Latest Institutional Purchases of Innovator U.S. Equity Power Bu (PFEB)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PFEB) 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 |
|---|---|---|---|---|---|---|---|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
259New |
$7.56K - $7.97K
|
259
$9.36K
|
|
| Q1 2023 | |||||||
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
51.6KNew |
$1.45M - $1.51M
|
51.6K
$1.86M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
25.6KNew |
$721K - $751K
|
25.6K
$925K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
24.5KNew |
$691K - $719K
|
24.5K
$886K
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
15.5KNew |
$436K - $454K
|
15.5K
$560K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
15.5KNew |
$436K - $454K
|
15.5K
$560K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
15.5KNew |
$436K - $454K
|
15.5K
$560K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.5KNew |
$325K - $338K
|
11.5K
$417K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
10.8K+ 363.81% |
$304K - $316K
|
13.8K
$497K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
9.48KNew |
$267K - $278K
|
9.48K
$342K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7.69KNew |
$216K - $225K
|
7.69K
$278K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
7KNew |
$197K - $205K
|
7K
$253K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4KNew |
$113K - $117K
|
4K
$145K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3.53K+ 13.19% |
$99.5K - $104K
|
30.3K
$1.1M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
172New |
$4.84K - $5.04K
|
172
$6.21K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.1KNew |
$215K - $231K
|
8.1K
$292K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.71KNew |
$45.3K - $48.7K
|
1.71K
$61.6K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
2New |
$53.2 - $57.2
|
2
$72.3
|
|
| Q3 2022 | |||||||
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.85KNew |
$209K - $226K
|
7.85K
$283K
|
|
| Q2 2022 | |||||||
|
Jul 14, 2022
Q2 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
81.9KNew |
$2.16M - $2.42M
|
81.9K
$2.96M
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
13.5K+ 3.51% |
$358K - $400K
|
400K
$14.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3K+ 9.77% |
$79.2K - $88.5K
|
33.7K
$1.22M
|
|
|
Aug 01, 2022
Q2 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.49K+ 13.31% |
$65.9K - $73.6K
|
21.2K
$767K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
243KNew |
$6.84M - $7.22M
|
243K
$8.79M
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
15.3K+ 165.93% |
$431K - $455K
|
24.5K
$887K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
15.3KNew |
$430K - $454K
|
15.3K
$553K
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
8.51KNew |
$239K - $253K
|
8.51K
$308K
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
1.71KNew |
$48.1K - $50.8K
|
1.71K
$61.8K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.28KNew |
$35.9K - $37.9K
|
1.28K
$46.1K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
250New |
$7.03K - $7.42K
|
250
$9.03K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
141New |
$3.96K - $4.19K
|
141
$5.09K
|
|
| Q4 2020 | |||||||
|
Jan 26, 2021
Q4 2020
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
10KNew |
$249K - $262K
|
10K
$361K
|
|