Purchases and Sales Made in Q3 2024 in Innovator U.S. Small Cap Power (KAPR)
This table provides information about the institutional ownership of Innovator U.S. Small Cap Power (KAPR) during Q3 2024. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. SMALL CAP POWER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
99.8KNew |
$3.05M - $3.26M
|
99.8K
$3.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
74.3K+ 194.89% |
$2.27M - $2.42M
|
112K
$3.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
24KNew |
$732K - $782K
|
24K
$821K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.2K+ 12.87% |
$555K - $594K
|
159K
$5.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
17.3KNew |
$529K - $566K
|
17.3K
$594K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16.6KNew |
$507K - $542K
|
16.6K
$569K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.3K+ 23251.52% |
$469K - $501K
|
15.4K
$528K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
15.2KNew |
$464K - $496K
|
15.2K
$521K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.2K+ 46.73% |
$404K - $432K
|
41.5K
$1.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
13K+ 188.62% |
$398K - $426K
|
20K
$684K
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
12K+ 52.41% |
$367K - $393K
|
35K
$1.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10KNew |
$306K - $327K
|
10K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
8.19K+ 61.85% |
$250K - $267K
|
21.4K
$734K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.52KNew |
$230K - $245K
|
7.52K
$257K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
6.33KNew |
$193K - $207K
|
6.33K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.42K+ 35.6% |
$166K - $177K
|
20.6K
$707K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.86K+ 1.4% |
$148K - $159K
|
353K
$12.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.53KNew |
$108K - $115K
|
3.53K
$121K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3K+ 120.0% |
$91.6K - $98K
|
5.5K
$188K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.92K+ 37.54% |
$89K - $95.2K
|
10.7K
$366K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.58K+ 6.75% |
$78.7K - $84.1K
|
40.7K
$1.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.41K+ 176.37% |
$73.6K - $78.7K
|
3.78K
$129K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.05K+ 1.35% |
$62.5K - $66.9K
|
154K
$5.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.97K+ 19.03% |
$60.2K - $64.4K
|
12.3K
$422K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.92K+ 14.33% |
$58.5K - $62.6K
|
15.3K
$523K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.89K+ 1.78% |
$57.7K - $61.7K
|
108K
$3.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.67K+ 19.3% |
$51.1K - $54.6K
|
10.3K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.6K+ 4.83% |
$48.8K - $52.1K
|
34.6K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
800+ 10.96% |
$24.4K - $26.1K
|
8.1K
$277K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
685New |
$20.9K - $22.4K
|
685
$23.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
673+ 2.26% |
$20.6K - $22K
|
30.5K
$1.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
601+ 5.18% |
$18.4K - $19.6K
|
12.2K
$418K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
509+ 3.82% |
$15.5K - $16.6K
|
13.8K
$474K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
450+ 6.77% |
$13.7K - $14.7K
|
7.1K
$243K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
413+ 3.79% |
$12.6K - $13.5K
|
11.3K
$387K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
348+ 2.01% |
$10.6K - $11.4K
|
17.6K
$604K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
346+ 84.18% |
$10.6K - $11.3K
|
757
$25.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
318+ 0.95% |
$9.71K - $10.4K
|
33.7K
$1.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
313+ 0.34% |
$9.56K - $10.2K
|
91.8K
$3.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
208+ 0.6% |
$6.35K - $6.79K
|
34.7K
$1.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-90- 0.38% |
$2.75K - $2.94K
|
23.4K
$803K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-100- 0.44% |
$3.05K - $3.27K
|
22.8K
$781K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-111- 0.58% |
$3.39K - $3.62K
|
19.2K
$656K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-326- 1.82% |
$9.96K - $10.6K
|
17.6K
$603K
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-330- 1.3% |
$10.1K - $10.8K
|
25K
$856K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-400- 1.54% |
$12.2K - $13.1K
|
25.6K
$875K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-440- 1.81% |
$13.4K - $14.4K
|
23.9K
$818K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-493- 1.89% |
$15.1K - $16.1K
|
25.6K
$877K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-500- 6.46% |
$15.3K - $16.3K
|
7.24K
$248K
|