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 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
9.43KNew |
$291K - $304K
|
9.43K
$363K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
7.11KNew |
$219K - $229K
|
7.11K
$273K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4KNew |
$123K - $129K
|
4K
$154K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
17New |
$524 - $547
|
17
$654
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
236KNew |
$6.9M - $7.36M
|
236K
$9.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
155K+ 119.11% |
$4.52M - $4.82M
|
284K
$10.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
10.9KNew |
$320K - $341K
|
10.9K
$421K
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
8.78KNew |
$257K - $274K
|
8.78K
$338K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
6.72KNew |
$196K - $210K
|
6.72K
$258K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
6.4KNew |
$187K - $200K
|
6.4K
$246K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.7KNew |
$49.7K - $53K
|
1.7K
$65.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
959New |
$28.1K - $29.9K
|
959
$36.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
287New |
$8.4K - $8.95K
|
287
$11K
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3.91K+ 928.98% |
$110K - $116K
|
4.33K
$167K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
859New |
$24.2K - $25.6K
|
859
$33K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50New |
$1.41K - $1.49K
|
50
$1.92K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.5K+ 392.73% |
$256K - $278K
|
11.9K
$458K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.47KNew |
$66.3K - $72.1K
|
2.47K
$94.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
300New |
$8.07K - $8.77K
|
300
$11.5K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
32.1KNew |
$866K - $955K
|
32.1K
$1.23M
|
|
|
Oct 25, 2022
Q3 2022
|
Rovin Capital
|
BUY
|
- |
26.7KNew |
$721K - $795K
|
26.7K
$1.03M
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
15.4KNew |
$415K - $458K
|
15.4K
$592K
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.4K+ 31.64% |
$389K - $429K
|
60.1K
$2.31M
|
|
|
Nov 01, 2022
Q3 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
350New |
$9.44K - $10.4K
|
350
$13.5K
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
4.02KNew |
$112K - $122K
|
4.02K
$155K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
15.4KNew |
$445K - $469K
|
15.4K
$591K
|
|
|
May 10, 2022
Q1 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
500New |
$14.5K - $15.2K
|
500
$19.2K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
500New |
$14.6K - $14.9K
|
500
$19.2K
|
|