Purchases and Sales Made in Q4 2023 in Innovator Laddered Fund Of U.S (KOCT)
This table provides information about the institutional ownership of Innovator Laddered Fund Of U.S (KOCT) during Q4 2023. The information is specifically focused on institutions that hold shares of INNOVATOR LADDERED FUND OF U.S.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
1.22K+ 13.44% |
N/A
|
10.3K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
1.08K+ 5.0% |
N/A
|
22.6K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
986+ 7.81% |
N/A
|
13.6K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
930+ 1.62% |
N/A
|
58.4K
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
792New |
N/A
|
792
$0
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
597+ 103.11% |
N/A
|
1.18K
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
475+ 4.02% |
N/A
|
12.3K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
347+ 3.82% |
N/A
|
9.44K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
250New |
N/A
|
250
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
11New |
N/A
|
11
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
N/A
|
1
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-108- 1.21% |
N/A
|
8.84K
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-108- 1.21% |
N/A
|
8.84K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-260- 1.06% |
N/A
|
24.2K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-312- 1.18% |
N/A
|
26.1K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-779- 4.23% |
N/A
|
17.6K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-907- 8.88% |
N/A
|
9.31K
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.09K- 2.41% |
N/A
|
44K
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-12K- 17.11% |
N/A
|
58.3K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-49.9K- 65.23% |
N/A
|
26.6K
$0
|