Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PAPR)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PAPR) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17.2KNew |
$561K - $596K
|
17.2K
$637K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
726+ 5.18% |
$23.7K - $25.2K
|
14.8K
$546K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.36K+ 16.99% |
$77K - $81.8K
|
16.2K
$602K
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
116KNew |
$3.8M - $4.04M
|
116K
$4.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.48KNew |
$179K - $190K
|
5.48K
$203K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8.69KNew |
$284K - $301K
|
8.69K
$322K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
7.44KNew |
$243K - $258K
|
7.44K
$276K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.1KNew |
$395K - $421K
|
12.1K
$449K
|
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-20.5K- 66.51% |
$670K - $712K
|
10.3K
$383K
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
100New |
$3.26K - $3.47K
|
100
$3.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-10.6K- 32.76% |
$345K - $367K
|
21.7K
$805K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
990+ 12.57% |
$32.3K - $34.3K
|
8.87K
$328K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
47.3KNew |
$1.54M - $1.64M
|
47.3K
$1.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.99KNew |
$195K - $208K
|
5.99K
$222K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.1K+ 43.78% |
$199K - $212K
|
20K
$742K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
566KNew |
$18.5M - $19.6M
|
566K
$21M
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
14.7KNew |
$480K - $511K
|
14.7K
$546K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
226KNew |
$7.37M - $7.84M
|
226K
$8.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-7.13K- 26.96% |
$233K - $247K
|
19.3K
$715K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
7.26KNew |
$237K - $252K
|
7.26K
$269K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
142KNew |
$4.62M - $4.91M
|
142K
$5.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.75K- 13.97% |
$89.7K - $95.4K
|
16.9K
$627K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3K+ 38.07% |
$97.9K - $104K
|
10.9K
$403K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
269KNew |
$8.78M - $9.34M
|
269K
$9.98M
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-4.05K- 14.49% |
$132K - $141K
|
23.9K
$886K
|
|
|
Jul 31, 2024
Q2 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
6.09K+ 90.22% |
$199K - $211K
|
12.8K
$476K
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
49.6KNew |
$1.62M - $1.72M
|
49.6K
$1.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-596- 1.83% |
$19.4K - $20.7K
|
31.9K
$1.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6.19K+ 41.23% |
$202K - $215K
|
21.2K
$786K
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
436+ 3.86% |
$14.2K - $15.1K
|
11.7K
$435K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-19- 0.51% |
$620 - $659
|
3.69K
$137K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.28KNew |
$303K - $322K
|
9.28K
$344K
|
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
15.4KNew |
$502K - $534K
|
15.4K
$571K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-378- 4.23% |
$12.3K - $13.1K
|
8.55K
$317K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
46.5K+ 28.26% |
$1.52M - $1.61M
|
211K
$7.82M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.61K+ 12.58% |
$118K - $125K
|
32.3K
$1.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.82KNew |
$59.3K - $63.1K
|
1.82K
$67.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
650+ 6.4% |
$21.2K - $22.5K
|
10.8K
$400K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
741New |
$24.2K - $25.7K
|
741
$27.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
370KNew |
$12.1M - $12.8M
|
370K
$13.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
5.93KNew |
$193K - $206K
|
5.93K
$220K
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
650+ 4.86% |
$21.2K - $22.5K
|
14K
$519K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
10.8KNew |
$352K - $374K
|
10.8K
$400K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
8.29KNew |
$270K - $288K
|
8.29K
$307K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
6.33KNew |
$206K - $219K
|
6.33K
$234K
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
BUY
|
- |
21K+ 65.82% |
$686K - $730K
|
53K
$1.96M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
60.6KNew |
$1.98M - $2.1M
|
60.6K
$2.25M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-9.88K- 14.01% |
$322K - $343K
|
60.6K
$2.25M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.99K+ 10.91% |
$97.4K - $104K
|
30.4K
$1.12M
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
167+ 8.92% |
$5.42K - $5.61K
|
2.04K
$75.6K
|
|