Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PFEB)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PFEB) 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 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.5KNew |
$374K - $394K
|
10.5K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
54.7KNew |
$1.95M - $2.05M
|
54.7K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
7.68KNew |
$273K - $287K
|
7.68K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.68K+ 106.92% |
$237K - $250K
|
12.9K
$497K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-572- 1.65% |
$20.3K - $21.4K
|
34.2K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-464- 2.98% |
$16.5K - $17.4K
|
15.1K
$581K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.9K- 2.02% |
$245K - $258K
|
334K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.69K+ 25.05% |
$95.7K - $101K
|
13.4K
$517K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.98K+ 2.74% |
$70.4K - $74.2K
|
74.4K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-663- 1.27% |
$23.6K - $24.8K
|
51.5K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40.5K+ 141.08% |
$1.44M - $1.52M
|
69.2K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.3K- 68.57% |
$685K - $721K
|
8.83K
$340K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
49.1KNew |
$1.74M - $1.84M
|
49.1K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.54K- 43.55% |
$197K - $207K
|
7.18K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.3K- 2.97% |
$46.1K - $48.5K
|
42.4K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
8.1K+ 53.98% |
$288K - $303K
|
23.1K
$888K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
6.9KNew |
$245K - $258K
|
6.9K
$265K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
110K+ 50.23% |
$3.91M - $4.12M
|
329K
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
57.3K+ 42.61% |
$2.04M - $2.15M
|
192K
$7.37M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.21KNew |
$114K - $120K
|
3.21K
$123K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
34.3KNew |
$1.22M - $1.29M
|
34.3K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-30.3K- 26.88% |
$1.08M - $1.13M
|
82.3K
$3.16M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17.4K+ 79.07% |
$617K - $650K
|
39.3K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
133K+ 50.65% |
$4.72M - $4.98M
|
395K
$15.2M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.45K- 31.64% |
$51.6K - $54.4K
|
3.14K
$121K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
6.73KNew |
$239K - $252K
|
6.73K
$259K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-402- 0.8% |
$14.3K - $15.1K
|
49.5K
$1.9M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2K+ 19.22% |
$70.9K - $74.7K
|
12.4K
$476K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.64KNew |
$271K - $286K
|
7.64K
$294K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
47.3K+ 43.51% |
$1.68M - $1.77M
|
156K
$6M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
534+ 21.0% |
$19K - $20K
|
3.08K
$118K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8KNew |
$284K - $299K
|
8K
$307K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
736K+ 183.92% |
$26.2M - $27.6M
|
1.14M
$43.7M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
213K+ 1337.95% |
$7.55M - $7.96M
|
228K
$8.78M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
49K+ 130.37% |
$1.74M - $1.83M
|
86.5K
$3.33M
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
5.7KNew |
$203K - $213K
|
5.7K
$219K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21K+ 31.38% |
$746K - $786K
|
87.9K
$3.38M
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
12.1KNew |
$428K - $451K
|
12.1K
$463K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.5K+ 221.68% |
$765K - $806K
|
31.2K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7.57KNew |
$269K - $283K
|
7.57K
$291K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.22K+ 10.72% |
$43.4K - $45.7K
|
12.6K
$485K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.37K+ 11.37% |
$48.6K - $51.2K
|
13.4K
$515K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
12.9K+ 38.73% |
$458K - $483K
|
46.2K
$1.78M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
18.2KNew |
$647K - $682K
|
18.2K
$700K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-8.3K- 53.58% |
$295K - $311K
|
7.19K
$276K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-10K- 33.68% |
$355K - $374K
|
19.7K
$757K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
6.2KNew |
$220K - $232K
|
6.2K
$238K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.53K+ 249.68% |
$197K - $207K
|
7.75K
$298K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
24.4KNew |
$867K - $913K
|
24.4K
$937K
|