Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PJAN)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PJAN) 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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.94K+ 7.78% |
$155K - $163K
|
54.6K
$2.3M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-315- 2.52% |
$12.4K - $13K
|
12.2K
$514K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-547- 2.66% |
$21.5K - $22.6K
|
20K
$847K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-19- 0.06% |
$747 - $785
|
33.8K
$1.43M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.1K+ 2.66% |
$632K - $664K
|
620K
$26.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
340New |
$13.4K - $14K
|
340
$14.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.12K- 12.85% |
$162K - $170K
|
27.9K
$1.18M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.33KNew |
$210K - $220K
|
5.33K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.47KNew |
$97.3K - $102K
|
2.47K
$104K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-92.8K- 2.52% |
$3.65M - $3.84M
|
3.6M
$152M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.91KNew |
$272K - $286K
|
6.91K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-74.5K- 32.68% |
$2.93M - $3.08M
|
153K
$6.48M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-42K- 25.77% |
$1.65M - $1.74M
|
121K
$5.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3.69K- 9.09% |
$145K - $153K
|
36.9K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14.9K+ 67.55% |
$585K - $615K
|
36.9K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
5KNew |
$197K - $207K
|
5K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
558+ 4.7% |
$21.9K - $23.1K
|
12.4K
$525K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-19.3K- 6.66% |
$759K - $798K
|
271K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
363+ 0.57% |
$14.3K - $15K
|
64.3K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
26.9K+ 1069.64% |
$1.06M - $1.11M
|
29.4K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.42K- 6.6% |
$56K - $58.8K
|
20.2K
$851K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-3.21K- 14.83% |
$126K - $133K
|
18.5K
$779K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-9.06K- 32.08% |
$356K - $374K
|
19.2K
$810K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
187+ 0.42% |
$7.35K - $7.73K
|
44.2K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.85K- 40.76% |
$230K - $242K
|
8.5K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.29KNew |
$247K - $260K
|
6.29K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-27.3K- 66.83% |
$1.07M - $1.13M
|
13.5K
$572K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-13.6K- 4.33% |
$535K - $562K
|
301K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-1- 0.01% |
$39.3 - $41.3
|
12.3K
$521K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
16.9KNew |
$665K - $699K
|
16.9K
$714K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
338New |
$13.3K - $14K
|
338
$14.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-121- 0.27% |
$4.76K - $5K
|
45.2K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.08K+ 15.0% |
$121K - $127K
|
23.6K
$996K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.18K- 6.64% |
$321K - $338K
|
115K
$4.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
129KNew |
$5.07M - $5.33M
|
129K
$5.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.4K+ 75.94% |
$997K - $1.05M
|
58.8K
$2.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
16.4KNew |
$646K - $679K
|
16.4K
$694K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.11K- 40.54% |
$358K - $377K
|
13.4K
$564K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.07K+ 1908.93% |
$42K - $44.2K
|
1.13K
$47.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-5.99K- 47.82% |
$236K - $248K
|
6.54K
$276K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-46.3K- 12.76% |
$1.82M - $1.91M
|
317K
$13.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
613+ 5.92% |
$24.1K - $25.3K
|
11K
$463K
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-2.71K- 9.35% |
$106K - $112K
|
26.2K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-519- 0.87% |
$20.4K - $21.4K
|
59.3K
$2.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-44.2K- 3.58% |
$1.74M - $1.83M
|
1.19M
$50.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.86K+ 152.29% |
$230K - $242K
|
9.71K
$410K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-225K- 95.99% |
$8.86M - $9.31M
|
9.41K
$397K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.4K- 14.51% |
$55.1K - $57.9K
|
8.26K
$349K
|
|
|
Nov 13, 2024
Q3 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-1.27K- 2.44% |
$49.7K - $52.3K
|
50.7K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.6K+ 19.28% |
$102K - $107K
|
16.1K
$679K
|