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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-100- 3.52% |
$48.1K - $53.8K
|
2.74K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
25+ 2.44% |
$12K - $13.5K
|
1.05K
$528K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-3- 0.25% |
$1.44K - $1.61K
|
1.2K
$602K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-322- 1.07% |
$155K - $173K
|
29.7K
$14.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
147+ 9.27% |
$70.7K - $79.1K
|
1.73K
$869K
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-1.41K- 2.72% |
$679K - $759K
|
50.4K
$25.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
448+ 1.26% |
$216K - $241K
|
36.1K
$18.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
11+ 1.41% |
$5.29K - $5.92K
|
793
$398K
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-25- 0.99% |
$12K - $13.5K
|
2.5K
$1.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
191+ 45.05% |
$91.9K - $103K
|
615
$309K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
23+ 0.85% |
$11.1K - $12.4K
|
2.74K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
1+ 0.11% |
$481 - $538
|
884
$444K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1+ 0.13% |
$481 - $538
|
778
$391K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.62K- 15.28% |
$777K - $869K
|
8.96K
$4.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.48K- 2.46% |
$710K - $794K
|
58.5K
$29.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
16+ 0.87% |
$7.7K - $8.61K
|
1.86K
$935K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-363- 1.34% |
$175K - $195K
|
26.7K
$13.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-2- 0.32% |
$962 - $1.08K
|
632
$317K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
51.8K+ 34.33% |
$24.9M - $27.9M
|
203K
$102M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
CALL |
43.5KNew |
$20.9M - $23.4M
|
43.5K
$21.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
997+ 3.91% |
$480K - $537K
|
26.5K
$13.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
12K+ 206.93% |
$5.76M - $6.44M
|
17.8K
$8.91M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.26KNew |
$605K - $677K
|
1.26K
$632K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
10+ 0.24% |
$4.81K - $5.38K
|
4.12K
$2.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
138+ 8.9% |
$66.4K - $74.3K
|
1.69K
$847K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
36+ 3.05% |
$17.3K - $19.4K
|
1.22K
$610K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-50- 0.59% |
$24.1K - $26.9K
|
8.45K
$4.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-5.4K- 59.77% |
$2.6M - $2.91M
|
3.64K
$1.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
642+ 11.88% |
$309K - $346K
|
6.05K
$3.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
137+ 2.37% |
$65.9K - $73.7K
|
5.91K
$2.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
20+ 32.26% |
$9.62K - $10.8K
|
82
$41.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-938- 7.47% |
$451K - $505K
|
11.6K
$5.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 1.52% |
$495K - $553K
|
68.8K
$34.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-64- 23.53% |
$30.8K - $34.4K
|
208
$104K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.46K+ 56.22% |
$1.18M - $1.32M
|
6.82K
$3.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
PUT |
400New |
$192K - $215K
|
400
$201K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-204- 5.71% |
$98.2K - $110K
|
3.37K
$1.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
333+ 1.83% |
$160K - $179K
|
18.5K
$9.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
26+ 0.17% |
$12.5K - $14K
|
15.3K
$7.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
335+ 4.84% |
$161K - $180K
|
7.25K
$3.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-972- 3.22% |
$468K - $523K
|
29.2K
$14.6M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
646New |
$311K - $348K
|
646
$324K
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
24+ 4.46% |
$11.5K - $12.9K
|
562
$282K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-8- 4.44% |
$3.85K - $4.31K
|
172
$86.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
11+ 0.79% |
$5.29K - $5.92K
|
1.41K
$705K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-69.6K- 57.51% |
$33.5M - $37.5M
|
51.4K
$25.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
PUT |
-170K- 49.39% |
$81.8M - $91.5M
|
174K
$87.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-189- 0.48% |
$91K - $102K
|
39.2K
$19.7M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-1.23K- 3.26% |
$593K - $663K
|
36.6K
$18.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-360- 16.17% |
$173K - $194K
|
1.87K
$937K
|