Latest Institutional Purchases of Invesco Qqq Trust, Series 1 (QQQ)
This list provides information on the latest institutional transactions involving Invesco Qqq Trust, Series 1 (QQQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
130+ 2.7% |
$62.6K - $70K
|
4.94K
$2.61M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
130+ 4.36% |
$62.6K - $70K
|
3.12K
$1.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
129+ 2.49% |
$62.1K - $69.4K
|
5.31K
$2.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
129+ 4.92% |
$62.1K - $69.4K
|
2.75K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
128+ 28.51% |
$61.6K - $68.9K
|
577
$305K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
126+ 26.3% |
$60.6K - $67.8K
|
605
$319K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
125+ 2.26% |
$60.2K - $67.3K
|
5.65K
$2.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
125+ 0.73% |
$60.2K - $67.3K
|
17.3K
$9.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
124+ 1.44% |
$59.7K - $66.7K
|
8.76K
$4.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
123+ 0.52% |
$59.2K - $66.2K
|
23.9K
$12.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
123+ 13.47% |
$59.2K - $66.2K
|
1.04K
$547K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
121+ 6.9% |
$58.2K - $65.1K
|
1.87K
$989K
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
117+ 8.1% |
$56.3K - $63K
|
1.56K
$825K
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
117+ 1.55% |
$56.3K - $63K
|
7.66K
$4.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
117+ 10.09% |
$56.3K - $63K
|
1.28K
$674K
|
|
|
Jan 24, 2025
Q4 2024
|
Baskin Financial Services Inc.
|
BUY
|
- |
117+ 11.94% |
$56.3K - $63K
|
1.1K
$579K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
117+ 3.24% |
$56.3K - $63K
|
3.72K
$1.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
115+ 2.61% |
$55.3K - $61.9K
|
4.52K
$2.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
113+ 0.4% |
$54.4K - $60.8K
|
28.1K
$14.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
113+ 10.21% |
$54.4K - $60.8K
|
1.22K
$644K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
113+ 0.7% |
$54.4K - $60.8K
|
16.4K
$8.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
113+ 1.32% |
$54.4K - $60.8K
|
8.67K
$4.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
112+ 5.25% |
$53.9K - $60.3K
|
2.25K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
111+ 740.0% |
$53.4K - $59.7K
|
126
$66.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
110+ 0.14% |
$52.9K - $59.2K
|
79.6K
$42M
|
|
|
Feb 10, 2025
Q4 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
109+ 0.18% |
$52.5K - $58.7K
|
59.2K
$31.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
109+ 0.98% |
$52.5K - $58.7K
|
11.2K
$5.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
108+ 1.01% |
$52K - $58.1K
|
10.8K
$5.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
108+ 2.92% |
$52K - $58.1K
|
3.81K
$2.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
107+ 8.82% |
$51.5K - $57.6K
|
1.32K
$697K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
107+ 0.13% |
$51.5K - $57.6K
|
81.1K
$42.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
105+ 1.3% |
$50.5K - $56.5K
|
8.2K
$4.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
105+ 8.13% |
$50.5K - $56.5K
|
1.4K
$737K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
105+ 1.1% |
$50.5K - $56.5K
|
9.62K
$5.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
104+ 3.84% |
$50K - $56K
|
2.81K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
103+ 4.15% |
$49.6K - $55.4K
|
2.59K
$1.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
103+ 5.53% |
$49.6K - $55.4K
|
1.96K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
102+ 0.99% |
$49.1K - $54.9K
|
10.4K
$5.49M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
102+ 6.88% |
$49.1K - $54.9K
|
1.58K
$836K
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
101+ 35.19% |
$48.6K - $54.4K
|
388
$205K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
100New |
$48.1K - $53.8K
|
100
$52.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
100+ 11.88% |
$48.1K - $53.8K
|
942
$497K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
100+ 14.73% |
$48.1K - $53.8K
|
779
$411K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
100+ 70.42% |
$48.1K - $53.8K
|
242
$128K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
100+ 16.92% |
$48.1K - $53.8K
|
691
$365K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
98+ 2.69% |
$47.2K - $52.7K
|
3.74K
$1.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
98+ 3.43% |
$47.2K - $52.7K
|
2.95K
$1.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
98+ 0.68% |
$47.2K - $52.7K
|
14.5K
$7.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
97+ 1.0% |
$46.7K - $52.2K
|
9.81K
$5.18M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
95+ 0.98% |
$45.7K - $51.1K
|
9.76K
$5.15M
|