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 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.66K+ 20.23% |
$1.28M - $1.43M
|
15.8K
$7.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
167+ 27.93% |
$80.4K - $89.9K
|
765
$384K
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-500- 14.35% |
$241K - $269K
|
2.98K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
12.1KNew |
$5.83M - $6.52M
|
12.1K
$6.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
SELL
|
- |
-82- 0.26% |
$39.5K - $44.1K
|
31.1K
$15.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
103+ 5.53% |
$49.6K - $55.4K
|
1.96K
$986K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5+ 0.33% |
$2.41K - $2.69K
|
1.54K
$774K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
3.03K+ 4.21% |
$1.46M - $1.63M
|
75K
$37.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-3.76K- 19.96% |
$1.81M - $2.02M
|
15.1K
$7.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
504+ 19.09% |
$243K - $271K
|
3.14K
$1.58M
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-12- 1.3% |
$5.77K - $6.46K
|
910
$457K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
186+ 3.3% |
$89.5K - $100K
|
5.82K
$2.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
34+ 1.61% |
$16.4K - $18.3K
|
2.14K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
258+ 1.9% |
$124K - $139K
|
13.8K
$6.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
212+ 0.62% |
$102K - $114K
|
34.3K
$17.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
381+ 1.56% |
$183K - $205K
|
24.9K
$12.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-654- 1.26% |
$315K - $352K
|
51.2K
$25.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-78- 0.69% |
$37.5K - $42K
|
11.2K
$5.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-25- 1.06% |
$12K - $13.5K
|
2.33K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-210- 27.6% |
$101K - $113K
|
551
$277K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
50+ 1.79% |
$24.1K - $26.9K
|
2.85K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-41- 6.37% |
$19.7K - $22.1K
|
603
$303K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-13.6K- 73.45% |
$6.54M - $7.31M
|
4.91K
$2.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-121- 4.88% |
$58.2K - $65.1K
|
2.36K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
481New |
$231K - $259K
|
481
$241K
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-355- 11.39% |
$171K - $191K
|
2.76K
$1.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-1.4K- 2.72% |
$672K - $752K
|
49.9K
$25M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-51- 0.15% |
$24.5K - $27.4K
|
33.7K
$16.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
52+ 0.52% |
$25K - $28K
|
10.1K
$5.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-7.84K- 92.6% |
$3.77M - $4.22M
|
627
$315K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
2.45K+ 15.99% |
$1.18M - $1.32M
|
17.8K
$8.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-18- 0.04% |
$8.66K - $9.69K
|
46.5K
$23.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-11.4K- 2.87% |
$5.49M - $6.14M
|
386K
$194M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.7K+ 22.7% |
$816K - $912K
|
9.16K
$4.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
132+ 1.39% |
$63.5K - $71K
|
9.64K
$4.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-189- 11.47% |
$91K - $102K
|
1.46K
$732K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
224+ 0.5% |
$108K - $121K
|
44.6K
$22.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
9+ 2.1% |
$4.33K - $4.84K
|
438
$220K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
146+ 2.42% |
$70.3K - $78.6K
|
6.19K
$3.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
77.9K+ 171.55% |
$37.5M - $41.9M
|
123K
$61.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
39+ 1.34% |
$18.8K - $21K
|
2.94K
$1.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
36+ 0.24% |
$17.3K - $19.4K
|
15K
$7.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
417New |
$201K - $224K
|
417
$209K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.2K- 40.43% |
$575K - $643K
|
1.76K
$884K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
10+ 20.0% |
$4.81K - $5.38K
|
60
$30.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.21K+ 16.55% |
$580K - $649K
|
8.49K
$4.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
151+ 1.36% |
$72.7K - $81.3K
|
11.2K
$5.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.46K+ 154.93% |
$703K - $786K
|
2.4K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.33KNew |
$641K - $716K
|
1.33K
$668K
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
209+ 27.57% |
$101K - $112K
|
967
$485K
|