Purchases and Sales Made in Q3 2024 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 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
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.3K- 3.65% |
$130K - $136K
|
87.1K
$3.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.31K- 26.49% |
$130K - $137K
|
9.18K
$387K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3.69K- 9.09% |
$145K - $153K
|
36.9K
$1.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.84K- 5.05% |
$151K - $159K
|
72.3K
$3.05M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.12K- 12.85% |
$162K - $170K
|
27.9K
$1.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.16K- 5.86% |
$164K - $172K
|
66.8K
$2.82M
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-4.3K- 25.02% |
$169K - $178K
|
12.9K
$543K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.41K- 22.75% |
$173K - $182K
|
15K
$631K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-4.42K- 4.73% |
$174K - $183K
|
89.1K
$3.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5K- 8.9% |
$197K - $207K
|
51.2K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.85K- 40.76% |
$230K - $242K
|
8.5K
$358K
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-5.99K- 47.82% |
$236K - $248K
|
6.54K
$276K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-6.07K- 28.43% |
$239K - $251K
|
15.3K
$645K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6.7K- 25.36% |
$263K - $277K
|
19.7K
$831K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-6.9K- 8.47% |
$271K - $285K
|
74.6K
$3.14M
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-7.29K- 41.53% |
$287K - $301K
|
10.3K
$433K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.18K- 6.64% |
$321K - $338K
|
115K
$4.85M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-8.45K- 14.34% |
$332K - $349K
|
50.5K
$2.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-9.06K- 32.08% |
$356K - $374K
|
19.2K
$809K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.11K- 40.54% |
$358K - $377K
|
13.4K
$564K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.61K- 6.29% |
$378K - $397K
|
143K
$6.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.63K- 9.93% |
$378K - $398K
|
87.3K
$3.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-9.69K- 2.01% |
$381K - $401K
|
473K
$20M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11K- 22.74% |
$431K - $453K
|
37.2K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-13.6K- 4.33% |
$535K - $562K
|
301K
$12.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-16K- 3.4% |
$629K - $661K
|
454K
$19.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-19.3K- 6.66% |
$759K - $798K
|
271K
$11.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-24.2K- 45.62% |
$951K - $1M
|
28.8K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-27.3K- 66.83% |
$1.07M - $1.13M
|
13.5K
$571K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-35.1K- 21.47% |
$1.38M - $1.45M
|
128K
$5.42M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-42K- 25.77% |
$1.65M - $1.74M
|
121K
$5.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-44.2K- 3.58% |
$1.74M - $1.83M
|
1.19M
$50.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-46.3K- 12.76% |
$1.82M - $1.91M
|
317K
$13.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-61.7K- 82.57% |
$2.43M - $2.55M
|
13K
$549K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-71.1K- 30.93% |
$2.79M - $2.94M
|
159K
$6.69M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-74.5K- 32.68% |
$2.93M - $3.08M
|
153K
$6.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-79.1K- 7.45% |
$3.11M - $3.27M
|
983K
$41.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-82.2K- 15.8% |
$3.23M - $3.39M
|
438K
$18.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-92.8K- 2.52% |
$3.65M - $3.84M
|
3.6M
$152M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-122K- 17.16% |
$4.81M - $5.05M
|
590K
$24.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-225K- 95.99% |
$8.86M - $9.31M
|
9.41K
$397K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-399K- 80.82% |
$15.7M - $16.5M
|
94.8K
$4M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-415K- 61.16% |
$16.3M - $17.1M
|
264K
$11.1M
|