
Jan 30, 2024 Q4 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
115
+ 29.11%
$39.5K - $47.3K
510 $266K
Feb 13, 2024 Q4 2023
First Manhattan CO

New York, NY
BUY
 -
115
+ 1.44%
$39.5K - $47.3K
8.12K $4.23M
Feb 13, 2024 Q4 2023
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
115
+ 3.06%
$39.5K - $47.3K
3.87K $2.02M
Oct 09, 2024 Q4 2023
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
115
+ 2.42%
$39.5K - $47.3K
4.87K $2.54M
Feb 02, 2024 Q4 2023
Heritage Financial Services, LLC

BUY
 -
113
+ 18.59%
$38.8K - $46.5K
721 $376K
Jan 24, 2024 Q4 2023
Canal Capital Management, LLC

BUY
 -
112
+ 0.77%
$38.5K - $46.1K
14.7K $7.67M
Feb 14, 2024 Q4 2023
Redwood Financial Network Corp

BUY
 -
112
+ 3.13%
$38.5K - $46.1K
3.69K $1.92M
Jan 25, 2024 Q4 2023
Valley National Advisers Inc

BUY
 -
111
+ 3.64%
$38.1K - $45.7K
3.16K $1.65M
Jan 31, 2024 Q4 2023
Curran Financial Partners, LLC

BUY
 -
111
+ 11.87%
$38.1K - $45.7K
1.05K $546K
Feb 14, 2024 Q4 2023
Foster Dykema Cabot & Partners, LLC

Waltham, MA
BUY
 -
111
New
$38.1K - $45.7K
111 $57.9K
Jan 17, 2024 Q4 2023
Highland Capital Management, LLC

BUY
 -
110
+ 9.96%
$37.8K - $45.3K
1.21K $633K

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