Purchases and Sales Made in Q4 2024 in Innovator Etfs Tr S&P 500 Pwr (PMAY)
This table provides information about the institutional ownership of Innovator Etfs Tr S&P 500 Pwr (PMAY) during Q4 2024. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR S&P 500 PWR .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
995KNew |
$34.9M - $35.9M
|
995K
$35.9M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
409KNew |
$14.3M - $14.8M
|
409K
$14.8M
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
204KNew |
$7.15M - $7.36M
|
204K
$7.37M
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
168K+ 14.75% |
$5.9M - $6.07M
|
1.31M
$47.3M
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
62.9KNew |
$2.2M - $2.27M
|
62.9K
$2.27M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
54.3KNew |
$1.91M - $1.96M
|
54.3K
$1.96M
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
30.3KNew |
$1.06M - $1.09M
|
30.3K
$1.09M
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
30KNew |
$1.05M - $1.08M
|
30K
$1.09M
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
16.7KNew |
$585K - $602K
|
16.7K
$603K
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
16.6KNew |
$582K - $599K
|
16.6K
$600K
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15.5KNew |
$544K - $559K
|
15.5K
$560K
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
15.4KNew |
$542K - $557K
|
15.4K
$558K
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
14.3KNew |
$503K - $518K
|
14.3K
$519K
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.69KNew |
$340K - $350K
|
9.69K
$350K
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.6KNew |
$337K - $346K
|
9.6K
$347K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.36KNew |
$328K - $338K
|
9.36K
$338K
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
9.08KNew |
$319K - $328K
|
9.08K
$328K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.47KNew |
$262K - $269K
|
7.47K
$270K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.81K+ 4.95% |
$239K - $246K
|
144K
$5.22M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.26K+ 6.63% |
$220K - $226K
|
101K
$3.64M
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.6KNew |
$196K - $202K
|
5.6K
$202K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2.2KNew |
$77K - $79.2K
|
2.2K
$79.3K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.62KNew |
$56.7K - $58.3K
|
1.62K
$58.4K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.56K+ 1.58% |
$54.8K - $56.4K
|
101K
$3.63M
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.22K+ 121600.0% |
$42.6K - $43.9K
|
1.22K
$44K
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
751+ 1.41% |
$26.3K - $27.1K
|
54K
$1.95M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
285New |
$9.99K - $10.3K
|
285
$10.3K
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
240New |
$8.42K - $8.66K
|
240
$8.67K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
174+ 1.16% |
$6.1K - $6.28K
|
15.1K
$546K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
161+ 17.41% |
$5.65K - $5.81K
|
1.09K
$39.2K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
125New |
$4.38K - $4.51K
|
125
$4.52K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
107+ 0.32% |
$3.75K - $3.86K
|
34.1K
$1.23M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
92New |
$3.23K - $3.32K
|
92
$3.32K
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
69+ 29.87% |
$2.42K - $2.49K
|
300
$10.8K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
54+ 0.58% |
$1.89K - $1.95K
|
9.45K
$341K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 1200.0% |
$421 - $433
|
13
$470
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1New |
$35.1 - $36.1
|
1
$36.1
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2- 0.01% |
$70.1 - $72.2
|
18K
$652K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2- 0.02% |
$70.1 - $72.2
|
11.3K
$409K
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-14- 0.1% |
$491 - $505
|
14.2K
$511K
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-15- 0.06% |
$526 - $541
|
25.7K
$930K
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-27- 0.15% |
$947 - $974
|
18.3K
$660K
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-37- 0.37% |
$1.3K - $1.33K
|
9.99K
$361K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-76- 1.18% |
$2.67K - $2.74K
|
6.34K
$229K
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-106- 0.39% |
$3.72K - $3.82K
|
27.1K
$980K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-126- 4.32% |
$4.42K - $4.55K
|
2.79K
$101K
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-180- 1.45% |
$6.31K - $6.49K
|
12.2K
$441K
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-230- 0.82% |
$8.07K - $8.3K
|
27.8K
$1M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-241- 0.27% |
$8.45K - $8.7K
|
87.7K
$3.17M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-253- 1.35% |
$8.87K - $9.13K
|
18.5K
$667K
|