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
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
33.7KNew |
$16.2M - $18.1M
|
33.7K
$16.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.13K+ 21.45% |
$542K - $607K
|
6.38K
$3.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
357+ 18.89% |
$172K - $192K
|
2.25K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-14- 1.07% |
$6.74K - $7.53K
|
1.3K
$645K
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
149+ 2.86% |
$71.7K - $80.2K
|
5.36K
$2.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-1.15K- 44.55% |
$555K - $621K
|
1.44K
$713K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
471+ 7.37% |
$227K - $253K
|
6.86K
$3.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
105+ 1.3% |
$50.5K - $56.5K
|
8.2K
$4.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-346- 2.0% |
$167K - $186K
|
16.9K
$8.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-137- 1.1% |
$65.9K - $73.7K
|
12.3K
$6.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-136- 2.53% |
$65.4K - $73.2K
|
5.24K
$2.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-54- 3.21% |
$26K - $29.1K
|
1.63K
$810K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.95K- 53.01% |
$2.38M - $2.66M
|
4.39K
$2.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-508- 44.37% |
$244K - $273K
|
637
$317K
|
|
|
Feb 10, 2025
Q4 2024
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-595- 0.77% |
$286K - $320K
|
76.3K
$37.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
247+ 12.47% |
$119K - $133K
|
2.23K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-34- 0.78% |
$16.4K - $18.3K
|
4.34K
$2.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-7.4K- 6.56% |
$3.56M - $3.98M
|
105K
$52.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
13.3K+ 20.61% |
$6.39M - $7.14M
|
77.7K
$38.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
205+ 8.48% |
$98.7K - $110K
|
2.62K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
16+ 0.76% |
$7.7K - $8.61K
|
2.11K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
447New |
$215K - $241K
|
447
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
240New |
$115K - $129K
|
240
$119K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-916- 1.67% |
$441K - $493K
|
54.1K
$26.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
PUT |
260KNew |
$125M - $140M
|
260K
$129M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-190K- 58.19% |
$91.5M - $102M
|
137K
$67.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-10.7K- 22.17% |
$5.14M - $5.75M
|
37.5K
$18.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
27.1K+ 0.88% |
$13M - $14.6M
|
3.12M
$1.55B
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
18.2KNew |
$8.76M - $9.79M
|
18.2K
$9.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-7.72K- 5.86% |
$3.72M - $4.16M
|
124K
$61.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
46+ 2.97% |
$22.1K - $24.8K
|
1.6K
$793K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-163- 5.11% |
$78.4K - $87.7K
|
3.02K
$1.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
107+ 8.82% |
$51.5K - $57.6K
|
1.32K
$656K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-118- 0.95% |
$56.8K - $63.5K
|
12.3K
$6.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
5K+ 0.56% |
$2.41M - $2.69M
|
893K
$444M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.87K+ 57.71% |
$1.86M - $2.08M
|
10.6K
$5.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
12K+ 13.02% |
$5.78M - $6.47M
|
104K
$51.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.82KNew |
$1.36M - $1.52M
|
2.82K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
129+ 2.49% |
$62.1K - $69.4K
|
5.31K
$2.64M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-50- 14.71% |
$24.1K - $26.9K
|
290
$144K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-61- 0.48% |
$29.4K - $32.8K
|
12.6K
$6.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
227+ 52.42% |
$109K - $122K
|
660
$328K
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
402New |
$193K - $216K
|
402
$200K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.85KNew |
$891K - $996K
|
1.85K
$920K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
4.55KNew |
$2.19M - $2.45M
|
4.55K
$2.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-191- 0.46% |
$91.9K - $103K
|
41.4K
$20.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
994New |
$478K - $535K
|
994
$494K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-111K- 7.53% |
$53.6M - $59.9M
|
1.37M
$680M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-9- 1.31% |
$4.33K - $4.84K
|
677
$337K
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
562New |
$270K - $302K
|
562
$279K
|