Latest Institutional Transactions on Invesco Qqq Trust, Series 1 (QQQ)
This table provides information on the latest institutional transactions involving Invesco Qqq Trust, Series 1 (QQQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
7.18KNew |
$3.45M - $3.86M
|
7.18K
$3.57M
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
3.3KNew |
$1.59M - $1.78M
|
3.3K
$1.64M
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
112+ 5.25% |
$53.9K - $60.3K
|
2.25K
$1.12M
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
448New |
$216K - $241K
|
448
$223K
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-100- 36.63% |
$48.1K - $53.8K
|
173
$86K
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
438+ 27.24% |
$211K - $236K
|
2.05K
$1.02M
|
|
Feb 10, 2025
Q4 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
109+ 0.18% |
$52.5K - $58.7K
|
59.2K
$29.4M
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
51+ 1.34% |
$24.5K - $27.4K
|
3.84K
$1.91M
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-306- 12.73% |
$147K - $165K
|
2.1K
$1.04M
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-123- 2.77% |
$59.2K - $66.2K
|
4.32K
$2.14M
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-45- 1.3% |
$21.7K - $24.2K
|
3.42K
$1.7M
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
90+ 0.74% |
$43.3K - $48.4K
|
12.3K
$6.12M
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
1+ 0.06% |
$481 - $538
|
1.54K
$766K
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-98- 10.99% |
$47.2K - $52.7K
|
794
$395K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
13+ 0.32% |
$6.26K - $7K
|
4.06K
$2.02M
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-503- 1.35% |
$242K - $271K
|
36.8K
$18.3M
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-515- 3.25% |
$248K - $277K
|
15.4K
$7.63M
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-233- 0.77% |
$112K - $125K
|
30K
$14.9M
|
|
Feb 10, 2025
Q4 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
2.06K+ 8.38% |
$989K - $1.11M
|
26.6K
$13.2M
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-31- 2.3% |
$14.9K - $16.7K
|
1.32K
$656K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-42.2K- 14.73% |
$20.3M - $22.7M
|
244K
$121M
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
3.38KNew |
$1.63M - $1.82M
|
3.38K
$1.68M
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-20- 0.86% |
$9.62K - $10.8K
|
2.31K
$1.15M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.59K- 1.7% |
$2.69M - $3.01M
|
324K
$161M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.34K+ 17.33% |
$3.53M - $3.95M
|
49.7K
$24.7M
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
17.3KNew |
$8.33M - $9.32M
|
17.3K
$8.6M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.11K+ 6.35% |
$532K - $595K
|
18.5K
$9.2M
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-63.1K- 91.92% |
$30.3M - $33.9M
|
5.54K
$2.75M
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-339- 2.37% |
$163K - $182K
|
13.9K
$6.93M
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-97.8K- 99.23% |
$47.1M - $52.6M
|
760
$378K
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
12KNew |
$5.79M - $6.48M
|
12K
$5.98M
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
183+ 10.91% |
$88.1K - $98.5K
|
1.86K
$925K
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.16K- 5.98% |
$560K - $626K
|
18.3K
$9.09M
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
736+ 266.67% |
$354K - $396K
|
1.01K
$503K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-12K- 5.39% |
$5.79M - $6.48M
|
211K
$105M
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-445K- 42.27% |
$214M - $239M
|
607K
$302M
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
4+ 0.35% |
$1.92K - $2.15K
|
1.13K
$563K
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
26+ 0.26% |
$12.5K - $14K
|
9.86K
$4.9M
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
760New |
$366K - $409K
|
760
$378K
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-5.18K- 70.69% |
$2.49M - $2.79M
|
2.15K
$1.07M
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
38+ 1.6% |
$18.3K - $20.5K
|
2.42K
$1.2M
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
559+ 1.23% |
$269K - $301K
|
46.1K
$22.9M
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-3- 0.06% |
$1.44K - $1.61K
|
4.74K
$2.35M
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-137- 0.96% |
$65.9K - $73.7K
|
14.1K
$7.01M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-28.5K- 31.4% |
$13.7M - $15.4M
|
62.4K
$31M
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
41+ 1.91% |
$19.7K - $22.1K
|
2.19K
$1.09M
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
215+ 9.65% |
$103K - $116K
|
2.44K
$1.21M
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
6.08K+ 195.43% |
$2.92M - $3.27M
|
9.19K
$4.57M
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
489New |
$235K - $263K
|
489
$243K
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
817New |
$393K - $440K
|
817
$406K
|