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 09, 2024 Q4 2023
Paragon Private Wealth Management, LLC

BUY
 -
160
+ 12.83%
$55K - $65.8K
1.41K $796K
Feb 21, 2024 Q4 2023
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
159
+ 1.84%
$54.6K - $65.4K
8.82K $4.99M
Jan 08, 2024 Q4 2023
Bartlett & Co. LLC

BUY
 -
158
+ 4.04%
$54.3K - $65K
4.07K $2.3M
Feb 07, 2024 Q4 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
158
+ 1.71%
$54.3K - $65K
9.4K $5.32M
Feb 14, 2024 Q4 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
158
+ 4.04%
$54.3K - $65K
4.07K $2.3M
Feb 12, 2024 Q4 2023
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
156
+ 1.07%
$53.6K - $64.2K
14.8K $8.37M
Feb 07, 2024 Q4 2023
Core Wealth Partners LLC

Santa Rosa, CA
BUY
 -
155
+ 9.0%
$53.3K - $63.8K
1.88K $1.06M
Feb 14, 2024 Q4 2023
Bank Of Hawaii

Honolulu, HI
BUY
 -
155
+ 1.51%
$53.3K - $63.8K
10.4K $5.91M
Feb 13, 2024 Q4 2023
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
153
+ 5.96%
$52.6K - $63K
2.72K $1.54M
Mar 08, 2024 Q4 2023
Trust CO Of Vermont

BUY
 -
152
+ 1.36%
$52.2K - $62.5K
11.3K $6.4M
Jan 18, 2024 Q4 2023
Rhs Financial, LLC

BUY
 -
150
+ 7.76%
$51.5K - $61.7K
2.08K $1.18M
Feb 01, 2024 Q4 2023
Stephens Consulting, LLC

Flint, MI
BUY
 -
150
+ 1.29%
$51.5K - $61.7K
11.8K $6.65M
Jan 23, 2024 Q4 2023
Carmichael Hill & Associates, Inc.

BUY
 -
149
+ 4.52%
$51.2K - $61.3K
3.45K $1.95M
Feb 08, 2024 Q4 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
149
+ 0.81%
$51.2K - $61.3K
18.5K $10.5M
Feb 13, 2024 Q4 2023
Cadence Bank

Tupelo, MS
BUY
 -
149
+ 3.61%
$51.2K - $61.3K
4.27K $2.42M
Jan 17, 2024 Q4 2023
Cresta Advisors, Ltd.

Laredo, TX
BUY
 -
146
+ 0.73%
$50.2K - $60.1K
20K $11.3M
Jan 18, 2024 Q4 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
146
+ 4.51%
$50.2K - $60.1K
3.38K $1.91M
Jan 29, 2024 Q4 2023
Highview Capital Management LLC

BUY
 -
146
+ 10.38%
$50.2K - $60.1K
1.55K $878K
Feb 12, 2024 Q4 2023
Somerset Group LLC

Wayzata, MN
BUY
 -
146
+ 0.93%
$50.2K - $60.1K
15.9K $8.98M
Feb 01, 2024 Q4 2023
Monument Capital Management

BUY
 -
145
+ 1.14%
$49.8K - $59.7K
12.9K $7.3M
Jan 18, 2024 Q4 2023
Procyon Advisors, LLC

BUY
 -
144
+ 4.88%
$49.5K - $59.3K
3.1K $1.75M
Jan 30, 2024 Q4 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
143
+ 3.56%
$49.1K - $58.8K
4.16K $2.35M
Feb 14, 2024 Q4 2023
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
142
+ 262.96%
$48.8K - $58.4K
196 $111K
Jan 25, 2024 Q4 2023
Means Investment Co., Inc.

BUY
 -
139
+ 7.87%
$47.8K - $57.2K
1.91K $1.08M
Feb 05, 2024 Q4 2023
Owen La Rue, LLC

Elizabethtown, KY
BUY
 -
139
+ 0.93%
$47.8K - $57.2K
15.1K $8.57M
Feb 07, 2024 Q4 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
139
+ 1.56%
$47.8K - $57.2K
9.03K $5.1M
Feb 09, 2024 Q4 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
139
+ 23.92%
$47.8K - $57.2K
720 $407K
Jan 10, 2024 Q4 2023
Diligent Investors, LLC

BUY
 -
138
+ 14.5%
$47.4K - $56.8K
1.09K $617K
Feb 01, 2024 Q4 2023
First Command Advisory Services, Inc.

BUY
 -
138
+ 8.26%
$47.4K - $56.8K
1.81K $1.02M
Feb 06, 2024 Q4 2023
N.E.W. Advisory Services LLC

BUY
 -
137
+ 2.66%
$47.1K - $56.4K
5.3K $3M
Jan 19, 2024 Q4 2023
Mainsail Financial Group, LLC

Bellevue, WA
BUY
 -
136
+ 2.9%
$46.7K - $56K
4.83K $2.73M
Feb 12, 2024 Q4 2023
Dunhill Financial, LLC

London, X0
BUY
 -
136
+ 12.36%
$46.7K - $56K
1.24K $699K
Aug 28, 2024 Q4 2023
Farmers National Bank

Danville, KY
BUY
 -
136
+ 10.91%
$46.7K - $56K
1.38K $782K
Jan 26, 2024 Q4 2023
Toth Financial Advisory Corp

BUY
 -
134
+ 0.76%
$46.1K - $55.1K
17.8K $10M
Feb 06, 2024 Q4 2023
Institutional & Family Asset Management, LLC

BUY
 -
133
+ 2.8%
$45.7K - $54.7K
4.88K $2.76M
Feb 02, 2024 Q4 2023
Kfa Private Wealth Group, LLC

BUY
 -
130
+ 13.76%
$44.7K - $53.5K
1.08K $608K
Feb 05, 2024 Q4 2023
Hexagon Capital Partners LLC

BUY
 -
130
New
$44.7K - $53.5K
130 $73.5K
Feb 13, 2024 Q4 2023
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
130
+ 4.57%
$44.7K - $53.5K
2.98K $1.68M
Jan 11, 2024 Q4 2023
Advisory Resource Group

BUY
 -
127
+ 0.96%
$43.6K - $52.3K
13.4K $7.57M
Jan 18, 2024 Q4 2023
Inscription Capital, LLC

Houston, TX
BUY
 -
127
+ 6.88%
$43.6K - $52.3K
1.97K $1.12M
Jan 10, 2024 Q4 2023
Sugarloaf Wealth Management, LLC

BUY
 -
126
+ 1.87%
$43.3K - $51.8K
6.87K $3.89M
Jan 22, 2024 Q4 2023
Secure Asset Management, LLC

BUY
 -
125
+ 4.49%
$43K - $51.4K
2.91K $1.65M
Jan 18, 2024 Q4 2023
Occidental Asset Management, LLC

BUY
 -
124
+ 18.51%
$42.6K - $51K
794 $449K
Jan 19, 2024 Q4 2023
Signature Wealth Management Partners, LLC

BUY
 -
124
+ 12.63%
$42.6K - $51K
1.11K $626K
Jan 26, 2024 Q4 2023
Aspiriant, LLC

BUY
 -
124
+ 2.22%
$42.6K - $51K
5.71K $3.23M
Jan 23, 2024 Q4 2023
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
123
+ 123.0%
$42.3K - $50.6K
223 $126K
Jan 23, 2024 Q4 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
123
+ 5.5%
$42.3K - $50.6K
2.36K $1.33M
Feb 07, 2024 Q4 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
121
+ 7.26%
$41.6K - $49.8K
1.79K $1.01M
Feb 12, 2024 Q4 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
121
+ 60.5%
$41.6K - $49.8K
321 $182K

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