Purchases and Sales Made in Q4 2024 in Invesco Qqq Trust, Series 1 (QQQ)

QQQ Quotes by TradingView

This table provides information about the institutional ownership of Invesco Qqq Trust, Series 1 (QQQ) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO QQQ TRUST, SERIES 1.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jan 29, 2025 Q4 2024
Perissos Private Wealth Management, LLC

Bethany, OK
BUY
 -
382
+ 61.61%
$184K - $206K
1K $527K
Jan 13, 2025 Q4 2024
Claro Advisors LLC

Boston, MA
BUY
 -
381
+ 1.56%
$183K - $205K
24.9K $13.1M
Feb 06, 2025 Q4 2024
Mainstream Capital Management LLC

Los Angeles, CA
BUY
 -
380
New
$183K - $205K
380 $200K
Feb 11, 2025 Q4 2024
Sandy Spring Bank

BUY
 -
379
+ 3.1%
$182K - $204K
12.6K $6.64M
Feb 14, 2025 Q4 2024
Kaizen Financial Strategies

BUY
 -
378
+ 8.45%
$182K - $203K
4.85K $2.55M
Feb 14, 2025 Q4 2024
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
378
+ 67.02%
$182K - $203K
942 $496K
Feb 05, 2025 Q4 2024
Halbert Hargrove Global Advisors, LLC

BUY
 -
376
+ 18.05%
$181K - $202K
2.46K $1.29M
Feb 13, 2025 Q4 2024
Madden Advisory Services, Inc.

BUY
 -
375
+ 15.08%
$180K - $202K
2.86K $1.51M
Feb 14, 2025 Q4 2024
Eagle Global Advisors LLC

Houston, TX
BUY
 -
375
+ 0.87%
$180K - $202K
43.5K $22.9M
Jan 28, 2025 Q4 2024
Harbour Trust & Investment Management CO

Michigan City, IN
BUY
 -
373
+ 2.81%
$179K - $201K
13.7K $7.18M
Feb 13, 2025 Q4 2024
En Rich Financial Partners LLC

Madison, WI
BUY
 -
371
+ 255.86%
$179K - $200K
516 $271K
Feb 18, 2025 Q4 2024
Jt Stratford LLC

Gainesville, GA
BUY
 -
370
+ 1.24%
$178K - $199K
30.3K $15.9M
Jan 31, 2025 Q4 2024
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
369
+ 4.25%
$178K - $199K
9.05K $4.76M
Feb 07, 2025 Q4 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
368
+ 1.03%
$177K - $198K
36K $18.9M
Feb 12, 2025 Q4 2024
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
367
+ 2.18%
$177K - $198K
17.2K $9.05M
Jan 13, 2025 Q4 2024
Fiduciary Financial Group, LLC

San Rafael, CA
BUY
 -
366
+ 3.16%
$176K - $197K
11.9K $6.28M
Feb 06, 2025 Q4 2024
Welch & Forbes LLC

BUY
 -
366
+ 4.08%
$176K - $197K
9.34K $4.91M
Jan 24, 2025 Q4 2024
E&G Advisors, LP

BUY
 -
365
+ 1.31%
$176K - $196K
28.2K $14.9M
Jan 29, 2025 Q4 2024
Ingalls & Snyder LLC

New York, NY
BUY
 -
365
+ 11.55%
$176K - $196K
3.53K $1.85M
Feb 12, 2025 Q4 2024
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
365
+ 59.45%
$176K - $196K
979 $515K
Jan 27, 2025 Q4 2024
Guidance Capital, Inc

Lousville, KY
BUY
 -
362
+ 5.84%
$174K - $195K
6.56K $3.45M
Feb 14, 2025 Q4 2024
Financial Advisors Network, Inc.

BUY
 -
361
+ 43.13%
$174K - $194K
1.2K $630K
Jan 29, 2025 Q4 2024
Avion Wealth

The Woodlands, TX
BUY
 -
360
+ 66.79%
$173K - $194K
899 $473K
Jan 31, 2025 Q4 2024
Macroview Investment Management LLC

BUY
 -
360
+ 4.83%
$173K - $194K
7.82K $4.11M
Feb 13, 2025 Q4 2024
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
360
+ 8.51%
$173K - $194K
4.59K $2.41M
Feb 13, 2025 Q4 2024
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
358
+ 11.89%
$172K - $193K
3.37K $1.77M
Feb 10, 2025 Q4 2024
Pds Planning, Inc

BUY
 -
357
+ 18.89%
$172K - $192K
2.25K $1.18M
Feb 13, 2025 Q4 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
357
+ 0.55%
$172K - $192K
65K $34.2M
Jan 22, 2025 Q4 2024
Curran Financial Partners, LLC

BUY
 -
354
+ 24.46%
$170K - $191K
1.8K $947K
Jan 24, 2025 Q4 2024
Princeton Global Asset Management LLC

BUY
 -
351
+ 192.86%
$169K - $189K
533 $280K
Feb 14, 2025 Q4 2024
Peak Asset Management, LLC

Louisville, CO
BUY
 -
351
+ 1.99%
$169K - $189K
17.9K $9.44M
Feb 13, 2025 Q4 2024
First Commonwealth Financial Corp

Indiana, PA
BUY
 -
348
+ 10.23%
$167K - $187K
3.75K $1.97M
Jan 23, 2025 Q4 2024
Applied Capital LLC

BUY
 -
347
+ 37.68%
$167K - $187K
1.27K $667K
Jan 24, 2025 Q4 2024
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
BUY
 -
346
+ 4.51%
$167K - $186K
8.02K $4.22M
Feb 05, 2025 Q4 2024
Bridges Investment Management Inc

BUY
 -
346
+ 42.77%
$167K - $186K
1.16K $608K
Feb 04, 2025 Q4 2024
Advisor Os, LLC

BUY
 -
344
+ 6.67%
$166K - $185K
5.5K $2.9M
Jan 17, 2025 Q4 2024
Key Client Fiduciary Advisors, LLC

BUY
 -
343
+ 4.33%
$165K - $185K
8.27K $4.35M
Feb 13, 2025 Q4 2024
Main Street Financial Solutions, LLC

BUY
 -
341
+ 1.66%
$164K - $184K
20.9K $11M
Feb 14, 2025 Q4 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
338
+ 1.12%
$163K - $182K
30.4K $16M
Jan 22, 2025 Q4 2024
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
337
+ 16850.0%
$162K - $181K
339 $178K
Feb 11, 2025 Q4 2024
Lee Danner & Bass Inc

BUY
 -
336
New
$162K - $181K
336 $177K
Jan 16, 2025 Q4 2024
Tudor Financial Inc.

Dayton, OH
BUY
 -
335
+ 4.84%
$161K - $180K
7.25K $3.82M
Feb 14, 2025 Q4 2024
Evercore Wealth Management, LLC

New York, NY
BUY
 -
335
+ 3.31%
$161K - $180K
10.5K $5.51M
Jan 16, 2025 Q4 2024
Ulland Investment Advisors, LLC

BUY
 -
333
+ 1.83%
$160K - $179K
18.5K $9.75M
Feb 06, 2025 Q4 2024
Wmg Financial Advisors, LLC

BUY
 -
330
+ 8.08%
$159K - $178K
4.42K $2.32M
Feb 10, 2025 Q4 2024
First National Trust CO

BUY
 -
329
+ 4.7%
$158K - $177K
7.33K $3.86M
Feb 14, 2025 Q4 2024
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
329
+ 7.25%
$158K - $177K
4.87K $2.56M
Jan 23, 2025 Q4 2024
Alta Wealth Advisors LLC

BUY
 -
328
+ 5.26%
$158K - $177K
6.56K $3.45M
Feb 14, 2025 Q4 2024
Wick Capital Partners, LLC

Wayne, PA
BUY
 -
327
+ 10.54%
$157K - $176K
3.43K $1.8M

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