Purchases and Sales Made in Q3 2023 in Innovator U.S. Equity Power Bu (PJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJAN) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
85.3KNew |
$2.96M - $3.05M
|
85.3K
$3.6M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
81.6KNew |
$2.83M - $2.92M
|
81.6K
$3.44M
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
67.3K+ 11.63% |
$2.33M - $2.41M
|
646K
$27.2M
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
45.6K+ 131.77% |
$1.58M - $1.63M
|
80.2K
$3.38M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
42.2K+ 18.95% |
$1.46M - $1.51M
|
265K
$11.2M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39.7K+ 13.8% |
$1.38M - $1.42M
|
327K
$13.8M
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
37.4K+ 59.41% |
$1.3M - $1.34M
|
100K
$4.23M
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
30.1K+ 91.44% |
$1.04M - $1.08M
|
63K
$2.66M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.7KNew |
$857K - $884K
|
24.7K
$1.04M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.7KNew |
$857K - $884K
|
24.7K
$1.04M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.6K+ 47.12% |
$750K - $773K
|
67.5K
$2.85M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.6K+ 44.89% |
$505K - $520K
|
47K
$1.98M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.3K+ 290.25% |
$461K - $475K
|
17.9K
$753K
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12.6KNew |
$438K - $452K
|
12.6K
$533K
|
|
Oct 16, 2023
Q3 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
12.6K+ 41.39% |
$437K - $451K
|
43.1K
$1.82M
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
12.1K+ 21.25% |
$418K - $431K
|
68.8K
$2.9M
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
12KNew |
$416K - $429K
|
12K
$506K
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
10.8KNew |
$373K - $385K
|
10.8K
$454K
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.6K+ 40.64% |
$367K - $378K
|
36.6K
$1.54M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
7.91K+ 24.75% |
$274K - $283K
|
39.9K
$1.68M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.94K+ 4.55% |
$206K - $212K
|
137K
$5.76M
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
5.46K+ 28.73% |
$189K - $195K
|
24.4K
$1.03M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.44K+ 13.26% |
$189K - $194K
|
46.5K
$1.96M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.44K+ 2.37% |
$154K - $159K
|
192K
$8.08M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.16K+ 5.09% |
$109K - $113K
|
65.1K
$2.75M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.97K+ 10.37% |
$103K - $106K
|
31.7K
$1.34M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2K+ 37.19% |
$69.4K - $71.5K
|
7.38K
$311K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.69K+ 1.52% |
$58.6K - $60.5K
|
113K
$4.77M
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
1.6K+ 8.96% |
$55.3K - $57K
|
19.4K
$818K
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
782+ 12.63% |
$27.1K - $28K
|
6.97K
$294K
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
708+ 5.64% |
$24.6K - $25.3K
|
13.3K
$559K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
696+ 4.13% |
$24.1K - $24.9K
|
17.6K
$740K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
673+ 1.99% |
$23.3K - $24.1K
|
34.4K
$1.45M
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
401New |
$13.9K - $14.3K
|
401
$16.9K
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
344+ 3.54% |
$11.9K - $12.3K
|
10.1K
$425K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
275+ 3.08% |
$9.54K - $9.83K
|
9.21K
$388K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
181New |
$6.28K - $6.47K
|
181
$7.63K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
45New |
$1.56K - $1.61K
|
45
$1.9K
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
6+ 1.26% |
$208 - $215
|
481
$20.3K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.01% |
$34.7 - $35.8
|
7.5K
$316K
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-30- 0.06% |
$1.04K - $1.07K
|
52.5K
$2.21M
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-55- 0.01% |
$1.91K - $1.97K
|
469K
$19.8M
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-80- 0.87% |
$2.77K - $2.86K
|
9.09K
$383K
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-109- 0.63% |
$3.78K - $3.9K
|
17.1K
$723K
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-136- 0.61% |
$4.72K - $4.86K
|
22.2K
$935K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-159- 10.29% |
$5.51K - $5.68K
|
1.39K
$58.4K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-273- 0.43% |
$9.47K - $9.76K
|
62.5K
$2.64M
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-356- 0.76% |
$12.3K - $12.7K
|
46.4K
$1.95M
|