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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
295+ 1.15% |
$10.1K - $10.6K
|
26K
$989K
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
22+ 0.32% |
$754 - $793
|
6.98K
$265K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
19.1KNew |
$638K - $671K
|
19.1K
$725K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
12.5KNew |
$419K - $440K
|
12.5K
$476K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
10.4KNew |
$346K - $364K
|
10.4K
$393K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.85KNew |
$329K - $346K
|
9.85K
$374K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
9.1K+ 47873.68% |
$304K - $320K
|
9.12K
$346K
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
8.61KNew |
$288K - $303K
|
8.61K
$327K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.7KNew |
$190K - $200K
|
5.7K
$217K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.32KNew |
$44.1K - $46.4K
|
1.32K
$50.2K
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
181+ 107.1% |
$6.05K - $6.36K
|
350
$13.3K
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
123K+ 108.07% |
$4.02M - $4.22M
|
238K
$9.03M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
60.6K+ 132.32% |
$1.97M - $2.07M
|
106K
$4.04M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
55.3K+ 13.8% |
$1.8M - $1.89M
|
456K
$17.3M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
20.6KNew |
$672K - $705K
|
20.6K
$784K
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
17.1KNew |
$555K - $583K
|
17.1K
$648K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17KNew |
$553K - $580K
|
17K
$645K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
16.4K+ 263.52% |
$534K - $561K
|
22.6K
$860K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16K+ 14.9% |
$521K - $547K
|
124K
$4.69M
|
|
|
May 15, 2024
Q1 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
9.97KNew |
$324K - $340K
|
9.97K
$379K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9.95KNew |
$324K - $340K
|
9.95K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
6.09KNew |
$198K - $208K
|
6.09K
$231K
|
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
2.24K+ 21.79% |
$73K - $76.6K
|
12.5K
$476K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.02KNew |
$33.3K - $35K
|
1.02K
$38.9K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
345New |
$11.2K - $11.8K
|
345
$13.1K
|
|
| Q4 2023 | |||||||
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
18.4K+ 159.48% |
$547K - $602K
|
30K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
14KNew |
$416K - $458K
|
14K
$533K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
13.5KNew |
$402K - $442K
|
13.5K
$515K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
12.5KNew |
$370K - $407K
|
12.5K
$473K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3.47KNew |
$103K - $113K
|
3.47K
$132K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2KNew |
$59.3K - $65.3K
|
2K
$76K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.94KNew |
$57.5K - $63.3K
|
1.94K
$73.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.45K+ 20.45% |
$43.1K - $47.4K
|
8.55K
$325K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.27KNew |
$38.5K - $39.7K
|
1.27K
$48.2K
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
160KNew |
$4.66M - $4.91M
|
160K
$6.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.9KNew |
$201K - $212K
|
6.9K
$262K
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
300New |
$8.76K - $9.24K
|
300
$11.4K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
259New |
$7.56K - $7.97K
|
259
$9.84K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
25.6KNew |
$721K - $751K
|
25.6K
$973K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
24.5KNew |
$691K - $719K
|
24.5K
$932K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
15.5KNew |
$436K - $454K
|
15.5K
$588K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
15.5KNew |
$436K - $454K
|
15.5K
$588K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.5KNew |
$325K - $338K
|
11.5K
$438K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
10.8K+ 363.81% |
$304K - $316K
|
13.8K
$522K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
9.48KNew |
$267K - $278K
|
9.48K
$360K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7.69KNew |
$216K - $225K
|
7.69K
$292K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
7KNew |
$197K - $205K
|
7K
$266K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3.53K+ 13.19% |
$99.5K - $104K
|
30.3K
$1.15M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
172New |
$4.84K - $5.04K
|
172
$6.53K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.1KNew |
$215K - $231K
|
8.1K
$308K
|
|