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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.4KClosed |
$336K - $348K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
7.96KNew |
$259K - $268K
|
7.96K
$295K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-19.5K- 18.92% |
$632K - $654K
|
83.5K
$3.09M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.88K+ 9.25% |
$288K - $298K
|
105K
$3.88M
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
10KNew |
$325K - $336K
|
10K
$371K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
32.8KNew |
$1.06M - $1.1M
|
32.8K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.74K- 60.01% |
$56.3K - $58.3K
|
1.16K
$42.8K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-4.1K- 25.79% |
$133K - $138K
|
11.8K
$437K
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.9K- 15.84% |
$94.3K - $97.5K
|
15.4K
$572K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.84KNew |
$125K - $129K
|
3.84K
$142K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
340New |
$11K - $11.4K
|
340
$12.6K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.5KNew |
$244K - $252K
|
7.5K
$278K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-15K- 12.09% |
$487K - $504K
|
109K
$4.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
135K+ 138.24% |
$4.39M - $4.55M
|
233K
$8.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
6.15KNew |
$200K - $207K
|
6.15K
$228K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.25K+ 19.39% |
$105K - $109K
|
20K
$741K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-281K- 97.24% |
$9.12M - $9.44M
|
7.97K
$295K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-600Closed |
$19.5K - $20.2K
|
0
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
40.2KNew |
$1.3M - $1.35M
|
40.2K
$1.49M
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5.25KNew |
$157K - $172K
|
5.25K
$195K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
471+ 47100.0% |
$14.1K - $15.4K
|
472
$17.5K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.12K- 12.07% |
$33.6K - $36.7K
|
8.17K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
5.43KNew |
$162K - $178K
|
5.43K
$201K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
17.9KNew |
$536K - $586K
|
17.9K
$664K
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
15.5KNew |
$464K - $507K
|
15.5K
$575K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
9.77KNew |
$292K - $319K
|
9.77K
$362K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.13K- 9.72% |
$63.7K - $69.6K
|
19.8K
$732K
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
SELL
|
- |
-726- 9.45% |
$21.7K - $23.7K
|
6.95K
$258K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2KNew |
$59.8K - $65.4K
|
2K
$74.1K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2024
Q3 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-7.53KClosed |
$229K - $236K
|
0
$0
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
12.9K+ 177.84% |
$394K - $405K
|
20.2K
$747K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6.32KNew |
$193K - $198K
|
6.32K
$234K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.42KNew |
$226K - $232K
|
7.42K
$275K
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
93.6KNew |
$2.86M - $2.94M
|
93.6K
$3.47M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
206New |
$6.28K - $6.46K
|
206
$7.63K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.75KNew |
$83.8K - $86.2K
|
2.75K
$102K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
400KNew |
$11.7M - $12.4M
|
400K
$14.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.31K+ 384.89% |
$214K - $226K
|
9.21K
$341K
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
2.76KNew |
$80.8K - $85.3K
|
2.76K
$102K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
239KNew |
$7M - $7.39M
|
239K
$8.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
283New |
$8.29K - $8.74K
|
283
$10.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
18.2K+ 163.97% |
$533K - $562K
|
29.3K
$1.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
7.74KNew |
$226K - $239K
|
7.74K
$287K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.9KNew |
$406K - $428K
|
13.9K
$513K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
3.47KNew |
$102K - $107K
|
3.47K
$129K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
19New |
$556 - $587
|
19
$704
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.03KNew |
$206K - $217K
|
7.03K
$261K
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
2.38K+ 10.01% |
$69.6K - $73.4K
|
26.1K
$968K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
430New |
$12.6K - $13.3K
|
430
$15.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1.8KNew |
$52.6K - $55.5K
|
1.8K
$66.5K
|
|