Purchases and Sales Made in Q1 2024 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 2024. 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 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.88K- 2.31% |
$93.4K - $96.6K
|
121K
$4.5M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.9K- 15.84% |
$94.3K - $97.5K
|
15.4K
$572K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-4.1K- 25.79% |
$133K - $138K
|
11.8K
$437K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-4.2K- 13.07% |
$136K - $141K
|
28K
$1.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-5.28K- 4.89% |
$171K - $177K
|
103K
$3.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-5.63K- 29.65% |
$183K - $189K
|
13.4K
$495K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.52K- 33.19% |
$212K - $219K
|
13.1K
$487K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.59K- 16.85% |
$214K - $221K
|
32.5K
$1.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.35K- 35.82% |
$239K - $247K
|
13.2K
$488K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-7.55K- 3.01% |
$245K - $253K
|
243K
$9M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-7.82K- 49.81% |
$254K - $263K
|
7.88K
$292K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.4KClosed |
$336K - $348K
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11K- 6.26% |
$357K - $369K
|
165K
$6.1M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-15K- 12.09% |
$487K - $504K
|
109K
$4.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.6K- 8.06% |
$570K - $590K
|
200K
$7.42M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-19.2K- 21.72% |
$624K - $646K
|
69.3K
$2.57M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-19.5K- 18.92% |
$632K - $654K
|
83.5K
$3.09M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-21.6K- 38.53% |
$702K - $727K
|
34.5K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-22.1K- 61.69% |
$717K - $742K
|
13.7K
$508K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-22.6K- 77.37% |
$734K - $760K
|
6.62K
$245K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-25.6K- 44.5% |
$832K - $861K
|
32K
$1.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-35.6K- 30.54% |
$1.15M - $1.19M
|
80.9K
$3M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-38.5K- 19.65% |
$1.25M - $1.29M
|
157K
$5.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-49.9K- 41.5% |
$1.62M - $1.68M
|
70.3K
$2.61M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-56.6K- 60.78% |
$1.84M - $1.9M
|
36.5K
$1.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-104K- 17.26% |
$3.36M - $3.48M
|
496K
$18.4M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-149K- 39.85% |
$4.85M - $5.02M
|
225K
$8.35M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-264K- 17.97% |
$8.57M - $8.87M
|
1.21M
$44.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-281K- 97.24% |
$9.12M - $9.44M
|
7.97K
$295K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-320K- 10.24% |
$10.4M - $10.7M
|
2.8M
$104M
|