Purchases and Sales Made in Q1 2024 in Innovator Etfs Tr S&P Invt Gra (EPRF)
This table provides information about the institutional ownership of Innovator Etfs Tr S&P Invt Gra (EPRF) during Q1 2024. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR S&P INVT GRA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
518KNew |
$9.63M - $10.2M
|
518K
$9.81M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
82.1KNew |
$1.53M - $1.61M
|
82.1K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
60K+ 465.59% |
$1.12M - $1.18M
|
72.9K
$1.38M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45KNew |
$837K - $883K
|
45K
$853K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7.92KNew |
$147K - $155K
|
7.92K
$150K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.34K+ 1.74% |
$99.4K - $105K
|
313K
$5.93M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.51K+ 1746.77% |
$65.3K - $68.9K
|
3.71K
$70.3K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.51K+ 1746.77% |
$65.3K - $68.9K
|
3.71K
$70.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.3K+ 24.08% |
$61.4K - $64.8K
|
17K
$322K
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
3.02K+ 3.91% |
$56.2K - $59.3K
|
80.2K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
2.2K+ 9.27% |
$41K - $43.2K
|
26K
$492K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.29K+ 8.98% |
$24.1K - $25.4K
|
15.7K
$298K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.29K+ 2.5% |
$24K - $25.3K
|
52.9K
$1M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
408+ 2.11% |
$7.59K - $8K
|
19.8K
$375K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
364+ 1.41% |
$6.77K - $7.14K
|
26.2K
$497K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
355+ 1.96% |
$6.6K - $6.97K
|
18.4K
$349K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
29+ 0.04% |
$539 - $569
|
74.1K
$1.4M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$18.6 - $19.6
|
1
$18.9
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-44- 0.19% |
$818 - $863
|
23.1K
$438K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-71- 3.07% |
$1.32K - $1.39K
|
2.24K
$42.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-72- 13.77% |
$1.34K - $1.41K
|
451
$8.54K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-223- 2.01% |
$4.15K - $4.38K
|
10.9K
$206K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-250- 6.31% |
$4.65K - $4.91K
|
3.71K
$70.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.4KClosed |
$26K - $27.5K
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.45K- 9.47% |
$27K - $28.4K
|
13.9K
$262K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.45K- 9.47% |
$27K - $28.4K
|
13.9K
$262K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.96K- 3.36% |
$36.4K - $38.4K
|
56.3K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.42K- 2.77% |
$45.1K - $47.5K
|
84.9K
$1.61M
|
|
|
May 08, 2024
Q1 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-21.7K- 56.64% |
$404K - $426K
|
16.6K
$315K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22K- 6.57% |
$410K - $432K
|
313K
$5.93M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-70K- 56.15% |
$1.3M - $1.37M
|
54.7K
$1.04M
|