Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PAUG)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PAUG) 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 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-13.6K- 60.69% |
$449K - $481K
|
8.81K
$323K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
60.8K+ 17088.2% |
$2.01M - $2.15M
|
61.2K
$2.24M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.7K+ 36.65% |
$1.11M - $1.19M
|
126K
$4.6M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-605- 4.61% |
$20K - $21.4K
|
12.5K
$458K
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.45K- 18.55% |
$80.9K - $86.8K
|
10.8K
$395K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-377K- 33.23% |
$12.4M - $13.3M
|
757K
$27.7M
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
835+ 6.79% |
$27.5K - $29.5K
|
13.1K
$481K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-36K- 14.02% |
$1.19M - $1.27M
|
221K
$8.1M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.54K- 6.59% |
$83.9K - $90K
|
36K
$1.32M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.91K- 1.71% |
$261K - $280K
|
455K
$16.7M
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-619- 4.46% |
$20.4K - $21.9K
|
13.2K
$485K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
342New |
$11.3K - $12.1K
|
342
$12.5K
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-5.35K- 42.32% |
$176K - $189K
|
7.29K
$267K
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-3.14K- 2.72% |
$104K - $111K
|
112K
$4.12M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-210- 0.52% |
$6.93K - $7.43K
|
40.2K
$1.47M
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-125K- 83.67% |
$4.11M - $4.41M
|
24.3K
$891K
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.96K- 26.22% |
$164K - $176K
|
14K
$512K
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-266K- 77.74% |
$8.76M - $9.4M
|
76.1K
$2.79M
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-1.24K- 6.55% |
$40.9K - $43.9K
|
17.7K
$648K
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
16.7KNew |
$551K - $591K
|
16.7K
$612K
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.87K- 5.26% |
$61.6K - $66.1K
|
33.7K
$1.23M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.73K- 17.01% |
$123K - $132K
|
18.2K
$666K
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-60.4K- 84.38% |
$1.99M - $2.14M
|
11.2K
$410K
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-522- 0.46% |
$17.2K - $18.5K
|
114K
$4.18M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-137K- 18.37% |
$4.51M - $4.84M
|
608K
$22.3M
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-994- 1.26% |
$32.8K - $35.2K
|
77.7K
$2.85M
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-5.94K- 4.33% |
$196K - $210K
|
131K
$4.81M
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-202- 2.89% |
$6.66K - $7.15K
|
6.79K
$249K
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-35.8K- 54.27% |
$1.18M - $1.27M
|
30.2K
$1.11M
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-10K- 8.11% |
$331K - $355K
|
114K
$4.16M
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-415- 72.93% |
$13.7K - $14.7K
|
154
$5.64K
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-62.9K- 48.33% |
$2.07M - $2.22M
|
67.2K
$2.46M
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-368- 1.91% |
$12.1K - $13K
|
18.9K
$693K
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-7.77K- 1.55% |
$256K - $275K
|
493K
$18.1M
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-4.75K- 21.46% |
$156K - $168K
|
17.4K
$636K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
256K+ 253.37% |
$8.46M - $9.07M
|
358K
$13.1M
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-34.9K- 12.27% |
$1.15M - $1.23M
|
249K
$9.13M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-26.6K- 15.23% |
$879K - $942K
|
148K
$5.43M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.4K+ 38.06% |
$541K - $581K
|
59.6K
$2.18M
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.25K- 3.39% |
$41.4K - $44.4K
|
35.8K
$1.31M
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-25.3K- 28.06% |
$835K - $896K
|
64.9K
$2.38M
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-9.97K- 5.37% |
$329K - $353K
|
176K
$6.43M
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-5.74K- 6.97% |
$189K - $203K
|
76.6K
$2.8M
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-291- 3.24% |
$9.6K - $10.3K
|
8.68K
$318K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.5K- 90.91% |
$115K - $124K
|
350
$12.8K
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
261K+ 1296.25% |
$8.59M - $9.22M
|
281K
$10.3M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-9.94K- 21.73% |
$328K - $352K
|
35.8K
$1.31M
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-4.49K- 17.9% |
$148K - $159K
|
20.6K
$755K
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-146- 0.16% |
$4.82K - $5.17K
|
92.9K
$3.4M
|