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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
50+ 4.57% |
$21.7K - $25.1K
|
1.14K
$605K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
50New |
$21.7K - $25.1K
|
50
$26.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
48+ 8.7% |
$20.9K - $24.1K
|
600
$318K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
47+ 6.76% |
$20.4K - $23.6K
|
742
$393K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
47+ 1.09% |
$20.4K - $23.6K
|
4.35K
$2.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
46+ 3.55% |
$20K - $23.1K
|
1.34K
$711K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
45+ 2.42% |
$19.6K - $22.6K
|
1.9K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
42+ 5.36% |
$18.3K - $21.1K
|
825
$437K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
41+ 1.95% |
$17.8K - $20.6K
|
2.14K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
40+ 0.06% |
$17.4K - $20.1K
|
65.9K
$34.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
40+ 8.6% |
$17.4K - $20.1K
|
505
$267K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
38+ 1.76% |
$16.5K - $19.1K
|
2.19K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
34+ 4.91% |
$14.8K - $17.1K
|
726
$384K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
33+ 4.86% |
$14.3K - $16.6K
|
712
$377K
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
32+ 0.86% |
$13.9K - $16.1K
|
3.75K
$1.99M
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
32+ 4.78% |
$13.9K - $16.1K
|
701
$371K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
32+ 0.63% |
$13.9K - $16.1K
|
5.14K
$2.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
31+ 1.78% |
$13.5K - $15.6K
|
1.77K
$936K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
30New |
$13K - $15.1K
|
30
$15.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
30+ 13.16% |
$13K - $15.1K
|
258
$137K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
29+ 3.06% |
$12.6K - $14.6K
|
977
$517K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
29+ 2.24% |
$12.6K - $14.6K
|
1.32K
$699K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
28+ 1.77% |
$12.2K - $14.1K
|
1.61K
$853K
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
27+ 0.16% |
$11.7K - $13.6K
|
17.4K
$9.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
26+ 1.32% |
$11.3K - $13.1K
|
2K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
26+ 0.39% |
$11.3K - $13.1K
|
6.69K
$3.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
BUY
|
- |
26+ 5.08% |
$11.3K - $13.1K
|
538
$285K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
26+ 0.5% |
$11.3K - $13.1K
|
5.21K
$2.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
26+ 2.09% |
$11.3K - $13.1K
|
1.27K
$671K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
25+ 0.47% |
$10.9K - $12.6K
|
5.38K
$2.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
24+ 0.94% |
$10.4K - $12.1K
|
2.59K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
23+ 2.38% |
$10K - $11.6K
|
990
$524K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
23+ 4.69% |
$10K - $11.6K
|
513
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
22+ 1.37% |
$9.56K - $11.1K
|
1.63K
$863K
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
21+ 0.63% |
$9.13K - $10.6K
|
3.36K
$1.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
21+ 0.85% |
$9.13K - $10.6K
|
2.49K
$1.32M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
21+ 5.0% |
$9.13K - $10.6K
|
441
$233K
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
20+ 2.78% |
$8.7K - $10.1K
|
740
$392K
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
20+ 2.59% |
$8.7K - $10.1K
|
792
$419K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
20+ 7.14% |
$8.7K - $10.1K
|
300
$159K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
18+ 1.05% |
$7.83K - $9.05K
|
1.73K
$915K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
17New |
$7.39K - $8.55K
|
17
$9K
|
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
16+ 1.13% |
$6.96K - $8.05K
|
1.43K
$757K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
16+ 3.0% |
$6.96K - $8.05K
|
550
$291K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
16+ 0.03% |
$6.96K - $8.05K
|
48.6K
$25.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
16+ 0.13% |
$6.96K - $8.05K
|
12.3K
$6.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
13+ 1.44% |
$5.65K - $6.54K
|
916
$485K
|
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
12+ 1.85% |
$5.22K - $6.04K
|
662
$350K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
12New |
$5.22K - $6.04K
|
12
$6.35K
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
12+ 2.31% |
$5.22K - $6.04K
|
532
$282K
|