Purchases and Sales Made in Q3 2024 in Innovator U.S. Equity Power Bu (PFEB)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PFEB) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-21.6K- 13.28% |
$740K - $778K
|
141K
$5.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.8K- 6.49% |
$781K - $820K
|
328K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.5K- 10.87% |
$806K - $847K
|
193K
$7.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.2K- 14.09% |
$863K - $907K
|
153K
$5.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-26K- 29.44% |
$892K - $938K
|
62.4K
$2.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30.1K- 75.16% |
$1.03M - $1.09M
|
9.96K
$367K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-32.5K- 35.71% |
$1.11M - $1.17M
|
58.5K
$2.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.4K- 3.99% |
$1.22M - $1.28M
|
853K
$31.4M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-45.7K- 29.24% |
$1.57M - $1.65M
|
111K
$4.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-110K- 84.99% |
$3.78M - $3.97M
|
19.4K
$716K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-116K- 3.93% |
$3.99M - $4.2M
|
2.84M
$105M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-117K- 71.22% |
$4.03M - $4.23M
|
47.5K
$1.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-119K- 21.47% |
$4.09M - $4.3M
|
436K
$16.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-212K- 37.75% |
$7.26M - $7.63M
|
349K
$12.9M
|