Purchases and Sales Made in Q4 2023 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 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 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-57.8K- 34.91% |
$1.71M - $1.89M
|
108K
$3.97M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-79.3K- 62.69% |
$2.35M - $2.59M
|
47.2K
$1.74M
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-82.1K- 76.3% |
$2.44M - $2.68M
|
25.5K
$940K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-132K- 29.0% |
$3.91M - $4.3M
|
323K
$11.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-228K- 42.81% |
$6.76M - $7.45M
|
305K
$11.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-258K- 48.8% |
$7.64M - $8.41M
|
270K
$9.96M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-567KClosed |
$16.8M - $18.5M
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-734K- 22.36% |
$21.8M - $24M
|
2.55M
$94M
|