Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
193K+ 26.42% |
$5.78M - $6.31M
|
924K
$34.2M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
191KNew |
$5.72M - $6.25M
|
191K
$7.09M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
168KNew |
$5.03M - $5.49M
|
168K
$6.23M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
32.4KNew |
$969K - $1.06M
|
32.4K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.6K+ 37.31% |
$885K - $967K
|
109K
$4.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
29.2KNew |
$875K - $956K
|
29.2K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
22.3K+ 21.03% |
$667K - $728K
|
128K
$4.75M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.3K+ 135.49% |
$637K - $696K
|
37K
$1.37M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
19.1KNew |
$571K - $624K
|
19.1K
$707K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18K+ 21.31% |
$537K - $587K
|
102K
$3.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
17.9KNew |
$536K - $586K
|
17.9K
$664K
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
15.5KNew |
$464K - $507K
|
15.5K
$575K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.8KNew |
$322K - $352K
|
10.8K
$399K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
9.77KNew |
$292K - $319K
|
9.77K
$362K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.31K+ 9.94% |
$278K - $304K
|
103K
$3.81M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
8.13K+ 9.56% |
$243K - $266K
|
93.2K
$3.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.88K+ 23.66% |
$236K - $258K
|
41.2K
$1.53M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.35K+ 59.69% |
$220K - $240K
|
19.7K
$728K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6.29K+ 111.18% |
$188K - $205K
|
11.9K
$442K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
5.43KNew |
$162K - $178K
|
5.43K
$201K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.42K+ 43.41% |
$162K - $177K
|
17.9K
$664K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5.25KNew |
$157K - $172K
|
5.25K
$195K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.06K+ 4.61% |
$122K - $133K
|
92.2K
$3.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.93K+ 33.17% |
$117K - $128K
|
15.8K
$584K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.79K+ 25.92% |
$114K - $124K
|
18.4K
$683K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.77K+ 55.85% |
$113K - $123K
|
10.5K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.57K+ 13.54% |
$77K - $84.1K
|
21.6K
$799K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.22K+ 779.65% |
$66.5K - $72.6K
|
2.51K
$92.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.22K+ 3.98% |
$66.4K - $72.6K
|
58K
$2.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2KNew |
$59.8K - $65.4K
|
2K
$74.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
677+ 3.41% |
$20.3K - $22.1K
|
20.5K
$760K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
471+ 47100.0% |
$14.1K - $15.4K
|
472
$17.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
446New |
$13.3K - $14.6K
|
446
$16.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
148New |
$4.43K - $4.84K
|
148
$5.48K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$29.9 - $32.7
|
1
$37.1
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-20- 0.14% |
$598 - $654
|
14K
$517K
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-43- 0.13% |
$1.29K - $1.41K
|
33.3K
$1.24M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-167- 8.19% |
$5K - $5.46K
|
1.87K
$69.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-195- 0.17% |
$5.83K - $6.37K
|
112K
$4.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-212- 0.29% |
$6.34K - $6.93K
|
73.3K
$2.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-219- 58.87% |
$6.55K - $7.16K
|
153
$5.67K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-224- 1.41% |
$6.7K - $7.32K
|
15.7K
$581K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-245- 0.44% |
$7.33K - $8.01K
|
55.2K
$2.04M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-300- 0.76% |
$8.98K - $9.81K
|
39K
$1.44M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-326- 38.13% |
$9.75K - $10.7K
|
529
$19.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-336- 2.03% |
$10.1K - $11K
|
16.2K
$601K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-338- 0.86% |
$10.1K - $11K
|
39.1K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-345- 2.33% |
$10.3K - $11.3K
|
14.4K
$535K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-385- 0.22% |
$11.5K - $12.6K
|
175K
$6.47M
|