Latest Institutional Transactions on Innovator U.S. Small Cap Power (KAPR)
This table provides information on the latest institutional transactions involving Innovator U.S. Small Cap Power (KAPR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2K+ 61.36% |
$59.2K - $62.2K
|
5.26K
$161K
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.71K+ 34.89% |
$199K - $209K
|
26K
$796K
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-17.6K- 51.87% |
$522K - $549K
|
16.4K
$502K
|
|
Q1 2024 | |||||||
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
93.3K+ 335.07% |
$2.62M - $2.91M
|
121K
$3.72M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.6K+ 20.07% |
$384K - $425K
|
81.6K
$2.5M
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-370- 3.01% |
$10.4K - $11.5K
|
11.9K
$366K
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
25.3KNew |
$712K - $789K
|
25.3K
$776K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.96K- 15.8% |
$112K - $124K
|
21.1K
$648K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
726+ 1.02% |
$20.4K - $22.6K
|
72.2K
$2.21M
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-370- 3.01% |
$10.4K - $11.5K
|
11.9K
$366K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-279- 1.0% |
$7.85K - $8.69K
|
27.8K
$851K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.67K+ 51.86% |
$160K - $177K
|
16.6K
$510K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.19K- 12.66% |
$61.6K - $68.2K
|
15.1K
$463K
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
148KNew |
$4.16M - $4.61M
|
148K
$4.54M
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
400New |
$11.3K - $12.5K
|
400
$12.3K
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-9.58K- 25.83% |
$269K - $299K
|
27.5K
$844K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.28K- 23.27% |
$92.1K - $102K
|
10.8K
$331K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-74.1K- 40.92% |
$2.09M - $2.31M
|
107K
$3.28M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-24- 5.52% |
$675 - $748
|
411
$12.6K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-817- 4.57% |
$23K - $25.5K
|
17.1K
$524K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
24.8K+ 212.85% |
$696K - $771K
|
36.4K
$1.12M
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.87K- 29.58% |
$109K - $120K
|
9.2K
$282K
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-568- 2.97% |
$16K - $17.7K
|
18.5K
$569K
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-71.1K- 69.8% |
$2M - $2.21M
|
30.7K
$943K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.1K- 11.84% |
$115K - $128K
|
30.5K
$936K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.48K- 45.76% |
$182K - $202K
|
7.68K
$235K
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-3.45K- 33.7% |
$97K - $108K
|
6.79K
$208K
|
|
May 06, 2024
Q1 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
2.24K+ 1.53% |
$63K - $69.8K
|
149K
$4.56M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.01K- 2.51% |
$56.5K - $62.6K
|
77.9K
$2.39M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
655+ 3.75% |
$18.4K - $20.4K
|
18.1K
$556K
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
BUY
|
- |
293+ 2.97% |
$8.24K - $9.13K
|
10.2K
$312K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-21.9K- 35.69% |
$617K - $684K
|
39.5K
$1.21M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-329K- 69.12% |
$9.25M - $10.2M
|
147K
$4.5M
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-3.77K- 2.33% |
$106K - $118K
|
158K
$4.86M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.5K+ 125.03% |
$774K - $857K
|
49.5K
$1.52M
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.2K- 5.69% |
$33.6K - $37.2K
|
19.8K
$607K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.25K+ 6.4% |
$63.3K - $70.2K
|
37.4K
$1.15M
|
|
Apr 22, 2024
Q1 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-4.55K- 2.54% |
$128K - $142K
|
174K
$5.34M
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.94K- 7.39% |
$139K - $154K
|
61.9K
$1.9M
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-98.8K- 87.87% |
$2.78M - $3.08M
|
13.6K
$418K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-820- 6.27% |
$23.1K - $25.6K
|
12.3K
$376K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.14K- 28.71% |
$88.2K - $97.7K
|
7.78K
$239K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
109K+ 1034.19% |
$3.06M - $3.39M
|
119K
$3.66M
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-413K- 99.81% |
$11.6M - $12.9M
|
782
$24K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.64K- 12.07% |
$46.2K - $51.2K
|
12K
$367K
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.2K+ 150.0% |
$33.8K - $37.4K
|
2K
$61.3K
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-600- 3.25% |
$16.9K - $18.7K
|
17.9K
$548K
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-38- 0.4% |
$1.07K - $1.18K
|
9.56K
$293K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.83K+ 5.28% |
$51.5K - $57.1K
|
36.5K
$1.12M
|