Purchases and Sales Made in Q1 2023 in Innovator U.S. Equity Power Bu (PAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PAPR) during Q1 2023. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY POWER BU.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.3K+ 1.51% |
$92.4K - $97K
|
221K
$8.19M
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
3.29K+ 5.91% |
$92.1K - $96.7K
|
58.9K
$2.18M
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.24K+ 39.63% |
$90.8K - $95.3K
|
11.4K
$423K
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
3.2K+ 68.64% |
$89.7K - $94.1K
|
7.86K
$291K
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.89K+ 47.17% |
$81K - $85K
|
9.01K
$334K
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.85K+ 21.57% |
$79.9K - $83.9K
|
16.1K
$595K
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.42K+ 9.81% |
$67.7K - $71.1K
|
27K
$1M
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.13K+ 28.54% |
$59.8K - $62.7K
|
9.6K
$356K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.36K+ 9.6% |
$38.1K - $40K
|
15.5K
$575K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.34KNew |
$37.6K - $39.4K
|
1.34K
$49.6K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.13K+ 0.26% |
$31.8K - $33.3K
|
436K
$16.2M
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.09K+ 6.34% |
$30.5K - $32K
|
18.2K
$676K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
878New |
$24.6K - $25.8K
|
878
$32.5K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
701+ 5.27% |
$19.7K - $20.6K
|
14K
$519K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
483+ 0.59% |
$13.5K - $14.2K
|
82.8K
$3.07M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
408+ 266.67% |
$11.4K - $12K
|
561
$20.8K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
110+ 1.04% |
$3.08K - $3.24K
|
10.7K
$395K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
80New |
$2.24K - $2.35K
|
80
$2.96K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17+ 0.04% |
$477 - $500
|
43.9K
$1.63M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-8- 0.13% |
$224 - $235
|
6K
$222K
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-169- 0.79% |
$4.74K - $4.97K
|
21.1K
$782K
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-171- 3.49% |
$4.79K - $5.03K
|
4.73K
$175K
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-490- 2.45% |
$13.7K - $14.4K
|
19.5K
$722K
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-516- 0.85% |
$14.5K - $15.2K
|
60.5K
$2.24M
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-585- 1.14% |
$16.4K - $17.2K
|
50.7K
$1.88M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-662- 1.64% |
$18.6K - $19.5K
|
39.7K
$1.47M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.07K- 28.9% |
$29.9K - $31.4K
|
2.63K
$97.4K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.2K- 3.92% |
$33.7K - $35.3K
|
29.4K
$1.09M
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.27K- 0.5% |
$35.7K - $37.5K
|
252K
$9.33M
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.29K- 5.17% |
$36.3K - $38.1K
|
23.7K
$879K
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.5K- 60.0% |
$42.1K - $44.1K
|
1K
$37.1K
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.71K- 1.25% |
$47.9K - $50.2K
|
135K
$5.01M
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.82K- 2.95% |
$51.1K - $53.7K
|
60.1K
$2.23M
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2K- 3.49% |
$56.1K - $58.9K
|
55.3K
$2.05M
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-3.1K- 4.15% |
$86.9K - $91.2K
|
71.6K
$2.65M
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-3.92K- 12.59% |
$110K - $115K
|
27.2K
$1.01M
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-5K- 6.22% |
$140K - $147K
|
75.4K
$2.79M
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-5.44K- 17.23% |
$153K - $160K
|
26.1K
$969K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5.53K- 29.83% |
$155K - $163K
|
13K
$482K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.73K- 33.6% |
$189K - $198K
|
13.3K
$493K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-9.07K- 31.03% |
$254K - $267K
|
20.2K
$747K
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-9.52K- 20.84% |
$267K - $280K
|
36.2K
$1.34M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10K- 33.38% |
$281K - $295K
|
20K
$742K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.1K- 3.67% |
$310K - $326K
|
291K
$10.8M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.4K- 46.15% |
$319K - $335K
|
13.3K
$492K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.6K- 85.92% |
$325K - $341K
|
1.9K
$70.4K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-13.8K- 85.64% |
$388K - $407K
|
2.32K
$85.9K
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-18.6K- 45.48% |
$522K - $547K
|
22.3K
$826K
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-20.6K- 22.26% |
$577K - $606K
|
71.9K
$2.66M
|