Purchases and Sales Made in Q3 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 Q3 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
Nov 08, 2023 Q3 2023
Plancorp, LLC

BUY
 -
5.24K
+ 168.04%
$1.86M - $2.02M
8.36K $4.43M
Nov 14, 2023 Q3 2023
Amundi

Paris, I0
BUY
 -
5.2K
+ 22.81%
$1.84M - $2.01M
28K $14.8M
Oct 18, 2023 Q3 2023
Proficio Capital Partners LLC

Newton, MA
BUY
 -
5.19K
+ 71.45%
$1.84M - $2M
12.5K $6.6M
Oct 27, 2023 Q3 2023
Gsg Advisors LLC

Mount Laurel, NJ
BUY
 -
5.19K
New
$1.84M - $2M
5.19K $2.75M
Aug 28, 2024 Q3 2023
River Front Investment Group, LLC

Richmond, VA
BUY
 -
5.15K
+ 5.74%
$1.82M - $1.99M
94.8K $50.2M
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
5.13K
New
$1.82M - $1.98M
5.13K $2.72M
Nov 14, 2023 Q3 2023
Lazard Asset Management LLC

New York, NY
BUY
 -
5.11K
+ 46.2%
$1.81M - $1.97M
16.2K $8.56M
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
5.07K
+ 62.3%
$1.8M - $1.96M
13.2K $7M
Nov 03, 2023 Q3 2023
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
5.03K
+ 16.69%
$1.78M - $1.94M
35.2K $18.6M
Nov 09, 2023 Q3 2023
Andar Capital Management Hk LTD

Hong Kong, K3
BUY
 -
5K
New
$1.77M - $1.93M
5K $2.65M
Nov 14, 2023 Q3 2023
Jt Stratford LLC

Gainesville, GA
BUY
 -
4.85K
+ 30.91%
$1.72M - $1.87M
20.5K $10.9M
Nov 07, 2023 Q3 2023
Bank Of Marin

Novato, CA
BUY
 -
4.74K
New
$1.68M - $1.83M
4.74K $2.51M
Nov 03, 2023 Q3 2023
Winthrop Advisory Group LLC

BUY
 -
4.72K
+ 5.2%
$1.67M - $1.82M
95.6K $50.7M
Nov 13, 2023 Q3 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
4.65K
+ 3.72%
$1.65M - $1.79M
130K $68.7M
Nov 09, 2023 Q3 2023
Pacific Financial Group Inc

BUY
 -
4.6K
+ 10.12%
$1.63M - $1.78M
50.1K $26.5M
Oct 11, 2023 Q3 2023
D. Scott Neal, Inc.

BUY
 -
4.53K
+ 76.98%
$1.6M - $1.75M
10.4K $5.52M
Nov 13, 2023 Q3 2023
Allen Investment Management LLC

BUY
 -
4.52K
+ 18.32%
$1.6M - $1.74M
29.2K $15.5M
Nov 08, 2023 Q3 2023
Sequoia Financial Advisors, LLC

BUY
 -
4.49K
+ 6.52%
$1.59M - $1.73M
73.4K $38.9M
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
4.49K
+ 4585.71%
$1.59M - $1.73M
4.59K $2.43M
Nov 02, 2023 Q3 2023
Crew Capital Management, Ltd.

BUY
 -
4.47K
+ 29.72%
$1.58M - $1.72M
19.5K $10.3M
Nov 14, 2023 Q3 2023
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
4.46K
+ 13.38%
$1.58M - $1.72M
37.8K $20M
Nov 01, 2023 Q3 2023
Focused Wealth Management, Inc

BUY
 -
4.44K
+ 3.89%
$1.57M - $1.71M
118K $62.8M
Oct 18, 2023 Q3 2023
Umb Bank, N.A.

BUY
 -
4.44K
+ 144.04%
$1.57M - $1.71M
7.51K $3.98M
Oct 31, 2023 Q3 2023
Money Concepts Capital Corp

BUY
 -
4.21K
+ 6.91%
$1.49M - $1.62M
65.2K $34.5M
Nov 07, 2023 Q3 2023
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
4.17K
New
$1.48M - $1.61M
4.17K $2.21M
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
4.16K
+ 2.55%
$1.47M - $1.61M
167K $88.7M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
4.16K
+ 2.56%
$1.47M - $1.6M
167K $88.4M
Nov 08, 2023 Q3 2023
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
4.12K
+ 35.01%
$1.46M - $1.59M
15.9K $8.41M
Oct 25, 2023 Q3 2023
Miracle Mile Advisors, LLC

BUY
 -
4.1K
+ 1.3%
$1.45M - $1.58M
319K $169M
Nov 07, 2023 Q3 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
4.09K
+ 18.66%
$1.45M - $1.58M
26K $13.8M
Oct 10, 2023 Q3 2023
Wedmont Private Capital

BUY
 -
4.08K
+ 28.12%
$1.44M - $1.57M
18.6K $9.84M
Oct 31, 2023 Q3 2023
Ifg Advisors, LLC

BUY
 -
4.07K
+ 4.83%
$1.44M - $1.57M
88.3K $46.8M
Nov 13, 2023 Q3 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
3.98K
+ 10.6%
$1.41M - $1.54M
41.5K $22M
Nov 01, 2023 Q3 2023
Mattern Wealth Management LLC

BUY
 -
3.97K
New
$1.41M - $1.53M
3.97K $2.1M
Oct 04, 2023 Q3 2023
Invictus Private Wealth, LLC

Denver, CO
BUY
 -
3.96K
+ 1.25%
$1.4M - $1.53M
321K $170M
Nov 13, 2023 Q3 2023
Dfpg Investments, LLC

BUY
 -
3.92K
+ 15.08%
$1.39M - $1.51M
29.9K $15.8M
Nov 01, 2023 Q3 2023
Websterrogers Financial Advisors, LLC

BUY
 -
3.88K
New
$1.37M - $1.5M
3.88K $2.05M
Nov 06, 2023 Q3 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
3.87K
+ 11.87%
$1.37M - $1.49M
36.5K $19.3M
Oct 18, 2023 Q3 2023
Heritage Wealth Partners, LLC

Dublin, OH
BUY
 -
3.75K
+ 44.7%
$1.33M - $1.45M
12.1K $6.44M
Oct 23, 2023 Q3 2023
Financial Advisory Service, Inc.

BUY
 -
3.74K
New
$1.32M - $1.44M
3.74K $1.98M
Nov 14, 2023 Q3 2023
Frisch Financial Group, Inc.

Melville, NY
BUY
 -
3.73K
New
$1.32M - $1.44M
3.73K $1.98M
Nov 14, 2023 Q3 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
3.71K
New
$1.31M - $1.43M
3.71K $1.96M
Oct 25, 2023 Q3 2023
Gps Wealth Strategies Group, LLC

BUY
 -
3.56K
+ 6.05%
$1.26M - $1.37M
62.5K $33.1M
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
3.52K
+ 7.16%
$1.25M - $1.36M
52.6K $27.9M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
3.47K
+ 2.56%
$1.23M - $1.34M
139K $73.7M
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
3.43K
+ 5.79%
$1.21M - $1.32M
62.6K $33.2M
Nov 13, 2023 Q3 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
3.42K
+ 26.91%
$1.21M - $1.32M
16.1K $8.54M
Oct 19, 2023 Q3 2023
Alpha Cubed Investments, LLC

BUY
 -
3.4K
+ 15.93%
$1.21M - $1.31M
24.8K $13.1M
Oct 24, 2023 Q3 2023
Brown Advisory Inc

BUY
 -
3.39K
+ 7.85%
$1.2M - $1.31M
46.6K $24.7M

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