Purchases and Sales Made in Q4 2023 in Innovator ETF Tr Us Equity Acc (XBAP)
This table provides information about the institutional ownership of Innovator ETF Tr Us Equity Acc (XBAP) during Q4 2023. The information is specifically focused on institutions that hold shares of INNOVATOR ETF TR US EQUITY ACC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
27KNew |
$760K - $824K
|
27K
$900K
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
26.3KNew |
$742K - $804K
|
26.3K
$878K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.52KNew |
$268K - $291K
|
9.52K
$318K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.12K+ 17.94% |
$229K - $248K
|
53.4K
$1.78M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.86KNew |
$194K - $210K
|
6.86K
$229K
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.58K+ 50.64% |
$129K - $140K
|
13.6K
$455K
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
3.21K+ 7.96% |
$90.4K - $98K
|
43.5K
$1.45M
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.5KNew |
$42.3K - $45.9K
|
1.5K
$50.1K
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
792+ 0.42% |
$22.3K - $24.2K
|
191K
$6.37M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
752New |
$21.2K - $23K
|
752
$25.1K
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
284+ 0.26% |
$8.01K - $8.68K
|
110K
$3.69M
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
171+ 1.36% |
$4.82K - $5.23K
|
12.7K
$425K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-43- 0.11% |
$1.21K - $1.31K
|
39.6K
$1.32M
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-227- 2.91% |
$6.4K - $6.94K
|
7.56K
$252K
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-300- 2.28% |
$8.46K - $9.17K
|
12.9K
$430K
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-459- 0.77% |
$12.9K - $14K
|
59.2K
$1.98M
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-590- 6.79% |
$16.6K - $18K
|
8.1K
$270K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-986- 0.91% |
$27.8K - $30.1K
|
107K
$3.58M
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.12K- 9.19% |
$31.5K - $34.1K
|
11K
$368K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.12K- 0.73% |
$31.6K - $34.3K
|
152K
$5.08M
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.08K- 13.54% |
$58.8K - $63.7K
|
13.3K
$444K
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.6K- 16.47% |
$73.5K - $79.6K
|
13.2K
$441K
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.4K- 24.69% |
$124K - $135K
|
13.4K
$448K
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-5.29K- 1.07% |
$149K - $162K
|
490K
$16.4M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.81K- 30.96% |
$164K - $178K
|
13K
$433K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-8.82K- 40.73% |
$249K - $270K
|
12.8K
$429K
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.7K- 9.41% |
$302K - $327K
|
103K
$3.44M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.3K- 12.46% |
$431K - $467K
|
107K
$3.58M
|