Purchases and Sales Made in Q4 2024 in Invesco Qqq Trust, Series 1 (QQQ)
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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
142+ 4.54% |
$68.3K - $76.4K
|
3.27K
$1.72M
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
141+ 216.92% |
$67.9K - $75.9K
|
206
$108K
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
BUY
|
- |
140+ 12.77% |
$67.4K - $75.3K
|
1.24K
$650K
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
140+ 30.37% |
$67.4K - $75.3K
|
601
$316K
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
BUY
|
- |
140+ 11.37% |
$67.4K - $75.3K
|
1.37K
$721K
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
BUY
|
- |
140+ 222.22% |
$67.4K - $75.3K
|
203
$107K
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
138+ 8.9% |
$66.4K - $74.3K
|
1.69K
$888K
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
138+ 2.49% |
$66.4K - $74.3K
|
5.68K
$2.99M
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
137+ 2.37% |
$65.9K - $73.7K
|
5.91K
$3.11M
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
137+ 18.19% |
$65.9K - $73.7K
|
890
$468K
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
137+ 1.97% |
$65.9K - $73.7K
|
7.11K
$3.74M
|
|
Feb 11, 2025
Q4 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
137+ 9.35% |
$65.9K - $73.7K
|
1.6K
$843K
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
136+ 12.96% |
$65.4K - $73.2K
|
1.19K
$623K
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
136+ 0.69% |
$65.4K - $73.2K
|
20K
$10.5M
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
135New |
$65K - $72.7K
|
135
$71K
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
135+ 7.11% |
$65K - $72.7K
|
2.04K
$1.07M
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
133+ 0.43% |
$64K - $71.6K
|
30.9K
$16.3M
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
132+ 1.39% |
$63.5K - $71K
|
9.64K
$5.07M
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
131+ 1.16% |
$63K - $70.5K
|
11.4K
$6.02M
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
131New |
$63K - $70.5K
|
131
$68.9K
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
130+ 4.36% |
$62.6K - $70K
|
3.12K
$1.64M
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
130+ 2.7% |
$62.6K - $70K
|
4.94K
$2.6M
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
130+ 0.95% |
$62.6K - $70K
|
13.8K
$7.24M
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
129+ 4.92% |
$62.1K - $69.4K
|
2.75K
$1.45M
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
129+ 2.49% |
$62.1K - $69.4K
|
5.31K
$2.79M
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
128+ 28.51% |
$61.6K - $68.9K
|
577
$304K
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
126+ 26.3% |
$60.6K - $67.8K
|
605
$318K
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
125+ 0.73% |
$60.2K - $67.3K
|
17.3K
$9.12M
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
125+ 2.26% |
$60.2K - $67.3K
|
5.65K
$2.97M
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
124+ 1.44% |
$59.7K - $66.7K
|
8.76K
$4.61M
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
123+ 13.47% |
$59.2K - $66.2K
|
1.04K
$545K
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
123+ 0.52% |
$59.2K - $66.2K
|
23.9K
$12.6M
|
|
Feb 14, 2025
Q4 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
123+ 3.61% |
$59.2K - $66.2K
|
3.53K
$1.85M
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
121+ 6.9% |
$58.2K - $65.1K
|
1.87K
$986K
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
119New |
$57.3K - $64K
|
119
$62.6K
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
118+ 3.13% |
$56.8K - $63.5K
|
3.89K
$2.05M
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
117+ 3.24% |
$56.3K - $63K
|
3.72K
$1.96M
|
|
Jan 24, 2025
Q4 2024
|
Baskin Financial Services Inc.
|
BUY
|
- |
117+ 11.94% |
$56.3K - $63K
|
1.1K
$577K
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
117+ 10.09% |
$56.3K - $63K
|
1.28K
$671K
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
117+ 1.55% |
$56.3K - $63K
|
7.66K
$4.03M
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
117+ 8.1% |
$56.3K - $63K
|
1.56K
$822K
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
117+ 21.95% |
$56.3K - $63K
|
650
$342K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
116+ 1288.89% |
$55.8K - $62.4K
|
125
$65.8K
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
115+ 2.61% |
$55.3K - $61.9K
|
4.52K
$2.38M
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
113+ 1.32% |
$54.4K - $60.8K
|
8.67K
$4.56M
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
113+ 0.7% |
$54.4K - $60.8K
|
16.4K
$8.6M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
113+ 10.21% |
$54.4K - $60.8K
|
1.22K
$642K
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
113+ 0.4% |
$54.4K - $60.8K
|
28.1K
$14.8M
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
112+ 5.25% |
$53.9K - $60.3K
|
2.25K
$1.18M
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
111+ 740.0% |
$53.4K - $59.7K
|
126
$66.3K
|