Purchases and Sales Made in Q3 2024 in Innovator U.S. Equity Power Bu (PJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUN) 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
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-34.1K- 51.61% |
$1.18M - $1.26M
|
31.9K
$1.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-37K- 74.27% |
$1.28M - $1.36M
|
12.8K
$484K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-49.3K- 81.83% |
$1.71M - $1.82M
|
11K
$414K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-72.7K- 2.57% |
$2.53M - $2.68M
|
2.75M
$104M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-85K- 67.94% |
$2.95M - $3.13M
|
40.1K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-91.5K- 16.57% |
$3.18M - $3.37M
|
461K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-103K- 18.9% |
$3.57M - $3.79M
|
441K
$16.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-118K- 90.33% |
$4.1M - $4.35M
|
12.6K
$477K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.29M- 94.42% |
$44.7M - $47.5M
|
76.1K
$2.87M
|