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 |
---|---|---|---|---|---|---|---|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
436New |
$210K - $235K
|
436
$209K
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
435New |
$209K - $234K
|
435
$208K
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
435New |
$209K - $234K
|
435
$208K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
435+ 7.14% |
$209K - $234K
|
6.53K
$3.13M
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
435New |
$209K - $234K
|
435
$208K
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
433+ 72.65% |
$208K - $233K
|
1.03K
$493K
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
432+ 63.81% |
$208K - $232K
|
1.11K
$531K
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
431New |
$207K - $232K
|
431
$207K
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
431+ 2.68% |
$207K - $232K
|
16.5K
$7.93M
|
|
Feb 14, 2025
Q4 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
BUY
|
- |
430+ 66.67% |
$207K - $231K
|
1.08K
$515K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
430+ 417.48% |
$207K - $231K
|
533
$255K
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
429New |
$206K - $231K
|
429
$206K
|
|
Mar 06, 2025
Q4 2024
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
428New |
$206K - $230K
|
428
$205K
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
428+ 1.38% |
$206K - $230K
|
31.4K
$15.1M
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
428New |
$206K - $230K
|
428
$205K
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
427New |
$205K - $230K
|
427
$205K
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
427+ 22.14% |
$205K - $230K
|
2.36K
$1.13M
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
427+ 5.36% |
$205K - $230K
|
8.39K
$4.02M
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
426+ 3.89% |
$205K - $229K
|
11.4K
$5.45M
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
424+ 59.55% |
$204K - $228K
|
1.14K
$544K
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
424+ 0.62% |
$204K - $228K
|
69.3K
$33.2M
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
421+ 10.94% |
$203K - $227K
|
4.27K
$2.05M
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
420New |
$202K - $226K
|
420
$201K
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
420+ 2.01% |
$202K - $226K
|
21.4K
$10.2M
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
419+ 0.99% |
$202K - $225K
|
42.8K
$20.5M
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
419+ 17.63% |
$202K - $225K
|
2.8K
$1.34M
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
419+ 14.74% |
$202K - $225K
|
3.26K
$1.56M
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
418New |
$201K - $225K
|
418
$200K
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
417+ 2.14% |
$201K - $224K
|
19.9K
$9.56M
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
417New |
$201K - $224K
|
417
$200K
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
416New |
$200K - $224K
|
416
$199K
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
416New |
$200K - $224K
|
416
$199K
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
415+ 0.72% |
$200K - $223K
|
58.1K
$27.8M
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
415New |
$200K - $223K
|
415
$199K
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
414New |
$199K - $223K
|
414
$198K
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
413New |
$199K - $222K
|
413
$198K
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
413New |
$199K - $222K
|
413
$198K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
413+ 1.87% |
$199K - $222K
|
22.5K
$10.8M
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
411New |
$198K - $221K
|
411
$197K
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
411+ 8.49% |
$198K - $221K
|
5.25K
$2.52M
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
411New |
$198K - $221K
|
411
$197K
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
411New |
$198K - $221K
|
411
$197K
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
410+ 56.47% |
$197K - $221K
|
1.14K
$544K
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
410+ 1.87% |
$197K - $221K
|
22.3K
$10.7M
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
409+ 0.88% |
$197K - $220K
|
47K
$22.5M
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
409New |
$197K - $220K
|
409
$196K
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
BUY
|
- |
409New |
$197K - $220K
|
409
$196K
|
|
Feb 06, 2025
Q4 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
408New |
$196K - $220K
|
408
$196K
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
408New |
$196K - $220K
|
408
$196K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
408+ 10.65% |
$196K - $220K
|
4.24K
$2.03M
|