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 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
95+ 1.77% |
$45.7K - $51.1K
|
5.47K
$2.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
95+ 26.03% |
$45.7K - $51.1K
|
460
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
92+ 17.01% |
$44.3K - $49.5K
|
633
$334K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
92+ 6.57% |
$44.3K - $49.5K
|
1.49K
$788K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
91+ 0.26% |
$43.8K - $49K
|
35.3K
$18.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
90+ 0.74% |
$43.3K - $48.4K
|
12.3K
$6.5M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
90+ 1.52% |
$43.3K - $48.4K
|
6.02K
$3.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
89+ 5.26% |
$42.8K - $47.9K
|
1.78K
$940K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
89+ 18.7% |
$42.8K - $47.9K
|
565
$298K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
88+ 1.67% |
$42.3K - $47.4K
|
5.36K
$2.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
88+ 3.85% |
$42.3K - $47.4K
|
2.38K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
88+ 1.61% |
$42.3K - $47.4K
|
5.56K
$2.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
87+ 6.79% |
$41.9K - $46.8K
|
1.37K
$723K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
87+ 0.82% |
$41.9K - $46.8K
|
10.7K
$5.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
86+ 9.02% |
$41.4K - $46.3K
|
1.04K
$549K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
86+ 4.13% |
$41.4K - $46.3K
|
2.17K
$1.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
85+ 0.39% |
$40.9K - $45.7K
|
21.7K
$11.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
85+ 2.08% |
$40.9K - $45.7K
|
4.18K
$2.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
85+ 0.45% |
$40.9K - $45.7K
|
19.1K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
84+ 3.78% |
$40.4K - $45.2K
|
2.31K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
81+ 1.68% |
$39K - $43.6K
|
4.91K
$2.59M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
81+ 8.23% |
$39K - $43.6K
|
1.07K
$562K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
80+ 3.68% |
$38.5K - $43.1K
|
2.25K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
80+ 3.05% |
$38.5K - $43.1K
|
2.71K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
80+ 0.84% |
$38.5K - $43.1K
|
9.65K
$5.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
79+ 16.12% |
$38K - $42.5K
|
569
$300K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
79+ 9.45% |
$38K - $42.5K
|
915
$483K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
77+ 0.09% |
$37.1K - $41.4K
|
82.6K
$43.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
77+ 3.2% |
$37.1K - $41.4K
|
2.48K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
77+ 30.8% |
$37.1K - $41.4K
|
327
$173K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
76+ 1.48% |
$36.6K - $40.9K
|
5.21K
$2.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
75+ 0.22% |
$36.1K - $40.4K
|
34K
$18M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
74+ 4.32% |
$35.6K - $39.8K
|
1.79K
$943K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
72+ 5.25% |
$34.6K - $38.7K
|
1.44K
$762K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
72New |
$34.6K - $38.7K
|
72
$38K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
72+ 1.34% |
$34.6K - $38.7K
|
5.43K
$2.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
71+ 8.17% |
$34.2K - $38.2K
|
940
$496K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
71+ 2.0% |
$34.2K - $38.2K
|
3.62K
$1.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
70+ 8.48% |
$33.7K - $37.7K
|
895
$473K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
69+ 3.36% |
$33.2K - $37.1K
|
2.13K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
69+ 2.96% |
$33.2K - $37.1K
|
2.4K
$1.27M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
68+ 0.26% |
$32.7K - $36.6K
|
26K
$13.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
67+ 5.94% |
$32.2K - $36.1K
|
1.2K
$631K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
66+ 0.68% |
$31.8K - $35.5K
|
9.82K
$5.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
66+ 1.16% |
$31.8K - $35.5K
|
5.74K
$3.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
65+ 1.92% |
$31.3K - $35K
|
3.46K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
65+ 1.87% |
$31.3K - $35K
|
3.54K
$1.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
65+ 1.0% |
$31.3K - $35K
|
6.56K
$3.46M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
64+ 1.09% |
$30.8K - $34.4K
|
5.96K
$3.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
63+ 0.29% |
$30.3K - $33.9K
|
21.6K
$11.4M
|