Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.7KNew |
$226K - $260K
|
13.7K
$268K
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
13.5K+ 54.26% |
$222K - $255K
|
38.3K
$749K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.66KNew |
$93.5K - $107K
|
5.66K
$111K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.81K+ 33.14% |
$62.9K - $72.2K
|
15.3K
$299K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.81K+ 33.14% |
$62.9K - $72.2K
|
15.3K
$299K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.96K+ 15.69% |
$32.3K - $37.1K
|
14.4K
$282K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.7K+ 7.91% |
$28K - $32.2K
|
23.2K
$453K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.4KNew |
$23.1K - $26.5K
|
1.4K
$27.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.29KNew |
$21.3K - $24.5K
|
1.29K
$25.2K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
422+ 1.66% |
$6.97K - $8K
|
25.9K
$505K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
11New |
$182 - $209
|
11
$215
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-56- 9.67% |
$925 - $1.06K
|
523
$10.2K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-67- 0.6% |
$1.11K - $1.27K
|
11.1K
$217K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-300- 60.0% |
$4.95K - $5.69K
|
200
$3.91K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-424- 2.14% |
$7K - $8.04K
|
19.4K
$379K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.7K- 17.7% |
$28.1K - $32.3K
|
7.91K
$155K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.26K- 4.22% |
$53.9K - $61.9K
|
74.1K
$1.45M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.72K- 6.01% |
$61.5K - $70.6K
|
58.3K
$1.14M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.76K- 94.93% |
$62.1K - $71.3K
|
201
$3.93K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.17K- 23.31% |
$68.8K - $79K
|
13.7K
$268K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-5.5K- 13.74% |
$90.8K - $104K
|
34.5K
$674K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.89K- 9.52% |
$114K - $131K
|
65.5K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-6.9K- 8.21% |
$114K - $131K
|
77.1K
$1.51M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-7.09K- 67.09% |
$117K - $134K
|
3.48K
$68K
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-8.34K- 4.59% |
$138K - $158K
|
173K
$3.38M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.46K- 78.54% |
$140K - $160K
|
2.31K
$45.2K
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-24.1K- 50.4% |
$399K - $458K
|
23.8K
$464K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-45.8K- 12.95% |
$756K - $868K
|
308K
$6.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-70.2K- 36.01% |
$1.16M - $1.33M
|
125K
$2.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-117K- 57.3% |
$1.93M - $2.22M
|
87.3K
$1.71M
|