Latest Institutional Purchases of Innovator U.S. Equity Power Bu (PAUG)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PAUG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.9KNew |
$424K - $451K
|
11.9K
$483K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.59KNew |
$341K - $363K
|
9.59K
$388K
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
9.2KNew |
$327K - $348K
|
9.2K
$373K
|
|
|
Oct 22, 2024
Q3 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
8.91KNew |
$317K - $337K
|
8.91K
$361K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
8.3KNew |
$295K - $314K
|
8.3K
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
8.24KNew |
$293K - $312K
|
8.24K
$334K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.12K+ 91.0% |
$289K - $308K
|
17.1K
$691K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7.51K+ 28.25% |
$267K - $284K
|
34.1K
$1.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6.83KNew |
$243K - $258K
|
6.83K
$277K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.17KNew |
$219K - $233K
|
6.17K
$250K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
6.15KNew |
$219K - $233K
|
6.15K
$249K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.29K+ 53.86% |
$152K - $162K
|
12.2K
$496K
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.75K+ 18.05% |
$97.6K - $104K
|
18K
$728K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
2.28K+ 13.55% |
$81.1K - $86.3K
|
19.1K
$774K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.56K+ 8.22% |
$55.3K - $58.9K
|
20.5K
$830K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
692+ 10.36% |
$24.6K - $26.2K
|
7.37K
$299K
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
128+ 0.74% |
$4.55K - $4.85K
|
17.4K
$707K
|
|
| Q2 2024 | |||||||
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
37.8KNew |
$1.3M - $1.38M
|
37.8K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
399New |
$13.7K - $14.6K
|
399
$16.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
64New |
$2.2K - $2.34K
|
64
$2.59K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
35KNew |
$1.15M - $1.24M
|
35K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18.1K+ 8.97% |
$596K - $639K
|
219K
$8.89M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
342New |
$11.3K - $12.1K
|
342
$13.9K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
100New |
$3.3K - $3.54K
|
100
$4.05K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
56New |
$1.85K - $1.98K
|
56
$2.27K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2+ 0.03% |
$66 - $70.8
|
6.13K
$248K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
79.6KNew |
$2.42M - $2.66M
|
79.6K
$3.23M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
65.9KNew |
$2M - $2.2M
|
65.9K
$2.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
31.2KNew |
$947K - $1.04M
|
31.2K
$1.26M
|
|
|
Apr 01, 2025
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
20KNew |
$608K - $669K
|
20K
$811K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
17KNew |
$517K - $570K
|
17K
$691K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
16.3K+ 121.57% |
$494K - $544K
|
29.7K
$1.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
7.96KNew |
$242K - $266K
|
7.96K
$323K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4.55KNew |
$138K - $152K
|
4.55K
$184K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.81K+ 41.78% |
$85.3K - $93.9K
|
9.53K
$386K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2KNew |
$60.7K - $66.8K
|
2K
$81.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.09K+ 5.18% |
$32.9K - $36.3K
|
22K
$893K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
535New |
$16.2K - $17.9K
|
535
$21.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
215New |
$6.53K - $7.19K
|
215
$8.71K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
19New |
$577 - $635
|
19
$770
|
|
| Q3 2023 | |||||||
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
203KNew |
$6.26M - $6.54M
|
203K
$8.23M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
48.4K+ 57.66% |
$1.49M - $1.56M
|
132K
$5.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.1KNew |
$681K - $712K
|
22.1K
$896K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
14.1KNew |
$433K - $453K
|
14.1K
$570K
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
9.43KNew |
$291K - $304K
|
9.43K
$382K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
7.11KNew |
$219K - $229K
|
7.11K
$288K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
17New |
$524 - $547
|
17
$689
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
236KNew |
$6.9M - $7.36M
|
236K
$9.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
155K+ 119.11% |
$4.52M - $4.82M
|
284K
$11.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
10.9KNew |
$320K - $341K
|
10.9K
$443K
|
|