Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.07K- 6.09% |
$103K - $110K
|
47.3K
$1.75M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.24K- 17.36% |
$109K - $117K
|
15.4K
$572K
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-3.47K- 10.27% |
$116K - $125K
|
30.3K
$1.12M
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-3.52K- 29.55% |
$118K - $127K
|
8.4K
$311K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.85K- 5.88% |
$129K - $138K
|
61.7K
$2.29M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.22K- 3.03% |
$142K - $152K
|
135K
$5.01M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.25K- 7.82% |
$143K - $153K
|
50.2K
$1.86M
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-4.32K- 7.93% |
$145K - $155K
|
50.1K
$1.86M
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-5.04K- 10.86% |
$169K - $181K
|
41.4K
$1.53M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.35K- 97.5% |
$180K - $192K
|
137
$5.08K
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-5.35K- 3.29% |
$180K - $192K
|
157K
$5.82M
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-5.71K- 17.85% |
$192K - $205K
|
26.3K
$973K
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-5.76K- 3.39% |
$193K - $207K
|
164K
$6.08M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.98K- 8.36% |
$201K - $215K
|
65.6K
$2.43M
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-6.89K- 14.76% |
$232K - $248K
|
39.8K
$1.47M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.5K- 16.73% |
$252K - $270K
|
37.3K
$1.38M
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-9.24K- 43.65% |
$311K - $332K
|
11.9K
$442K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.4K- 8.06% |
$316K - $338K
|
107K
$3.97M
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-12.1K- 55.25% |
$407K - $435K
|
9.81K
$363K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.2K- 17.55% |
$411K - $439K
|
57.4K
$2.13M
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-12.5K- 10.24% |
$421K - $451K
|
110K
$4.07M
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-12.6K- 2.02% |
$424K - $453K
|
613K
$22.7M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.7K- 49.56% |
$529K - $566K
|
16K
$594K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.1K- 5.2% |
$643K - $688K
|
349K
$12.9M
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-20.2K- 8.06% |
$677K - $724K
|
230K
$8.52M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23.3K- 21.98% |
$783K - $838K
|
82.7K
$3.07M
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-25.5K- 8.41% |
$855K - $915K
|
277K
$10.3M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-25.8K- 2.88% |
$869K - $929K
|
870K
$32.2M
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-30.7K- 1.46% |
$1.03M - $1.1M
|
2.07M
$76.7M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-32.4K- 2.68% |
$1.09M - $1.17M
|
1.18M
$43.7M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-33K- 18.83% |
$1.11M - $1.19M
|
142K
$5.28M
|
|
Nov 14, 2024
Q3 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-37.8K- 51.03% |
$1.27M - $1.36M
|
36.3K
$1.34M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-38.5K- 79.03% |
$1.29M - $1.38M
|
10.2K
$379K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-43.6K- 9.58% |
$1.46M - $1.57M
|
411K
$15.2M
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-46.2K- 80.16% |
$1.55M - $1.66M
|
11.4K
$424K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-48.5K- 22.63% |
$1.63M - $1.74M
|
166K
$6.15M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-59.5K- 24.15% |
$2M - $2.14M
|
187K
$6.92M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-59.6K- 16.21% |
$2M - $2.14M
|
308K
$11.4M
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-61.5K- 61.28% |
$2.07M - $2.21M
|
38.9K
$1.44M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-92.5K- 85.32% |
$3.11M - $3.32M
|
15.9K
$589K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-104K- 44.77% |
$3.51M - $3.75M
|
129K
$4.77M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-121K- 81.19% |
$4.05M - $4.33M
|
27.9K
$1.04M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-217K- 18.99% |
$7.31M - $7.82M
|
928K
$34.4M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-408K- 60.79% |
$13.7M - $14.6M
|
263K
$9.74M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-550K- 45.47% |
$18.5M - $19.8M
|
660K
$24.5M
|