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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-3.52K- 29.55% |
$118K - $127K
|
8.4K
$314K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.39KNew |
$80.4K - $85.9K
|
2.39K
$89.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
300New |
$10.1K - $10.8K
|
300
$11.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.79K- 18.9% |
$60.2K - $64.3K
|
7.68K
$287K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-9.24K- 43.65% |
$311K - $332K
|
11.9K
$445K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-250- 2.63% |
$8.4K - $8.99K
|
9.27K
$346K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-12.5K- 10.24% |
$421K - $451K
|
110K
$4.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
866+ 0.28% |
$29.1K - $31.1K
|
308K
$11.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.13K- 3.95% |
$71.6K - $76.6K
|
51.8K
$1.93M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.74K- 2.62% |
$58.5K - $62.5K
|
64.7K
$2.42M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-5.35K- 3.29% |
$180K - $192K
|
157K
$5.86M
|
|
| Q2 2024 | |||||||
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3- 0.15% |
$97.9 - $104
|
2.04K
$76.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
332New |
$10.8K - $11.5K
|
332
$12.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
50.6KNew |
$1.65M - $1.75M
|
50.6K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17.2KNew |
$561K - $596K
|
17.2K
$642K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.48KNew |
$179K - $190K
|
5.48K
$204K
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
116KNew |
$3.8M - $4.04M
|
116K
$4.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8.69KNew |
$284K - $301K
|
8.69K
$324K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
7.44KNew |
$243K - $258K
|
7.44K
$278K
|
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-20.5K- 66.51% |
$670K - $712K
|
10.3K
$386K
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
100New |
$3.26K - $3.47K
|
100
$3.73K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-10.6K- 32.76% |
$345K - $367K
|
21.7K
$811K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.99KNew |
$195K - $208K
|
5.99K
$224K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
47.3KNew |
$1.54M - $1.64M
|
47.3K
$1.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
990+ 12.57% |
$32.3K - $34.3K
|
8.87K
$331K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
14.7KNew |
$480K - $511K
|
14.7K
$550K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
142KNew |
$4.62M - $4.91M
|
142K
$5.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-7.13K- 26.96% |
$233K - $247K
|
19.3K
$721K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
226KNew |
$7.37M - $7.84M
|
226K
$8.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
566KNew |
$18.5M - $19.6M
|
566K
$21.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.75K- 13.97% |
$89.7K - $95.4K
|
16.9K
$632K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
269KNew |
$8.78M - $9.34M
|
269K
$10.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
6.09K+ 90.22% |
$199K - $211K
|
12.8K
$479K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-19- 0.51% |
$620 - $659
|
3.69K
$138K
|
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
15.4KNew |
$502K - $534K
|
15.4K
$575K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-378- 4.23% |
$12.3K - $13.1K
|
8.55K
$319K
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
650+ 6.4% |
$21.2K - $22.5K
|
10.8K
$403K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
741New |
$24.2K - $25.7K
|
741
$27.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
370KNew |
$12.1M - $12.8M
|
370K
$13.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
5.93KNew |
$193K - $206K
|
5.93K
$221K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
6.33KNew |
$206K - $219K
|
6.33K
$236K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
60.6KNew |
$1.98M - $2.1M
|
60.6K
$2.26M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-9.88K- 14.01% |
$322K - $343K
|
60.6K
$2.26M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.99K+ 10.91% |
$97.4K - $104K
|
30.4K
$1.13M
|
|
| Q1 2024 | |||||||
|
Apr 01, 2025
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
15.5KNew |
$504K - $522K
|
15.5K
$580K
|
|
|
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
$297K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.74K- 60.01% |
$56.3K - $58.3K
|
1.16K
$43.2K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
32.8KNew |
$1.06M - $1.1M
|
32.8K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
10KNew |
$325K - $336K
|
10K
$373K
|
|