Purchases and Sales Made in Q3 2022 in Innovator U.S. Equity Power Bu (PFEB)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PFEB) during Q3 2022. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY POWER BU.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
90.6KNew |
$2.41M - $2.62M
|
90.6K
$3.32M
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
88.6KNew |
$2.36M - $2.56M
|
88.6K
$3.25M
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
76.1K+ 21.43% |
$2.02M - $2.2M
|
431K
$15.8M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
34.8K+ 15.36% |
$924K - $1M
|
261K
$9.57M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
29KNew |
$772K - $838K
|
29K
$1.06M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.2KNew |
$537K - $583K
|
20.2K
$740K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
12.7KNew |
$338K - $367K
|
12.7K
$465K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.55K+ 7.94% |
$227K - $247K
|
116K
$4.26M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.85KNew |
$209K - $226K
|
7.85K
$287K
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.85KNew |
$209K - $226K
|
7.85K
$287K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.42K+ 4.44% |
$171K - $185K
|
151K
$5.53M
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
6.3KNew |
$168K - $182K
|
6.3K
$231K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.21K+ 12.07% |
$165K - $179K
|
57.7K
$2.11M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
4.23K+ 2.23% |
$113K - $122K
|
194K
$7.1M
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.17K+ 216.8% |
$57.6K - $62.6K
|
3.17K
$116K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.12K+ 1.46% |
$56.4K - $61.2K
|
147K
$5.39M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.03K+ 2.96% |
$54K - $58.6K
|
70.6K
$2.59M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.8K+ 8.66% |
$47.9K - $51.9K
|
22.6K
$827K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.18K+ 10.94% |
$31.3K - $34K
|
12K
$438K
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
889+ 1.88% |
$23.6K - $25.7K
|
48.2K
$1.77M
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
810+ 7.92% |
$21.5K - $23.4K
|
11K
$405K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
765New |
$20.3K - $22.1K
|
765
$28K
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
719+ 24.84% |
$19.1K - $20.8K
|
3.61K
$132K
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
BUY
|
- |
392+ 0.71% |
$10.4K - $11.3K
|
55.6K
$2.04M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.16% |
$1.3K - $1.41K
|
30.5K
$1.12M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-25- 0.17% |
$665 - $722
|
14.3K
$524K
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-35- 0.12% |
$931 - $1.01K
|
30.2K
$1.11M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-188- 0.23% |
$5K - $5.43K
|
81.8K
$3M
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-322- 1.66% |
$8.56K - $9.29K
|
19K
$697K
|
|
Nov 14, 2022
Q3 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-380- 1.35% |
$10.1K - $11K
|
27.7K
$1.02M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-400- 2.12% |
$10.6K - $11.5K
|
18.4K
$676K
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-463- 0.43% |
$12.3K - $13.4K
|
108K
$3.97M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-508- 1.16% |
$13.5K - $14.7K
|
43.2K
$1.58M
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
SELL
|
- |
-819- 1.72% |
$21.8K - $23.6K
|
46.7K
$1.71M
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.03K- 10.27% |
$27.4K - $29.8K
|
9.02K
$330K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.45K- 8.74% |
$38.6K - $41.8K
|
15.1K
$555K
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.74K- 87.06% |
$46.3K - $50.3K
|
259
$9.49K
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2K- 16.6% |
$53.2K - $57.7K
|
10K
$368K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.33K- 3.55% |
$62K - $67.2K
|
63.4K
$2.32M
|
|
Oct 19, 2022
Q3 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-3.15K- 5.47% |
$83.7K - $90.8K
|
54.4K
$1.99M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.34K- 3.9% |
$88.7K - $96.3K
|
82.1K
$3.01M
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.41K- 4.7% |
$90.7K - $98.4K
|
69.2K
$2.54M
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.05K- 30.83% |
$108K - $117K
|
9.09K
$333K
|
|
Oct 27, 2022
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-7.3K- 2.3% |
$194K - $211K
|
310K
$11.4M
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-8.86K- 45.93% |
$236K - $256K
|
10.4K
$382K
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-9.3K- 18.03% |
$247K - $268K
|
42.3K
$1.55M
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-9.36K- 0.59% |
$249K - $270K
|
1.57M
$57.4M
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-13.5K- 49.22% |
$358K - $389K
|
13.9K
$509K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.2K- 3.72% |
$377K - $409K
|
368K
$13.5M
|