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 |
---|---|---|---|---|---|---|---|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.17K+ 9.92% |
$41.4K - $44.1K
|
12.9K
$497K
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.14K+ 46.64% |
$183K - $194K
|
16.1K
$622K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.91K- 29.07% |
$317K - $337K
|
21.7K
$837K
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-357- 2.01% |
$12.7K - $13.5K
|
17.4K
$672K
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-3.72K- 13.87% |
$132K - $141K
|
23.1K
$889K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-11.9K- 36.18% |
$425K - $452K
|
21.1K
$812K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-811- 5.75% |
$28.8K - $30.7K
|
13.3K
$512K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.52K+ 18.25% |
$267K - $285K
|
48.7K
$1.88M
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.31K+ 9.93% |
$118K - $125K
|
36.7K
$1.41M
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
8.3KNew |
$295K - $314K
|
8.3K
$320K
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.21K+ 11.14% |
$114K - $121K
|
32K
$1.23M
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.77K+ 10.59% |
$134K - $143K
|
39.4K
$1.52M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.29K+ 53.86% |
$152K - $162K
|
12.2K
$472K
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-140- 0.7% |
$4.98K - $5.3K
|
19.9K
$765K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
19K+ 287.24% |
$675K - $719K
|
25.6K
$986K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
276K+ 246.63% |
$9.82M - $10.5M
|
388K
$15M
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-15.9K- 28.79% |
$566K - $602K
|
39.3K
$1.52M
|
|
Oct 22, 2024
Q3 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
8.91KNew |
$317K - $337K
|
8.91K
$343K
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
24.4K+ 78.09% |
$869K - $925K
|
55.7K
$2.15M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.85KNew |
$208K - $221K
|
5.85K
$225K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
65+ 0.13% |
$2.31K - $2.46K
|
51.3K
$1.97M
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
14.4KNew |
$511K - $544K
|
14.4K
$553K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.8K+ 76.77% |
$492K - $523K
|
31.8K
$1.23M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
372K+ 70.71% |
$13.2M - $14.1M
|
898K
$34.6M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.12K+ 91.0% |
$289K - $308K
|
17.1K
$657K
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
BUY
|
- |
5.92KNew |
$211K - $224K
|
5.92K
$228K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
61.1K+ 26.87% |
$2.17M - $2.31M
|
288K
$11.1M
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
9+ 0.1% |
$320 - $341
|
9.43K
$363K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.8KNew |
$385K - $410K
|
10.8K
$417K
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
26.4K+ 48.05% |
$939K - $999K
|
81.3K
$3.13M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.5K+ 21.56% |
$409K - $435K
|
64.8K
$2.5M
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
8.45K+ 11.83% |
$301K - $320K
|
79.9K
$3.08M
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
32.7KNew |
$1.16M - $1.24M
|
32.7K
$1.26M
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.81K+ 1.6% |
$64.3K - $68.4K
|
115K
$4.43M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
2.28K+ 13.55% |
$81.1K - $86.3K
|
19.1K
$736K
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
6.15KNew |
$219K - $233K
|
6.15K
$237K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
5.87KNew |
$209K - $222K
|
5.87K
$226K
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.75K- 2.94% |
$97.8K - $104K
|
90.9K
$3.5M
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
581+ 10.06% |
$20.7K - $22K
|
6.36K
$245K
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3K+ 41.1% |
$107K - $114K
|
10.3K
$397K
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-3.07K- 13.49% |
$109K - $116K
|
19.7K
$759K
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
40.2K+ 75.53% |
$1.43M - $1.52M
|
93.3K
$3.6M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.6K- 13.47% |
$56.9K - $60.6K
|
10.3K
$396K
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.75K+ 18.05% |
$97.6K - $104K
|
18K
$692K
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
692+ 10.36% |
$24.6K - $26.2K
|
7.37K
$284K
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-22.6K- 62.33% |
$803K - $855K
|
13.6K
$526K
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
998+ 4.76% |
$35.5K - $37.8K
|
22K
$847K
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-958- 0.73% |
$34.1K - $36.3K
|
130K
$5.01M
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-596- 2.15% |
$21.2K - $22.6K
|
27.1K
$1.04M
|