Purchases and Sales Made in Q4 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 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
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
363K+ 11.19% |
$12.3M - $13.5M
|
3.61M
$152M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
335K+ 496.14% |
$11.3M - $12.5M
|
402K
$17M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
233K+ 358.21% |
$7.88M - $8.68M
|
298K
$12.6M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
205K+ 1196.17% |
$6.92M - $7.63M
|
222K
$9.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
192KNew |
$6.5M - $7.16M
|
192K
$8.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
183K+ 425.74% |
$6.18M - $6.82M
|
226K
$9.53M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
169KNew |
$5.69M - $6.28M
|
169K
$7.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
164K+ 25.34% |
$5.53M - $6.1M
|
810K
$34.2M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
147KNew |
$4.98M - $5.49M
|
147K
$6.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
144KNew |
$4.87M - $5.37M
|
144K
$6.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
102KNew |
$3.46M - $3.81M
|
102K
$4.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
99.2K+ 45.81% |
$3.35M - $3.69M
|
316K
$13.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
87.6KNew |
$2.96M - $3.26M
|
87.6K
$3.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
57.8K+ 35.54% |
$1.95M - $2.15M
|
221K
$9.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
52.8K+ 1077.61% |
$1.78M - $1.97M
|
57.7K
$2.43M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
46.3KNew |
$1.56M - $1.72M
|
46.3K
$1.95M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
45.9KNew |
$1.55M - $1.71M
|
45.9K
$1.93M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
43K+ 75.59% |
$1.45M - $1.6M
|
99.8K
$4.21M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
40.8K+ 50.8% |
$1.38M - $1.52M
|
121K
$5.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38.8KNew |
$1.31M - $1.44M
|
38.8K
$1.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
34.6KNew |
$1.17M - $1.29M
|
34.6K
$1.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
31.6KNew |
$1.07M - $1.18M
|
31.6K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.7K+ 5.07% |
$1M - $1.11M
|
616K
$26M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
29.5KNew |
$997K - $1.1M
|
29.5K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
27.7KNew |
$936K - $1.03M
|
27.7K
$1.17M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
27.6K+ 14.4% |
$932K - $1.03M
|
219K
$9.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
27.1KNew |
$916K - $1.01M
|
27.1K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
24.1K+ 190.92% |
$815K - $899K
|
36.8K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.2K+ 47.23% |
$749K - $826K
|
69.2K
$2.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.9K+ 131.96% |
$741K - $817K
|
38.6K
$1.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
21.8K+ 27.78% |
$736K - $811K
|
100K
$4.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
21.1K+ 111.2% |
$714K - $787K
|
40.2K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
19.7KNew |
$665K - $733K
|
19.7K
$830K
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
19.7KNew |
$664K - $732K
|
19.7K
$829K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
19.3K+ 2.53% |
$653K - $720K
|
785K
$33.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.7K+ 20.11% |
$566K - $623K
|
100K
$4.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
16.2K+ 56.55% |
$548K - $604K
|
44.9K
$1.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.5KNew |
$490K - $540K
|
14.5K
$612K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12.3K+ 67.04% |
$416K - $459K
|
30.7K
$1.29M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
12.1KNew |
$408K - $450K
|
12.1K
$509K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.1KNew |
$408K - $449K
|
12.1K
$509K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11KNew |
$372K - $410K
|
11K
$465K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.87KNew |
$333K - $368K
|
9.87K
$416K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
9.55K+ 94.32% |
$323K - $356K
|
19.7K
$830K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.41KNew |
$318K - $350K
|
9.41K
$397K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
9.31KNew |
$315K - $347K
|
9.31K
$393K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.54KNew |
$288K - $318K
|
8.54K
$360K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
7.89KNew |
$267K - $294K
|
7.89K
$333K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.59KNew |
$256K - $283K
|
7.59K
$320K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.34KNew |
$248K - $273K
|
7.34K
$310K
|