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 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
575New |
$198K - $237K
|
575
$298K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
559+ 2.08% |
$192K - $230K
|
27.4K
$14.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Sl Advisors, LLC
|
BUY
|
- |
550New |
$189K - $226K
|
550
$285K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
538New |
$185K - $221K
|
538
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
534New |
$184K - $220K
|
534
$277K
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
521New |
$179K - $214K
|
521
$270K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
518New |
$178K - $213K
|
518
$268K
|
|
|
Jan 16, 2024
Q4 2023
|
Shearwater Capital LLC
|
BUY
|
- |
505New |
$174K - $208K
|
505
$262K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
500New |
$172K - $206K
|
500
$259K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
500New |
$172K - $206K
|
500
$259K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
500New |
$172K - $206K
|
500
$259K
|
|
|
Feb 05, 2024
Q4 2023
|
Beck Bode, LLC
|
BUY
|
- |
496New |
$170K - $204K
|
496
$257K
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
494New |
$170K - $203K
|
494
$256K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
491New |
$169K - $202K
|
491
$254K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
405+ 1.99% |
$139K - $167K
|
20.8K
$10.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
356New |
$122K - $146K
|
356
$184K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
345New |
$119K - $142K
|
345
$179K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
340New |
$117K - $140K
|
340
$176K
|
|
|
Feb 14, 2024
Q4 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
326New |
$112K - $134K
|
326
$169K
|
|
|
Feb 01, 2024
Q4 2023
|
Bml Capital Management, LLC
Zionsville, IN |
BUY
|
PUT |
300New |
$103K - $123K
|
300
$155K
|
|
|
Jan 30, 2024
Q4 2023
|
Bml Capital Management, LLC
Zionsville, IN |
BUY
|
- |
300New |
$103K - $123K
|
300
$155K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
280New |
$96.2K - $115K
|
280
$145K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
271New |
$93.1K - $112K
|
271
$140K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
200New |
$68.7K - $82.3K
|
200
$104K
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
PUT |
200+ 66.67% |
$68.7K - $82.3K
|
500
$259K
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
177New |
$60.8K - $72.8K
|
177
$91.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
170+ 23.94% |
$58.4K - $70K
|
880
$456K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
158+ 4.04% |
$54.3K - $65K
|
4.07K
$2.11M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
103New |
$35.4K - $42.4K
|
103
$53.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
100New |
$34.4K - $41.2K
|
100
$51.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
100New |
$34.4K - $41.2K
|
100
$51.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
100+ 1.23% |
$34.4K - $41.2K
|
8.26K
$4.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
100New |
$34.4K - $41.2K
|
100
$51.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
CALL |
100New |
$34.4K - $41.2K
|
100
$51.8K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
85+ 6.14% |
$29.2K - $35K
|
1.47K
$761K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
64+ 11.64% |
$22K - $26.3K
|
614
$318K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
54+ 0.35% |
$18.6K - $22.2K
|
15.4K
$7.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
52New |
$17.9K - $21.4K
|
52
$26.9K
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
50+ 1.83% |
$17.2K - $20.6K
|
2.78K
$1.44M
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
22+ 2.46% |
$7.56K - $9.05K
|
918
$476K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
22New |
$7.56K - $9.05K
|
22
$11.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
20+ 1.0% |
$6.87K - $8.23K
|
2.02K
$1.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
15+ 0.89% |
$5.15K - $6.17K
|
1.69K
$876K
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
15New |
$5.15K - $6.17K
|
15
$7.77K
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
11+ 1.19% |
$3.78K - $4.53K
|
937
$485K
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
BUY
|
- |
5+ 1.72% |
$1.72K - $2.06K
|
295
$153K
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1+ 1.92% |
$344 - $412
|
53
$27.5K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
400 Capital Management LLC
New York, NY |
BUY
|
PUT |
8.66M+ 646.75% |
$3.07B - $3.34B
|
10M
$5.18B
|
|
|
Nov 14, 2023
Q3 2023
|
Owl Creek Asset Management, L.P.
New York, NY |
BUY
|
PUT |
2.85MNew |
$1.01B - $1.1B
|
2.85M
$1.48B
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
PUT |
2.5MNew |
$886M - $964M
|
2.5M
$1.3B
|
|