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 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
4.44KNew |
$2.13M - $2.39M
|
4.44K
$2.2M
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
7+ 0.95% |
$3.37K - $3.77K
|
744
$370K
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-25- 4.24% |
$12K - $13.5K
|
565
$281K
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.22K+ 4.49% |
$585K - $654K
|
28.3K
$14.1M
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
457+ 8.36% |
$220K - $246K
|
5.92K
$2.94M
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-38- 1.34% |
$18.3K - $20.5K
|
2.79K
$1.39M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
318+ 1.66% |
$153K - $171K
|
19.4K
$9.67M
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
124+ 1.44% |
$59.7K - $66.7K
|
8.76K
$4.35M
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-265- 1.1% |
$128K - $143K
|
23.8K
$11.8M
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
9+ 0.35% |
$4.33K - $4.84K
|
2.6K
$1.29M
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
1+ 0.2% |
$481 - $538
|
502
$250K
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-40- 7.72% |
$19.2K - $21.5K
|
478
$238K
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
17KNew |
$8.18M - $9.14M
|
17K
$8.44M
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-783- 1.89% |
$377K - $421K
|
40.7K
$20.2M
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.18% |
$481 - $538
|
563
$280K
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
2.65KNew |
$1.28M - $1.43M
|
2.65K
$1.32M
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-880- 1.76% |
$423K - $474K
|
49.2K
$24.5M
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
45+ 3.55% |
$21.7K - $24.2K
|
1.31K
$652K
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.47KNew |
$709K - $793K
|
1.47K
$732K
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
46+ 8.47% |
$22.1K - $24.8K
|
589
$293K
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
301+ 1.04% |
$145K - $162K
|
29.3K
$14.6M
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-303- 1.71% |
$146K - $163K
|
17.4K
$8.67M
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5.28K- 20.75% |
$2.54M - $2.84M
|
20.2K
$10M
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
10.4KNew |
$5.01M - $5.6M
|
10.4K
$5.17M
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
20+ 3.05% |
$9.62K - $10.8K
|
676
$336K
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
31+ 2.33% |
$14.9K - $16.7K
|
1.36K
$677K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
46.2K+ 3.39% |
$22.2M - $24.9M
|
1.41M
$701M
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
573+ 31.48% |
$276K - $308K
|
2.39K
$1.19M
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-81.7K- 4.5% |
$39.3M - $44M
|
1.74M
$863M
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.17K+ 211.57% |
$563K - $630K
|
1.72K
$856K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
5.76KNew |
$2.77M - $3.1M
|
5.76K
$2.86M
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
465+ 101.97% |
$224K - $250K
|
921
$458K
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
578New |
$278K - $311K
|
578
$287K
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-113- 6.92% |
$54.4K - $60.8K
|
1.52K
$756K
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-949- 6.75% |
$457K - $511K
|
13.1K
$6.52M
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
77+ 0.09% |
$37.1K - $41.4K
|
82.6K
$41M
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3+ 0.37% |
$1.44K - $1.61K
|
806
$401K
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
467+ 26.7% |
$225K - $251K
|
2.22K
$1.1M
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
50+ 2.79% |
$24.1K - $26.9K
|
1.84K
$916K
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
15.5KNew |
$7.48M - $8.37M
|
15.5K
$7.73M
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
117+ 1.55% |
$56.3K - $63K
|
7.66K
$3.81M
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-8- 1.15% |
$3.85K - $4.31K
|
689
$342K
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
252New |
$121K - $136K
|
252
$125K
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
7.4KNew |
$3.56M - $3.98M
|
7.4K
$3.68M
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-2.69K- 1.04% |
$1.29M - $1.45M
|
255K
$127M
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.37K- 1.81% |
$657K - $735K
|
74K
$36.8M
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.02K+ 36.27% |
$492K - $550K
|
3.84K
$1.91M
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-2.12K- 55.11% |
$1.02M - $1.14M
|
1.73K
$857K
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-13.3K- 85.63% |
$6.41M - $7.17M
|
2.24K
$1.11M
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
346+ 42.77% |
$167K - $186K
|
1.16K
$574K
|