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 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.31KNew |
$450K - $538K
|
1.31K
$684K
|
|
|
Jan 05, 2024
Q4 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.29K+ 52.03% |
$445K - $532K
|
3.78K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.01KNew |
$345K - $414K
|
1.01K
$526K
|
|
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
CALL |
1KNew |
$344K - $412K
|
1K
$523K
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
957+ 9.73% |
$329K - $394K
|
10.8K
$5.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
900New |
$309K - $370K
|
900
$471K
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
858New |
$295K - $353K
|
858
$449K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
848+ 1.68% |
$291K - $349K
|
51.3K
$26.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
771New |
$265K - $317K
|
771
$403K
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
768New |
$264K - $316K
|
768
$402K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
729New |
$251K - $300K
|
729
$381K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
715New |
$246K - $294K
|
715
$374K
|
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
679New |
$233K - $279K
|
679
$355K
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
614New |
$211K - $253K
|
614
$321K
|
|
|
Feb 12, 2024
Q4 2023
|
Stem Point Capital LP
New York, NY |
BUY
|
PUT |
600New |
$206K - $247K
|
600
$314K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
586New |
$201K - $241K
|
586
$306K
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
575New |
$198K - $237K
|
575
$301K
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
575New |
$198K - $237K
|
575
$301K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
559+ 2.08% |
$192K - $230K
|
27.4K
$14.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Sl Advisors, LLC
|
BUY
|
- |
550New |
$189K - $226K
|
550
$288K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
538New |
$185K - $221K
|
538
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
534New |
$184K - $220K
|
534
$279K
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
521New |
$179K - $214K
|
521
$272K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
518New |
$178K - $213K
|
518
$271K
|
|
|
Jan 16, 2024
Q4 2023
|
Shearwater Capital LLC
|
BUY
|
- |
505New |
$174K - $208K
|
505
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
500New |
$172K - $206K
|
500
$261K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
500New |
$172K - $206K
|
500
$261K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
500New |
$172K - $206K
|
500
$261K
|
|
|
Feb 05, 2024
Q4 2023
|
Beck Bode, LLC
|
BUY
|
- |
496New |
$170K - $204K
|
496
$259K
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
494New |
$170K - $203K
|
494
$258K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
491New |
$169K - $202K
|
491
$257K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
405+ 1.99% |
$139K - $167K
|
20.8K
$10.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
356New |
$122K - $146K
|
356
$186K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
345New |
$119K - $142K
|
345
$180K
|
|
|
Feb 14, 2024
Q4 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
326New |
$112K - $134K
|
326
$170K
|
|
|
Feb 01, 2024
Q4 2023
|
Bml Capital Management, LLC
Zionsville, IN |
BUY
|
PUT |
300New |
$103K - $123K
|
300
$157K
|
|
|
Jan 30, 2024
Q4 2023
|
Bml Capital Management, LLC
Zionsville, IN |
BUY
|
- |
300New |
$103K - $123K
|
300
$157K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
280New |
$96.2K - $115K
|
280
$146K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
271New |
$93.1K - $112K
|
271
$142K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
200New |
$68.7K - $82.3K
|
200
$105K
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
PUT |
200+ 66.67% |
$68.7K - $82.3K
|
500
$261K
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
177New |
$60.8K - $72.8K
|
177
$92.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
170+ 23.94% |
$58.4K - $70K
|
880
$460K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
158+ 4.04% |
$54.3K - $65K
|
4.07K
$2.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
103New |
$35.4K - $42.4K
|
103
$53.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
100New |
$34.4K - $41.2K
|
100
$52.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
100New |
$34.4K - $41.2K
|
100
$52.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
100+ 1.23% |
$34.4K - $41.2K
|
8.26K
$4.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
100New |
$34.4K - $41.2K
|
100
$52.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
CALL |
100New |
$34.4K - $41.2K
|
100
$52.3K
|