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 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
65+ 1.92% |
$31.3K - $35K
|
3.46K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-5- 0.44% |
$2.41K - $2.69K
|
1.13K
$560K
|
|
|
Feb 07, 2025
Q4 2024
|
Lepercq Multi Asset Fund
Hamilton, D0 |
BUY
|
- |
46.3KNew |
$22.3M - $24.9M
|
46.3K
$23M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-349- 3.38% |
$168K - $188K
|
9.99K
$4.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-228- 11.63% |
$110K - $123K
|
1.73K
$861K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-958- 0.82% |
$461K - $516K
|
116K
$57.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-207- 2.89% |
$99.6K - $111K
|
6.97K
$3.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
44+ 1.03% |
$21.2K - $23.7K
|
4.3K
$2.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
BUY
|
- |
409New |
$197K - $220K
|
409
$203K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.33K- 19.04% |
$638K - $714K
|
5.64K
$2.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-6- 2.27% |
$2.89K - $3.23K
|
258
$128K
|
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
11+ 0.87% |
$5.29K - $5.92K
|
1.28K
$635K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
133+ 0.43% |
$64K - $71.6K
|
30.9K
$15.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.07% |
$481 - $538
|
1.36K
$676K
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
2.45KNew |
$1.18M - $1.32M
|
2.45K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
8+ 0.5% |
$3.85K - $4.31K
|
1.62K
$804K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-32- 0.93% |
$15.4K - $17.2K
|
3.39K
$1.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
683+ 555.28% |
$329K - $368K
|
806
$401K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2K+ 16.68% |
$962K - $1.08M
|
14K
$6.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-160- 9.86% |
$77K - $86.1K
|
1.46K
$727K
|
|
|
Feb 07, 2025
Q4 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
9.32KNew |
$4.48M - $5.02M
|
9.32K
$4.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-2.2K- 29.23% |
$1.06M - $1.18M
|
5.33K
$2.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-88- 3.14% |
$42.3K - $47.4K
|
2.71K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
514+ 15.06% |
$247K - $277K
|
3.93K
$1.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
8.15KNew |
$3.92M - $4.39M
|
8.15K
$4.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
14+ 0.22% |
$6.74K - $7.53K
|
6.43K
$3.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-36.6K- 22.49% |
$17.6M - $19.7M
|
126K
$62.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
433+ 72.65% |
$208K - $233K
|
1.03K
$511K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
642+ 1.87% |
$309K - $346K
|
35K
$17.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-15- 0.12% |
$7.22K - $8.07K
|
13K
$6.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
1.91K+ 38.18% |
$918K - $1.03M
|
6.9K
$3.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-180- 4.26% |
$86.6K - $96.9K
|
4.05K
$2.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
752+ 12.95% |
$362K - $405K
|
6.56K
$3.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-2.35K- 51.33% |
$1.13M - $1.27M
|
2.23K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Parker Investment Management, LLC
|
SELL
|
- |
-2.02K- 1.01% |
$970K - $1.08M
|
197K
$98.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Carnegie Mellon University
|
BUY
|
- |
60.8KNew |
$29.3M - $32.7M
|
60.8K
$30.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-71- 12.79% |
$34.2K - $38.2K
|
484
$241K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
10+ 0.26% |
$4.81K - $5.38K
|
3.8K
$1.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8.1K+ 9.39% |
$3.9M - $4.36M
|
94.3K
$46.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Wallace Hart LLC
Lexington, KY |
SELL
|
- |
-12.7K- 10.33% |
$6.09M - $6.81M
|
110K
$54.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
151K+ 2338.09% |
$72.5M - $81.1M
|
157K
$78.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-101- 5.48% |
$48.6K - $54.4K
|
1.74K
$866K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
621+ 143.42% |
$299K - $334K
|
1.05K
$524K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.31K+ 1.88% |
$1.11M - $1.24M
|
125K
$62.1M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.59% |
$8.18K - $9.15K
|
2.92K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-876- 1.42% |
$422K - $471K
|
60.9K
$30.3M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.92K- 20.99% |
$923K - $1.03M
|
7.22K
$3.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
246+ 43.69% |
$118K - $132K
|
809
$402K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
5.29KNew |
$2.54M - $2.85M
|
5.29K
$2.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
1.23KNew |
$592K - $662K
|
1.23K
$611K
|