Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (QQQM)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (QQQM) 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 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
300New |
$42.4K - $50.8K
|
300
$63.5K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
252New |
$35.6K - $42.7K
|
252
$53.3K
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
240New |
$33.9K - $40.6K
|
240
$50.8K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
200New |
$28.3K - $33.9K
|
200
$42.3K
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
125New |
$17.7K - $21.2K
|
125
$26.5K
|
|
Feb 07, 2024
Q4 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
124+ 8.88% |
$17.5K - $21K
|
1.52K
$322K
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
89+ 25.95% |
$12.6K - $15.1K
|
432
$91.4K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
80New |
$11.3K - $13.5K
|
80
$16.9K
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
51+ 0.55% |
$7.2K - $8.64K
|
9.28K
$1.96M
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
28New |
$3.96K - $4.74K
|
28
$5.93K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
27+ 28.13% |
$3.81K - $4.57K
|
123
$26K
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
9New |
$1.27K - $1.52K
|
9
$1.9K
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
6+ 66.67% |
$848 - $1.02K
|
15
$3.17K
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1New |
$141 - $169
|
1
$212
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1New |
$141 - $169
|
1
$212
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1New |
$141 - $169
|
1
$212
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
40.1KNew |
$5.84M - $6.36M
|
40.1K
$8.49M
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
39.4KNew |
$5.73M - $6.25M
|
39.4K
$8.33M
|
|
Nov 14, 2023
Q3 2023
|
Vontobel Asset Management Inc
New York, NY |
BUY
|
- |
29.8KNew |
$4.34M - $4.73M
|
29.8K
$6.31M
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
5.46K+ 100.0% |
$795K - $866K
|
10.9K
$2.31M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3KNew |
$436K - $475K
|
3K
$634K
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
2.42KNew |
$352K - $384K
|
2.42K
$512K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.09K+ 32.6% |
$304K - $331K
|
8.49K
$1.8M
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.44K+ 35.11% |
$210K - $229K
|
5.55K
$1.17M
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.41KNew |
$206K - $224K
|
1.41K
$299K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.36KNew |
$199K - $216K
|
1.36K
$289K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
284New |
$41.4K - $45.1K
|
284
$60.1K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
234New |
$34.1K - $37.1K
|
234
$49.5K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
205New |
$29.9K - $32.5K
|
205
$43.4K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
151New |
$22K - $24K
|
151
$32K
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
71+ 1.12% |
$10.3K - $11.3K
|
6.43K
$1.36M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
19New |
$2.77K - $3.02K
|
19
$4.02K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
41.4K+ 4.86% |
$5.27M - $6.3M
|
892K
$189M
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.3K+ 22.37% |
$1.7M - $2.03M
|
72.9K
$15.4M
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
12.2K+ 84.59% |
$1.56M - $1.86M
|
26.6K
$5.64M
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
3.68K+ 8.86% |
$469K - $560K
|
45.2K
$9.57M
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.15K+ 1678.91% |
$274K - $327K
|
2.28K
$482K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
2.15K+ 1678.91% |
$274K - $327K
|
2.28K
$482K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
687+ 3.12% |
$87.6K - $105K
|
22.7K
$4.8M
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
132New |
$16.8K - $20.1K
|
132
$27.9K
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
100New |
$12.7K - $15.2K
|
100
$21.2K
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
84New |
$10.7K - $12.8K
|
84
$17.8K
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
62New |
$7.9K - $9.44K
|
62
$13.1K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
17New |
$2.17K - $2.59K
|
17
$3.6K
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
16New |
$2.04K - $2.44K
|
16
$3.39K
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
12New |
$1.53K - $1.83K
|
12
$2.54K
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
10+ 0.58% |
$1.27K - $1.52K
|
1.73K
$365K
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
15.2KNew |
$1.63M - $2M
|
15.2K
$3.21M
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.4KNew |
$1.23M - $1.5M
|
11.4K
$2.41M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.51KNew |
$270K - $331K
|
2.51K
$531K
|