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 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.79K- 5.59% |
$862K - $964K
|
30.3K
$15M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
8+ 0.02% |
$3.85K - $4.31K
|
41.8K
$20.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
PUT |
12.3K+ 126.8% |
$5.92M - $6.62M
|
22K
$10.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
238+ 2.27% |
$115K - $128K
|
10.7K
$5.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
428New |
$206K - $230K
|
428
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
6.22KNew |
$2.99M - $3.35M
|
6.22K
$3.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
1.27KNew |
$613K - $685K
|
1.27K
$633K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
89+ 5.26% |
$42.8K - $47.9K
|
1.78K
$885K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-30- 1.75% |
$14.4K - $16.1K
|
1.69K
$839K
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
71+ 8.17% |
$34.2K - $38.2K
|
940
$467K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
107+ 0.13% |
$51.5K - $57.6K
|
81.1K
$40.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3.25K+ 52.15% |
$1.56M - $1.75M
|
9.47K
$4.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
15.2K+ 399.55% |
$7.32M - $8.19M
|
19K
$9.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
3.96K+ 12.65% |
$1.9M - $2.13M
|
35.2K
$17.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
1.78K+ 0.21% |
$855K - $956K
|
828K
$412M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-925- 5.95% |
$445K - $498K
|
14.6K
$7.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
210+ 50.12% |
$101K - $113K
|
629
$313K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1- 0.1% |
$481 - $538
|
1.01K
$500K
|
|
|
Feb 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
27.7KNew |
$13.3M - $14.9M
|
27.7K
$13.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
234+ 2.11% |
$113K - $126K
|
11.3K
$5.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
489New |
$235K - $263K
|
489
$243K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
97+ 1.0% |
$46.7K - $52.2K
|
9.81K
$4.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
15.1K+ 3029.8% |
$7.29M - $8.15M
|
15.6K
$7.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.22K+ 8.02% |
$589K - $659K
|
16.5K
$8.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.03K+ 40.72% |
$496K - $555K
|
3.56K
$1.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
54+ 1.35% |
$26K - $29.1K
|
4.07K
$2.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-502- 1.54% |
$242K - $270K
|
32.1K
$15.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
140+ 30.37% |
$67.4K - $75.3K
|
601
$299K
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
44+ 0.67% |
$21.2K - $23.7K
|
6.57K
$3.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-104- 1.9% |
$50K - $56K
|
5.36K
$2.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
498+ 2.52% |
$240K - $268K
|
20.3K
$10.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
90.5K+ 173.67% |
$43.5M - $48.7M
|
143K
$70.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
630New |
$303K - $339K
|
630
$313K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
67+ 5.94% |
$32.2K - $36.1K
|
1.2K
$594K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-72- 9.97% |
$34.6K - $38.7K
|
650
$323K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
7.23K+ 8.62% |
$3.48M - $3.89M
|
91.1K
$45.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
558+ 14.32% |
$269K - $300K
|
4.46K
$2.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.39K+ 162.54% |
$670K - $750K
|
2.25K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-14- 1.3% |
$6.74K - $7.53K
|
1.06K
$527K
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-996- 1.85% |
$479K - $536K
|
52.9K
$26.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-10- 0.03% |
$4.81K - $5.38K
|
37.9K
$18.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-363- 1.21% |
$175K - $195K
|
29.7K
$14.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-149- 2.83% |
$71.7K - $80.2K
|
5.11K
$2.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
344+ 6.67% |
$166K - $185K
|
5.5K
$2.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-210- 2.09% |
$101K - $113K
|
9.85K
$4.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.76K+ 4.42% |
$846K - $947K
|
41.5K
$20.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
1.64KNew |
$787K - $880K
|
1.64K
$813K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.37K+ 12.73% |
$661K - $739K
|
12.2K
$6.04M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4K+ 29.78% |
$1.93M - $2.15M
|
17.4K
$8.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
181+ 1.44% |
$87.1K - $97.4K
|
12.7K
$6.34M
|