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 |
---|---|---|---|---|---|---|---|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-56.3K- 72.31% |
$1.94M - $2.06M
|
21.6K
$813K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.84K- 49.74% |
$304K - $323K
|
8.93K
$337K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-971- 0.43% |
$33.4K - $35.5K
|
227K
$8.57M
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.44K- 7.47% |
$49.4K - $52.5K
|
17.8K
$671K
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-12.6K- 10.01% |
$433K - $460K
|
113K
$4.27M
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.54K- 4.09% |
$53K - $56.3K
|
36.1K
$1.36M
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.51K- 11.15% |
$86.3K - $91.7K
|
20K
$754K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-908K- 81.35% |
$31.2M - $33.2M
|
208K
$7.84M
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-26.8K- 78.96% |
$923K - $981K
|
7.16K
$270K
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
37.8KNew |
$1.3M - $1.38M
|
37.8K
$1.42M
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-60- 0.44% |
$2.06K - $2.19K
|
13.6K
$512K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-68.1K- 37.82% |
$2.34M - $2.49M
|
112K
$4.22M
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
SELL
|
- |
-3.89K- 6.61% |
$134K - $142K
|
54.9K
$2.07M
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-898- 10.78% |
$30.9K - $32.8K
|
7.44K
$280K
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-10- 0.01% |
$344 - $365
|
114K
$4.29M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.79K- 3.26% |
$61.7K - $65.6K
|
53.3K
$2.01M
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-54- 0.26% |
$1.86K - $1.97K
|
21K
$791K
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-154- 0.22% |
$5.3K - $5.63K
|
71.4K
$2.69M
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-325- 4.69% |
$11.2K - $11.9K
|
6.61K
$249K
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-1.57K- 6.24% |
$53.9K - $57.2K
|
23.5K
$888K
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.09K- 14.94% |
$71.8K - $76.3K
|
11.9K
$448K
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.21K- 4.3% |
$145K - $154K
|
93.7K
$3.53M
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-8- 0.08% |
$275 - $292
|
9.42K
$355K
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-2.08K- 6.97% |
$71.4K - $75.9K
|
27.7K
$1.04M
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-1.5K- 3.98% |
$51.6K - $54.8K
|
36.2K
$1.37M
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-24.4K- 32.32% |
$841K - $893K
|
51.2K
$1.93M
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-5.63K- 9.57% |
$194K - $206K
|
53.2K
$2M
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-5.39K- 9.57% |
$185K - $197K
|
50.9K
$1.92M
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-297- 0.23% |
$10.2K - $10.9K
|
131K
$4.94M
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.78KNew |
$199K - $211K
|
5.78K
$218K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.63K- 54.33% |
$53.8K - $57.7K
|
1.37K
$51.6K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.51K+ 2.68% |
$116K - $124K
|
135K
$5.08M
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-855- 4.64% |
$28.2K - $30.2K
|
17.6K
$663K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.05K- 9.07% |
$67.6K - $72.5K
|
20.5K
$774K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.27K- 1.47% |
$41.8K - $44.8K
|
84.7K
$3.19M
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.98K+ 102.24% |
$263K - $282K
|
15.8K
$595K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18.1K+ 8.97% |
$596K - $639K
|
219K
$8.27M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-29.3K- 13.75% |
$968K - $1.04M
|
184K
$6.94M
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-954- 12.71% |
$31.5K - $33.8K
|
6.55K
$247K
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
35KNew |
$1.15M - $1.24M
|
35K
$1.32M
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-13.6K- 66.25% |
$449K - $482K
|
6.94K
$261K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-184K- 47.02% |
$6.05M - $6.5M
|
207K
$7.8M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.54K- 6.59% |
$83.9K - $90K
|
36K
$1.36M
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-9.57K- 26.45% |
$315K - $338K
|
26.6K
$1M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
100New |
$3.3K - $3.54K
|
100
$3.77K
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-5.35K- 42.32% |
$176K - $189K
|
7.29K
$275K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
342New |
$11.3K - $12.1K
|
342
$12.9K
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.87K- 5.26% |
$61.6K - $66.1K
|
33.7K
$1.27M
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-202- 2.89% |
$6.66K - $7.15K
|
6.79K
$256K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-415- 72.93% |
$13.7K - $14.7K
|
154
$5.81K
|